BenchmarkONE

Get to know BenchmarkONE

It starts at the BenchmarkONE dashboard, which offers an overview of recent activity from your sales and marketing efforts. Watch contact activity in real time, and see how emails, campaigns and other lead channels are contributing to the overall health of your business.

The Contacts area offers an in-depth look at the people most important to your business. You can filter contacts by name, company, address, and other such tags. Tags are particularly useful for dynamically segmenting and targeting specific groups in your campaigns. You can store a vast range of data about each of your contacts, and pull in details from social media including LinkedIn, Facebook, and Twitter. Clicking on an individual contact gives you a view of their details, along with any activity and conversations you have had with them.

The other key part of the Contacts view is the “score” listed next to each contact. This is the probability of a sale being made to that contact, as calculated by BenchmarkONE's intelligent algorithm, based on they react to your campaigns. While it is only a guide, it gives you a key insight as to where to focus your attention.

It’s easy to capture new leads and add them to BenchmarkONE's CRM using BenchmarkONE forms. They are simple to create in a drag-and-drop builder and can be embedded in your website.

As you add new contacts, BenchmarkONE makes it super simple to stay in touch with everyone, offering an impressive drag-and-drop builder, along with a selection of customizable templates and ready-to-send designs. You can easily add text, images, buttons, and social links to your email, and change most aspects of its appearance without seeing a single line of code. That said, you can dig into the HTML and CSS if you wish, and save your work as a template.

To move your contacts down the sales pipeline, you can start a campaign. Whether the aim is to nurture leads, go for sales or winback old customers, BenchmarkONE campaigns can help you meet your goal.

Actions can be added throughout the sales and marketing pipeline to completely automate your process. For instance, send an email when a contact fills out a BenchmarkONE form, add a tag to a contact who clicks a specific link, or even adjust a contact score when a contact engages with your campaign.

Back in the main workspace, you can view the sales you have made through the Deals tab, and you can add to-dos under Tasks — particularly useful when you need to follow up at a later date. The Deals section allows you to look through the sales you have made and help you identify your best customer channels. All of the data that feeds into BenchmarkONE can be exported in detail via the Reports menu.

For businesses wanting to stay organized, automate follow-up and track success, BenchmarkONE is a great sales and marketing tool. While the interface is clean and clear, the underlying features are impressively advanced. In particular, if you want to make sales via email and send out newsletters, it's a great way to do everything in one app.

Originally Published February 10, 2016; updated Oct 18, 2018 with new screenshots and details.

Do more with BenchmarkONE

Zapier allows you to instantly connect BenchmarkONE with 2,000+ apps to automate your work and find productivity super powers.

