BenchmarkONE Reviews & Product Details

Much more efficient than the previous platform we were using. I like the contact score and filtering options that are available to segment our contacts. It allows us to create personalized communication. I am a big fan of the user interface and the way that the platform operates. It is really easy to use and onboard additional team members. The support and check ins that we have received from the team at Hatchbuck has also been really great!

When the platform is down and we are unable to access our contacts or use the system. Additionally, there are often times we import data and match it to a field but the data doesn't come into the platform. I would also like to develop better, more customized, automated reports. This would be awesome to have something that was sent to my email every Thursday or Friday to report to managers. It might just be that I haven't looked into the reporting feature enough.

Connecting the dots on our sales outreach to develop stronger, more personalized partnerships. The platform has streamlined the outreach process for all of our University partners. We are now able to move contacts from a prospect through to a nurtured lead and then create tags and groups to categorize contacts.

It's easy to get started and to implement. You don't have a lot of experience building email templates or campaigns and their support is always willing to help out. Their onboarding has worked well for all my clients that use Hatchbuck. Additionally, they are not super strict on purchased lists as long as you do some verifications first to make sure you keep the bounce rate down.

Over the years there have been some changes, design and functionality changes and that haven't always gone as smoothly as they should have. The Opens and Click stats aren't always correct or inflated due to firewall issue possibly that other platforms have worked out how to account for. This can inflate the success rate of a campaign and at times it has been pretty significant.

So for us, we are a consultant and help other companies implement and manage Hatchbuck. The main benefit for us is that it's easy and fast to get implement and that results in a lower consulting fee for our clients. As we work with a few clients with various goals we have learned a fair bit about hatchbuck and have a great relationship with their support.

As we work to launch a new software, Hatchbuck has been instrumental in setting up our sales pipelines, assigning leads, and closing deals. Hatchbuck has a great price point and we look forward to seeing our network grow! I highly recommend the software for any organization looking to set up their sales pipeline.

I don't like that we have to manually update leads once someone signs on to our software. It's an extra step that may become cumbersome as more deals close. In addition, social media integration would be great.

We are a new venture so it's been great to have this software from the beginning to upload our leads and create a sales pipeline.

As a small company, too many pieces can be overwhelming. Hatchbuck answers that need by giving us many tools (email, CRM, web integration). I like having one point of contact that answers all my questions. Probably their Automated Email System is the best part of the package because it lets a small company perform like a larger one.

Hatchbuck requires a lot of time to reach into the contacts, find the contact, update the contact. My company gets a phone call and has to respond immediately. Having to dig through screen after screen to arrive at a contact is cumbersome. Another note, Zapier is a great way to get apps to communicate. So an easier meet and greet app for the customer is linked back to the the contacts in Hatchbuck...works perfectly. But the Deals section of Hatchbuck should be easily triggered as well. Currently the Deals page is very limited in automation so I have not be able to convince my sales team to use that section of Hatchbuck.

Main solution is historical. Triggering emails to revisit old clients or lost clients. This is the key...followup...to any successful company. The fruit that hangs higher in the tree takes more effort to reach.

Hatchbuck is very easy to sue. It covers all of the bases on what 99% of all B2B SMB's needs in a CRM and email marketing platform.

Company records could be a bit more robust, but they are constantly improving them, and you can accomplish a lot with custom fields.

I needed a CRM with a built-in email automation platform that was easy to use. Hatchbuck is that system. After spending almost 6 months trying to get "confusionsoft" to work the way I wanted it to, I finally scrapped it and went with Hatchbuck. I DO NOT regret my decision.

The email builder is very easy to use and the CRM is plug-in friendly!

The out-of-box reporting is light. They offer customizable reports for a fee so you're not cornered by their reports.

Measuring the ROI of our business development tactic, prospect nurturing, and pipeline management.

I love the personalization, tagging, automation, and lead scoring options. The automatic lead scoring is really nice -- I can set specific rules for customer behaviors that adjust their score up or down, giving me a big-picture view of who's interested and who's not. Their customer service is fantastic as well, and they're always looking for ways to improve. I'm also impressed with their partnerships -- their partnership with HelloBar enabled me to use HelloBar for free, which has helped with conversions on my site.

The interface is a little clunky and takes time to process, but this is something I imagine they'll improve in time.

I'm finally setting up email automations instead of emailing people directly through Gmail. It'll be the perfect tool for scaling up and nurturing existing customers when I'm ready.

I like how easy it is to bcc emails into hatchbuck. Saves a lot of trouble with trying to make sure notes are added,

I don't like having to go to each contact as they come through and assign the task.

we have multiple clients and we all speak with them. this makes it seamless and you can see what others have already addressed

How easy you can make an email campaign and automations. It is so instinctive.

The limitation of the suscribers number.

The properly manage of my prospects.

the lead generation is perfect for what we need

some of the builder forms are not as intuitive as they could be

we send out quarterly emails to clients and potential clients, and we've also engaged clients on the kind of things we should write about

Hatchbuck provides a solid CRM and Marketing Automation system that helps keep our marketing and sales efforts organized. The CRM has very few functionality holes, and the email & automation is easy to use and ticks most of the boxes for our needs.

