BenchmarkONE Reviews: 4.5/5 — Highly Rated

It's helpful to keep track of clients and sales and see what everyone else is doing! We use it for all new business and for followup.

The tasks are a little hard to use - when you have several, they get jumbled.

I feel like Hatchbuck really helps me understand all the sales I'm missing out on

It has all the fundamentals of a CRM without all the extra fluff that I don't need or want as a marketer. Since I take it upon myself to continue my eduction for the company, all I need my CRM to be is reliable and intuitive - which is exactly what this system does for our team.

Sometimes it can be a tad bit glitchy. But the team is really quick about fixing issues. Just in the few months that we have used the system, they have continually made updates and improved the system.

Streamlining our client communications and automation to better interact with current or potential clients. I also love that the Hatchbuck team is so easily accessible. I know that if I reach out to them, it will only be a few hours (or at most, one business day) until I hear back from them with a solution or a next step to my problem.

The user interface is well thought out meaning finding something is quick.

Forms, especially iframes, when integrating into existing websites, is not great. Need more custom design options: button styles, borderless layouts, fully width (100% rather than a pixel width), etc.

The biggest was time savings... building landing pages with email followup was super fast.

All the functionality to track and keep client's engaged

No ability to store pertinent client files

Follow up with visuals. Client's get more excited about our product

I like that you can customize your settings to show exactly what you are looking for each time you go in

I don't like that it flags duplicate emails but doesn't let you click on the email and go directly to the existing profile

It's a great CRM to manage leads for sales calls. It helps organize upcoming tasks and follow ups.

What I like best about Hatchbuck is how easy it is to catch on to the processes. I also like that I am able to set reminders to go directly to my email on the due date or when it is coming up.

I don't feel that I use enough features to have any negative feedback.

I am mostly tracking my tasks. It keeps me productive.

The system is very easy to use for what I do. (Email templates, contact management) I also appreciate their willingness to help with questions and concerns.

There is nothing I can think of at this time.

The email templates help with my everyday emails and being able to see when I sent what to who is a great benefit for me.

Ease of use and very good online tutorials

Some navigation issues and also some issues when we have multiple contact entries

Building email campaigns that are education-oriented

Support is excellent, that is all, nothing else

Quirky trying to save, file, and find drafts

Consistent communication with email list

It is easy to use and scale to a small business.

CRM is not terribly robust. We have alot of information to keep and it's a bit cumbersome to build out.

keeping in touch with leads. We have a long sales cycle so it's important to email frequent updates about our product, etc.

It has made our life so much simpler. Everything we need is in one place, and it's so easy to find and use the data we want!

Email editor is sometimes a bit sensitive, but overall, it's easy to use and gets the job done well.

It has streamlined our tracking of customers and relationships, and made it a lot easier to remember where our proposals are at.

It's a DIY solution for small businesses that don't need the feature set of a large CRM like SalesForce. The company is easy to work with and the system seems to be very user friendly.

In some ways the system is a little too DIY. They offer email templates and set up a campaign for you, but customizing these to my business needs are a little beyond my technical and creative abilities. I'm sure I could figure it out with enough time, but some of it is a little daunting.

We get a lot of new business leads but not all of them are ready to purchase our services right away. Hatchbuck allows us to keep tabs on these folks, send them periodic drip marketing to keep us fresh in their minds, and when the time is right, we are there to convert the sale.

Hatchbuck manages marketing campaigns, customer contacts, CRM, Deal progression in one solution, even providing the ability to track emails sent to the client during deal progression as an activity. We love the integration with the google suite and deal tracking.

When marketing email templates are generated, they populate in a list that you can select from based on the template that was created first (years ago). Also, it doesn't yet track IP addresses that visit our website that are not contacts in our contact list (like Hubspot).

Hatchbuck is our CRM, Marketing Automation, Deal Tracking. It allows us to stack rank by "points" prospects that have viewed our website, allowing us to target marketing to them.

The drag and drop email creator is easy and looks great! I'm not that great with design and my emails still look really nice and professional.

My emails are still going into the junk mail of peoples inboxes and I can't figure out why it's still doing that.

Our lead generation is going so much better. We have a better sales funnel to catch people when they are ready to buy and nurture them along the way until they click "Buy Now".

Ease of use, easy to learn. You can figure most things out on your own.

There is absolutely nothing to dislike about it.

Able to send bulk emails easily, and first contact emails.

The support is awesome. The people at Hatchbuck are excited, energetic and enthusiastic. And they help you with a problem until it is solved.

There is no app for the iPhone. So I must have a laptop or a desktop to work properly on Hatchbuck.

You can see if potential customers speak the truth about opening an e-mail. So you know if your future partner is a liar. You can see how much time someone opened an email. So you know if someone is really interested.

