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InfoFlo vs BenchmarkONE Comparison

Overview

InfoFlo software is the most intuitive CRM software on the market. It's perfect for managing customer relationships. With...

Category Leaders

BenchmarkONE (formerly Hatchbuck) is an integrated CRM, email marketing, and marketing automation tool for small businesses....

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
/
No info available
/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
/
No info available
/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.5

(82)

5

4

3

2

1

49

25

6

0

2

  • Value for money
  • Ease of use
  • Features
  • Customer support
91%
would recommend this app

5

4

3

2

1

88

52

8

1

2

  • Value for money
  • Ease of use
  • Features
  • Customer support
94%
would recommend this app

Pros

That's a miracle in the CRM market in 2018. Lots of good features, ease of general use, look and feel, ability to change back and forth between company and individual.
The navigational experience is responsive, super reliable and fast - an important consideration when working within the same software environment daily.
It integrates with Outlook almost perfectly and simplifies my administrative processes. The reporting and bulk email features align with what I need to accomplish and provide a seamless solution.

Pros

Lindsey has been so great and patient while we are setting up our systems and processes. Her training is easy to follow and Hatchbuck has been very user friendly and easy to train our staff.
Overall, a cool solution that is well worth its investment at a fraction of the price of competitors, and a friendly team to help navigate the first steps.
Excellent customer service and training - easy to use - great help features and video.

Cons

I believe this to be unethical. Also every single item is an additional module which they have strategically packaged so your forced to buy just about all of them.
In creating a contact, the default company name selected in the email extension such as @gmail. Minor problem as I have to delete it before adding or selecting a company already in the database.
The sales team stopped returning calls once they had our money. InfoFlo management refused to provide a refund even though the product was never integrated as promised.

Cons

It was frustrating to have to create new templates since the old ones were rendered useless.
I find it difficult to search for multiple individuals at an organization. The CRM is set up to organize mostly by contacts and not by accounts, which can be a bit difficult.
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.
  • Vendor responds to reviews
  • Last review3 months ago
  • Vendor responds to reviews
  • Last review4 months ago

