Poor Experience
We are a solo financial planning practice and hired BenchmarkONE (Hatchbuck) to automate marketing email campaigns to prospective clients.
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What is BenchmarkONE?
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.
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Popular Features
- List management (29)4.343%
- Lead scoring and grading (29)4.343%
- Email deliverability reporting (55)4.343%
- Lead nurturing (29)3.232%
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- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
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What is BenchmarkONE?
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.
Marketing Automation Features
Email & Online Marketing Features
- WYSIWYG Email Editor
- Automated Email Responses
- Triggered Email
- Scheduled Emails
- Delivery Tracking
- Drip Email Marketing
- Forms
- Mobile Optimized
Lead Management Features
- Marketing Lead Database
- Lead Segmentation
- Lead Nurturing/Multi-touch Campaigns
- Lead Scoring and Grading
- Online Behavior Tracking
- Automated Sales Alerts and Tasks
- CRM Integration (Data Sync)
- Lead Lifecycle Workflows
- Custom Fields
- Landing Pages
Social Marketing Features
- Social Profiles
Reporting & Analytics Features
- API / Integrations
- Data Import & Export
Platform & Infrastructure Features
- API / Integrations
- Data Import & Export
All-in-One/Other Features
- E-commerce/Shopping Cart
For B2C customers, BenchmarkONE integrates with Bigcommerce, Shopify and WooCommerce through their Zapier API integration.
BenchmarkONE Features
Email & Online Marketing Features
- Supported: WYSIWYG email editor
- Supported: Dynamic content
- Supported: Ability to test dynamic content
- Supported: Landing pages
- Supported: Email deliverability reporting
- Supported: List management
- Supported: Triggered drip sequences
Lead Management Features
- Supported: Lead nurturing
- Supported: Lead scoring and grading
- Supported: Data quality management
- Supported: Automated sales alerts and tasks
Social Media Marketing Features
- Supported: Social profile integration
Reporting & Analytics Features
- Supported: Dashboards
- Supported: Standard reports
Platform & Infrastructure Features
- Supported: API
- Supported: Role-based workflow & approvals
- Supported: Customizability
BenchmarkONE Screenshots
BenchmarkONE Video
Visit https://hatchbuck.wistia.com/medias/30j8c5t4gi to watch BenchmarkONE video.
BenchmarkONE Integrations
- unbounce
- Shopify
- WooCommerce
- Zapier
- Clickfunnel
BenchmarkONE Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
Frequently Asked Questions
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.
BenchmarkONE starts at $0.
Reviewers rate A/B testing and Mobile optimization highest, with a score of 8.9.
The most common users of BenchmarkONE are from Small Businesses (1-50 employees).
BenchmarkONE Customer Size Distribution
| Consumers | 0% |
|---|---|
| Small Businesses (1-50 employees) | 100% |
| Mid-Size Companies (51-500 employees) | 0% |
| Enterprises (more than 500 employees) | 0% |
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Reviews
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May 13, 2020
Poor Experience
Score 1 out of 10
Vetted Review
Verified User
We are a solo financial planning practice and hired BenchmarkONE (Hatchbuck) to automate marketing email campaigns to prospective clients.
- The email automation feature
- Not compatible with financial services compliance reporting. I use Yahoo for my domain. The records they provided were not compatible with Yahoo. They suggested I get a new domain provider. Obviously, that was not a solution given multiple systems would be impacted adversely. Hatchbuck finally came up with another solution via a third party vendor (Singrid) who provided a BCC feature. Apparently that service is going away in June and there is not an alternative.
- No refund offered upon terminating given they will not be able to provide a solution for my compliance requirements. I was told to see Terms & Services - shameful.
- Too complicated for little to no service.
January 07, 2020
Great CRM! Does what it needs to do, and does it well for you!
We use Hatchbuck to reach out to large numbers of prospects and clients at once. It allows us to disperse information across large groups of people in a controlled and measurable method. It provides a number of options to manage how those prospects view and interact with the emails we send, and sends us good information about what they are doing with the content. There are a number of tasks you can program into the emails to keep you notified, and it's just a great tool overall.
