BenchmarkONE (formerly Hatchbuck) is an all-in-one sales and marketing software that includes CRM, marketing automation, and email marketing tools. Users can build online forms, manage and segment contacts, engage prospects with relevant follow-up, manage tasks, and track their pipeline.
$0
per month
BQE CORE
Score 8.8 out of 10
Small Businesses (1-50 employees)
BQE CORE is a business management solution built specifically for professional service firms. BQE CORE is a combination of a billing assistant, project management, and accounting solution. CORE is designed to do the hard work of delivering actionable insights directly to the user's dashboards or inbox. BQE CORE replaces the products Engineeroffice, Archioffice, and BillQuick; the functionality of these applications is now found in BQE CORE.
N/A
monday.com
Score 8.3 out of 10
Mid-Size Companies (51-1,000 employees)
monday.com Work OS is an open platform designed so that anyone can create the tools they need to run all aspects of their work. It includes ready-made templates or the ability to customize any work solution ranging from sales pipelines to marketing campaigns, CRMs, and project tracking.
We really liked the unique mix of a CRM, an email marketing tool, and a sales funnel tool we found with Hatchbuck. Additionally, the software was easy enough to learn so that multiple team members were able to quickly get up and running using the system. Other tools we …
monday.com is so much easier to use & project-tracking is not only easy to do, but the visuals are far from complicated & make it that much easier to keep track of everything.
I moved away from Airtable and into mondaycom because I needed something more like a collaboration tool and less like a database/spreadsheet. I do miss some of the column and sorting options in Airtable (it was very flexible and customizable), but the messaging/commenting …
Hatchbuck is great for small to mid size businesses that are really looking to keep track of their progress with their sales leads as well as their existing customers, as well as tracking the activity their customers are taking from their communications, and automate their sales and marketing funnel as much as possible. We are a SaaS company (software as a service), with sales that range from teeny tiny to very big fish so it's been an easy tool to work with to make sure we are communicating with clients based on their size and needs.
I would recommend this for our industry: architecture, engineering, or construction. I would recommend this for any larger firm with many employees or high number of projects. I would particularly recommend this for a company with projects that have budget constraints and where time tracking and expense tracking is very important. I would not recommend this complicated software for a small firm with a small amount of income or number of projects.
The platform is very well suited for our nonprofit programs that serve low-income clients who need diapers, wipes, and period products. It has helped us run our programs, capturing information and allowing us to view the data for reporting purposes. The ability to filter data is very helpful by allowing us to categorize information to get a better picture of the progress of our programs.
Invoice Collections within Billing is a great tool because of the ability to take notes and track contact.
Invoices are professional looking and easy for our clients to understand the overall progress within each phase of their project.
Dashboards are the best tool EVER!
The Contact List feature within Clients setup is the perfect way to track multiple project managers within a large company that also has multiple contracts with us.
I like summary of subitems, especially with subitasks as subitems and add item tracking for each subtask it can show total tracked in parent item. Similar with other columns, like numbers, status, date.
Dashboard features, Many kinds of dashboard view available, we can utilize on the basis of requirements.
monday.com workform is very powerful, easily share form link when submitted it will create line item in board with provided data.
monday.com automation is very helpful in order to automate steps with specific rules and easy setup.
monday.com also provides integrations in order to automate processes if need to integrate multiple app together. or need to transfer data between multiple apps.
They may be a little behind the curve when it comes to some of the advanced features, such as integrating various calendars and e-mail clients.
I would like to see them more integrated with social media platforms, such as keeping track of social media activity and adding more platforms that they track within a record.
The onboarding process was a bit bumpy and took much longer than expected.
Assigning contacts to particular roles - such as Invoicing, Contracts, etc.
Accounting Functionality - they are basically a project management accounting software, so in my opinion, they could learn some things from other accounting software such as QuickBooks etc.
The desktop app for Mac seems to have a few issues with visual glitches appearing on screen, it only seems to go away when I close the tool and reopen it
Subtasks don't show on the individual users to-do list, only main level tasks
In case you can't tell, we are in love with Hatchbuck software. Could it be improved? Of course it could, but, based on our current needs, and the needs of our existing and targeted clients so far, Hatchbuck presents the best fit option available. As a partner we are looking to grow with Hacthbuck into the future.
