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.
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.
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.
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.
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.
When it comes to convos with prospects and customers, context is everything. Integrate with your email client to track inbox correspondence in contact profiles.
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.
Import your existing connections into Hatchbuck and dynamically collect new contacts with online forms.
Bring your Hatchbuck CRM directly into your inbox. Add contacts, conversations, notes and tasks to Hatchbuck while you’re working in Gmail. With no need to switch back to Hatchbuck while you’re working in Gmail, workflow interruptions are eliminated.
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