Case Study: Compass Advisors achieves unified data and automated marketing with Hatchbuck

Compass Advisors - Customer Case Study

Compass Advisors, a Bozeman, MT-based merger and acquisition advisory firm, faced fragmented sales and marketing data spread across Zoho CRM, Membrain, and MailChimp. That separation made it difficult to measure key metrics, understand prospects’ behaviors, and run targeted campaigns efficiently.

Moving to Hatchbuck consolidated their data into one user-friendly platform and unlocked tagging, advanced filtering, and automation to trigger emails, campaigns, tasks, reminders, and deals based on contact actions. The outcome was clearer real-time insights, revitalized database engagement, easier segmentation and reporting, and fast, helpful support—allowing the team to run more effective, targeted campaigns immediately.

Compass Advisors

Chelsey Clayton

Director of Operations & Marketing