BenchmarkONE Reviews: 4.5/5 — Highly Rated

Our onboarding specialist made our transition to a new CRM really seamless, and we're finding it perfect as a CRM for marketing purposes.

The one feature we wish Hatchbuck included is to suppress a user from an automated email flow if they have 'replied' to an email.

We were looking for one central CRM to host marketing contacts for a variety of clients at our agency. Through the ability to tag our imports, we're able to send targeted communications based off various filters and responses.

I just started using Hatchbuck a few days ago and I am thrilled with our choice. The program is awesome, but the service and support are nothing short of world class! I had a problem with my first email, I picked up the phone and called their support team. Super friendly and eager to help and get me going. I was able to send out our first email within an hour of signing up. The software is amazing, the people behind this company are wonderful.

Like most web-based text editors, I wish the program would identify the font and type size when I highlight text. The fact that I can't, makes it more difficult to make typefaces and sizes the same.

Before Hatchbuck, we had databases in three different programs and nothing was truly integrated. We now have one database and can see exactly what's happening with each contact. We will be diving into marketing automation in the next few days.

A single stop CRM and email campaign solution that allows us to collect leads and properly communicate with them via email.

Could use a little bit more customization, but I really haven't found anything that I can't do or couldn't work around

Was using a help ticket based lead management tool and a separate email system that didn't provide the campaign features I needed. The single approach was very attractive. We have better communications with prospects and are able to track responses. As a result we spend our follow up time more effectively

The price and features are superb for a SMB. Compared to Pardot, Act-On, Hubspot, all of the others that cost $1000+/month and then you also have to pay for a CRM - the price savings here currently are insane. The features are also very solid and useful for a SMB instead of all of the bloated offerings of the others that don't quite match up with any specific company's needs. Their support is also stellar.

There are still a lot of bugs they're working through, which can be frustrating sometimes.

B2B lead gen and tracking, email drip campaigns, organizing our sales process - it has already paid for itself.

I've used many different CRM's but this one is by far my favorite. I use it for a marketing startup I currently work for and it helps the team stay on track and communicate better with customers . I love that it incorporates email campaigns along with the CRM, and that you can add tags to organize easily. It's also simple to add scores and keep customers moving along with pipeline. Also, their customer support is incredible! They walk you through training and customize it your needs and always follow up afterwards.

This is a tough question because there's so much I do like! Sometimes it's difficult to edit the certain email I want, there are a couple of options to access your current emails. One on the dashboard and one on the settings, I'm sure it makes perfect sense but to me I'm constantly clicking on the wrong one and get frustrated when I want to write a new email or edit an old one.

The old CRM we used was not very well organized and we couldn't get most of the team to organize their contacts, this system has made the process much easier. Overall we needed a better CRM tool as well as email campaign tool, so this is perfect.

The site is intuitive and easy to use. The ability to create emails and use them either as a stand alone email or for batch emails provides a flexibility some other CRM systems just do not offer. By using Hatchbuck's campaign function, I've been able to significantly reduce my work load. I no longer have to wonder if each client is being followed up with or not. They are. All of them. And with triggers and actions, we're able to schedule follow up phone calls so that potential clients don't fall through the cracks.

There's not really much I dislike about Hatchbuck. It works.

I was having a problem of clients that didn't purchase on the initial contact falling through the cracks, and losing touch with them.

I love the customizable templates for getting email marketing going fast and out of the box.

It is hard to remember all the options. It would be nice to have more step by step video.

We are now fully operational with email marketing. It was a very important move for our company.

Hatchbuck is amazing. With the automation we have literally decreased our noshow rate to less than 10%. My dedicated trainer is patient, informative, and supportive ensuring I am able to efficiently navigate the Hatchbuck system. The change over from our former system to Hatchbuck wasn't as stressful as I made it out to be! Thank you.

There's nothing that I do not like. It exceeds our needs.

System automation; Mass emailing; Organization of leads. Ease of use; less time in system than our previous system and we accomplish more.

I like that my emails get into clients inbox.

I dislike the name Hatchbuck and hate telling people it.

The automations, online firms, and tasks keep me organized

We run a gym and use a CRM specific for managing our memberships. Our software fell short in offering a good automated solution for email marketing. We were hesitant at first to use to CRMs as it's easy for the data to get out of sync. But, we went with Hatchbuck bc of the strong reviews and affordable price. It's been about 8 months now and we're super happy with our decision. The software is so easy to use and the onboarding process was great. You have access to a customer success agent who responds to emails super fast.

Wish there was text messaging capabilities.

Lead management. The ability to move customers through a sales funnel. Content marketing. Being able to manage content and send it out to customers after they fill out a form.

Hatchbuck is a solid marketing and sales CRM that is well-designed and easy to use. It's great if you're looking for a way to set up funnels and track your marketing and sales efforts. The reports are very convenient as well. Another big plus: No setup/training fees, and they integrate with Zapier, meaning that you can connect Hatchbuck to many other apps. It was simple to learn and easy to get started right away. Plus, they have an awesome team ready to help -- Lindsey made me feel welcome right away and helped answer questions.

