Get to know Hatchbuck

It starts at the Hatchbuck dashboard, which offers an overview of recent activity from your sales and marketing efforts. Watch contact activity in real time, and see how emails, campaigns and other lead channels are contributing to the overall health of your business.

The Contacts area offers an in-depth look at the people most important to your business. You can filter contacts by name, company, address, and other such tags. Tags are particularly useful for dynamically segmenting and targeting specific groups in your campaigns. You can store a vast range of data about each of your contacts, and pull in details from social media including LinkedIn, Facebook, and Twitter. Clicking on an individual contact gives you a view of their details, along with any activity and conversations you have had with them.

The other key part of the Contacts view is the “score” listed next to each contact. This is the probability of a sale being made to that contact, as calculated by Hatchbuck’s intelligent algorithm, based on they react to your campaigns. While it is only a guide, it gives you a key insight as to where to focus your attention.

It’s easy to capture new leads and add them to Hatchbuck’s CRM using Hatchbuck forms. They are simple to create in a drag-and-drop builder and can be embedded in your website.

As you add new contacts, Hatchbuck makes it super simple to stay in touch with everyone, offering an impressive drag-and-drop builder, along with a selection of customizable templates and ready-to-send designs. You can easily add text, images, buttons, and social links to your email, and change most aspects of its appearance without seeing a single line of code. That said, you can dig into the HTML and CSS if you wish, and save your work as a template.

To move your contacts down the sales pipeline, you can start a campaign. Whether the aim is to nurture leads, go for sales or winback old customers, Hatchbuck campaigns can help you meet your goal.

Actions can be added throughout the sales and marketing pipeline to completely automate your process. For instance, send an email when a contact fills out a Hatchbuck form, add a tag to a contact who clicks a specific link, or even adjust a contact score when a contact engages with your campaign.

Back in the main workspace, you can view the sales you have made through the Deals tab, and you can add to-dos under Tasks — particularly useful when you need to follow up at a later date. The Deals section allows you to look through the sales you have made and help you identify your best customer channels. All of the data that feeds into Hatchbuck can be exported in detail via the Reports menu.

For businesses wanting to stay organized, automate follow-up and track success, Hatchbuck is a great sales and marketing tool. While the interface is clean and clear, the underlying features are impressively advanced. In particular, if you want to make sales via email and send out newsletters, it's a great way to do everything in one app.

Originally Published February 10, 2016; updated Oct 18, 2018 with new screenshots and details.

Do more with Hatchbuck

Zapier allows you to instantly connect Hatchbuck with 2,000+ apps to automate your work and find productivity super powers.

Connect to 2,000+ Apps

Google Sheets

Google +1Google, Spreadsheets

8 Integrations

Gravity Forms

Forms & Surveys +1Forms & Surveys, WordPress

Facebook Lead Ads

Ads & Conversion +2Ads & Conversion, Facebook, Premium

Hatchbuck Pricing

  • $39/month Starter plan for 1 user, 250 contacts, and 1,250 emails per month

  • $109/month Small Biz plan for 2 users, 1,500 contacts, and 7,500 emails per month

  • $219/month Team plan for 5 users, 5,000 contacts, and 25,000 emails per month

  • $329/month Professional plan for 10 users, 15,000 contacts, and 75,000 emails per month

$29/99/199/299, respectively, with semi-annual plan

Hatchbuck Features

  • Collect and organize contacts

  • Create and schedule email campaigns

  • Keep track of the sales pipeline and manage tasks

  • Track clickthroughs and see conversations in one list

  • Get intelligent sales probability estimates and notifications on hot leads

  • View clear reports on campaign metrics

Hatchbuck Alternatives

See All


Marketing Automation

Hatchbuck Updates

New for Our Hatchbuck Integration: Add Zapier to Hatchbuck Automations with Webhook Automation Trigger

Connect the apps you use every day

Get started with a Free account

By signing up, you agree to Zapier’s Terms of Service