Home > CRM Software > Infusionsoft > Infusionsoft vs BenchmarkONE

Infusionsoft vs BenchmarkONE

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Our analysts compared Infusionsoft vs BenchmarkONE 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 User Ratings Analyst Summary Screenshots
Infusionsoft Software Tool
BenchmarkONE Software Tool
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Product Basics

Infusionsoft was rebranded as Keap in 2019. Learn more about Keap.

It's a comprehensive software platform designed to help small businesses save time and grow revenue. Rated as a top sales product for SMBs in 2019, this vendor brings automation and organization to sales and marketing activities.

The available toolkit allows small businesses to gain extensive control over their efforts to help form personal, lasting connections with their customers. This product is suitable for individual business owners or small teams looking to scale and handle an increasing task load. The implementation includes a required kickstart package (available in three different price tiers) that helps users get set up with the program and positions them for success.
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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.
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$159 Monthly
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$29 Monthly, quote-based
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Product Assistance

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Product Insights

  • Free Up More Time: Infusionsoft simplifies and streamlines time-consuming tasks such as following up after a lead enters the pipeline or staying in touch to reduce churn. 
  • Monitor Your Business's Health: Reports help you stay on top of key metrics. Marketing reports share campaign performance, conversions and other data, while admin reports capture the big picture. With over 20 included reports for orders and billing, you can track income, spot unpaid invoices, determine customer lifetime value and more. Sales reports bring together key points from a set of data, including projected revenue, sales rep performance, revenue by criteria and other sources. 
  • Capture More Leads: You can embed web forms in a number of places to increase visibility and win more leads. Forms are easy to configure using the WYSIWYG editor, which allows you to change elements such as the layout, fields and the follow-up "Thank You" page. 
  • Send Targeted Messages: Ensure leads and customers only receive relevant content by creating different lists based on a range of factors. Because Infusionsoft also captures and stores personal details, you can automatically personalize emails (e.g., using a contact’s first name). 
  • Customize the Customer Experience: Unlimited landing pages and custom domains let you sell targeted offers. Configure the links, checkout pages and email campaigns for each segment of your audience. 
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  • 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. 
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  • Customer Relationship Management: Infusionsoft’s CRM platform acts as the central hub for sales and marketing efforts. From it, you can segment lists, automate lead data entry, sync client emails from your other accounts to the correct contact record and identify the best opportunities with lead scoring tools. 
  • Marketing Automation: Build efficient processes using a variety of marketing automation settings. Campaign sequences are easy to create using the drag-and-drop interface, and you can set up workflows by defining triggers based on user actions. A/B testing is also supported. 
  • Sales Pipeline: The software allows sales reps and managers to nurture leads through the pipeline. The Infusionsoft by Keap app facilitates the creation and management of custom quotes, which customers can accept with a single click. 
  • Online Sales: Using this feature, you can generate unique landing pages. The interface is drag-and-drop, and templates make the process quick and easy. Add elements like text and images, as well as define which products to include. The system is also equipped to process online payments and will send automatic follow-ups to customers based on the sequence you choose. 
  • Integrations: Infusionsoft plugs into a host of third-party apps that extend your capability. E-Commerce integrations include Magento, WooCommerce and Shopify. You can also connect the platform to Zendesk, QuickBooks, Xero, Zapier, Vimeo, WordPress and a host of other tools. 
  • Payment Collection: Simplify the process of collecting payments on time. The system allows you to set up automated reminders and shows which customers have paid and which have outstanding balances. The connected platform removes the need to juggle multiple tools. Infusionsoft offers a flat rate for every transaction. 
  • Analytics: Take the pulse of your business with the analytics dashboard. It tracks a number of KPIs such as email conversions, quarterly sales and number of contacts. This provides insight into every aspect of your marketing and sales efforts, along with informing decisions. 
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  • 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. 
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Product Ranking

#3

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#46

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User Sentiment Summary

Great User Sentiment 2245 reviews
Great User Sentiment 537 reviews
82%
of users recommend this product

Infusionsoft has a 'great' User Satisfaction Rating of 82% when considering 2245 user reviews from 5 recognized software review sites.

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.

5.0 (20)
4.7 (25)
4.1 (930)
4.5 (161)
n/a
4.4 (150)
4.1 (1061)
4.4 (153)
4.3 (15)
n/a
3.8 (219)
3.8 (48)

Synopsis of User Ratings and Reviews

Process Automation: Every user who mentions this feature notes the system has vast automation scope including automating customer acquisition and marketing processes.
Campaign Builder: It offers a robust, flexible and feature-rich campaign builder with excellent controls, as observed by 85% of reviewers who reference campaign management.
Email Marketing: According to almost 90% of reviewers who mention email marketing, Infusionsoft by Keap has a responsive, user-friendly interface that aids segmentation, sends mass emails and offers templates.
Contact Management: 85% of users who reference managing client databases feel it’s possible to manage databases efficiently with the ability to create, organize and configure contact lists.
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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.
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Learning Curve: The system is confusing to learn, requires a lot of training and has some features that are hard to find, as noted by more than 80% of customers who refer to training.
Price: The cost of the software is on the higher side, according to 90% of reviewers who mention pricing.
Custom Fields: It’s difficult to search fields and the platform doesn’t support more than 100 fields, according to every user who mentions custom fields and tools.
Document Storage: It doesn’t store documents or client information internally or in the cloud, as indicated by each customer who mentions storage.
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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.
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Infusionsoft by Keap is a comprehensive CRM platform that helps SMBs automate processes, connect with prospects and customers, and increase ROI. As many reviews noted, the price is on the high end for a small business, and it has some features that work best for enterprises. It also has a learning curve and limitations with storage and custom fields. However, it provides robust email marketing and campaign management tools, and its wide range of automations can save users a lot of time. There are mixed reviews about customer service, as some find it satisfactory while others believe it’s inadequate. Overall, the product can be a good choice for companies with a large enough budget.

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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.

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Screenshots

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