Can't think of anything at the moment. For anyone looking for additional Hatchbuck integrations, I would highly recommend using Zapier to accomplish this. Super easy!

I've used Hatchbuck to set up email marketing sequences, create contacts, tasks, and deals, and generate reports. It's great for both small and large teams.

As a small business, we needed a CRM that would pull its weight and not kill us financially. I reviewed multiple options. Hatchbuck replaces MailChimp, allows for creation and development of sophisticated email campaigns, is (apparently) limitlessly customizable, and their onboarding and client service is exceptional (I changed our onboarding and stole from them, shamelessly). I cannot say enough about how pleased I am.

That I internally can't get developer time to embed the Hatchbuck form into our website. This is OUR problem, not Hatchbuck's. They make it REALLY EASY, but I don't control the website. I had to say something about what I don't like to appear legit, and it's a required field :P.

Hours and hours and hours of time. I can schedule email campaigns. I can run reports for bonuses. I can automate actions (which frankly never ceases to be cool). I feel like we've only scratched the surface of the power of the platform, and its various integrations.

Hatchbuck is very intuitive and its interface is user-centric. It has powerful marketing tools to integrate customer relationship management with strategic communications, that can be segmented by target audiences. It includes a customizable contact status "funnel" to prioritize level of effort based upon opportunities. Hatchbuck provides invaluable marketing guides to facilitate the development of a comprehensive plan that leverages all of the Hatchbuck tools. The ability to automate contact and communication management is very impressive! Lastly, if you forward emails with new lead contact information, Hatchbuck automatically creates a new contact record.

If you send an email from within Hatchbuck, a copy is not available in your email account, i.e. Gmail or Outlook; therefore, you have to create a work-around for managing communications via your email account and Hatchbuck. In addition, if you forward or bcc: emails from your email account, they do not appear in the Activity Feed in Hatchbuck; they only associate with the contact record.

Using Hatchbuck, we are solving our need for coordinated customer relationship management and communications, so that we are not using multiple software applications.

Hatchbuck is easy to use. The combination CRM - email marketing tool is genius. The client support is also superb. Whenever I had a question, during the first 2 months of service, I had a p[ersonal rep assigned to me. Additionally, I rec'd one-on-one implementation webinars. Now my account has moved to the main support team and they respond very quickly to any question I have.

Truthfully, I cannot find anything to dislike about this product.

We are closing the loop by connecting our sales department to our marketing dept using Hatchbuck. We have removed so many steps by implementing the product.

Marketing campaigns are SO easy to execute through Hatchbuck. Thank you for making a user-friendly platform that truly supports our sales and marketing efforts.

Necessary evil: Data Entry! What goes out is only as good as the data that goes in.

Ongoing marketing campaigns have been important to maintain a consistent sales pipeline.

Hatchbuck gives you amazing insight into the mind of a buyer...what' they're doing, thinking, likely to do--all in real time. It's great for hands-on sales strategy. But even more helpful for understanding what your contacts want from you. When you give it to them, the feedback is clear. When you don't, you hear crickets and know it's time to go back to the drawing board. My favorite features are: * The real-time dashboard * The form and link actions to follow up on clicks, visits and online forms * Dynamic tagging

Hatchbuck is coming out with a major update *soon* so many of my dislikes may be addressed. But currently my top 3 dislikes of this program are... * Limited boolean search * Limited custom reporting * One-way API (inbound only), which limits integration with other tools This said, I've come up with workarounds for most of this or just let go of my annoyance at not having this. For the subscription price, you're not going to get everything you want--no matter which software you evaluate.

We have used Hatchbuck nearly 3 years, and it's changed our business for the better. The email editor is easy to use and cut my previous design time from 2+ hours to about 15-20 mins--even less if I copy a template. We're up to 11 marketing automation campaigns, which ensures all of our contacts are getting something from us at all times. Then we fill in with our email blasts, and I feel like I've optimized my marketing investment each week. Before it was too hard to keep track of all the moving pieces. Too hard = no continuity, and continuous content is the secret to lead generation. Now when I come up with a new lead-gen idea, I can execute on it instantly, by myself, no help required from IT.

It's visually stunning, much like our amazing trainer Lindsey Stroud.

Nothing so far. Everything is working as expected and the training was excellent.

We had our customer database in an Excel spreadsheet. All of our correspondence with them was either printed out or put in Mac Mail folders. It was really disjointed. I love the social media features and the ability to upload a photo. I took the time to add those photos for everyone of our current clients which is really important that I put a face with the name so when we have our annual conference I can act like I already know them! Also, by having all social media fields available it forced me to connect with them which doubled my network in just a few days!

The user friendly interface and personal support!

The fact that not enough clients are using it :)

Segmentation of email databases is a huge issue being solved for our clients. Most of them have never segmented their lists, but with the tagging feature and filtering Hatchbuck provides, it makes it very easy. The benefits I've realized are: - Easy template creation - Filtering is AMAZING! - Very powerful tool - I have yet to use all of the features - The personal support is the best! It's comforting to know there is always a Hatchbuck expert on hold waiting to help me.

