BenchmarkONE Reviews

"Product Update 2017: untested, too many bugs, makes customers lose credibility as features simply do not work"

Comments: Also, the relaunch did not bring the features which were somewhat announces, e.g. imap integration only possible for gmail as of now.

Pros: Very nice people in service, easy to use. Pricing is all right, looks nice, has some nice dashboard eye candy

Cons: Simply not reliable anymore, after the relaunch earlier this year, there are too many incidents where you are not in control of what hatchbuck is doing: e.g. unsubscribe doesn´t work: no confirmation that a user unsubscribed and campaigns do not stop, so unsubscribing users might get more emails from you. Embarrassing? Yes. Potentially causing credibility and even legal problem? yeah. Also, automations set for users who subscribe sometimes do not properly work. Conditions are unclear. e.g. Opt-in process: an online form might be set on option in - but that doesn't mean that it actually triggers the necessary steps. Embarrassing? Yes. Potentially causing credibility and even legal problem? yeah. Search (contacts) doesn't find contacts. And - this made me really re-evaluate other options: there was this bug which made other customers´ dashboard appear in my log-in. So I saw all activities going on from another company which also is a hatchbuck user. this made me ask myself if other hatchbuck users at the same time see my stuff/ activities/ personal data of my customers....Again: Embarassing? Yes. Potentially causing credibility and even legal problem? yeah. I do understand that there might be some issues after releasing a relaunch - however when it comes to processes which involve my leads/ customers and make us as a company look unprofessional (no opt-in, no unsubscribe, potential abuse of personal data of leads....) this is beyond any acceptable level and an absolute no-go. We are located in Germany and people are very sensitive about data protection and laws are very strict - we could get sued for each of the three points mentioned above.

"Hatchbucking - Mostly a fantastic experience :)"

Comments: Our company provides churches with a communication tool to send emails and texts to their members. Hatchbuck is our primary CRM to communicate with our customers. It's proven pretty darn invaluable to keeping in touch with where our customers are at in their progress with using Flocknote, and it's given us a great way to communicate best practices via email as well.

Pros: Pretty intuitive, plus lots of features make it a great and dynamic tool to have in your belt. I love being able to assign tasks to specific contacts or companies in particular. I've been using it for nearly a year, and I'm still finding ways to use it better!

Cons: The email composer -- specifically changing fonts, sizes, etc. -- tends to be a little clunky and particular. You can get the text displaying how you want, but sometimes uncooperative "auto"formatting is a bit frustrating.

"Increased Productivity and Sales"

Comments: Overall we are very pleased with Hatchbuck and the adoption rate of our sales team was very quick. Customer Service is fantastic. Our rep does a wonderful job keeping us updated with everything happening at Hatchbuck

Pros: Very simple to create email templates for sales and marketing.
Dashboard for quick reference reporting.

Cons: Updating contact list when wanting to resync database

"Above average sales & marketing platform"

Comments: We decided to use Hatchbuck to help us organize and communicate with signups for Slope, a media management platform. We used Hatchbuck to organize contacts into categories and to send out our email campaigns and updates. Getting started on Hatchbuck is very easy and their customer service is outstanding (I usually get a response on questions and problems the same day). There are some minor issues and is really best suited for smaller sized companies.

Pros: Great customer service, I always got a response on issues and questions I had in a short amount of time. Tagging users and creating email campaigns based on those tags is very simple and intuitive. We enjoyed the scoring system of contacts (we called it Fantasy Football for leads).

Cons: Personally I feel as if the 'Deals' and 'Tasks' features are a little bit redundant and not overly helpful to general productivity. I also found there to be minor issues such as not getting notifications when other team members made changes to our organization's account. It's also very easy for contacts to become overwhelming and it is much better suited for smaller sized businesses.

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

Comments: 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.

"Excellent CRM for small company"

Comments: 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.

