# BenchmarkONE Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is BenchmarkONE the right Marketing Automation solution for you? Explore 155 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/132719/Hatchbuck/reviews --- BenchmarkONE 4.4 (155) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of BenchmarkONE Ease of use 4.5 Customer Service 4.6 ## Pros and Cons in Reviews Anvika L Marketing Manager Food & Beverages, 10,001+ employeesUsed the software for: Less than 6 months. “It is a very cost-effective program compared to its competitors.“ June 6, 2022 Anvika L Marketing Manager Food & Beverages, 10,001+ employeesUsed the software for: Less than 6 months. “We are unable to tell if someone clicked on the emails.“ June 6, 2022 TG Trish G Director of MarketingHealth, Wellness and Fitness, 2 - 10 employeesUsed the software for: 1-2 years. “Does not have an appointment software that I could put on my website.“ August 26, 2022 ## Showing most helpful reviews Showing 1-25 of 155 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use George G. Business Development and Growth Management Consulting Used the software for: 2+ years ### "The happy lil' secret in the automated marketing world! " July 25, 2018 5.0 Allows a small marketing outfit to punch above its weight and focus follow-on efforts on the more high-valued prospects. Pros Hatchbuck is great. What? I need to write more? ok. It allows you to create or upload documents, you can include them as well as links into emails, and then combine emails into campaigns where they are delivered at preset times. But that's far from all! Hatchbuck monitors the customer's interactions with your email and awards score points (defined by you) for various activities like visting your website, reading an email, downloading a document or clicking on a link. So when you open Hb you can review the current scores and follow up with the prospects who are raising their hands the furthest. But, there's more! Where Hb 'really' excels is in the logic of these campaigns. For example... if you have a campaign for general interest which you are sending to a generic group and a customer evinces particular interest in your offering (clicks or downloads a lot) Hb logic can detect this and move him to a more aggressive sales campaign. Hb can notify you for any specific buying signal. Hb can send the customer (again, automatically) additional materials based on actions ("oh, you like case studies, eh, take a look at this one") . If you do the campaigns correctly Hb is really a 'fire and forget' homing missile. It has a tremendous number of features (searching and segmentation are awesome) and because of its price structure, it really allows a small company to punch waaaay above its weight class. I'm happy! Cons A few things. I'm not crazy about the HTML design tool. (Or, perhaps, I'm a lousy designer?) It seems too old-fashioned. You can get false positives from the lead score system -- especially if you email to high security places like financial institutions whose bots click on everything to test your email for spy/malware. Its awkward to try to call a super high scoring customer who 'appears' fascinated with your content only to learn that he left 6 months ago and the bots are still screening his email. :-( Review Source PP Peter P. Principal Retail Used the software for: 2+ years ### "Hatchbuck hits a sweet spot" February 6, 2020 5.0 Sales engagement and qualification Pros Very good value for the money. The scoring is very helpful in qualifying prospects and interest. Cons Not much. It hits the highlights and is affordable. Switched from [Insightly](https://www.capterra.com/p/130671/Insightly/) Ease of use and more features..especially scoring Review Source CK Christoph K. GM Management Consulting Used the software for: 6-12 months ### "Product Update 2017: untested, too many bugs, makes customers lose credibility as features simply do not work" May 18, 2017 1.0 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. Review Source Dana D. CEO, Co-founder Real Estate Used the software for: 2+ years ### "Great tool for starting your SaaS business" January 27, 2021 5.0 Pros Ease of use, ability to get it set up without engineers The tasks and campaigns are also AWESOME Cons Would love if you could text from the platform to customers Alternatives considered [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/) Reason for choosing BenchmarkONE Price and ease of use Review Source Pat K. Broker, Owner Real Estate Used the software for: 2+ years ### "Haven't had a bad experience with it yet, awesome CRM" November 1, 2018 5.0 Amazing experience, software is easy to use. The support team is awesome, anytime I have a question they respond quickly and politely. They make me feel like one of their top clients, even though I'm nowhere near that. Pros Email Drop Campaigns Email Templates Provided Easy to Use Cons The only gripe (it's small) that I have is that you can't have a more broad view of your customer database. It only allows 100 per page and wish it could zoom out more, so I could see more customers in front of me at once. Review Source Bob S. VP Business Development Warehousing Used the software for: 1-2 years ### "Hatchbuck power user going on third year..." September 10, 2015 5.0 There are tons of cloud-based CRM platforms out there to choose from. None offer the full package and scope of mail marketing and contact traceability that Hatchbuck offers. The competition costs much more and offers much less. Pros Email campaign tracking, social network linking, deal tracking, open, click, and interaction charting. No CRM since Goldmine in the 90's has made it so easy to create email campaigns on the fly based on contact response and interaction. And Goldmine was (and still is) ridiculously cumbersome and expensive to use, program, and manage. Hatchbuck is not. And unlike Constant Contact, the emails that go out through