Connect to 2,000+ Apps
Integrate Google Sheets with BenchmarkONE

Google Sheets

Google +1Google, Spreadsheets

2 Zap templates

Integrate Gravity Forms with BenchmarkONE

Gravity Forms

Forms & Surveys +1Forms & Surveys, WordPress

2 Zap templates

Integrate Facebook Lead Ads with BenchmarkONE

Facebook Lead Ads

Ads & Conversion +2Ads & Conversion, Facebook, Premium

1 Zap template

Integrate Calendly with BenchmarkONE

Calendly

Scheduling & Booking
Integrate Gmail with BenchmarkONE

Gmail

Email +1Email, Google

1 Zap template

Integrate GoToWebinar with BenchmarkONE

GoToWebinar

Premium +1Premium, Webinars

3 Zap templates

Integrate Acuity Scheduling with BenchmarkONE

Acuity Scheduling

Scheduling & Booking

1 Zap template

Integrate Unbounce with BenchmarkONE

Unbounce

Forms & Surveys

1 Zap template

Integrate Google Contacts with BenchmarkONE

Google Contacts

Contact Management +1Contact Management, Google

2 Zap templates

Integrate Eventbrite with BenchmarkONE

Eventbrite

Event Management

1 Zap template

Integrate Google Calendar with BenchmarkONE

Google Calendar

Calendar +1Calendar, Google
Integrate Formsite with BenchmarkONE

Formsite

Forms & Surveys
Integrate Smartsheet with BenchmarkONE

Smartsheet

Spreadsheets
Integrate Slack with BenchmarkONE

Slack

Team Chat

1 Zap template

Integrate ClickFunnels with BenchmarkONE

ClickFunnels

Marketing Automation
Integrate QuickBooks Online with BenchmarkONE

QuickBooks Online

Accounting +1Accounting, Premium

2 Zap templates

Integrate EZ Texting with BenchmarkONE

EZ Texting

Phone & SMS
Integrate JotForm with BenchmarkONE

JotForm

Forms & Surveys
Integrate Microsoft Outlook with BenchmarkONE

Microsoft Outlook

Email +1Email, Microsoft
Integrate HubSpot with BenchmarkONE

HubSpot

Marketing Automation

1 Zap template

Integrate ClickSend SMS with BenchmarkONE

ClickSend SMS

Phone & SMS
Integrate Squarespace with BenchmarkONE

Squarespace

Forms & Surveys
Integrate Shopify with BenchmarkONE

Shopify

eCommerce +1eCommerce, Premium
Integrate POWR Form Builder with BenchmarkONE

POWR Form Builder

eCommerce
Integrate Reply with BenchmarkONE

Reply

Marketing Automation
Integrate Mailchimp with BenchmarkONE

Mailchimp

Email Newsletters
Integrate SurveyMonkey with BenchmarkONE

SurveyMonkey

Forms & Surveys

1 Zap template

Integrate WPForms with BenchmarkONE

WPForms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate Drift with BenchmarkONE

Drift

Customer Support
Integrate Twitter with BenchmarkONE

Twitter

Social Media Accounts

1 Zap template

Integrate Google Forms with BenchmarkONE

Google Forms

Forms & Surveys +1Forms & Surveys, Google
Integrate Formstack with BenchmarkONE

Formstack

Forms & Surveys

1 Zap template

Integrate BigCommerce with BenchmarkONE

BigCommerce

eCommerce +1eCommerce, Premium

1 Zap template

Integrate Xero with BenchmarkONE

Xero

Accounting +1Accounting, Premium

1 Zap template

Integrate Leadfeeder with BenchmarkONE

Leadfeeder

CRM (Customer Relationship Management)
Integrate Pipedrive with BenchmarkONE

Pipedrive

CRM (Customer Relationship Management)
Integrate Zendesk with BenchmarkONE

Zendesk

Customer Support +1Customer Support, Premium

1 Zap template

Integrate SendOwl with BenchmarkONE

SendOwl

eCommerce
Integrate ScheduleOnce with BenchmarkONE

ScheduleOnce

Scheduling & Booking
Integrate Typeform with BenchmarkONE

Typeform

Forms & Surveys

1 Zap template

Integrate Microsoft Excel with BenchmarkONE

Microsoft Excel

Microsoft +1Microsoft, Spreadsheets
Integrate Thinkific with BenchmarkONE

Thinkific

Online Courses
Integrate Ninja Forms with BenchmarkONE

Ninja Forms

Forms & Surveys +1Forms & Surveys, WordPress

1 Zap template

Integrate Contacts+ with BenchmarkONE

Contacts+

Contact Management

1 Zap template

Integrate Hello Bar with BenchmarkONE

Hello Bar

Marketing Automation

1 Zap template

Integrate WisePops with BenchmarkONE

WisePops

Forms & Surveys
Integrate Pushpress with BenchmarkONE

Pushpress

CRM (Customer Relationship Management)
Integrate Google Drive with BenchmarkONE

Google Drive

File Management & Storage +1File Management & Storage, Google
Integrate Kajabi with BenchmarkONE

