Home > CRM Software > BenchmarkONE > BenchmarkONE vs monday sales CRM

BenchmarkONE vs monday sales CRM

Last Updated: November 18th, 2024

Our analysts compared BenchmarkONE vs monday sales CRM based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots

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Product Basics

BenchmarkONE, formerly known as Hatchbuck, is a cloud-based CRM product that helps users automate many of the processes surrounding their relationships with customers. With an affordable pricing model and deployment availability, it’s best suited for small businesses.

Its features, which focus on automating marketing activities, span across easy email creation, drip campaigns and form building. Additional features such as analytics and contact importation help it stand out from its competitors.

monday.com sales CRM is a cloud-based solution that helps businesses manage their end-to-end sales and sales enablement processes. It optimizes productivity by providing complete visibility into the sales pipeline. Users can access sales, customer and company data in a centralized location.

It allows sales teams to manage multiple sales funnels, update deal stages and add columns to the interface. Build custom, real-time dashboards to gain insights on business-critical metrics. Other capabilities include lead management, contact management, automation and native integrations.

$29 Monthly, quote-based

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Small

Medium

Large

Small

Medium

Large

Windows

Mac

Linux

Android

Chromebook

Windows

Mac

Linux

Android

Chromebook

Cloud

On-Premise

Mobile

Cloud

On-Premise

Mobile

Product Assistance

Documentation

In Person

Live Online

Videos

Webinars

Documentation

In Person

Live Online

Videos

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Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Product Insights

All-in-One: Meet CRM and marketing automation needs, with additional MA features that are a good choice for smaller businesses.
Prioritize Hot Leads: Get alerts when leads exhibit buying behavior, such as clicking on CTAs, consuming branded content, reaching a tag score or clicking specific links.
See Where to Invest: Understand where to spend time and money to ensure the highest return. A dedicated built-in analytics engine shows campaign performance and identifies channels generating the most leads.
Increase ROI: Automated marketing software takes on the work of an entire marketing department with ease, freeing up teams to work on other projects.
Easily Send Emails: Send the right emails to qualified leads at the right time by integrating with a built-in CRM. Building emails is also easy and code-free.

Intuitive Interface: We found the solution intuitive to navigate. Create new boards, manage workflows and add contacts with a compact and uncluttered interface with color-coding for deals, deadlines and stages. Extra marks for the dark theme.
No-Code Custom Automations: Use a logic-based automation builder to create custom automations for next steps, notifications, tags and lead assignments. For example, we created an automation to change the status of a deal to stuck one day before the expected close date arrives. Scroll through automation templates and modify them to fit your business needs.
Real-Time Data Insights: Connect boards to your sales dashboard and enable live data for real-time insights into your company’s performance. We were also able to search for custom widgets built by monday.com, or build our own. Export individual widgets and the entire dashboard as a PDF.
Easy Quote and Invoice Creation: Click on the Quote and Invoice tab on the Deals board to access a quote template that can be modified for invoices. We could add product items along with discounts and tax in the adjustments section.
Offline Mobile Capabilities: Use the offline mode on the native app to make changes to your boards remotely and without data access, that will sync once the internet is reconnected.

Robust Integrations: Gmail integration streamlines email-related tasks, and a robust API helps integrate with almost any application. Zapier integration enables access to over 1,000 different applications and services.
Analytics: Score campaigns and analyze progress using built-in analytics and campaign benchmarking.
Enhanced Communications: Combining a variety of proven communication tactics such as drip campaigns and autoresponders helps move conversations along.
Built-in CRM: Market and sell to the most qualified customers effectively by:

Accessing real-time insights from dashboards.
Monitoring contacts’ activity.
Following up with prospects based on hot-lead alerts.
Checking specific contact details that are auto-populated with profile links and social media pictures.
Using automated task creation and notifications to manage each day efficiently.
Checking the deal pipeline and inbox conversations.
Integrating with Gmail to seamlessly add contacts, conversations, notes and tasks seamlessly.

Contact Import: Importing contacts from different CRMs and contact books is easy, and can come from a number of on-site or web-based sources (such as LinkedIn).
Forms: Enhance engagement and conversions using customizable pop ups and forms and create landing pages with built-in forms:
- Top Bar: Place at the top or bottom of the site to grow a subscriber list by capturing the email addresses of newsletter subscribers.
- Scroll Box: Grab visitors’ attention with offers, get new subscribers or highlight value-added resources.
- Pop-Ups and Popovers: Collect emails when users enter or exit the website.
- Embedded Forms: Use these within website content for attractive native offers.
Email Marketing: Send personalized emails using customized templates through a source code editor, create code-free branded emails and newsletters through a drag-and-drop builder, or use B2B email templates.

