BenchmarkONE

4.4 (155)
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CRM & Marketing for small businesses and marketing agencies.

About BenchmarkONE

BenchmarkONE is an integrated marketing automation and CRM platform that aims to helps users more effectively track and maintain both prospective and existing customers. With CRM, email marketing, and marketing automation tools all in one app, users can drive more business, organize contacts, boost response rates, and see their progress at a glance. BenchmarkONE is on a mission to make sure none of those hard-fought opportunities slip through the cracks.

Unlike other CRM and marketing automation solutions marketed to small businesses, BenchmarkONE is easy-to-learn and easy-to-use, even for busy small business owners. We’ll have you up and running in hours instead of weeks. Oh, and we're truly affordable for small businesses, too.

You’re running a tight ship, so when you need help, you need it now. Our friendly support team is always there when you need us. Talk to a real person and avoid getting lost in the queue.


Key benefits of BenchmarkONE

  • CRM including: dashboard with real-time activity feed, website tracking, tagging & segmentation, task & activity management, email integration, deals (opportunity) pipeline, user security, real-time sales alerts, sales pipeline and activity reports, and a mobile version.

  • Marketing automation including: lead capture forms, automated follow-up, automated campaigns, real-time lead alerts, contact scoring, automated actions, lead source and form submission reports, and more.

  • Email marketing including: drag & drop email builder, WYSIWYG email editor, pre designed email template library, email autoresponders, email stat reports, and more.

  • Services and integrations: open API and Zapier integration to a range of third party apps including Eventbrite, GoToWebinar, Google Sheets, Zendesk, Gmail, Hubspot, and more.

  • Images

    BenchmarkONE Software - Watch cold leads become engaged prospects and new sales opportunities on the marketing dashboard.
    BenchmarkONE Software - The sales dashboard gives salespeople and managers insight into progress and activity.
    BenchmarkONE Software - Track your tasks so you never let a hot lead fall through the cracks.
    BenchmarkONE Software - Reports provide insight into valuable metrics.
    BenchmarkONE Software - The email library is stocked with predesigned templates. You're just a few clicks away from sending your next newsletter or promotion.
    BenchmarkONE Software - Drag and drop email editor makes it easy to build emails from scratch, or to modify existing templates.
    BenchmarkONE Software - See a detailed history of every relationship and take action in contact profiles.
    BenchmarkONE Software - Nurture new and existing leads with the campaign builder.Use emails, tasks, notifications and more to intelligently automate follow-up.
    BenchmarkONE Software - Manage contacts in the simple to use CRM database.
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    BenchmarkONE video
    BenchmarkONE Software - Watch cold leads become engaged prospects and new sales opportunities on the marketing dashboard.
    BenchmarkONE Software - The sales dashboard gives salespeople and managers insight into progress and activity.
    BenchmarkONE Software - Track your tasks so you never let a hot lead fall through the cracks.
    BenchmarkONE Software - Reports provide insight into valuable metrics.
    BenchmarkONE Software - The email library is stocked with predesigned templates. You're just a few clicks away from sending your next newsletter or promotion.
    BenchmarkONE Software - Drag and drop email editor makes it easy to build emails from scratch, or to modify existing templates.
    BenchmarkONE Software - See a detailed history of every relationship and take action in contact profiles.
    BenchmarkONE Software - Nurture new and existing leads with the campaign builder.Use emails, tasks, notifications and more to intelligently automate follow-up.
    BenchmarkONE Software - Manage contacts in the simple to use CRM database.

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    Reviews

    Overall rating

    4.4 /5
    (155)
    Value for Money
    4.4/5
    Features
    4.2/5
    Ease of Use
    4.5/5
    Customer Support Software
    4.6/5

    Already have BenchmarkONE?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 155
    Verified Reviewer
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 11–50 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 8.0 /10

    Fantastic software with so many features!

    Reviewed on 05/03/2020

    Pros

    I love Hatchbuck because it is fairly easy to use, but also has several different features and capapbilities.

    Cons

    Sometimes there is too much to process when it comes to all of the features, however, thesre are several articles and videos to help remedy that.

    Chelsey
    Overall rating
    • Company size: 2–10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 10.0 /10

    Hands down, the best CRM system I've ever used.

    Reviewed on 12/06/2017

    We previously had three systems holding three separate sets of data: Zoho CRM, Membrain, and...