- Email Tasks
- Unsubscribe
- Notifications
- Follow up
- Great templates for email creation
- Very easy to have multiple users on our team sharing information
- I feel the user interface is unclear at times
- There should be some training videos or training tools on the site
- I'm sure it does more than I'm currently aware of
I use Hatchbuck across my whole organization (we're a small team of 2). We use it for keeping all of our contacts in one place, tagging/segmenting our contacts, and creating and deploying automated email campaigns. It makes it easy to keep track of contacts generated from different channels -- for example, I have zaps in Zapier set up so that all contacts from my website and lead gen tools are all automatically imported and tagged to Hatchbuck. Hatchbuck is also making it easy for me to reach different groups of contacts with unique messaging (for instance, I won't send the same email messages to my cold leads that I send to my warmer ones, and this is all automated).
- Email marketing. Their WYSIWYG email editor has a lot of options for customization, but also offers templates if you're not great with code or you're in a hurry.
- Keeping contacts organized. There are tons of ways to categorize contacts - using tags, labels, and other data.
- Automated contact "points." You can set up automations to add or subtract points from contacts based on their behavior (site visits, social media visits, clicks, etc.) to gauge how warm/cold your leads are.
- Customer service. Their team is really stellar and they really care about their clients!
- Servers. Their servers are a little slow sometimes, making it a bit painful to make changes/saves.
- I may be nitpicking, but I don't like having to click multiple times to confirm something. I'd rather their interface require one click for most actions and have an unobtrusive "undo" dialog box that pops up in case you didn't mean to make a change.
January 16, 2019
The #1 solution for small businesses
We're using Hatchbuck as a CRM for clients that are just starting with their marketing automation and want to integrate sales and marketing, without having to pay premium prices. It's used mostly by marketing and sales departments since it provides great options for marketing automation and customer relationship management through automated campaigns, notifications, pipelines and many others.
- It's very user-friendly and easy to navigate
- All automation is based on the tag system, making it very easy to set any nurturing campaign
- They have an excellent support team! Quick to respond and find a solution.
- It'd be great if the tool had landing pages and calls to action. It would eliminate the need for multiple tools and streamline the efforts and results.
- Form design could be better. Although there can be custom coded, the default options are pretty basic.
February 22, 2018
Everything you need without the hassle, complexity, or cost.
We use Hatchbuck as our cloud-based platform for our CRM, Digital Sales, and Content Marketing needs.
- Ease of implementation and use
- Affordability
- Functionality
- Support
- Some of the design templates and tools leave a little to be desired
- The reporting functionality is a bit clunky and not as user intuitive, harder to customize
- Suggested workflow would help
November 15, 2017
Marketing automation for the win!
Our team uses Hatchbuck in a variety of ways to support our sales, marketing, and customer service team members. We use their forms, automated campaigns, and tasks to follow up and nurture sales leads. Additionally, we use the automated campaigns, email templates, and their drag and drop email builder as tools to onboard new customers and follow up with existing customers. We also use Hatchbuck as a CRM to track and record details on our users and send targeted emails and campaigns to them. As a small business with limited staff and resources, Hatchbuck helps us ensure each of our customers gets the attention they need.
- We love that actions the customer takes, like opening an email, clicking a link, etc. adds up to a 'score' for them. This helps us gauge the level of interest from a customer in one glance.
- Their drag and drop email composer is easy to use and flexible enough to customize as we wish to align with our branding.
- Automated campaigns are easy to setup and we love that we can add notifications to alert us when a customer takes a certain action (fills out a form, clicks a link, etc.)
- We also heavily use their API to sync data and start campaigns, it's been a great way to automate as much as we can.
- They've recently updated their reporting metrics, so we'd love to see that trend continue and have the ability to create really customized reports.
- Similarly, they also recently updated their email composers and template library, but the more design options the better!