Easy to use, fast support, impressive segmentation and reporting

Sometimes slow load times and small design flaws but neither negatively impact UX or efficacy of campaigns

Generating qualified leads and following up with those leads at the right time. Response rates have improved dramatically

The Hatchbuck platform is very intuitive and user friendly. The modern look and well-organized information makes it easy to navigate and keep all of the various pieces of CRM/marketing automation straight. Also, the customer service is very responsive and helpful on an individual basis.

There are some features that would be useful... such as being able to automate actions based on users who DON'T click in emails, not just those who do click, and being able to clear out data on forms after you do a few "tests" of the form to make sure it's working properly. Also, Contact Details do not include an "Address 2" line, even though a lot of addresses have suite numbers or secondary locators. And, it would be nice to have a direct email integration, instead of having to forward all conversations to a BCC email address (too easy to forget to do so).

We needed a CRM system to manage our contacts, but also wanted to use email marketing to stay in touch with our prospects. Having an "all-in-one" system to do both has been the best solution to that problem.

Helpful and responsive both in the sales process and onboarding. The system is generally very intuitive and so the onboarding is good because you can focus on the more complex/ strategic questions. For me it is really important for the system not to be too complex - simplicity is key and I think the design really helps with this.

Nothing so far - that is nice to say! It is clear to me that this company is trying to do a great job.

It really does make you think! It makes you think about campaigns and about individual prospects. A normal email does not give you that insight of "wow that really senior guy has opened my email 11 times this week!"

I touch on much of what I likea couple of questions down. The fact that I can largely automate my recruiting/marketing is huge plus after working with the clunky ACT! CRM for six years. Timely deliver of pertinent information, e-mail tracking capability (opens, clicks, bounces, unsubscribes, etc.), the inclusion of a sales pipeline feature and being able to track the various stages in it, effective reporting, and its all inclusive nature.

I would like the software to be more robust in certain areas such as e-mail and social media integration and calendaring, which I understand is all being worked on. Right, now there is no connectivity between my calendar and Hatchbuck and I need to insert my Hatchbuck inbox e-mail address every time I want an outbound message to be included in someone's record. I does not yet have a mobile application.

The problem of inconsistent and, therefore, somewhat ineffective recruiting/marketing. Actually, not so much ineffective as not nearly as effective as it could be. There was also the issue of not knowing, numbers-wise, where my recruiting stood. Now, I'm able to craft relevant messages and develop campaigns to specific targets and disseminate them in timely fashion to my prospects. I now also know how many deals are in my sales pipeline and who precisely is in what stage.

How Hatchbuck integrates CRM and marketing automation in one simple program.

Had a little trouble integrating customized calls to action on the website.

I needed a reasonably-priced solution for marketing automation. I was especially happy to see that Hatchbuck also integrated CRM. A great value!

It's a wonderfull tool both in terms of integrations and collaborations. Highly recommended

Latency and high data consumption. That's it

It just makes your work much easier by just rasing the implementation. Multilevel integrations and also they are very user friendly.

BenchmarkONE provides us the liberty to create any type of automation just with a few clicks. Its interface allows us to segment all our contacts properly so that we can organize our client interactions & improve our deliverables. We can also map our customer journey entirely so that we recognize what would be required to promote customer satisfaction & build business solutions. Integration with other tools also is comfortable & we feel satisfied with its automation features, landing pages and email campaigns for meeting our marketing goals.

Nothing in particular to dislike about BenchmarkONE's support for our retail organization. We are impressed with the deep insights and forecast offered based on customer preferences, products and services which need more attention. We also feel good about its personalizing feature for sale in a single pane of glass, which effectively simplifies list creation for all our targeted marketing conversations.

We had large requirements to manage our customers through a robust CRM tool and BenchmarkONE serves the requirements. Its email builder is helpful as it's customizable & we can also create templates that are frequently used for our business. All its utilities are streamlined properly so we never felt any difficulties in flipping back and forth between tons of email sequences on a daily basis. We can also define metrics for sending SMS or push notifications via its automation functionalities. We also seamlessly integrate BenchmarkOne with Zapier which is our external SMS system for delivering notifications. For marketing automation, we make use of its trigger events functionality so that we manage all prospects of our customers without missing anything crucial for our sales.

Email System, CRM and Marketing Automation all in one place. Love the ability to create forms. The interface is very user-friendly.

It would be helpful if you could assign multiple contacts (email addresses) to multiple companies. Would also love the ability to have more marketing automation options, such as if someone doesn't open and email, then send them another email. I also have been having issues with bot activity and not being able to tell if someone actually opened or clicked on an email.

