BenchmarkONE Reviews & Product Details

I have used Hatchbuck (now BenchmarkONE) for 7+ years. The tool has everything you need for email marketing, CRM, sales pipeline management and more. As compared to other companies out there with similar capabilities, their value is incredible!

Can't say much that I dislike. I think this system rocks!

Easy to disseminate data and make emails more targeted with tags. Very easy to set up drip marketing campaigns.

The notification feature of this platform is accurate and fast. The customer support system is responsive as compared to other applications. E-mails can be put by drag and drop feature which is easy to use. It is quite affordable for many users. It attracts many users’ by offering rich features. for the users as it cost low and offers all the new and updated features in a single place with just one click.

It should be users’ choice and preference to make edits and campaigns. There is no mobile application for this platform at this time. Users cannot delete the tags and cannot merge the contacts as per their preference.

The interface is fast, simple and flexible. It is extensible and easy to use and understand. It has several built-in features. The integration is updating with time. It is a reliable platform.

The sorting and ability to personalize your columns on your views. The filters are pretty thorough and aids in retrieving the right information that you are looking for.

not being able to do any adhoc reports in the software

WE are just now getting into segmenting them and identifying the service line contracts with each contact/company - very easy to customize the forms I think the performance will increase once this project is completed

As a brand new BenchmarkOne user, I came in with a lot of questions. The team has been fantastic in working with me and meeting my, and our company's needs.

The service is not cheap; however, it has met our marketing needs thoroughly!

Benchmark has allowed us to keep our clients and prospects organized, as well as reach out to a large number of leads in an efficient manner.

We have only had BMO for three weeks. We have just started to see all it can do for our small non-profit. We have yet to integrate any of our other software programs such as Quickbooks etc.

Everything is tailored for sales and potential sales that someone can make.

Collecting all of our donors across the years and having everything in one place is extremely helpful.

I like that you can customize the searches and filter buttons and have a saved search filter.

I don't like that sometimes it crashes - I feel like there may be too many people using it at one time when this happens.

I usually just tell my branch manager when these things happen, and we troubleshoot to figure out how to proceed.

I love how easy it is to use. I've tried a bunch of other CRM's and BenchmarkONE is by far the easiest and best value I have found.

I wish there was a mobile app for iPhone.

I'm using BenchmarkONE for email marketing and CRM tracking. I love the analytics from the email platform. And best of all - creating email campaigns is so easy and they look great!

My favourite thing about Hatchbuck is the support. I have gone through the initial onboarding, the videos, phone support, email support, and now chat support. I've always gotten an immediate response! The other thing I love about Hatch is its simplicity. It's very easy to navigate and was easy to train my team to use it. They have also taken our feedback and implemented new changes, which have been very helpful for our growing team.

While Hatch is a great CRM, I'd like to see a few usability and features be added eventually. I don't like that I have to click 3-4 times to send an email out (I understand why its like this but it would be great to have an option to just send) - I'd like better views (filters) and be able to save my filter views with whatever columns I choose (It doesn't stick so I have to change it every time) - I'd like to be able to view better reporting - and I have a few other ideas if someone would like contact me to go over.

We were just looking for a more affordable, easy to use CRM, which Hatch has become that for us. The benefits we have are that it's simple to use and we can now reconfigure how we organize our sales team given the tools within Hatch. We find it easy to onboard new team members and easily organize leads among the team.

Support team is very responsive and nice. It's a relatively complex product with a lot of features and they are always great about looking into things. I also like that it's both marketing and CRM in one, so you don't need to have two solutions to track and manage the data. Their integrations with our own website (API) is continuously getting better so that we have real-time updates on it. The campaigns (email, text, call, task, etc.) are awesome

I wish it had the following features: (1) Click to call -- where you could call right out of the tool and then it records those messages. (2) Text messaging - where you could text directly from in the app. (3) Analytics -- would like to be able to customize with a sales dashboard. We don't use the DEALS feature so it's a bit clunky.

Growth, tracking customers, understanding source of customers, tracking sales team performance

Hatchbuck has really added value to how we help our clients not only maintain a CRM but track the ROI of their drip campaigns.

The only dislike I'd say I have is with my e-commerce client, I wish there was a way we could incorporate abandoned cart emails.

We're enabling our clients to track their ROI of their marketing, narrow down their focus and net the most dollars in their marketing budget.

It's very simple so it wasn't hard to figure out how to use and keep updated. The daily notifications and activity emails keep me on task and keep me up to date!

Currently trying to just use it, so the additional costs to add my leads is a little frustrating.

Continued follow up is a problem with BenchmarkOne I'm getting the reminders I need to continue the much needed follow up!

The most useful and helpful thing about Benchmark is how well it syncs with Gmail. never again will I have to copy data from one box to another needlessly

When I am making notes on a call if I don't save they are lost for ever, more of a user error than anything

It solves the problem of Organization I am not an organized person but benchmark helps me. also the added links with LinkedIn is really helpful as well

I love that I have emails and CTM in one place. I find more and more functions and automations all the time. Plus, they have tutorials and support to make sure you are always learning more.

It's always hard to use a new platform, but they are very helpful through the awkwardness.

Keeping up with leads in one place. Getting over platform fatigue.

Software is fairly easy to use and straight forward. It offers clients more automated capabilities than not using anything and also saves them time which is a great selling point.

Lack of a complete white label makes the software less desirable as an agency. Sometimes slow to resolve issues with branding or other things that are not already on their dev timeline.

The CRM gives us the ability to track website visits and create automated actions around them, send out email campaigns, etc. It also allows us to give our clients a more structured sales process and ensure they are able to close more leads.

Easy for our sales staff to use which ranges in age from 22 to 86.

There are some minor features that I would like to be able to modify – but for the most part the system and interface are great!

Team communication has improved, starting to implement tasks with the team – more efficient with their communication.