    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.

    Pros

    The support, hands down. The team at Hatchbuck is amazing, and has answered all of my questions promptly, and helped me to think creatively about 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!

    Cons

    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.

    Alissa
    Overall rating
    • Industry: Real Estate
    • Company size: 11–50 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 4.0 /10

    Good features, poor customer service

    Reviewed on 02/06/2017

    Pros

    - Easy to use
    - Great user interface
    - Robust email tracking and reporting
    - Social media integration allows you to put a face with a name

    Cons

    After being promised excellent customer service, we've received anything but that. There is never an available rep to answer the phone, and it's difficult to get customer support to validate any bugs or errors you are receiving. It takes multiple emails to the support address to get updates on pending issues, if you get a response at all. Our team has had to troubleshoot more issues than we've actually been helped with, and none of our requests and suggestions on improvements have been taken seriously.

    Verified Reviewer
    Overall rating
    • Industry: Pharmaceuticals
    • Company size: 2–10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 10.0 /10

    Excellent CRM for small company

    Reviewed on 05/12/2019

    Lead tracking, prioritization, campaigns, nurturing

    Lead tracking, prioritization, campaigns, nurturing

    Pros

    I really love Hatchbuck. It has transformed my company in terms of lead tracking and management. It's so easy to set up and use, and is extremely well-priced.

    Cons

    The interface to send emails to clients is a bit clunky, and I'd value greater options. There are a few bugs with creating new emails, and formatting. It's hard to see what clients you've communicated with that day.

    Alternatives Considered

    HubSpot CRM

    Reasons for Choosing BenchmarkONE

    needed a full CRM

    Reasons for Switching to BenchmarkONE

    Value for money
    Susan
    Overall rating
    • Industry: Management Consulting
    • Company size: 2–10 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 10.0 /10

    You Won't Be Disappointed With Hatchbuck!

    Reviewed on 02/06/2017

    I'd recommend Hatchbuck to anyone looking for a sleek, easy to use platform that handles both your...

    I'd recommend Hatchbuck to anyone looking for a sleek, easy to use platform that handles both your CRM and Email Campaigns.

    Pros

    I love the ease of creating email templates, especially with the new update, and being able to track their success as soon as they are sent out. I primarily use it for creating email campaigns and tracking contacts who click through. It's a very organized system with ways to easily find contacts and emails. While the older version definitely had some kinks, I think they did an awesome job with the update I've found it much more user-friendly. Also it is a bit pricey, but it is a CRM and email campaign creator/tracking tool so I think it's worth it.

    Cons

    Again, with the old version, the email building templates were difficult to use, especially compared to MailChimp. Much improvement has been made to make the process much easier. It was frustrating to have to create new templates since the old ones were rendered useless. Sometimes it's a bit hard to navigate through the system, looking for the exact data or rare thing you might need or filter you might want, the good thing is their support is outstanding and always there to help.

    Showing 5 reviews of 155 Read all reviews

    BenchmarkONE FAQs

    Below are some frequently asked questions for BenchmarkONE.

    BenchmarkONE offers the following pricing plans:

    • Starting from: $49.00/month
    • Pricing model: Free Version, Subscription
    • Free Trial: Available

    Plans for every budget. Check out our Free Forever plan: 250 contacts and 500 emails per month! Paid plans starting at $29/month. Save when you choose annual pricing.

    BenchmarkONE has the following typical customers:

    Self Employed, 2–10, 11–50, 51–200

    BenchmarkONE supports the following languages:

    English

    BenchmarkONE supports the following devices:

    BenchmarkONE integrates with the following applications:

    Acuity Scheduling, Alchemer, BigCommerce, Bookafy, Chargify, Eventbrite, FluidSurveys, Formstack Forms, FreshBooks, FullContact, Gmail, GoTo Meeting, GoTo Training, GoTo Webinar, Google Contacts, Google Drive, Gravity Forms, HappyFox Chat, HubSpot CRM, KickoffLabs, LiveChat, Microsoft Outlook, PayPal, Pure Chat, QuickBooks Online Advanced, Re:amaze, Rezdy, Shopify, Slack, Stripe, Sumo, SurveyMonkey, Twitter/X, Typeform, Unbounce, WooCommerce, Wufoo, Xero, Zapier, Zendesk Suite, Zoom Workplace, appointlet

    BenchmarkONE offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support

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