CRM and Sales Automation

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Navigate from the Dash

Is business hot or cold, and what can you do to change the weather? The dashboard gives you real time insights at a glance, prompting you to pull the right levers to move your business up & to the right.

See Activity in Real Time

Monitor your contacts’ activity in real time. Website tracking shows you who’s visiting which pages of your site and can automatically trigger hot lead alerts to follow-up with prospects who are ready to buy.

Put a Face to the Name

Working with data is boring. Working with people is where you shine. Contacts are populated with social media pics and profile links. Get insight into who you’re talking to before you pick up the phone or hit send.

Manage Your Day

Automated task creation and notifications keep you on point all day. When you know what needs to be done, you have the freedom to prioritize where to spend your time.

Track Deals

Are you on track to hit your sales goals? The deals pipeline shows you how you’re measuring up and what opportunities you have in the pipeline.

Keep Tabs on Inbox Conversations

When it comes to convos with prospects and customers, context is everything. Integrate with your email client to track inbox correspondence in contact profiles.

Filter and Segment

Tagging and lead scoring makes it easy to create dynamic lists based on your contacts’ interests and readiness to buy. Reach out with the right message at the right time.

Add Contacts on the Fly

Import your existing connections into Hatchbuck and dynamically collect new contacts with online forms.

Sales and Marketing Software, Simplified

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