"The Swiss Army Knife of Marketing Software"

Comments: Getting into Hatchbuck is like beginning a new craft and gradually building on your tool set. It has been a year since we signed up, and our business' marketing activities have matured through a mix of Hatchbuck's offerings and our own strategy development. Hatchbuck absolutely does its part in building a firm relationship between our sales team and our customers. Importing contacts is a snap. Users can match default columns/fields with columns in imported CSVs, merge contacts with possible matches, manually check the results, and assign tags to the entire import list'even on existing matches. The contact management experience is tailor-fit to your contact database thanks to Hatchbuck's fantastic tagging system. Using custom fields and dozens of tags with a simple "is/is not in tag" and "and/or" tag-linking filter gives you so much control over your entire database. The VERY user-friendly UI is set up so that beginners can dive into the database and learn the outs and ins through regular use. I found my way around Hatchbuck in just about a day, which would definitely benefit a small business looking for an easy start. I would follow their support team to the ends of the earth. Hatchbuck is backed by a genuinely attentive support team that trained me and later cleared up an enormous importing disaster with more patience and attention I would find in any other support line. As far as I can see, Hatchbuck plots only Opens and Clicks on the results page for every campaign. It would be so helpful to see Opens, Bounces, Clicks, Unsubscribes, and Complaints as timelines on the same chart area. Hatchbuck's bounce results page allows you to export just the first 1,000 bounce records. However you filter it (by sender, etc.) you will still get 1,000 records. One of our imports had 2,000 bounces and I had to export at least 8 different column-filtered sheets, stick them in a spreadsheet, remove duplicates... Managing the database can be tricky, but I hope Hatchbuck's development team can introduce a few fixes like mass-editing a default contact field for multiple contacts and automatically tagging contacts as bounces. The cons definitely counter some of the pros, but in all fairness, our company's email marketing needs can be a little demanding. Hatchbuck and our marketing team have come to work together very well, and I am immensely thankful that I opted for the Live Demo a year ago.

"Hatchbuck Changes the Game for the University at Albany Weekend MBA"

Pros: Unlike the ACT!, the last CRM I used, Hatchbuck enables me to automate my marketing/recruiting activities for the Weekend MBA Program. There are no more instances of prospects falling through the cracks as I am able to develop relevant messages and campaigns that I am able to disseminate to my stakeholders in timely fashion. There are no limits to the number of e-mails that can be sent and tracking the performance of those e-mails, i.e., opens, clicks, bounces, etc. is also helpful. Another feature I use quite a bit is the sales pipeline. I now know how many viable prospects I have in the system and at what precise stage they are at. What's also nice is that the investment in the program, unlike many other better know CRMs, is all inclusive.

Cons: Hatchbuck has been phenomenal in terms of service and response time. There are several areas, though, that can be bolstered and, I believe, are being worked on. The first is better e-mail integration. Rather than automatically be included in someone's record, you need to insert the Hatchbuck inbox address in the bcc field to capture the message in the system. They can probably do a better job with social media integration, calendar integration, as well as providing a more robust word processor.

"A great CRM and marketing system for small businesses."

Pros: The application offers user-friendly graphical user interface. The customer service is very knowledgeable and responsive. Based on the actions of your contact, you can automate trigger emails and reminders. One of the best features is that you can see who all open your emails and the email marketing gets you know about what the users click on. You can track the progress of your campaigns and how well they were received. You can easily merge your contacts from your earlier CRMs. You can categorize the application for clients from several industries. The application does great contact management and is well integrated with social media.

Cons: It's quite difficult to get used to the email templates. the application, in comparison to other similar CRM systems, does not provide many plugins. Reporting capabilities and tags management require improvement. The absence of advanced features. It is very difficult to make edits or copy the campaigns.

"Flexible Enough to be Utilized in Most Marketing Plans"

Comments: Hatchbuck is a great software for both large and small companies. It is one of the only services I have found flexible enough to be tailored to my many clients.

Pros: The customer service is by far the greatest asset this software has. Hatchbuck is extremely customizable which is excellent when working with clients in many different industries but can present a challenge when deciding which categorizations and tag to use when building the system. Hatchbuck's customer service team is always on-call to help assist in any way necessary.

Cons: The pricing options and billing details aren't completely transparent. Often, I will have to reach out to my Hatchbuck rep to get details regarding plans or billings.

"Awesome! So far, it meets and exceeds my customer nurturing needs."

Pros: I like the webpage forms and link click capture (via imbedded scripts) to register new leads and track their interest. Likewise, I love the ability to capture clicks in email and add tags and actions.

Cons: I wish there were more email and campaign samples (a complete lead to sale nurturing sample would be great). Although the drag and drop email editor is easy to use, it's too limited (e.g. can't create a column). So I ended up using the predesigned emails, but I had to insert some stylesheet code to just to change the background color; it looks great, but it's a bit more complicated. Also, there's no billing, so we also have to enter the customer into ACT and QuickBooks.