November 10, 2017
Great Training Wheels for Small B2B Compnay
Hatchbuck is being used throughout my organization across product lines as our primary CRM and marketing automation tool. As a small business, the needs for automation are great. It permits nurturing of leads and managing customers at various points in the funnel without a full-time staff operating around the clock.
- Emails - Hatchbuck has recently enhanced their email template collection. That said, most of ours use plain text. It's easy to design your own, though.
- Support - whenever I have had an issue or question, the responsiveness has been exceptional.
- OnBoarding - I had a 1:1 consultant to meet with me over my first several months who was delightful and capable, helping me learn the system.
- Campaign design could be strengthened with the use of visual mapping as many other marketing automation offers.
- They've only just introduced a mobile solution, and it is not very practicable for managing; rather it seems designed for sales reps on the move.
- The reliance on tags can become quite "clunky" over time. Their CRM is wonderfully integrated but not as strong as standalone products.
November 09, 2017
Hatchbuck Bucked Up Our Company
Hatchbuck is used across our organization of 8 employees. Our company is a web-based resource portal for news, information, jobs, resources and more for the health economics arena of pharmaceuticals and healthcare. We make our revenue by advertising. Hatchbuck helps us capture advertising partner leads and know who our customers are.
- Automate soft marketing letters
- Advance customers through sales funnel
- Save time by sales staff
- Organize leads by area of interest
- Improve the ability to see what emails were sent out to sales leads across company, showing on a dashboard.
- Make it easier to copy campaigns and make edits
- Make it easier to manage tags by adding descriptors of what tags mean
June 01, 2016
Hate the name, love how it automates marketing
Hatchbuck stores the company's customer and prospect database and helps us stay in regular touch with customers and nurture prospects till they purchase. We don't like to cold calling for new business. Hatchbuck helps us engage people searching for our kind of marketing automation expertise and then educate them until they're ready for human contact with us. Hatchbuck's tracking system allows us to tag new prospects with their interests so we are smarter when we have those warmed-up conversations.
- Very easy to learn and use. Navigation is intuitive.
- Scoring feature is customizable and covers all the basics: email opens and click-thrus, web visits, form submits.
- Customer service is fast and helpful; your questions are treated with urgency because they know you're probably on a deadline.
- Pricing is very fair for all you get in a subscription.
- No phone app yet.
- API is only 1 way (into Hatchbuck).
- No Boolean logic to filter on (although this feature is allegedly coming).
April 27, 2016
Intuitive Design and Stellar Functionality in Hatchbuck
Score 10 out of 10
Vetted Review
Verified User
Hatchbuck is being used by our company as an innovative CRM and automated marketing platform. It is being used across the whole organization.
- Intuitive design and implementation, which means it's amazingly user friendly.
- Keeps tasks, contacts, and collaborations organized.
- Is amazing at automated, action-based, and behavioral marketing.
- I am not an advanced user, yet, but haven't found anything that it's lacking thus far.
March 17, 2016
Hatchbuck for STL Rent A Box
Score 9 out of 10
Vetted Review
Verified User
My company utilizes Hatchbuck to make new and existing contact with clients. We use the automated emails, campaigns, tasks, and analytics to track our communications. It's great for reaching out to the masses in one step!
- Simple email construction for content
- Easy to set up campaigns and mass emails
- Ability to automate systems
- Easy tracking of all emails - so important for communicatin and follow up
- Would be nice to have social media links and other we links set up for easy selection
- More variety for content email templates
- Periodically send out content ideas for startups that have problem making multiple campaigns
March 16, 2016
Hatchbuck has been a Game Changer for the University at Albany executive Weekend MBA Program!
Score 10 out of 10
Vetted Review
Verified User
I've been using Hatchbuck since the middle of last year and it has literally been a game changer for me. It has enabled me to automate a lot of my recruiting, which has saved me a great deal of time and has made for a much more efficient and effective operation. I'm now able to communicate relevant content to my stakeholders on a regular basis, eliminating certain prospects from falling through the cracks. I also know clearly how many prospects I have in my sales funnel and exactly what stage they are at in the process. Night and day from my previous CRM!