Hatchbuck don't look canned...they look like they could be one-off emails sent from one human to another. Cons It isn't an email client, meaning, you can't send and receive emails using Hatchbuck. The Task reminder functionality isn't awesome. I'm not a huge fan of teal...you can't tweet directly from Hatchbuck...I'm reaching now... Review Source Anvika L. Marketing Manager Food & Beverages Used the software for: Less than 6 months ### "BenchmarkONE has set standards" June 6, 2022 4.0 BenchmarkONE enables me to save the maximum amount of time during prospecting. Through BenchmarkONE we’ve been able to spend our precious time going after authentic leads instead of chasing ghosts. It does a beautiful job by assisting in the automation of email prospecting. Targeted phone calls can be made following up on emails. So, a targeted approach can be used for reaching out to the clients. Pros BenchmarkONE provides the ability to customize your columns according to your requirements. The filters are quite detailed and assist a lot in seeking the perfect information that you want. The interface is quite simple to use. It is a very cost-effective program compared to its competitors. Plenty of time can be saved by not wasting efforts on prospects who are not interested. Cons Lately, we have confronted issues relating to bot activity. We are unable to tell if someone clicked on the emails. More features, however, can be added to improve the overall performance of the platform. Also, emails may go to the spam folder if the company is using good spam filters. This needs to be rectified. Review Source Matthew S. Happiness Engineer Internet Used the software for: 6-12 months ### "Hatchbucking - Mostly a fantastic experience :)" September 8, 2015 4.0 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. Review Source Tage H. National Account Manager Arts and Crafts Used the software for: 2+ years ### "Increased Productivity and Sales " October 31, 2018 5.0 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 Review Source Matthew F. Marketing & Sales Coordinator Internet Used the software for: Less than 6 months ### "Above average sales & marketing platform" September 17, 2015 4.0 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. Review Source CC Chelsey C. Director of Operations and Marketing Used the software for: 6-12 months ### "Hands down, the best CRM system I've ever used. " June 12, 2017 5.0 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. Review Source SB Susan B. Executive Assistant, Social Media Manager Management Consulting Used the software for: 1-2 years ### "You Won't Be Disappointed With Hatchbuck!" June 2, 2017 5.0 I'd recommend Hatchbuck to anyone looking for a sleek, easy to use platform that handles both your CRM and Email Campaigns. Pros I love the ease of creating email templates, especially with the new update, and being able to track their success as soon as they are sent out. I primarily use it for creating email campaigns and tracking contacts who click through. It's a very organized system with ways to easily find contacts and emails. While the older version definitely had some kinks, I think they did an awesome job with the update I've found it much more user-friendly. Also it is a bit pricey, but it is a CRM and email campaign creator/tracking tool so I think it's worth it. Cons Again, with the old version, the email building templates were difficult to use, especially compared to MailChimp. Much improvement has been made to make the process much easier. It was frustrating to have to create new templates since the old ones were rendered useless. Sometimes it's a bit hard to navigate through the system, looking for the exact data or rare thing you might need or filter you might want, the good thing is their support is outstanding and always there to help. Review Source TH Taylor H. Client Strategy Specialist Used the software for: 2+ years ### "Flexible Enough to be Utilized in Most Marketing Plans" December 5, 2017 5.0 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. Review Source SB Sarah B. Owner/Manager Real Estate Used the software for: 2+ years ### "Hatchbuck user for many years" October 31, 2018 5.0 The customer service and overall ease of use of Hatchbuck is fantastic. We always get a quick response to all of our questions. And it's a great place to store nearly all of our business information. Pros What we love the most about Hatchbuck is the simplicity of setting up campaigns and sending out mass emails to our database with metrics to measure results. Cons Hatchbuck, like all CRMS, has a learning curve associated with it, particularly with creating email templates which can be tricky to set up. Review Source JM Jenna M. Communications Manager Philanthropy Used the software for: 2+ years ### "Great CRM for Small Business" June 27, 2018 4.0 Hatchbuck offers a tiered pricing plan, which is great for small businesses trying and starting a CRM program. Pros It's hard to beat the features and price of Hatchbuck. The program does well two features that a small business really needs: contact management and email marketing. Cons The CRM offerings are very basic. If you are looking for a ton of features with your CRM, then Hatchbuck may not be the best CRM for you. Review Source AT Alissa T. Business Analyst Real Estate Used the software for: 6-12 months ### "Good features, poor customer service" June 2, 2017 3.0 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. Review Source UM Undine M. Director of Marketing Online Media Used the software for: 6-12 months ### "Hatchbuck is worth taking a close look at for your small business" February 1, 2017 5.0 Our small business started using Hatchbuck in 2016 after using Highrise as our Client manager for many years. Hatchbuck has so much more to offer the small business. The best feature is the ability to create email campaigns tailored for unique audiences and