Great CRM! Does what it needs to do, and does it well for you!
Updated January 07, 2020

Great CRM! Does what it needs to do, and does it well for you!

Leo Woods | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Hatchbuck

We use Hatchbuck to reach out to large numbers of prospects and clients at once. It allows us to disperse information across large groups of people in a controlled and measurable method. It provides a number of options to manage how those prospects view and interact with the emails we send, and sends us good information about what they are doing with the content. There are a number of tasks you can program into the emails to keep you notified, and it's just a great tool overall.

Pros

  • Email Tasks
  • Unsubscribe
  • Notifications
  • Follow up
  • Great templates for email creation
  • Very easy to have multiple users on our team sharing information

Cons

  • I feel the user interface is unclear at times
  • There should be some training videos or training tools on the site
  • I'm sure it does more than I'm currently aware of
  • I personally experience approximately 10-12 positive prospect interactions due to Hatchbuck.
  • It makes it easy to see how many times attachments are viewed, and projects a prospects interest.
  • It guides you to some degree as to when to reach out again.
I have had more experience with Hatchbuck, and was introduced to it through someone who is quite familiar. My perspective is that for the money, Hatchbuck does all it needs to, and does it well. I'm sure there are comparable products, but this is the first one that I found user friendly enough to be able to use it consistently.
In sales this is an excellent tool to keep prospects and clients up to date on relevant information about our programs. The software provides a smooth unsubscribe function as well, and manages it so as a user you don't have to pay attention. It will simply stop pinging the people that click Unsubscribe, and continue with the others. You don't have to 'scrub' your lists.

BenchmarkONE Feature Ratings

WYSIWYG email editor
10
Dynamic content
10
Ability to test dynamic content
10
Email deliverability reporting
9
List management
10
Triggered drip sequences
10
Lead nurturing automation
8
Lead scoring and grading
10
Data quality management
10
Automated sales alerts and tasks
10
Social profile integration
Not Rated
Dashboards
9
API
Not Rated
Role-based workflow & approvals
8
Customizability
10

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