BenchmarkONE Reviews & Product Details

I like that it is user friendly as opposed to other CRM/Marketing products we have looked at.

It needs to be company driven NOT just contact driven. While I get that it is easier to market to contacts, not every business is set up to market to individuals. Our primary market is dentist. The dentist IS the company not just the contact. We have to get creative to make it work.

Marketing automation and CRM

It's better than MailChimp for email campaigns.

Absolutely zero redundancy plan in place. It took Hatchbuck two or three days to be fully up and running again when their network went down. Tool is NOT a good use for a CRM and requires way too many clicks to get to your end goal.

Mass email communication, but hardly. Most end up in people's Spam/Junk mail. I've had more success sending emails individually than with Hatchbuck.

- Easy to use - Great user interface - Email tracking/reporting

Their support team has provided very little to no assistance to multiple reported bugs and issues. We've never been able to reach a support member via the phone number, and it takes multiple emails to get an update on unresolved issues. Our team has had to troubleshoot and resolve more issues than we've actually been helped with. The customer service we were promised upon signing up was nothing near the support we have received.

Hatchbuck has allowed us to replace several third party applications to manage all aspects of lead management. We've been able to continue transparency among all users from open to close of a lead.

When the lead source is working correctly, it is nice to see at a glance where my leads are coming from.

It doesn't integrate with anything. Huge red flag. They've only done one update and it took them a year and half to do it and it was LARGE and there have been so many issues. And customer service hasn't been that great in helping us fix our issues so we can report the way we need to.

Needed a CRM and email marketing tool in one - plus we are a small business so we were price sensitive.

If you're new to CRMs and marketing automation, Hatchbuck is a good tool. It's simple and easy to use, and the support team is pretty good.

Compared to Salesforce, Hubspot, Marketo, or Act-On, Hatchbuck is extremely limiting, especially when it comes to reporting and automation. It's missing a lot of the core features I've come to expect in CRM/MA tools, and it doesn't integrate with anything else.

We use Hatchbuck as our primary CRM and marketing automation tool.

Using tags and automations are simple. Maybe too simple for some

The main question should be what don't I dislike? For a "CRM & Email Marketing" tool, Hatchbuck doesn't even come close to having the basics. * Menus and UIs are sometimes incredibly hard to see because of how light EVERYTHING is (even for those with 20/20 vision) * Doesn't have reoccurring tasks for sales reps (our CRM from 1998 had that!) * Doesn't let you select a primary contact without creating a custom field yourself (again, 1998 CRM had that) * Can't even add a contact on the mobile site - and having a mobile site for our outsides sales reps was the #1 REASON we went with Hatchbuck * Reports are incredibly lackluster; some let you actually click into the report to see what contacts are on a campaign, who clicked, etc, but not all. It's a complete guessing game on what reports are ACTUALLY useful * Can't sort by user tasks from the contact or company screen * Very very VERY contact and B2C focused. We can do purchases, but can't customize anything in that space. Absolute dealbreaker for us as a B2B service company * Incredibly buggy email and form builders. Just earlier my form refused to delete a field I tried to get rid of. Then it refused to edit a field I wanted to keep and deleted it! * Forms aren't mobile-friendly, especially if embedding into a webpage * Doesn't let you handle email preferences without designing it yourself or using a different problem. The last one with email preferences was the last straw for me. You can't handle opt-downs, so if anything hits Unsubscribe it blanket unsubs them from EVERYTHING and you can never email them again. No option if they want to unsubscribe from all emails or only select lists. Every email marketing platform I've ever used has had that functionality for at LEAST the past 10 years. And if you want to create a form or use a system that CAN handle opt-downs and proper best practice opt-ins/opt-outs? Sucks, can't change the unsubscribe link in any of your Hatchbuck emails. The CRM side is incredibly underpowered and almost useless to our team, and the email marketing is "meh" at best. I don't know how Hatchbuck could ever consider more advanced drip-emails (which doesn't exist for them by the way - if you want a time delay between campaigns starting, for example, you have to manually calculate when you want the email to send. No inserting "wait 3 days." No real paths to say "if this then this" like drip emails are supposed to work. I don't ever see Hatchbuck thinking about adding features like dynamic content and advanced segmentation - which are available in similar tools for the same or slightly LESS of a price.

Problem we attempted to solve was to give our sales team a better, more modern CRM and email marketing system that they can take on the road with them and not have to login to a clunky old license-based system. Hatchbuck somehow gave us a downgrade from our old system from 1998. Absolutely no benefits.