Key features

  • Total features126
  • "What If" Scenarios
  • API
  • Access Controls/Permissions
  • Account Alerts
  • Accounting Integration
  • Action Item Tracking
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Analytics/ROI Tracking
  • Application Access Control
  • Appointment Management
  • Appointment Scheduling
  • Archiving & Retention
  • Asset Management
  • Auto-Dialer
  • Auto-Responders
  • Automatic Backup
  • Automatic Call Distribution
  • Billing & Invoicing
  • Blended Call Center
  • By-Extension Reporting
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call Duration
  • Call Logging
  • Call Monitoring
  • Call Recording
  • Call Routing
  • Call Tagging
  • Call Volume
  • Caller ID
  • Caller Profiles
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Campaign Segmentation
  • Case Notes
  • Claims Management
  • Client Management
  • Collaboration Tools
  • Computer Telephony Integration
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Conversion Tracking
  • Customer Activity Tracking
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customizable Branding
  • Customizable Forms
  • Customizable Templates
  • Data Import/Export
  • Docket Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Email Alerts
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Employee Directory
  • Employee Management
  • Expense Tracking
  • File Transfer
  • Forecasting
  • Help Desk Management
  • Hotkeys
  • Household Tracking
  • IVR / Voice Recognition
  • Inbound Call Center
  • Inbound Reporting
  • Influence Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Invoice Management
  • Keyword Tracking
  • Knowledge Base Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Manual Dialer
  • Marketing Automation
  • Microsoft Outlook Integration
  • Mobile Access
  • Multi-Channel Marketing
  • Multiple Parties
  • Multiple Scripts
  • On-Demand Recording
  • Open Database Design
  • Outbound Call Center
  • Outbound Reporting
  • Phone Key Input
  • Pipeline Management
  • Pipeline Reports
  • Predictive Dialer
  • Prioritization
  • Progressive Dialer
  • Project Management
  • Prospecting Tools
  • Queue Management
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Data
  • Real Time Monitoring
  • Real Time Reporting
  • Real-Time Chat
  • Recording
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Ring Groups
  • Role-Based Permissions
  • SIP Trunking
  • Sales Pipeline Management
  • Scheduled Recording
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Social Media Integration
  • Survey/Poll Management
  • Tagging
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Team Assignments
  • Telemarketing Management
  • Template Management
  • Territory Management
  • Text to Speech
  • Third Party Integrations
  • Time Tracking
  • Trust Accounting
  • Unattended Call Management
  • Unified Communications
  • Video Conferencing
  • Virtual Call Center
  • Virtual Extensions
  • Visitor Tracking
  • VoIP
  • VoIP Connection
  • Voice Customization
  • Voice Mail
  • WYSIWYG Editor
  • Web Forms
  • Website Visitor Tracking
  • Who Answered Log
  • Workflow Management
  • Total features67
  • "What If" Scenarios
  • API
  • Access Controls/Permissions
  • Account Alerts
  • Accounting Integration
  • Action Item Tracking
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Analytics/ROI Tracking
  • Application Access Control
  • Appointment Management
  • Appointment Scheduling
  • Archiving & Retention
  • Asset Management
  • Auto-Dialer
  • Auto-Responders
  • Automatic Backup
  • Automatic Call Distribution
  • Billing & Invoicing
  • Blended Call Center
  • By-Extension Reporting
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call Duration
  • Call Logging
  • Call Monitoring
  • Call Recording
  • Call Routing
  • Call Tagging
  • Call Volume
  • Caller ID
  • Caller Profiles
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Campaign Segmentation
  • Case Notes
  • Claims Management
  • Client Management
  • Collaboration Tools
  • Computer Telephony Integration
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Conversion Tracking
  • Customer Activity Tracking
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customizable Branding
  • Customizable Forms
  • Customizable Templates
  • Data Import/Export
  • Docket Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Email Alerts
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Employee Directory
  • Employee Management
  • Expense Tracking
  • File Transfer
  • Forecasting
  • Help Desk Management
  • Hotkeys
  • Household Tracking
  • IVR / Voice Recognition
  • Inbound Call Center
  • Inbound Reporting
  • Influence Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Invoice Management
  • Keyword Tracking
  • Knowledge Base Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Manual Dialer
  • Marketing Automation
  • Microsoft Outlook Integration
  • Mobile Access
  • Multi-Channel Marketing
  • Multiple Parties
  • Multiple Scripts
  • On-Demand Recording
  • Open Database Design
  • Outbound Call Center
  • Outbound Reporting
  • Phone Key Input
  • Pipeline Management
  • Pipeline Reports
  • Predictive Dialer
  • Prioritization
  • Progressive Dialer
  • Project Management
  • Prospecting Tools
  • Queue Management
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Data
  • Real Time Monitoring
  • Real Time Reporting
  • Real-Time Chat
  • Recording
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Ring Groups
  • Role-Based Permissions
  • SIP Trunking
  • Sales Pipeline Management
  • Scheduled Recording
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Social Media Integration
  • Survey/Poll Management
  • Tagging
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Team Assignments
  • Telemarketing Management
  • Template Management
  • Territory Management
  • Text to Speech
  • Third Party Integrations
  • Time Tracking
  • Trust Accounting
  • Unattended Call Management
  • Unified Communications
  • Video Conferencing
  • Virtual Call Center
  • Virtual Extensions
  • Visitor Tracking
  • VoIP
  • VoIP Connection
  • Voice Customization
  • Voice Mail
  • WYSIWYG Editor
  • Web Forms
  • Website Visitor Tracking
  • Who Answered Log
  • Workflow Management

Integrations

  • Total integrations9
  • Constant Contact
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • HubSpot CRM
  • Mailchimp
  • Microsoft 365
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twitter
  • Wordpress
  • Xero
  • Zapier
  • Zendesk
  • Total integrations47
  • Constant Contact
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • HubSpot CRM
  • Mailchimp
  • Microsoft 365
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twitter
  • Wordpress
  • Xero
  • Zapier
  • Zendesk

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

InfoFlo vs. BenchmarkONE

See how InfoFlo and BenchmarkONE stack up against each other by comparing features, pricing, ratings, integrations, security & more.

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10+ YEARS RECOMMENDING SOFTWARE

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