BenchmarkONE vs. Pipedrive vs. Salesmate

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.

Incentivized

Pipedrive is a fantastic tool to help monitor and track lead generation and referral sources. It helps maintain accountability with the sales team and helps ensure that we are doing appropriate marketing to maintain a steady influx of cases. The weekly and quarterly sales reports that it can generate are incredibly helpful and insightful. They help inform us of what we need to focus on each quarter/year.

Incentivized

Salesmate gives us everything we need as a small business, with a clear interface, and can adapt to any business. If I was being ultra picky, I would perhaps suggest the ability to remove or hide certain modules not applicable to our niche, e.g., we are a B2C business, so the company module is not really useable for us, but this is not a negative by any means.

• The product is simple to use but can be as complex as you would like it to be.
• Customer service and support are great. Always responsive and quick to find a solution.
• The email templates and instructional videos have been helpful.
• They definitely understand marketing and have created a simple system to support content delivery.

• Great visual visibility of the funnel plus easy to drag the deals across the stages
• The email integration that collects all relevant communication (also through the possibility of adding a deal-specific Pipedrive address on BCC)
• The integration with Pandadoc, which we use a lot, so that Pipedrive keeps a really handy overview of the documents we have sent out / which have been signed

• For each client, it tracks emails, text messages, activities, files, calendar events, phone calls, to-do items.
• Customization is quite good -- you add fields you need. Like was discovery received, full payment, partial payment, etc. You can later run reports.
• Integration with other apps is good; I use QuickBooks and DocuSign.
• Customer service is very good.

• 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.

• Showing the customers name on the pipeline page. Right now I can only get it to show the brand name twice. I wish it would replace the second brand name with the main point of contact.
• Better reporting tools. Their reporting tools are not easy to pick up. I've spent time trying to figure it out and it isn't something I can pick up on quickly.
• Better training options. I wish I had a personal trainer to walk me through the best way to use Pipedrive so I can get the most out of it.

Incentivized

• The search feature can be buggy and does not allow for highlighted text to be typed on. You must clear the box or hit backspace before typing. The only app in my life that does this.
• The dashboard button is pointless if it still makes you choose between legacy or classic.

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.

-2 for Its cost and +8 for the need of tracking of leads and monitoring of team.

Incentivized

Very happy with the customer service and the overall functionality of the program. With new features always being launched and discussed I'm looking fwd to growing with them

Incentivized

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.

Pipedrive is easy to use and has a clean interface so we can follow up accurately. Its custom features help manage leads and evaluate team performance. It saves time and improves efficiency. Pipedrive is stable and supports integrations and automation.

Incentivized

It's so easy, and the support is top notch and I love Salesmate. Seriously the best CRM on the market right now, which I was able to customize exactly the way I needed to, with their support with me every step of the way. I will be working with SalesMate for a long time if not forever.

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!

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.

Between quick video tutorials and having very quick feedback from their support teams, it is one of the main reasons I would recommend Pipedrive. It is critical, especially when setting up the platform to meet your companies needs, that a solid support team like Pipedrive has is there to make the transition easier.

Incentivized

The support team at Salesmate is top-notch. They provide live chat support within the platform and answer typically in under a minute. They are always incredibly quick to respond to questions and provide insightful information. Getting started on the platform is easy as you always have support nearby.

Overall very satisfied. More sample please.

Experiment is the only way to start

No - All very straightforward and simple.

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

Incentivized

I much prefer the interface of Pipedive when compared to Zoho. Much more user friendly and the team is always readily available when we need them. Pipedrive allowed for many custom integrations to be added, as Zoho was a tad more complicated to manipulate. We would not go back to Zoho in any case.

Incentivized

Very similar in overall layout and user experience...but the features blow these others out of the water. Where alternative solutions had features either lacking or as an upgrade (ie having to spend an extra $10-$30/month/user) Salesmate has these features out-of-the-box

• It saved us time, as we were able to centralize our marketing and sales efforts
• It helped close more sales, through nurturing funnels
• Since it has options to create sales-related tasks, it helped our team be on top of all new prospects and provide timely information

Incentivized

• Great on setup which made our work easier and less technically equipped people can manage a lot of things(compared to SalesForce where you need to hire a developer to set it up)
• We were able to integrate our calling system easily and get things going on the lead calling aspect.
• Great multipipeline option where we were able to manage both organisations under one roof.

Incentivized

• It saved me so much time following up with leads. I move them to the next stage, and Salesmate does the rest.
• It does a whole load of outreach for me. It's seamless.
• I get a lot more responses from people in my pipeline - especially using SMS to follow up.