Item: BenchmarkONE
Rating: 9
Author: Amanda Layman

Use Cases and Deployment Scope

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).

Pros and Cons

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.

Return on Investment

Helps save time I would've spent on manually contacting leads
Saves money - is one of the better budget CRM systems out there
Has positively impacted my sales - my email campaigns (though few) have resulted in sales!

Alternatives Considered

Mailchimp

I like Hatchbuck because they're a smaller company so they provide more personalized customer service.

Other Software Used

SEMRush, Zapier, Airtable

Ease of Integration

It took me a little bit to figure it out at first, but now things are running smoothly.

Likelihood to Recommend

It's great for SMB agencies who want to track their sales/marketing pipeline and do email automation and contact management in the same place. Possibly larger e-Commerce businesses might not want to use Hatchbuck, since it seems to cater more toward agencies or smaller businesses. It's also great if you're on a budget - they're really robust for the price.

A great budget CRM and sales/email marketing tool for agencies

Overall Satisfaction with Hatchbuck