Pipedrive vs BenchmarkONE

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Our analysts compared Pipedrive 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.

BenchmarkONE Software Tool

Product Basics

Pipedrive supports sales professionals in managing every phase of the sales process, from lead generation to customer contact. Forecasting enables sales reps to close more deals, and visual pipelines clarify what stage a lead is in and what action is required.

Users can simplify and streamline tasks with automation and AI capabilities. It offers integrations and an open API, so companies can plug in third-party apps to further extend its capabilities.
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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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$14.90 Annual, monthly
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$29 Monthly, quote-based
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Tailored to your specific needs
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Mobile
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Product Assistance

Documentation
In Person
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Videos
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Email
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Knowledge Base
24/7 Live Support
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Product Insights

  • Visualize Sales Pipeline: Track each deal through the pipeline via a visual interface and easy-to-use tools. Add custom fields to pipelines to capture necessary data and customize to reflect specific sales stages. 
  • Centralize Communication: Streamline communication with a bi–directional sync for personal and professional inboxes. Add lists of activities directly to the Sales Inbox. 
  • Import Data Easily: Control the process of importing data from another source, whether that’s a spreadsheet or a different CRM. Migrate data from many top solutions, including Salesforce, SugarCRM, HubSpot, Pipeliner, Infusionsoft, MS Dynamics CRM, Zoho CRM, NetSuite CRM and Insightly. 
  • Work Smarter: Improve user performance with a built-in AI tool called Sales Assist. Send performance tips based on behavior, suggest tasks to automate, and notify users of system changes. 
  • Reduce Manual Tasks: Streamline repetitive tasks though workflow automation by setting triggers and actions. Draw social media information into the CRM, pre-qualify leads in a single click and send real-time push notifications via webhooks. 
  • Understand Data: Gain insights into sales data via comprehensive reporting features. Customize which metrics the reports track for visibility into top KPIs like deals added, open deals and average deal age. Divide metrics based on products or services. 
  • Create Custom Features: An open API provides advanced control over the system’s capabilities. Connect to a host of third-party apps to easily sync data. Use the API to develop features that fit unique workflows and processes for greater functionality. 
  • Work Anywhere: Native apps for iOS and Android allow users to sync contacts and calendars, view daily priorities, record audio notes, and work within Google Drive or Gmail to add files and items like new deals. 
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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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  • Lead Management: Includes a product catalog, lead import tools and deal probability, in addition to visual pipelines. A color-coded feature called “rotting” uses different colors to represent how hot or cold a lead is, providing visibility into which leads require follow-up or are best to pursue. 
  • Contact Management: Import contacts from a previous CRM or spreadsheets, or sync from Microsoft or Google. Once in the system, contacts are stored as organizations and people, which can be attached to deals. Record and access a history of interactions to clarify where things stand. View contact locations by adding Google Maps integration. 
  • Web Forms: Generate leads via web forms embedded on a company website or shared in emails and on social media channels. Customize fields to capture personal details specific to company needs. Configure where the leads appear (e.g., as a deal or contact). 
  • Leadbooster Chatbot: Collect and qualify leads 24/7. Route leads to a custom destination, such as a stage or sales rep. Calendar syncing lets leads book meetings with sales reps from within the chatbot conversation. 
  • Activity Management: Contains a scheduling tool, reminder notifications and a premade list of activity types, which can be configured based on company needs. 
  • Sales Forecasting: Pursue the best deals and effectively plan strategies for open deals. Access and customize different views: 
    •  Individual views provide in-depth details for sales reps. 
    •  Forecasting views let managers filter deals based on criteria like date started or product. 
  • Integration: Integrates with dozens of other apps, including Asana. Connects with platforms like Zapier and Automate.io, allowing further integration with tools like LinkedIn, Zendesk, Mailchimp, HubSpot, Jira, Salesforce, Dropbox and various G Suite tools like Gmail. 
  • Marketplace: Supports dozens of third-party plugins. Thumbs-up/thumbs-down ratings and user reviews help gauge how an app performed for other users. 
  • User Access Control: Set user permissions and determine how users log in, whether it’s via two-factor authentication or using a single sign-on (SSO) platform. Track the identity and location of anyone who logs in on a dashboard. Receive alerts when an unrecognized device logs in. 
  • Data Security: Features include data encryption, daily backups and GDPR compliance. Also provides a data protection officer and multiple certifications. 
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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

#1

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#46

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Analyst Rating Summary

73
we're gathering data
90
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82
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100
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Pipedrive
BenchmarkONE
+ Add Product + Add Product
Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 90 82 100 77 78 79 65 0 69 100 62 68 75 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

85%
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User Sentiment Summary

Excellent User Sentiment 6235 reviews
Great User Sentiment 537 reviews
90%
of users recommend this product

Pipedrive has a 'excellent' User Satisfaction Rating of 90% when considering 6235 user reviews from 6 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 (24)
4.7 (25)
4.3 (1253)
4.5 (161)
4.54 (2491)
4.4 (150)
4.6 (2207)
4.4 (153)
4.5 (59)
n/a
4.1 (201)
3.8 (48)

Awards

SelectHub research analysts have evaluated Pipedrive and concluded it earns best-in-class honors for Platform Security. Pipedrive stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Platform Security Award

we're gathering data

Synopsis of User Ratings and Reviews

Sales Pipeline: 80% of reviewers referring to this aspect said the platform is good for keeping a close eye on deals at every stage and tracking individual progress to understand outcomes.
User Interface: Of the users mentioning the UI, 60% suggested that it’s functional and easy to use.
Mobile Application: 70% of the reviewers mentioning the mobile app stated that it makes Pipedrive easy to use anytime, anywhere.
Integrations: The platform helps users work seamlessly, with integrations for customer acquisition, goal achievement, application sync and more, as stated by 40% of reviews about integrations.
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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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Data Exporting: Glitches and a lack of control make data querying and extraction slow, according to 50% of those who mentioned the exporting tool.
Filters: Filtering is complex, and 40% of users who referenced it stated it could improve in terms of usability and design.
Browser Extensions and Email Integration: Email integration, browser extensions and workflow automation are dated and not user-friendly, according to 70% of reviews on these features.
Expensive: 60% of users who reviewed pricing suggested that the features are overpriced in comparison to the competition’s products.
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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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Pipedrive is a sales and marketing management tool for small and medium businesses. It helps visualize the sales pipeline, track important activities and hold client conversations, with mobile access for greater productivity.Even with its data exporting difficulties, filter complexity and non-intuitive email integration, the platform overall is easy to use. Integration with third-party software, such as Google Apps, Mailchimp and Zapier, along with a powerful API, increases its usefulness in enhancing business sales processes. Overall, it is a great solution for companies looking to streamline sales processes.

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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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