Kajabi

eCommerce
Integrate WooCommerce with BenchmarkONE

WooCommerce

eCommerce +1eCommerce, WordPress

1 Zap template

Integrate LiveChat with BenchmarkONE

LiveChat

Customer Support

1 Zap template

Integrate Pure Chat with BenchmarkONE

Pure Chat

Customer Support

1 Zap template

Integrate Salesforce (Legacy) with BenchmarkONE

Salesforce (Legacy)

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium
Integrate Stripe with BenchmarkONE

Stripe

Payment Processing

1 Zap template

Integrate Microsoft Office 365 with BenchmarkONE

Microsoft Office 365

Email +1Email, Microsoft
Integrate Intercom with BenchmarkONE

Intercom

Customer Support
Integrate monday.com with BenchmarkONE

monday.com

Project Management
Integrate Zoom with BenchmarkONE

Zoom

Video Conferencing

1 Zap template

Integrate Basecamp 2 with BenchmarkONE

Basecamp 2

Project Management
Integrate Wodify Core with BenchmarkONE

Wodify Core

CRM (Customer Relationship Management)

1 Zap template

Integrate Tallyfy with BenchmarkONE

Tallyfy

Task Management
Integrate 3dcart with BenchmarkONE

3dcart

eCommerce
Integrate WordPress (Legacy) with BenchmarkONE

WordPress (Legacy)

Website Builders +1Website Builders, WordPress
Integrate RingCentral with BenchmarkONE

RingCentral

Phone & SMS
Integrate Appointlet with BenchmarkONE

Appointlet

Scheduling & Booking

1 Zap template

Integrate NeonCRM with BenchmarkONE

NeonCRM

CRM (Customer Relationship Management)
Integrate KickoffLabs with BenchmarkONE

KickoffLabs

Forms & Surveys

1 Zap template

Integrate Trello with BenchmarkONE

Trello

Project Management
Integrate Asana with BenchmarkONE

Asana

Project Management
Integrate Webflow with BenchmarkONE

Webflow

Website Builders
Integrate Freshdesk with BenchmarkONE

Freshdesk

Customer Support
Integrate Facebook Offline Conversions with BenchmarkONE

Facebook Offline Conversions

Ads & Conversion +1Ads & Conversion, Facebook
Integrate SurveyGizmo with BenchmarkONE

SurveyGizmo

Forms & Surveys

1 Zap template

Integrate HoneyBook with BenchmarkONE

HoneyBook

CRM (Customer Relationship Management)
Integrate Zipwhip with BenchmarkONE

Zipwhip

Phone & SMS
Integrate Appcues with BenchmarkONE

Appcues

Product Management
Integrate OptinMonster with BenchmarkONE

OptinMonster

Forms & Surveys
Integrate ConnectWise Manage with BenchmarkONE

ConnectWise Manage

CRM (Customer Relationship Management)
Integrate HappyFox Chat with BenchmarkONE

HappyFox Chat

Customer Support

1 Zap template

Integrate PayPal with BenchmarkONE

PayPal

Payment Processing +1Payment Processing, Premium

1 Zap template

Integrate Basecamp 3 with BenchmarkONE

Basecamp 3

Project Management
Integrate WebinarJam / EverWebinar with BenchmarkONE

WebinarJam / EverWebinar

Webinars
Integrate CallRail with BenchmarkONE

CallRail

Call Tracking
Integrate Close with BenchmarkONE

Close

CRM (Customer Relationship Management)
Integrate YouCanBook.Me with BenchmarkONE

YouCanBook.Me

Scheduling & Booking
Integrate Freshsales with BenchmarkONE

Freshsales

CRM (Customer Relationship Management)
Integrate Jira Software Server with BenchmarkONE

Jira Software Server

Project Management
Integrate LinkedIn Lead Gen Forms with BenchmarkONE

LinkedIn Lead Gen Forms

Ads & Conversion +2Ads & Conversion, Microsoft, Premium
Integrate ServiceM8 with BenchmarkONE