- The online forms capability has been amazing. I'm able to connect my landing page to Hatchbuck and a prospect's information is automatically transferred into a record, eliminating data input time, once they click submit.
- I use the campaigns feature quite a bit. In fact, I'm running 12 now and will be developing a few more.
- Notifications and Tasks. Notifications have been important to me by letting me know when prospects hit a certain threshold or level of interest. Once notified, I can follow up with. Tasks enable me to connect with certain people in meaningful ways to enable we keep their top of mind awareness.
- It took me a few months but I also use the Deals feature. I established quite a few stages for each deal and I'm able to track how many "hot" prospects I have and where they are in the sales funnel. I didn't have this capability before I started using Hatchbuck.
- 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.
Score 9 out of 10
Vetted Review
Verified User
It is currently being used in one function of our organization - for our big trade show. It is being used to reach out to current and past exhibitors and also to target current and past exhibitors for different features we have that they would be involved in. Right now it is only being used by myself, and for Farwest purposes, however we are interested in using it for other areas such as membership and nursery guide.
It addresses the issues of tracking information and call downs and allows us to do targeted emails to specific folks. The tasks feature is the BEST!
It addresses the issues of tracking information and call downs and allows us to do targeted emails to specific folks. The tasks feature is the BEST!
- LOVE the task features.
- The customer support is excellent and l love the recent addition of email tips and info from Hatchbuck.
- Upgraded email features have been very helpful and easy to use.
- The tags are great to sort folks based on different areas they participate in.
- Helping users understand and better use the campaigns. I struggle with that.
- I would like a way to seek and merge contacts once they are already in the system.
- I would like to be able to delete tags that I no longer use or want and am unsure how.
December 23, 2015
Hatchbuck - the perfect mix of marketing automation and CRM
Score 8 out of 10
Vetted Review
Verified User
Hatchbuck is a fantastic combination of customer relationship management and marketing automation. It keeps our entire sales team organized and systematically progresses our prospects through our marketing and sales funnel. From monthly newsletters and nurturing campaigns to task management and tagging structures, we need Hatchbuck!
- Email templates for monthly newsletters and cold email campaigns
- Contact records and task management
- Marketing campaigns with multiple steps
- Reporting for pipeline
- Customized reporting based on our company / sales KPIs
September 30, 2015
Hatchbuck is great....I only hope my competitors don't hear about it.
Score 8 out of 10
Vetted Review
Verified User
I love Hatchbuck. It is one of the best tools I have encountered (and most affordable). Customer support is great. The platform is great. The ease of use is great. The features are great. Use it and you won't be disappointed.
- Website Tracking
- Intelligent Email Followup
- Campaign Building
- Keep pushing the envelope!
August 22, 2015
Let Hatchbuck track your Leads and Customer Activities so you can focus your time on your business.
Score 10 out of 10
Vetted Review
Verified User
Hatchbuck (HB) contains all past and current customers and all new leads. In addition to nurturing leads via emails and campaigns, we use HB to stay in contact with our customer base using newsletters and special announcements. I've used other CRM systems in the past that were not fully integrated like HB with my contact database; thus contacts stats such as clicks were separate from the contact records. Also, I find creating emails and campaigns are easier and intuitive. Lastly, I've become more dependent on the forms feature. I now have forms to enter leads and register contacts for events and combined with Weebly, I can now enable leads to register and purchase online while automatically tracking all activity.
- Emails creation: The drag-and-drop email creator is very easier to learn and powerful enough to create graphical; click-based emails.
- Website Page navigation notices: using the Java Script forms provided in NB, I was able to add notices of whenever a registered HB contact clicks on one of my webpages.
