BenchmarkONE Reviews & Product Details

For my clients that want email marketing and do not have a CRM, this is a perfect integrated solution. It's simple to use and additionally allows for the creation and use of forms. Importing and tagging contacts is quick and easy. It is priced very reasonably for small and medium sized businesses to compete with larger companies with larger marketing budgets. The partner support I get is wonderful.

I wish it provided the ability to create landing pages. I mentioned above that I really like the ability to create forms in Hatchbuck. I would like to be able to customize the forms more - adding branding and other graphics.

I'm helping my clients use Hatchbuck to establish a regular and consistent email marketing effort for both brand awareness and lead generation. Many of them have never used a CRM in the past and Hatchbuck is helping them to build and monitor a sales pipeline as well as establishing daily tasks for routine follow up.

Hatchbuck makes it easy to build automated email campaigns the Nurture Prospects, Upsell and Crossell Customers and Engage New Prospects in a compelling and 1:1 way!

The Form design tool could be better. From what I hear, they are working on this right now!

We are automating our business and those of our clients so they can scale and grow rapidly. Our clients love the platform and many have seen substantial growth in their businesses.

The interface is very user-friendly and makes navigating simple. I also love the team at HB...they always take on any challenge we give them and are there to help whenever we need it!

Hmmm...it would be nice if we didn't have to use a 3rd party to connect our calendar but we are still able to do so with Zapier.

Hatchbuck has worked hard to develop a custom ROI report for us that no other CRM has been able to tackle! This is a huge benefit.

TAGGING!! Full disclosure, I used to work at Hatchbuck. At my new position, we were using Hubspot, and I missed the tagging feature from Hatchbuck SO much.

If/Then scenarios would be great in the campaigns feature. However, you can really get around this using actions other places (like links in emails).

We use Hatchbuck for our customer campaigns. This allows us to have more consistent follow up and makes sure that we don't leave any of our customers hanging. We used Hubspot workflows for a while also... but switching to Hatchbuck saved us major $$ and with Hatchbuck +Zapier, I feel like we are getting more usage and automation that we were with Hubspot.

Loving the tag features so i can segment my contacts and then be really focused how i communicate with them..

... erm...couple of email template issues but HB upgraded to different systems which deleted that issue.

ability to focus campaigns to the right contact easily and bring in more revenue to the business

Easy to use, simple, works as advertised

Some of our users experience slow interface experience, but others experience it just fine. Not sure if it’s the internal internet connection we may have.

We know exactly if our email contacts open and/or click specific product emails. It makes things easier for our sales to contact warm leads.

Easy to use and keeps everyone on the same page.

Wanting to learn it faster but no time due to workload

Easier to follow up with leads

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 ability to either use a predesigned email template for quick emails or the create your own is nice when you want to put together a more cohesive email campaign.

What I dislike would be the fact that we don't have it synced to our Sage system and we have to manually add in contacts.

Each Sales Person can take ownership on their own campaigns and follow up with each customer or as a whole.

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 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.

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.

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

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.

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.

The ability to easily create great looking email templates is one of the best tools. I also like the point system it awards contacts for opening emails and clicking links. We're able to use this information to determine who is a hot prospect and who needs more nurturing.

I wish there was an easier way to reset campaigns without starting and stopping the whole thing. For instance, I have a series of tasks to complete for new leads. There are many occasions I get behind on handling the tasks. Without having to stop and restart the campaign I would like the capability to start the campaign today from where I left off. Essentially picking up in the middle of the campaign.

keeps leads and prospects front of mind. sending email newsletters has never been easier and setting up autoresponders with little effort is awesome.

HB allows us to easily register and track all of our contacts and leads. We also track all customer, prospect, and lead interaction. It's a real plus when you can talk to a potential client on their level. HB puts the customer at the heart of our business, which we feel is the fastest way to increase our sales and profits.

Limited ability to print reports. Would like to also use this system for action tracking and reporting.

Prospects are kept alive and kicking in HB even if they said no the first time. We have an effective email marketing strategy designed into HB which allows us to keep the name Kitchen Tune-up at the top of the pile. We have prospects approach us months after our initial meeting(s) saying they are ready to start!

Simplicity and the many features... Lead Scoring for sure! It's CRM on steriods!

Cannot attach items to emails, I understand the reasons why, but I still wish it could happen...

Opening line of communications with more folks than ever... tracking their activities

Their onboarding and support team is amazing! I knew I would need a little extra hand-holding at the beginning and they have exceeded expectations.

The only dislike would be the personalization of emails. If you add {Contact Name} for example, you can not see that the field has been filled in correctly in the test email and on the contact page. You do receive confirmation when a contact replies and you are able to see your initial email in the thread. It's a CRM that caters to business who do not want to get lost in a million features they will never utilize. In order for them to maintain a level of simplicity, it can't be a do all product. The support I receive outweighs the features lacking for our particular use case.

We are able to nurture prospects more efficiently and avoid an outstanding quote from falling through the cracks. Marketing emails are also created with ease and Hatchbuck offers great templates.