ServiceM8

Scheduling & Booking
Integrate CallTrackingMetrics with BenchmarkONE

CallTrackingMetrics

Call Tracking
Integrate Workable with BenchmarkONE

Workable

HR Talent & Recruitment
Integrate Mobile Text Alerts with BenchmarkONE

Mobile Text Alerts

Phone & SMS
Integrate Google's Lead Form Extensions with BenchmarkONE

Google's Lead Form Extensions

Ads & Conversion +3Ads & Conversion, Forms & Surveys, Google, Premium
Integrate QuickMail.io with BenchmarkONE

QuickMail.io

Drip Emails
Integrate Better Proposals with BenchmarkONE

Better Proposals

Proposal & Invoice Management
Integrate Magento 2.X with BenchmarkONE

Magento 2.X

eCommerce +1eCommerce, Premium
Integrate Seamless AI with BenchmarkONE

Seamless AI

Contact Management
Integrate Salesforce with BenchmarkONE

Salesforce

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium
Integrate Instagram with BenchmarkONE

Instagram

Facebook +1Facebook, Social Media Accounts
Integrate LinkedIn with BenchmarkONE

LinkedIn

Microsoft +1Microsoft, Social Media Accounts
Integrate Sendinblue with BenchmarkONE

Sendinblue

Email Newsletters
Integrate Google Analytics with BenchmarkONE

Google Analytics

Ads & Conversion +1Ads & Conversion, Google
Integrate Things with BenchmarkONE

Things

Task Management
Integrate SQL Server with BenchmarkONE

SQL Server

Databases +1Databases, Premium
Integrate Gumroad with BenchmarkONE

Gumroad

eCommerce

1 Zap template

Integrate Mighty Networks with BenchmarkONE

Mighty Networks

Website Builders
Integrate tawk.to with BenchmarkONE

tawk.to

Customer Support
Integrate Redtail CRM with BenchmarkONE

Redtail CRM

CRM (Customer Relationship Management)
Integrate TextMagic with BenchmarkONE

TextMagic

Phone & SMS
Integrate Sumo with BenchmarkONE

Sumo

Ads & Conversion

1 Zap template

Integrate Microsoft Teams with BenchmarkONE

Microsoft Teams

Microsoft +1Microsoft, Team Chat
Integrate BombBomb.com with BenchmarkONE

BombBomb.com

Drip Emails
Integrate Highrise with BenchmarkONE

Highrise

CRM (Customer Relationship Management)
Integrate vcita with BenchmarkONE

vcita

Scheduling & Booking
Integrate WebinarNinja with BenchmarkONE

WebinarNinja

Webinars
Integrate GetSiteControl with BenchmarkONE

GetSiteControl

Forms & Surveys
Integrate GoToTraining with BenchmarkONE

GoToTraining

Online Courses +1Online Courses, Premium

1 Zap template

Integrate Autotask with BenchmarkONE

Autotask

CRM (Customer Relationship Management)
Integrate Vextras with BenchmarkONE

Vextras

Marketing Automation
Integrate Bullhorn CRM with BenchmarkONE

Bullhorn CRM

CRM (Customer Relationship Management)
Integrate Wix Automations with BenchmarkONE

Wix Automations

Beta +1Beta, CRM (Customer Relationship Management)
Integrate BirdSeed with BenchmarkONE

BirdSeed

Customer Support
Integrate Arlo with BenchmarkONE

Arlo

Beta +1Beta, Event Management
Integrate noCRM.io with BenchmarkONE

noCRM.io

CRM (Customer Relationship Management)
Integrate Landingi with BenchmarkONE

Landingi

Website Builders
Integrate Cyfe with BenchmarkONE

Cyfe

Dashboards
Integrate ActiveCampaign with BenchmarkONE

ActiveCampaign

Marketing Automation
Integrate Airtable with BenchmarkONE

Airtable

Databases
Integrate Facebook Pages with BenchmarkONE

Facebook Pages

Facebook +1Facebook, Social Media Accounts
Integrate Infusionsoft by Keap with BenchmarkONE