- Scoring, Tags and Tag Actions: using the Scoring feature, my leads are automatically elevated/reduced in priority bases on they actions (i.e. a link click increases their score while and unsubscribe reduces. I didn't immediately appreciate the power tags but now I use tags to note a variety of important information such as lead interests. Last, I use Lead Actions to immediately send a targeted email to leads that clicked 1 or more times on an email or website link that shows a particular interest as a Photography.
- Campaigns: I'd like to see some fully created sample campaigns with a series emails so I have examples.
- Fee: I'd like to see an incremental fee structure rather than the current doubling from $99 to $199 per month. I'd really like to maintain more than 2500 contacts but the next level for 10,000 contacts to twice and far more contacts than I need. Likewise, I would like to have 2-3 users but it would cost double to add them. I believe this fee structure is leaving money on the table since am not willing to double my monthly fee but would consider an incremental increase.
Hatchbuck has been a godsend. We switched from HubSpot.
While Hatchbuck does not have all the bells and whistles of other marketing automation softwares, it serves as a CRM and Marketing Automation tool that allows our small business clients to do inbound marketing at an affordable rate, while not compromising quality of delivery.
We mainly implement Hatchbuck for:
While Hatchbuck does not have all the bells and whistles of other marketing automation softwares, it serves as a CRM and Marketing Automation tool that allows our small business clients to do inbound marketing at an affordable rate, while not compromising quality of delivery.
We mainly implement Hatchbuck for:
- Segmentation of lists
- Contact scoring
- Email marketing
- A sales pipeline management
- Real people on the support team.
- Unparallelled support and communication with agency partners.
- Email marketing and lead scoring.
- Integration with many other applications via Zapier.
- Marketing analytics reports beyond email could be improved. (i.e. Competitor website ranking, seo recommendations, etc.)
- A real WordPress plugin would be awesome
- Built-in Landing pages. Currently you have option to integrate with several providers.
Our organization, Bristol Strategy, Inc. uses Hatchbuck for our clients who host their sites using WordPress. We implement the inbound marketing methodology and use Hatchbuck for the analytics, forms, email and lead nurturing. Hatchbuck simply and effectively enables the integration of powerful inbound marketing tactics that enable the creation of a lead generation engine for our clients that nurtures leads until they are ready to purchase. It is a powerful product that is offered cost-effectively.
- Hatchbuck provides all website forms for landing pages and other prospect interactions with the ability to redirect to thank you pages for further nurturing. Once the lead is captured, they are then scored based on their behavior on the website.
- Our clients use Hatchbuck for all outbound email to their prospects to provide awareness about new articles, newsletters, and more. Additionally, Hatchbuck enables email campaigns to nurture prospects based on the way they engage with website content. By automating nurturing the product enables clients to keep qualified prospects engaged until they are ready to buy.
- Hatchbuck provides the analytics for the engagement with the website by each and every individual. Standard reports enable our clients to gain insights into prospect progression through the buyers journey stages.
- Hatchbuck needs to implement the ability to send outbound emails based on an RSS. An example is sending a blog notice email when it publishes. Currently this has to be done manually.
April 04, 2015
Hatchbuck is a winner.
Score 9 out of 10
Vetted Review
Verified User
We use Hatchbuck to send weekly emails to our mailing list. In addition, Hatchbuck sends a series of follow-up emails when someone expresses interest in our services.
- Event driven emails. We provide a number of services and when potential customers access our website and inquire about one of those services, Hatchbuck sends follow up emails that assist those prospects in becoming customers. It also notifies us of someone's interest.
- Event notifications. When someone clicks one of the links in our emails, Hatchbuck notifies us immediately so we can respond.
- Customer Service. Whenever we have a question about how to do something or a potential new feature, the Hatchbuck team is very responsive. Often the "potential new features" have already been handled.
- Ease of use. Hatchbuck is relatively easy to use and intuitive. Any issues or questions are easily handled by Customer Service.
- Date driven emails. It would be nice to generate emails on a date (i.e. December 18th) or time of month (i.e. 3rd Thursday in November). The Hatchbuck team has told me that this suggestion is on their list of improvements.
