BenchmarkONE CRM review

(April 2025)

Funnels Kiwi Editors
April 27, 2025

BenchmarkONE CRM Review: Our Verdict

Why We Picked It

If you’re seeking a robust CRM that combines email marketing, sales automation, and customer relationship management in one streamlined package, BenchmarkONE is a strong contender. Its user-friendly interface makes it easy to manage contacts, track customer interactions, and launch effective email campaigns. The automation features save time by handling repetitive tasks, allowing you to focus on growing your business.

However, be aware that while BenchmarkONE offers a solid suite of tools, it may lack some advanced features found in more specialized CRMs. For small to medium-sized businesses looking for an all-in-one solution, it’s a practical choice. Give it a try and see how it fits your needs.

Pros

Streamlines marketing automation with robust email marketing tools, allowing for personalized campaigns and automated follow-ups.
Centralizes contact management, providing a unified view of customer interactions and histories.
Enhances sales tracking with pipeline management features that help visualize and manage sales processes.
Facilitates lead scoring to prioritize high-potential leads based on predefined criteria.
Integrates easily with various tools and platforms, including popular email services and social media.
Provides insightful analytics and reporting, aiding in data-driven decision-making and performance tracking.
Offers a user-friendly interface that is easy to navigate, reducing the learning curve for new users.

Cons

Limits advanced customization options, which might be a drawback for businesses with unique requirements.
Restricts the free plan in terms of features and the number of contacts, which may not be sufficient for growing businesses.
Lacks advanced integrations compared to some competitors, potentially necessitating manual processes for certain tasks.
Requires a learning period to fully utilize all features, which can be time-consuming for some users.
Imposes occasional limitations on reporting capabilities, particularly for businesses needing more granular data analysis.
Displays occasional performance issues or slow loading times, especially with larger datasets.
Charges higher prices for advanced plans, which might be a concern for small businesses with tight budgets.

BenchmarkONE CRM Review: Who BenchmarkONE CRM Is Best For

BenchmarkONE CRM is best suited for you if you:

Want to streamline your sales and marketing efforts without the complexity and cost of larger CRM systems.
Need tools for managing multiple clients, running email campaigns, and tracking marketing effectiveness, making it a strong choice for agencies handling various accounts.
Prefer features like pipeline management, lead scoring, and automated follow-ups, helping sales teams track and prioritize leads effectively.
Value user-friendly interface and affordable pricing plans.
Run a business that relies on managing customer relationships and service engagements, such as consultants, freelancers, and coaches, you can benefit from its contact management and automation features.

BenchmarkONE CRM Review: Who BenchmarkONE CRM Isn’t Right For

BenchmarkONE CRM isn’t right for you if you:

Have complex CRM needs and extensive customer data.
Run a business with very specific requirements, such as advanced project management, deep customization, or industry-specific workflows.
Require extensive integration with a wide range of third-party applications and custom systems.
Have highly detailed, customizable, and sophisticated reporting and analytics.
Deal with a very high volume of customer interactions, such as large e-commerce platforms.
Are looking for advanced technical features, heavy automation, and deep technical customization, you might feel restricted by the simplicity and limitations of BenchmarkONE.

BenchmarkONE CRM Review: What BenchmarkONE CRM Offers

Contact Management

BenchmarkONE centralizes all customer data, interactions, and communication history in one place. This allows businesses to have a comprehensive view of each contact and manage relationships more effectively.

Pipeline Management

Provides tools to manage sales pipelines and track the progress of deals from lead to close. Users can visualize stages, prioritize deals, and forecast sales more accurately.

Email Marketing

Enables users to create and send personalized email campaigns. Includes templates, scheduling options, and automation features (like drip campaigns and autoresponders) to nurture leads and engage customers.

Marketing Automation

Automates repetitive marketing tasks such as lead nurturing, follow-ups, and segmentation based on customer behavior or demographics. This helps businesses save time and maintain consistency in their marketing efforts.

Lead Scoring

Allows users to assign scores to leads based on predefined criteria (such as engagement level, demographics, or behavior). This allows sales teams to prioritize leads that are most likely to convert into customers.

Task and Calendar Management

Helps teams stay organized by scheduling tasks, appointments, and follow-ups. With that, users can set reminders and alerts to ensure important activities are not missed.

Reporting and Analytics

Provides insights into marketing and sales performance through customizable reports and dashboards. Users can track key metrics, measure campaign effectiveness, and make data-driven decisions to optimize strategies.

Integration Capabilities

Integrates with various third-party applications and services, such as email platforms (like Gmail and Outlook), marketing tools (like Zapier), and customer support systems. This ensures seamless data flow and enhances productivity.

Mobile Accessibility

Offers mobile apps (iOS and Android) that allow users to access CRM data, manage tasks, and stay connected with customers on the go.

Customer Support

Provides customer support via email, phone, and online resources (such as knowledge base articles and tutorials) to assist users with setup, troubleshooting, and best practices.

BenchmarkONE CRM Review: Where BenchmarkONE CRM Stands Out

BenchmarkONE stands out in several key areas, making it a notable option for businesses looking for a CRM solution:

User-Friendly Design and Functionality

The CRM app is known for its fast loading time, easy navigation, and striking simplicity, making it user-friendly and engaging. It strives to connect the human element to the data, incorporating customer profile pictures, social media links, and interactive timelines, creating an engaging, social, and human CRM platform.

Features and Functionality

BenchmarkONE offers tools for sales and marketing automation, including easy email creation, drip campaigns, form building, analytics, and contact importation, which help it stand out from its competitors.