Activity Management: Store customer-related activities like phone calls, meetings, notes and other interactions. Monitor staff’s upcoming or pending tasks for easy planning. Meet deadlines by setting dependencies on projects. Follow-up at the right time by keeping track of post-sales activities.
Email: Manage email communications within the system by syncing with Gmail and Outlook.
- Set up automated alerts to receive notifications when a prospect opens or replies to emails.
- Personalize interactions by accessing customizable templates. Automatically fill fields according to customer information.
- Automatically save all emails as drafts to prevent data loss.
Dashboards: Create custom dashboards to visualize data like sales reps’ performance, team goals, pipelines, budget and sales figures. Monitor metrics such as total wins, conversion probability and quota reached per team or employee.
Lead Management: Capture leads from multiple sources and qualify them in a centralized location. Set up custom criteria to assign scores to leads. Manually add leads into the system.
Automation: Reduce manual dependency by configuring no-code automation workflows from scratch or by modifying templates.
- Set up automated reminders for upcoming deadlines.
- Automatically route leads to the right sales rep.
- Instantly receive notifications after task completion.
- Automatically send emails on the due date.
Integrations: Access integrations with third-party solutions, including Dropbox, Slack, Microsoft Teams, Zoom, LinkedIn, Zapier, Mailchimp, SurveyMonkey and GitHub.
Collaboration: Coordinate with team members, share files and finalize decisions in a centralized space.
- Communicate directly on files and tasks to speed up work and avoid constant back and forth.
- Automatically add new versions of a file and store them in a logical way. Sync updates to files in real time.
- Secure data by setting up user access and permissions.
- Automate project workflows to keep everyone in the loop.
- Plan projects and centralize communication via kanban boards and Gantt charts.
Deal Management: Use the drag-and-drop functionality to move deals to different stages. Customize sales pipelines, calculate funnel coverage and view deal results.

Product Ranking

#46

among all
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#54

among all
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Analyst Rating Summary

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User Sentiment Summary

88%

of users recommend this product

BenchmarkONE has a 'great' User Satisfaction Rating of 88% when considering 537 user reviews from 5 recognized software review sites.

92%

of users recommend this product

monday sales CRM has a 'excellent' User Satisfaction Rating of 92% when considering 1296 user reviews from 4 recognized software review sites.

4.7 (25)

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4.5 (161)

4.6 (768)

4.4 (150)

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4.7 (390)

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4.1 (7)

3.8 (48)

4.2 (131)

Awards

Synopsis of User Ratings and Reviews

Easy to Use: Every user who talks about this feature mentions the platform is intuitive for users of any technical level.

Automation: According to 90% of reviewers mentioning this feature, it’s great for automated marketing and email campaigns.

Price: The platform is affordable according to every user mentioning cost.

Support to Learn: More than 75% of reviewers noted that although there’s a learning curve, a phased onboarding process and the support team make the process easy.

Lead Management: It’s easy to track prospect data, view client engagement and focus on leads with maximum potential, as observed by every user mentioning this feature.

Email Marketing: Measuring clicks per email, using customizations and leveraging templates were all benefits, according to 92% of reviews referencing email marketing.

Customer Service: Support is very responsive, according to 85% of reviewers mentioning it.

Easy-To-Use: Users mentioned the solution was user friendly and easy to deploy and set up.

Customization: Creating customizable workflows and automations that are adaptable as the business grows was a plus for users.

Dashboard and Reports: Reviewers appreciated teh real time updates to customizable dashboards and simple reporting.

Technical Glitches: Everyone referencing this aspect observed the system has issues with video inclusion, data import, creating and formatting new emails, and more.

Lack of Features: There’s no click-to-call, text messaging or the capability to add deals from the sidebar in Gmail, as observed by every review mentioning features.

Slow Server: The system tends to become very slow at times, according to all users referencing speed.

Lags: Users mentioned that the system would occasionally lag and load slowly.

Learning Curve: To fully utilize the system, reviewers mentioned a need for time and program knowledge.

Integrations: According to reviewers the APIs needed needed finetuning and doesn’t integrate with some products.

BenchmarkONE helps maintain customer relationships by automating different processes. It’s quite easy to use and learn, augmented by an excellent onboarding process. It helps manage leads efficiently, as noted by most reviewers, and it offers robust email marketing and responsive customer service. However, it suffers from technical glitches and can run slow. It’s a good option for small businesses due to its price, as long as they don’t require any of the missing features.

monday.com sales CRM is a user-friendly CRM solution for small and medium businesses. Key strengths include an intuitive interface, custom workflows and automations and real-time data dashboards. Its customization capabilities mean it caters to an array of industries and offers features like lead management, activity tracking, email integration, and multiple pipeline deal views. During our free trial, we appreciated the no-code automation builder, easy contact creation and simple board creation.However, user reviews mentioned occasional lag times, a learning curve for full utilization, and limited API integration capabilities. Overall, monday.com Sales CRM is an excellent starter CRM for businesses thanks to its ease of use, customization options and affordability.

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