Saving a lot of time by streamlining our email process. Also saving time, not wasting time on prospects who are not interested. Having three different platforms (CRM, Email and Marketing Automation) made contact list maintenance a disaster. This solves that issue by housing everything in one place.

In our company, since we started with the BenchmarkONE test, we have been satisfied since it has provided us with tools that help us with the management of campaigns and sales and marketing workflows thanks to its segmentation, evaluation of potential clients and visitor tracking of the web offers us the best alternatives for the market.

Our work team received some complaints from clients since not all of them manage to cancel their subscription effectively and consequently they are supplied in the same way messages or emails from marketing campaigns which can get them upset and complain. On the other hand, it has small flaws like the HTML platform.

Something that our team needed was to keep track of the interactions made by clients with respect to our campaigns, for this BenchmarkONE offers us the solution since it gives us a score with respect to said interactions that we need, such as reading the emails, visiting the website, downloading documents, among other things that made it easier for us to know which areas were the most frequented and thus not lose sight of and make improvements to those less visited.

Their quick support and tool integrations

Sending and receiving emails could be easier to use and the Dashboard could show details to have more of an instant update instead of having to go into those specific contact profiles. The task feature would be best if it integrated with something like Microsoft Teams tasks.

All of my contacts can easily be organized and tagged appropriately.

It's unusual that doing things in business turns out better than you expected. For my team at HealthEconomics.Com, this was the result of our first year experience with Hatchbuck! The business need we had was how to be better at marketing and sales (defined as: more targeted, better follow-up, more success). The solution was Hatchbuck. The result was 13% improvement in sales in our first year of Hatchbuck. Now, every dollar of that 13% growth is due to Hatchbuck - that just wouldn't be fair to my awesome sales people :-) - but it has indeed helped us target, follow-up more successfully, and have more success with our hundreds of customers. And probably most importantly, my sales team and I all feel in better control of our business. The whole group at Hatchbuck is on our side to be successful. We are definitely renewing for next year. The cost of the software service is manageable for our small business and it's easy to learn.

I'd like a better interface when adding tags without having to go to the Systems settings. I'd like a cheat sheet that defines a tag when you mouse over it (like a "comment" field or a note in Microsoft Word/Excel.

Needed better segmenting of customers (where they are in the sales funnel, what their interest is, what their pain point is); needed automatic follow-up; needed a way to achieve drip marketing; needed email and website integration of customer pathways; needed it to be affordable for a small business. We achieved drip marketing, segmenting, follow-up, and 13% sales growth.

I enjoy using Hatchbuck because it is fairly user friendly but also has a ton of helpful features and capabilities. You can categorize contacts in many different ways, which is great for organizational purposes. Hatchbuck also keeps detailed statistics on every email you send out with it, and has a fantastic email builder with templates and coding options.The new features with Pop-Ups and Landing pages are fantastic, and offer even more options for our company to expand our reach and contact base.

Sometimes the amount of features available is overwhelming and confusing, but there are several videos and articles that help remedy this issue. There are a few aspects to the software that still need some work. In the email builder, is is hard to achieve some specific results, and occasionally, image quality is depleted. The new Pop-Ups and Landing pages feature is very helpful and unique, but could use more options for customization. We had wanted to put our logo in a Pop-Up, but it was very difficult to get the right, placement and size for the image. The spam filters for Hatchbuck are also a little lack luster. We get a lot of spam contacts and it is very hard to get genuine people to sign up for things like newsletters,

Hatchbuck makes it infinitely easier to keep track of customers and maintain contact with potential leads.

Email marketing capabilities are great, and undoubtedly one of the highlights of Hatchbuck, it offers numerous customization options for editing your marketing campaign emails, allowing your company to create the email exactly as you wish. But if you don't understand code and editing, Hatchbuck offers a plethora of ready-made templates, just choose which one to use.

Slow servers, this was the main problem I faced with using Hatchbuck, sometimes when trying to do some updating or altering some work we had problem with slow servers which made the task a bit frustrating and certainly more laborious.

Hatchbuck was implemented in our company to improve our marketing campaigns and to help prospect new customers, which he accomplished very well. Hatchbuck helps us keep in touch with our regular customers and also prospect new customers thanks With the marketing tools offered, it is much easier to sell a product to an already interested customer, and Hatchbuck does it very well, making it easy for our sales teams to work, and the salesperson just has to keep the customer interested and get them to do it. negotiating with our company and thus finalizing the work that was started by Hatchbuck.

The automation of marketing through forms, website visits, email campaigns, ect. Saves time and cost on a marketing effort.

Would like to get more customization within our business needs - some fields in the system are limited. Email deliverability could be better as well.

Time and costs associated with digital marketing. Competitive pricing on the CRM forefront.