"Inexpensive and Super User-Friendly"

Pros: This is an awesome CRM software! I'm in love with the dashboard which is always up to date. It also works with email campaigns and integrates very well.

Cons: I really don't have any cons. The support team isn't the easiest to contact and deal with, but once you have them on the phone to help with a problem they definitely have the answers for ya!

"Weekly Use"

Pros: I love the drag and drop builder, and being able to view stats

Cons: Cons for this is not having an easier way to separate contacts besides tagging them.

"Good features, poor customer service"

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.

"A great CRM product for small businesses"

Pros: Hatchbuck is an easy to use CRM that doesn't require a lot of time and energy to integrate into your already established database. The reports are easy to create and easy to understand.

Cons: At the time I began using hatchback it was still in the beta phase for many of the features and so the support offered wasn't as established as some of its competitors. I am sure they has since been improved.

"Best value for what I actually need...and plenty of extras"

Comments: We have a team of 5 that manages 50k-100k contacts while connecting with them through automated email campaigns to begin as well as nurture our relationships. We offer online ecommerce solutions. It is a great CRM and has the features needed to keep our sales activity and account management functions all in one place.

Pros: Tagging and Automation
Availability to tie into email history
Tasks and document attachment opportunities
Service, service, and service-they are always willing to take a question and work with our team to fully utilize the tools and features within the Hatchbuck system.

Cons: Everything we have given feedback on has been addressed in new updates over the years, or have been communicated to us as part of future releases.

"Common sense CMS building with Website Automation"

Pros: I like the smart use of technology to combine email marketing with website tracking, friendly home town customer service, and reasonable prices. I like how they creatively tackle the need for growing beyond having a stale email list into having a list that is vibrant and comprised of people whom you feel you know somewhat based on behavior, and that's not just email clicks, but website visits and more, too.

Cons: There's a learning curve, as with any CMS, although it feels intuitive.

"I have used this to help reinvite visitors to my BNI meetings."

Pros: easy to self learn the basics. I self navigated to figure out how to use it. I was much easier than InfusionSoft which I had previously used.

Cons: I had a little trouble with importing images into a email design.

"Affordable solution for small Businesses"

Pros: Quite User friendly. Drag and drop operations for email builder. Affordable price. Suitable CRM for small business.

Cons: Customer supports needs to be improved. Learning curve might get tricky but videos are available to get over it. No mobile app.

"Super Easy Implementation"

Comments: The implementation and support teams have been great to work with and I find the system easy to use.

Pros: I loved that Hatchbuck was so easy to implement within our organization. I felt like we were able to get up and running with little effort.

"Hatchbuck is the Perfect Tool to Help Small Businesses Grow!"

Pros: The user interface is very intuitive and friendly, and there are plenty of technical features for the intermediate and advanced users to leverage making email/business process automation and prospect/customer email nurturing a breeze.

Cons: You can't export reports, and the drag-and-drop email builder has occasional bugs.

"Excellent product and support. Does what it was designed to do."

Comments: Pros: good ease of use functionality. Mostly intuitive. Gives users a high visibility to what is going on with their sales process, who opens emails and clicks on links. Cons: a few shortcomings in the system - not being able to truly delete items from the system which causes some clutter. Emails not being able to be viewed in a browser. Would like to be able to provide RSS feed in emails. Also would like to be able to export all data for a single user or groups of users including notes and such.

"Incredible Marketing Platform with Nurturing Plugin"

Pros: The product is very easy to interface with and manage, and the company is made up of some incredibly helpful people.

Cons: The product is still fairly new, and I believe the best is yet to come with them.

"Great Marketing Automation Tool"

Comments: Hatchbuck is a great tool that I have come back to for my own benefit as well as clients that I have worked with. It is a great Marketing Automation solution if you are not ready to an enterprise product like Marketo. The team is great and is always willing to help every step of the way. I would recommend this platform to anyone looking to move their marketing efforts into Marketing Automation.

"Great Small Business CRM"

Comments: Hatchbuck is a great CRM for small business needs. We started using it about six months ago and though there are some small areas where the functionality isn't exactly what we would want, it's given us a great leap into a new level of marketing. The platform itself is easy to learn and very user intuitive, and the customer service has been phenomenal.