We have been using Core for a few years now, and honestly started to look at other software systems to see what was out there. What we chose was a nightmare for migration so we never left Core. Now we have added invoicing and payments from Core instead of double entry with QBO. Still only a few cycles in but looks like it will be up to speed soon and working smoothly.
Teams involved in content creation, such as marketing or editorial teams, could use monday.com to manage the entire content lifecycle. Boards might track content ideas, assignments, drafts, reviews, approvals, and publication schedules, helping teams collaborate and keep content production on track.
Hatchbuck offers on-boarding, training, and has a suite of videos, which makes it super easy to get started. As with any software that is the key. Have a plan, stay focused, and get started. Once, you begin to play with Hatchbuck you will see that it is very user friendly.
The foundation is awesome, like I have said before, however the house being built on it, the educational resources being provided to us (more of sales pitches that don't work), and flexible workflow opportunities, is making us look elsewhere for how much we will be spending on per user. It's crazy to think how flexible they are not when it comes to user settings. Lack of integration with other sources is awful.
I give monday.com a 10/10 because I almost never encounter any lag or connectivity issues despite all of the many templates, boards, and automations we have. As a matter of fact, I feel like the last issue I encountered was over a year ago... and I'm in monday.com every single work day. Not only is monday trustworthy, it is easy to find what I'm looking for... making the overall usability extremely hard to beat.
There has never been any downtime for Hatchbuck, which is very reassuring for me as I market and recruit strenuously for the University at Albany's executive Weekend MBA Program. Hatchbuck team members have also been available when I have reached out to them with questions or issues. With one exception, where one of my e-mails became lost in the Internet "black hole," they have gotten back to me in very timely fashion!
This is one area that does need some improvement. It can be slow at time, so we had our IT look at it from our side and we had no issues, so it has to be some slowness on their side.
Everything performs fairly well. Every now and then there are user errors where an employee will not click "ok" on a note they've created and simply exit out (I do wish that something was in place to prevent this, such as a pop "are you finished?")
I always get a response within 24 hours, unless I ask on a weekend. The team seems to work together to resolve my issues, answer my questions, and update me on changes. In fact, they have even connected [with] me to ask how they can improve the Hatchbuck software and their service. This is why I love them so much.
As a new employee and CORE user, I talk to support on a weekly basis. I have never had to wait for more than 3 min to get connect with a support rep, and all my questions have been answered. The support representatives are polite and eager to help no matter how simple your question is.
monday.com only really care about accounts that have 20 seats or more. While this is great for monday.com, it pushes smaller organisations to evaluate alternatives. We rate monday.com highly in our organisation because key staff have already got good experience with the application and we know we will get to 20+ seats one day. But, till then the billing model and lack of permanent enterprise features is a dread.
To have someone walk you thru the features and capabilities of Monday.com is priceless. Someone also coming along later in the contract to see if you are maximizing the program to suit your company needs is beyond helpful. The staff that have provided this training are fun, creative and very patient.
We signed up for the accounts. Created the accounts. Ran the trial version and tested it live while we were running multiple projects and found that it was fitting our needs perfectly. When the trial ended and we were asked to purchase the full version, we did. We have found other ways to use it and it's a breeze.
I have had more experience with Hatchbuck, and was introduced to it through someone who is quite familiar. My perspective is that for the money, Hatchbuck does all it needs to, and does it well. I'm sure there are comparable products, but this is the first one that I found user friendly enough to be able to use it consistently
Deltek Vision is far more advanced, more encompassing and offers more flexibility with what you want to do. However, it's also quite difficult to use, whereas BQE CORE is intuitive and user friendly. The trade off is worth it in some arenas but overall it's not suited for a larger fast paced company. Great for smaller companies.
monday.com is simpler and easier to grasp, apply and navigate than ClickUp, but the ClickUp free version has so much more functionality available than the monday.com free / low-cost options (sorry, but it's true!). Google Tasks is really simple and I shouldn't really compare them - it's just really nice to be able to see my tasks right next to my Google Calendar or Gmail (widget) - the "all on one" view on the screen is really nice ease of access, but the power of monday.com outweighs the nice-to-have of an all-in-one screen layout - it feels clumsy to bring in all my Calendar items from Google to monday.com, so an integration app to the Google screen where you can see monday.com tasks would be amazing.
For it to work across multiple departments and sites, I would like to see improvements made with integrations and automation. For this question, I am acknowledging not only the addition of internal triggers/automation, but also an expansion on external ones.