April 02, 2015
Hatchbucked at first sight!
Score 10 out of 10
Vetted Review
Verified User
We use Hatchbuck across the whole organization to automate content downloads from leads and customers. It is also our primary CRM and marketing automation tool. The automation has greatly helped reduce the amount of day to day involvement for download requests.
- 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.
- The product's social media integration is still developing and growing.
March 31, 2015
Great Bang for Your Buck!
Score 8 out of 10
Vetted Review
Verified User
Hatchbuck is being used across our entire organization. The goal is for our Inside and Outside sales teams to use Hatchbuck to track projects, leads, closed deals, etc. We are also using it to track new contacts and expand our database.
- Very easy to use - Hatchbuck makes using the program a cinch.
- Easy implementation - Merging contacts over from previous CRMs is simple.
- Customer support is great - they are prompt and knowledgable.
- The email templates can be a bit clunky and difficult to get used to.
March 31, 2015
Hatchbuck- Simple & Effective
Score 10 out of 10
Vetted Review
Verified User
Our company uses Hatchbuck strictly in the marketing department. We find it to be a great solution to reach a specific group (large or small) of customers quickly.
- Allows you to tag contacts on import in order to differentiate between groups of customers. This is great because when we are wanting to follow up with conference attendees, we can filter by that tag.
- Hatchbuck sends out mass emails in waves in order for our email to NOT be sent to spam.
- Hatchbuck has GREAT customer service. I have worked with the same rep from the date of subscription and have NEVER had to reach out to anyone else. If she does not have the answer for me, she will find out in a timely manner and not pass me along to someone else.
- Hatchbuck seems to be a perfect fit for the functions our company needs.
March 31, 2015
Hatchbuck - A Great Email Automation Platform for Someone Looking for a Simple and Straight-Forward Platform
Score 8 out of 10
Vetted Review
Verified User
Hatchbuck is being used by our sales and marketing team to both track leads and sales as well as being used for email automation and marketing to current customers and prospects. It solves the problem of tracking sales and automating the sales process while allowing us to dynamically segment our list.
- Hatchbuck is great at email template creation.
- Hatchbuck is great at responsive email designs.
- Hatchbuck is great at tagging and segmentation.
- Hatchbuck is missing some functionality in the automated marketing side in regards to list segmentation/management.
Score 10 out of 10
Vetted Review
Verified User
We use Hatchbuck for everything from our top-funnel automated campaigns all the way through our tuition payment tracking. Our entire marketing, recruiting, and selection departments use this on a daily basis.
- Newsletter / Email Marketing: Totally replaced MailChimp and added more features for us to leverage our newsletters.
- Automated marketing that is super simple - helping us inform prospects and guide applicants through an application process automatically.
- Integrating all steps of the relationship from fresh lead to confirmed customer.
- Forms - Very easy to set up and implement forms and connect them to campaigns, deals, etc.
- Reporting works on Hatchbuck, but making it more customized and robust is on their roadmap.
- Having multiple pipelines if you have different sales cycles for different products would be a great improvement.
March 28, 2015
Hatchbuck is a key part of my lead tracking
Score 9 out of 10
Vetted Review
Verified User
I am currently using Hatchbuck mainly as a way to track my sales pipeline and track contact information for current and potential customers. Since I spend much of my time outside of my office it is important that I have a database that is easily accessed on the web.
- The ease of use of this product was a key factor in choosing Hatchbuck.
- The low entry cost and the fact that no long term contracts are required also played a critical role in choosing Hatchbuck.
- The low cost also helped in my decision as I begin to use more of its features. I didn't want to pay a high price for a software program that had features I would never use or at least would not use until a much later date, in essence, wasting money up front. I have full intentions to fully utilize other great features, however, the low cost of Hatchbuck makes it a good value even if I were to only use it as nothing more than a prospect/customer database.
- When creating a new note, I would like to see the 'Update Last Contacted date when saved' check box at the top and not the bottom of the page.