Infusionsoft by Keap

Marketing Automation +1Marketing Automation, Premium
Integrate Evernote with BenchmarkONE

Evernote

Notes
Integrate Wufoo with BenchmarkONE

Wufoo

Forms & Surveys

1 Zap template

Integrate Any.do with BenchmarkONE

Any.do

Task Management
Integrate Square with BenchmarkONE

Square

Payment Processing
Integrate Buffer with BenchmarkONE

Buffer

Social Media Marketing
Integrate Facebook Messenger with BenchmarkONE

Facebook Messenger

Facebook +1Facebook, Social Media Marketing
Integrate ShipStation with BenchmarkONE

ShipStation

eCommerce
Integrate Constant Contact with BenchmarkONE

Constant Contact

Email Newsletters
Integrate FreshBooks Classic with BenchmarkONE

FreshBooks Classic

Accounting

1 Zap template

Integrate Zillow Tech Connect with BenchmarkONE

Zillow Tech Connect

CRM (Customer Relationship Management)
Integrate Help Scout with BenchmarkONE

Help Scout

Customer Support
Integrate Formidable Forms with BenchmarkONE

Formidable Forms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate Patreon with BenchmarkONE

Patreon

Fundraising
Integrate Knack with BenchmarkONE

Knack

Databases
Integrate Pushbullet with BenchmarkONE

Pushbullet

Notifications
Integrate 123FormBuilder with BenchmarkONE

123FormBuilder

Forms & Surveys
Integrate Book Like A Boss with BenchmarkONE

Book Like A Boss

Scheduling & Booking
Integrate Amazon Seller Central with BenchmarkONE

Amazon Seller Central

Amazon +2Amazon, eCommerce, Premium
Integrate Proof with BenchmarkONE

Proof

Marketing Automation
Integrate Marketo with BenchmarkONE

Marketo

Marketing Automation +1Marketing Automation, Premium
Integrate Wealthbox CRM with BenchmarkONE

Wealthbox CRM

CRM (Customer Relationship Management)
Integrate MemberSpace with BenchmarkONE

MemberSpace

Payment Processing
Integrate Capsule CRM with BenchmarkONE

Capsule CRM

CRM (Customer Relationship Management)
Integrate Nutshell with BenchmarkONE

Nutshell

CRM (Customer Relationship Management)
Integrate Mailshake with BenchmarkONE

Mailshake

Drip Emails
Integrate MoonClerk with BenchmarkONE

MoonClerk

Payment Processing
Integrate Hootsuite with BenchmarkONE

Hootsuite

Social Media Marketing
Integrate TalentLMS with BenchmarkONE

TalentLMS

Online Courses
Integrate Setmore Appointments with BenchmarkONE

Setmore Appointments

Scheduling & Booking
Integrate PipelineDeals with BenchmarkONE

PipelineDeals

CRM (Customer Relationship Management)
Integrate Citrix ShareFile with BenchmarkONE

Citrix ShareFile

File Management & Storage
Integrate Ghost with BenchmarkONE

Ghost

Website Builders
Integrate Benchmark Email with BenchmarkONE

Benchmark Email

Email Newsletters
Integrate ChatBot with BenchmarkONE

ChatBot

Customer Support
Integrate Basin with BenchmarkONE

Basin

Forms & Surveys
Integrate Chargify with BenchmarkONE

Chargify

Payment Processing +1Payment Processing, Premium

1 Zap template

Integrate Crisp with BenchmarkONE

Crisp

Customer Support
Integrate Rezdy with BenchmarkONE

Rezdy

Scheduling & Booking

1 Zap template

Integrate SalesRabbit with BenchmarkONE

SalesRabbit

CRM (Customer Relationship Management)
Integrate Callingly with BenchmarkONE

Callingly

Phone & SMS
Integrate Klipfolio with BenchmarkONE

Klipfolio

Dashboards
Integrate FormKeep with BenchmarkONE

FormKeep

Forms & Surveys
Integrate Zoho CRM with BenchmarkONE

Zoho CRM

CRM (Customer Relationship Management) +2CRM (Customer Relationship Management), Premium, Zoho
Integrate Duda with BenchmarkONE