It combines CRM with marketing automation to cover the entire sales funnel, including contact management, communications, campaigns, and business intelligence.

The CRM allows users to easily manage leads, track results, and grow their success, with features such as dedicated landing pages for each campaign and easy lead capture.

Email Marketing Integration

BenchmarkONE integrates CRM functionalities seamlessly with email marketing, offering a holistic approach to managing customer relationships and marketing campaigns.

It provides features for email authentication, Outlook add-in, and tracking contacts’ activity in real-time, making it easy to nurture customer relationships.

Value and Affordability

With an affordable pricing model and deployment availability, BenchmarkONE is best suited for small businesses, offering great value and an impressive free forever plan. It is ranked #46 in the CRM Software product directory, indicating its competitive positioning in the market based on the latest available data.

BenchmarkONE CRM Review: Where BenchmarkONE CRM Falls Short

Where BenchmarkONE CRM Falls Short

While BenchmarkONE offers several strengths, there are areas where it may fall short:

Limited Free Plan Features

The free version of BenchmarkONE lacks some of the more sophisticated CRM features, such as deal pipelines, which may limit its functionality for businesses that require more advanced capabilities.

Pricing for Advanced Features

While the Enterprise plan offers unlimited users, it starts at a relatively higher price point of US$161/month, which may not be cost-effective for smaller businesses.

Limited Advanced CRM Features

BenchmarkONE may not offer the same level of advanced CRM features as some of its competitors, which could be a drawback for businesses with more complex CRM needs.

BenchmarkONE CRM Review: How to Qualify for BenchmarkONE CRM

To qualify for BenchmarkONE CRM:

Visit the BenchmarkONE website and sign up for an account. You may need to provide basic information such as your email address, company name, and contact details.

Choose a Plan

BenchmarkONE offers different plans based on your business needs. Select the plan that best suits your requirements and budget. Plans often vary in terms of features, number of contacts, and users.

Payment

Depending on the plan you choose, you may need to enter payment information. Some plans offer a trial period where you can use the CRM for free before committing to a subscription.

Setup

Once you’ve signed up and chosen a plan, you’ll need to set up your account. This typically involves configuring settings, importing contacts, and customizing fields to match your business needs.

Training and Support

BenchmarkONE provides resources such as tutorials, webinars, and customer support to help you get started and make the most of the CRM.

Integration (if needed)

If you require integration with other tools or services (like email marketing platforms or payment processors), set these up according to your business requirements.

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BenchmarkONE CRM Review: Alternatives to BenchmarkONE CRM

Keap

Keap is an all-in-one marketing and CRM software designed specifically for small businesses. It offers features scaled to match the needs of SMBs, ensuring that users don’t have to pay for features they won’t use.

Chime

Chime is a specialized CRM and marketing suite designed specifically for small and midsize real estate enterprises. It provides a robust array of tools to effectively manage customer relationships and streamline marketing activities, empowering businesses to enhance client engagement and optimize operations within the dynamic real estate industry landscape.

Insightly

Insightly is a SaaS-based CRM solution targeted at growing mid-sized businesses. It is used by over 1.5 million users worldwide to securely manage all their customer data in one place and build customer relationships.

Sales NOW

SalesNOW is a CRM solution optimized for mobile workforces, featuring dedicated apps for different devices and ensuring accessibility from any connected mobile device. Ideal for on-the-go teams, it enhances productivity with seamless mobile integration, empowering efficient customer relationship management anytime, anywhere.

ClientLook

ClientLook is a training-free CRM software designed for the commercial real estate industry. It allows users to track company listings, convert listings into comps, and create customized customer experiences.

BenchmarkONE CRM Review: Customer Reviews

BenchmarkONE receives positive reviews from users. On G2, it boasts a 4.5-star rating based on over 180 reviews. Users appreciate its collaborative features, seamless integrations, and user-friendly interface. Some mention minor performance issues. Additionally, TrustRadius, holds a 3.3-star rating, with users praising usability and performance but noting a learning curve for new users. Overall, BenchmarkONE is a robust CRM platform for managing sales, marketing, and email automation demands.

Pro Tips

Customize fields to fit your business needs. Think beyond basics like name and email—track specifics like lead source or industry to tailor your approach.
Use workflows to automate repetitive tasks. Whether it’s follow-ups, reminders, or lead nurturing, automation saves time and ensures consistency.
Leverage tags and lists for targeted campaigns. The more specific you are with segmentation, the more relevant your messages will be.
Connect BenchmarkONE with your favorite tools. From email marketing platforms to Zapier integrations, seamless connections streamline your workflow.
Keep an eye on your dashboard metrics. Track email open rates, conversion rates, and other KPIs to understand what’s working and what needs adjustment.
Use merge tags to personalize emails and messages. Adding a personal touch shows you value your contacts as individuals.
Save time with email and workflow templates. Customize them to match your branding and voice for consistent messaging.
Invest time in training your team on BenchmarkONE. The more they know, the better they can utilize its features to drive results.
Keep up with new features and updates. BenchmarkONE regularly improves its platform, so staying informed helps you leverage the latest tools.

Recap

Benchmark your CRM to ensure it’s running at peak performance. Start by evaluating its integration capabilities—make sure it seamlessly connects with tools like CallPage, email marketing platforms, and social media channels. Assess the ease of use; your team should navigate it effortlessly. Measure response times and data accuracy, ensuring leads are captured and followed up promptly.

Check customization options to tailor workflows and reports to your specific needs. Regularly review security features to protect sensitive data. Then, gather feedback from your team on its usability and efficiency. By continuously benchmarking these aspects, you’ll ensure your CRM remains a powerful tool in your lead-generation strategy.