buyers. This feature lets us easily communicate and follow-up with buyers for our services and differentiate them from our reader audience. The Hatchbuck staff was great at getting our team up to speed and is always there when we need them. Pros Great Value for the product Cons Sometimes you hit a bug in the system, but the Hatchbuck team loves feedback and keeps us informed of updates. Review Source JT Jeff T. Owner Construction Used the software for: 1-2 years ### "Best bang for the buck in the CRM marketplace!" December 7, 2016 5.0 As a long time user of other software, I can't believe how many capabilities come out of the box with Hatchbuck. It's easy to use, easy to configure and my users love the system! Pros ease of use and value Cons Could use some additional reporting capabilities and customizations really needs a native iPhone app or better functionality in a mobile browser. Review Source SG Stan G. Director of Sales Computer Software Used the software for: 1-2 years ### "Automate our marketing stuff" July 15, 2018 4.0 Pros Hatchbuck helps us with marketing emails. It helps defining campaigns easily and let our sales team manage prospects within its CRM tool. Cons Can help sending emails and helps with marketing activities including assigning to-dos to team. Provides good statistics for our team. Review Source JH Joshua H. Founder Used the software for: ### "Hatchbuck review from a Solopreneur" March 6, 2014 5.0 I am using Hatchbuck now after using Infusionsoft for 6 months. I really like the app and it makes sales and marketing automation about as simple as can be. It doesn't have all the features of it's competitors (Infusionsoft, Ontraport, Greenrope) but what it lacks in features it makes up in ease of use. It's CRM system is simple and effective, very similar to Highrise HQ, and the email campaigns are a cinch to create. It allows me to track what my clients and prospects are viewing on my site and how often they do it. Hatchbuck allows you to auto tag clients based off of what they do and build marketing campaigns off of those tags similar to the more expensive platforms in its category. I did wish it had landing pages built in but that is not a deal breaker for me. My advice before using any sales/marketing automation software is to have your marketing material and sales process already in place so when you are ready to go you can just plug n' play. At $99/month for up to 5000 contacts Hatchbuck seems be poised to go after those who don't want to have to deal with multiple apps and yet want an affordable (relatively) sales and marketing automation platform. Review Source JB John B. CEO Marketing and Advertising Used the software for: 1-2 years ### "I Use Hatchbuck for Mid Level Marketing Automation and Email Marketing" May 6, 2015 4.5 Pros The best thing about Hatchbuck is that it is very easy to use. Many marketing automation platforms are very complex and require a good amount of technical knowledge. But with Hatchbuck that is not an issue. The integration between the email platform and CRM is native making this very simple. Cons It is not the most comprehensive, so if you are looking for a very detailed platform then go with Marketo, Pardot or Eloqua. These are more robust, but are not for everyone. The platform could probably have a little more flexibility with tagging options. Review Source MD Michael D. Director of Sales Telecommunications Used the software for: 6-12 months ### "My Experience with Hatchbuck" September 28, 2015 5.0 Pros The ability to send out blast emails but keep the subject personalized. This is very handy when marketing and trying to get your information in front of thousands of potential clients. I also love the ability to track email statistics and keep an eye on what emails have the best responses and open rates. Cons Seems that a lot of the emails go into junk mail when coming from Hatchbuck. Even when hatchbuck emails me it goes into my junk folder. Additionally i would like to see a better way for potential clients to see who the email is coming from. Since i am on Hatchbucks server it will read on behalf of \*(senders name) instead of from \*(sender) Review Source MD Michael D. Specialist Marketing and Advertising Used the software for: Less than 6 months ### "Value Makes it a No Brainer" June 1, 2017 5.0 I thoroughly researched alternatives on the marketplace and when I chose hatchbuck, I was nervous the tools would be extremely limited. I'm glad that I couldn't have been more wrong. The tools are of a quality and ease of use that will help any small business grow. Pros Easy to use, extremely low cost, helpful support, effective tools that provide infinite customization and solid trackability, couldn't be happier with my decision. Cons Some minuscule design flaws but only marginally affect convenience and certainly don't affect quality of campaigns themselves. For example, there is no easy way to set maximum contacts on home page to a larger number. Review Source TH Tyler H. Director of Marketing Marketing and Advertising Used the software for: 6-12 months ### "A great CRM product for small businesses" August 29, 2016 4.0 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. Review Source TM Tiffany M. Sales Administration Warehousing Used the software for: Less than 6 months ### "Feed Back" October 31, 2018 5.0 Hatchbuck has helped in solving some of our organizational issues as we grow from a small company to a larger one. This toll has made it easier to keep up with growing demands from current clients to new clients. Pros I like the adaptability and the template make things much easier when customizing email for clients and potential clients. Cons Connecting a contact us form with our site a bit tricky, since Hatchbuck doesn't pair up with Outlook email very well. Other than that is has been a great transition to this CRM and well worth the investment. Review Source Similar Products Featured