Duda

Website Builders
Integrate Exercise.com with BenchmarkONE

Exercise.com

Fitness
Integrate LeadQuizzes with BenchmarkONE

LeadQuizzes

Forms & Surveys
Integrate Copper with BenchmarkONE

Copper

CRM (Customer Relationship Management)
Integrate Google Ads with BenchmarkONE

Google Ads

Ads & Conversion +2Ads & Conversion, Google, Premium
Integrate MailMunch with BenchmarkONE

MailMunch

Marketing Automation
Integrate Referrizer with BenchmarkONE

Referrizer

Beta +1Beta, Marketing Automation
Integrate UpViral with BenchmarkONE

UpViral

Ads & Conversion
Integrate Google Meet with BenchmarkONE

Google Meet

Beta +2Beta, Google, Video Conferencing
Integrate Popupsmart with BenchmarkONE

Popupsmart

Beta +1Beta, eCommerce
Integrate Kickbox with BenchmarkONE

Kickbox

Email
Integrate Aisle Planner with BenchmarkONE

Aisle Planner

Beta +1Beta, Project Management
Integrate Active Collab with BenchmarkONE

Active Collab

Project Management
Integrate Thankster with BenchmarkONE

Thankster

Customer Appreciation +2Customer Appreciation, Marketing Automation, Printing
Integrate Wave with BenchmarkONE

Wave

Accounting
Integrate Textline with BenchmarkONE

Textline

Customer Support
Integrate AddEvent with BenchmarkONE

AddEvent

Beta +1Beta, Event Management
Integrate FluidSurveys with BenchmarkONE

FluidSurveys

Forms & Surveys

1 Zap template

Integrate AdRoll with BenchmarkONE

AdRoll

Ads & Conversion
Integrate Privy with BenchmarkONE

Privy

eCommerce
Integrate Tidio with BenchmarkONE

Tidio

Customer Support
Integrate karmaCRM with BenchmarkONE

karmaCRM

CRM (Customer Relationship Management)
Integrate ManyChat with BenchmarkONE

ManyChat

Social Media Marketing
Integrate ConvertKit with BenchmarkONE

ConvertKit

Drip Emails
Integrate Google Docs with BenchmarkONE

Google Docs

Documents +1Documents, Google
Integrate Proposify with BenchmarkONE

Proposify

Proposal & Invoice Management
Integrate GetProspect with BenchmarkONE

GetProspect

Contact Management
Integrate Autoklose with BenchmarkONE

Autoklose

Email
Integrate Cisco Webex Meetings with BenchmarkONE

Cisco Webex Meetings

Video Conferencing
Integrate BrightMove with BenchmarkONE

BrightMove

HR Talent & Recruitment
Integrate Glip with BenchmarkONE

Glip

Team Chat
Integrate Crugo with BenchmarkONE

Crugo

Team Collaboration
Integrate Magento with BenchmarkONE

Magento

eCommerce +1eCommerce, Premium
Integrate Woodpecker.co with BenchmarkONE

Woodpecker.co

Drip Emails

Screenshots

BenchmarkONE Alternatives

See All

Infusionsoft by Keap

Marketing Automation +1Marketing Automation, Premium

HubSpot

Marketing Automation

Agile CRM

CRM (Customer Relationship Management)

Interakt

Marketing Automation

BenchmarkONE Updates

New for Our Hatchbuck Integration: Add Zapier to Hatchbuck Automations with Webhook Automation Trigger