It could use some minor UX improvements here and there, particularly in reporting. But I believe those are in the works, and I'm looking forward to seeing that.

Our previous CRM was very clunky and slow, and the support was dismal. Hatchbuck works quickly and smoothly, and the training and support have been great! The email marketing is easy to use, and the forms are easy to set up and implement.

Hatchbuck is a small company, so they take great pride in their customer service. Eric is amazing! When I submit support tickets, I receive a response within a couple hours. I also love how easy to use the platform is. For a small-midsized business, it's everything you need in a CRM.

Sometimes the platform has bugs here and there. I've had trouble mass uploading contacts or scheduling mass email campaigns.

Hatchbuck is very affordable and they don't put limits on email sends. I can use it as a contact database, send emails, and track my pipeline.

As a small company with an even smaller engineering department, we decided to make the move from managing our own automated email campaigns to using Hatchbuck instead. The features we use the most are their extensive tagging and sorting along with the ability to push info directly into the system via their API. We can also trigger actions based on clicks inside an email. This has been a great time saver for our team. The reporting also helps us keep an eye on what is and isn't work with our marketing so that we can make better decisions about what is engaging information for our customers to receive and what is just noise that is getting lost in the shuffle.

We personally do not have dedicated sales reps. Hatchbuck seems to have several features setup around this idea. It's not that we dislike these features, we just aren't utilizing them, so it feels a little bit like we aren't getting all of the value of the product just because of our business model.

We use Hatchbuck to train and educate our potential and existing customers about our product. It's one of the ways we stay in close contact with them and can automate some of the help we provide. This saves our training and customer service team lots of time. We can also segment people into very minute categories using the tags and that helps us to analyze who comprises our customer base.

Compared to many other marketing automation platforms there pricing is very good. We also love it for our clients because we can see what individuals are doing on their sites.

Sometimes the drag and drop editor can be limiting.

We are helping our clients segment their contacts, better personalize messaging and better understand what their customers do on their websites.

The tag rules are the strongest feature. Being able to populate content to send to leads, then have Hatchbuck recognize when they're "ready" to be sent the information. That's the strongest piece of Hatchbuck and one that I am still learning to master and fully utilize. It allows you to wear multiple hats for your company while staying on top of your pipeline and maximizing traffic to your service/product.

The product is still early stage and features new features are still being developed. Their rock solid focus on marketing automation has left out some CRM type functionality. As a startup I would like to see some more pipeline visualization and reporting focused features in the future.

Automating the lead nurturing process, allowing you to focus on customers who are ready to buy, and helping you to identify those ready buyers.

I started when BenchmarkOne was Hatchbuck, and I have been consistently amazed by the high level of customer support.

I am evaluating options currently because mass email as a whole is not proving to be a productive form of communication for us.

Love the drop and drag design, and the contacts management. That's helped us keep things in one place.

Hatchbuck is very intuitive and easy to use. Set up was quick and painless. Hatchbuck's customer service team is amazing, especially helping us make the transition from Salesforce to Hatchbuck. I appreciated the onboarding assistance as we imported data from Salesforce. I like that you can see a contact's activity easily in each record as well as a running activity dashboard on the side. The marketing automation functionality is great and easy to set up.

Because Hatchbuck was originally designed for small B2C businesses, everything is contact driven. You can't do much from the company record and you can't tag or segment companies. There isn't a way to build logic into processes (ie. if contact does X then do Y and Z). The sales side is not as intuitive as the marketing function. That being said, Hatchbuck is continually making updates and does listen to its customers. I expect to see many improvements in the new year and in the meantime, it's working well for us.

We needed an affordable integrated CRM+Marketing automation platform for both sales and marketing to use. We are a small company and had been spending a lot of money on Salesforce, and we weren't using much of its functionality. Hatchbuck gave us what we needed at an affordable price.

The email and crm capabilities are similar to more expensive combined platforms. The web tracking can be difficult to implement, but powerful once the information is compiled. Tagging is also more robust that other crm tools.

The search feature is limited for both customers and companies. Not as intuitive as other programs, but scalable with the online tools and onboarding. Email is also limited in what you can do, drag and drop is easy but time consuming.

Great for current customer nurture. Great reports for open rates and click through.

Benchmark one does a beautiful job of helping automate your email prospecting. The dashboard helps track opens so you are able to make targeted phone calls following up to your emails. IT helps create a targeted approached to contacting customers!

The new prvacy settings to apple made it harder to track specific prospect's open rates. Initially I was worried that this would cause a more significant issue; however, it has not been too impactful.

Benchmark one helps me maximize my time during the day while prospecting. It has allowed me to spend more time going after bigger and more qualified leads instead of chasing ghosts.

What I like best about Hatchbuck is the easy user-interface! It has a good dashboard - It's decent for marketing and sales, but not a CRM. It does have a decent amount of email templates to utilize! I also like that you get 2 months of a personal onboarding with a real person, and it's nice to reach out to a human to get help!

I don't like that you can't create landing pages. They have forms you can create, but even those are ridiculously basic. I also feel that in order to do anything in Hatchbuck you need to buy a "plugin" for the service, and then buy the other service on top of it!

I have been using it to manage and organize contacts and companies. I like to see the dashboard information that tells me my current engagement, campaign performance, and email performance, as well as top email templates!