BenchmarkONE Reviews & Product Details

Easy to use, straight forward and integrates with marketing efforts and client nurturing seamlessly.

Would be great to have some form of expansion modules, but with the API;s for so many, it is hardly missed. I so wish there was a mobile app for Hatchbuck (oh please please) I could use from the field. Let me know if there is some 3rd party integration that I can achieve this.

Total awareness, total organization, one platform to hold all client and prospect data with metrics....so key. Goodbye days of multiple spreadsheets, software and MS Office attempting to keep me organized and orchestrated. I (heart) Hatchbuck.

The ease of viewing stats and being able to use a drag and drop builder.

Not being able to add contacts to lists instead of adding them with tags!

We have had way more incoming flow of traffic!

I really appreciate the toolset, and the templates and guidance they provide, The ability to set up campaigns and tasks based on website activity has given us insights into real-time feedback on the effectiveness of our site and systems. Ask for help - they are very responsive with ideas and best practices you can use right away.

The downside is managing all of the automations - it's easy to get carried away, particularly when you're initially setting up, having the system generate tasks as checkpoints, rather than things that actually require attention. Going back and modifying that later and updating can be an intricate process. Take your time early to design touch points and in the campaigns and response process and you'll save this challenge altogether.

We have fully automated our sales and follow-up systems with Hatchbuck. We have made many, many sales from our site that were fully automated and managed by the HB system. It's helped immensely in getting our arms around our sales processes.

The support, hands down. The team at Hatchbuck is amazing, and has answered all of my questions promptly, and helped me to think creatively with how best to use the software. I also love the automation available - the ability to trigger emails, campaigns, tasks, reminders, and deals based on contact actions. The new built in advanced filtering system is great, and makes it easier than ever to segment our database based on location, tags, whether they have an email address or not, and more. We've also used the email reporting to our advantage, helping us to get to know our contacts - what they interact with, what they click on, what they do and don't care about - our database has new life!

As we've been in the system more, we're finding that we're not using the "deals" tracker tool as effectively as we could, simply based on the fact that for our specific line of business, we could easily use 3-4 pipelines separately. (We are M&A Advisors/Business Brokerage Advisors, and so we have separate pipelines for Sellers, Buyers, Clients doing Exit Planning, and Valuations). If we were given the ability to have multiple Deals pipelines, it would immediately enable us to keep track of that pipeline. Additionally, if I could change a couple things, like the ability to automate contact notes within the record the same way that other things can be automated, I would, but this is such a minor thing that I wouldn't count it as a dislike.

We previously had three systems holding three separate sets of data: Zoho CRM, Membrain, and MailChimp. Now that our data is all together, we're already starting to make it work for us, instead of us working with it. As we're further into the program as well, and we've executed some campaigns and targeted emails, we're getting to know our database. The tag feature is amazing, and helps to give a more real-time picture of where our prospects are at, whether they've been browsing the website, what pages they've visted (and multiple times), etc.

As the owner of a small business, I was paying Hubspot's excessive fees for a few years before I discovered Hatchbuck. While Hatchbuck has fewer features than Hubspot, I actually like that. Hubspot could be so overwhelming with all of the customization options. I just wanted to track customers and sales and stay on top of everything. In under one month, I was up and running more smoothly than I was under Hubspot after two years.

I do wish that I could customize some some of the core features using my own terminology (like I prefer to say Event Date instead of Close Date for my purposes)...

I'm using the software to manage event booking and sales for speaking.

Everything works like you promise, and the service (help desk) is 100% responsive.

Whenever I fill in the city and state in the data section of contacts (especially St Louis and MO) it takes forever for it to fill in. Well over a minute, more like 90 secs.

E newsletter and contact with clients and prospects

CRM, email campaigns, and very easy to use. Very fluid.

Nothing - it's great! I really don't have a bad thing to say about this.

CRM, email drip campaigns, ease of use.

How simple sending an email that looks like a real email from my personal account.

How many options there are for going through each different category.

We enjoy sending emails that look like personalized emails that do not look like templates. A benefit is that we are able to track and see who has done what.

easy to use platform for marketing automation - i like that when i need support is fast and easy over email

their flexibility with the pricing plans offered is not the greatest for me personally

marketing automation -making it easy to reach out to customers and stay top of mine

Everything is very easy to find and very easy to use.

It only lets me input 25 purchases. We would like to be able to beyond 25.

Keeping all our contacts in place and organized. It is easy to record and keep track of sales.