Hatchbuck has been my first foray into marketing automation, and I couldn't be happier. From the start, each person I've dealt with has been a pro, engaged, helpful, and prompt. This can be a confusing new set of tools, so excellent support is critical.

I wish there was a mobile CRM component. And a visual tool for creating "recipes" would help.

I am trying to nurture new visitors and track activities of leads.

Hatchbuck gives you everything that you really need for a marketing automation platform and CRM without having tons of unnecessary and often expensive add-ons. It is flexible and Powerful and extremely easy to use.

I really don't dislike much of anything about hatchbuck with one exception. Currently the user interface is not mobile friendly

Hatchbuck really helps me more effectively manage my inbound leads. Historically would be too busy to properly maintain Communications in sale cycle

I love that I can organize my clients, and manage email marketing campaigns, and keep track of everything they do.

Don't like that their isn't a mobile application for it, and that it is not perfectly incorporated with our email system

Helping companies go through massive amounts of content. Hatchbuck is helping me keep track of potential clients and organize my sales funnel.

One thing we love about Hatchbuck is how easy it is to learn and use. We were up and running in just 1 week and our email marketing staff was able to quickly learn the platform so there was no lack in productivity due to training.

A few bugs here and there that we've come across but nothing major. And the tech support is always very quick and does their best to solve the problem in a timely fashion.

Simple CRM Visitor Tracking Easy Email Marketing Automation that saves us time and prevents us from sending manual emails Helps us to better organize our entire business and communicate with our community and prospects better.

It is very easy to use and very affordable software that brings lead capture, lead scoring, lead nurturing, marketing automation and CRM under one system.

There is zero ROI functionality. You can not track a lead until they fill out a form or until you send them an email. You have no idea what source your lead came from or what search terms they used to find your website. You have no way to gauge the effectiveness of your digital marketing. I hope these features are coming, but they are not forthright about what is in store. There is no public development plan.

Lead Capture, Lead Scoring, Lead Nurturing, Email Marketing, Marketing Automation, CRM

A combination of both how easy it is to use and how responsive their support staff is. They really take a long time making sure you understand the platform when getting started - and are available for any questions.

I can't think of anything that I dislike at this point.

It has become much easier to track my agency marketing efforts.

We were using Salesforce, which is robust. However, we were looking for a solution that was more economical, easier-to-use, and not so complex. We were referred to Hatchbuck. We took a test drive with a demo, interacted with their sales and support folks, and then pulled the trigger. We've had great follow-up from the Hatchbuck team and they are open to ideas and feedback we share. The system is good to use and it's met the needs we have as a company.

I wish they had a mobile-friendly web platform or an app. I want to check in on prospects and leads from anywhere, which can be a little tricky on my smartphone to pan and zoom. I also think the wizards (e.g., creating an email template or uploading a file) can be a little sluggish from time-to-time.

1. It streamlines our communication in our sales process. I love the tracking and notification features so I know when someone opens an email and clicks a link. Tags are super helpful for a quick glance, too. 2. It keeps us organized. 3. It engages our team.

Hatchbuck allows you to easily manage and actually use your data to the fullest. The tags and tags rules allow us to quickly segment data and automate actions that we previously had to do manually. There are a variety of options when it comes to the different templates and emails can be quickly sent. Our sales team has used other platforms in the past and they picked up Hatchbuck quickly and use it comfortably throughout the day. The Hatchbuck team is great and always there to answer any questions we have!

Like any platform there are always features and options you wish were available. Hatchbuck is good about listening to things we would like to see in the future and rolling out and explaining new features.

We previously had been using a separate CRM and email platform. With Hatchbuck we have everything in one place. We are saving time, money and frustration by using Hatchbuck's platform.

I like that Hatchbuck seems to really get small businesses and has developed their product accordingly. Everything they do from the software itself to the training uses plain language that anyone can follow. They break the concepts of automation and email marketing into simple steps. I've worked with many similar applications and none of them are as small business friendly as Hatchbuck.

I haven't found anything to dislike yet. It does take a little time to get used to the Hathbuck vocabulary—understanding how they refer to features and functions. But it's nothing that can't be easily picked up.

Simplifying marketing automation and making it truly attainable for small businesses. Up till now I had not found a product that a small business owner could reasonably use on their own.

Even though we have just started, the Customer Service and training support have been excellent.

I wish that Hatchbuckk carried file level security. In a competitive IP market environment we often work under Non-Disclosure Agreements and the current file security setup prevents us from using Hatchbuck fully.

The business problems include lack of timely follow up and prior lack of alerting our customers to new and or imporved product offerings.

Easy to use, intuitive, great support....

needs more integrations to be extra effective

More organized, less prospects falling through cracks, more intelligence on prospects

The tagging is extremely useful. Anyone that clicks a link in an email I send, I'll assign a tag to them, and be able to start a campaign or send them another email on that topic.

There are a few things that need help, like saving drafts of emails in a intuitive place and editing the HTML of a drag-and-drop template. I also wish I could share a URL of an email I sent out on my website. The reporting could use a little more work too, it's hard to compare emails to each other.

I work in the healthcare industry, so we're trying to get more patients to utilize our services. I've found that a little strategic nurturing w/ emails will help a potential patient take the step and make an appointment.