The all new Hatchbuck gives you the power to seize every opportunity in your sales and marketing pipeline.

Change isn’t always easy, but it’s necessary for growth. The entire application has been revamped with a modern UI. The new user interface not only reflects the re-imagination of the Hatchbuck brand, but provides the building blocks for the exciting features and updates we have planned for the future.

We’ve redesigned the dashboard to help you see exactly where to focus your efforts every day. Many new insights will give you an even more accurate pulse on your business.

We’ve giving the activity feed you know and love its own live stream on the dashboard. See contact activity in real-time and drill down to see the actions and activities that are most important to you.

Easily see which contacts you need to nurture in order to keep your business top-of-mind. New system statuses that give you the quick scoop on your contacts health:
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Watch your database grow. See how many new contacts you’ve added as well as your total contacts.

Quickly gauge how well your emails are performing.

Watch as new revenue travels through your sales pipeline.

See your top lead gen channels at a glance.

Keep a pulse on how well contacts are engaging with your website.

Form submissions correlate with list growth and engagement. See how your forms are performing overall.

Click to see email history, scheduled emails and email campaigns to their own page.

We’ve re-engineered list views to make it even easier to drill down to the right contacts, deals, and now companies, too. Plus, our new search engine pulls data even faster than before.

You’ve given us feedback on the parameters you’d like to filter by, so we’ve added a ton of our customer-requested filters to our list views, including:
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Click & Drag Boolean Searching allows you to use both “and” and “or” statements in the same filter for power search queries.

Choose the columns you want to include in your list views so that you can always see the data that’s most important to you.

You can now use the global search bar to search for deals as well as contacts and companies - giving you all the information you need at your fingertips.

We’ve reimagined the Hatchbuck Email Builder from the ground up to help even the most novice users design one-of-a-kind, visually stunning emails with ease. Enjoy increased flexibility, added functionality, and significant ease-of-use improvements.

Customize your template layout by combining column sections in any way you like. In addition, you now have the ability to start completely from scratch with a clean and empty canvas.

You don’t need special photo editing software to get images to look just right in your email templates. Everything you need to edit inline and background images is just a click away.
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Speaking of clicks, with just a click you can easily add new content to your email template.

Footers are required in order to adhere to anti-spam guidelines. We’ve added several footer templates that you can customize to fit your template and your brand.

We’ve built out a robust library of pre-designed email templates for every occasion. Simple choose your pre-designed template and edit colors, images and text to make it your own.

For advanced users, you can now access the full email template HTML source code in the email builder and copy and paste into the HTML editor of your choice.

Whether you organize your lists by contact or account, we’ve got you covered with the brand new Company List View. Now you can easily access a list of company records. We’ve also added the “status” field to companies, make it simpler to sort through your account pipeline.

Put all your email conversations in one place with our new email integration with Google and other IMAP email clients.

We’re introducing user level security in this release. Now you can manage user permissions with user level security settings. Access under account settings > users.

Select a group of contacts, companies or deals to add tasks in bulk. Use merge fields to personalize tasks for each record.

When starting contacts on a campaign, event or email, you can now differentiate by user and contact time zones.

We’ve not only giving Contact, Company, and Deal record detail views a new look, but have focused on helping you track relationships in the app as efficiently as possible.

We’ve redesigned the Activity Feed with flexibility in mind. Sort the Activity Feed on Contact, Company and Deal records by the activities that matter the most to you.

Create or edit a campaign to see the re-imagined campaign builder. Now, you can set advanced timers to skip weekends or to send at a specific time, providing great flexibility to your campaigns. Our new campaign interface allows you to quickly modify when you want your steps to run by dragging and dropping.

We’ve brought the same UI from the campaign builder to the Rules, Form, Webpage, and Email Link wizards. Actions are now rebranded as “Automations”

Our new task view allows you to take action on groups of tasks, as well as flag high-priority tasks.

We’ve made some helpful updates to your account settings:
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