A CRM That Lets You Focus on Building Relationships, Not Entering Data

Get organized, stay connected and move on to conquering tomorrow’s goals

We know you need tools that are easy to use right out of the gate that won’t slow you or your growing business down.

Benchmark CRM was built to help you reach new goals

Organize your contact list stress free for a superb sales tool

Keep your finger on the pulse of your business with better management of your contacts, organizations, notes, phone calls and email history. Input leads, watch them convert to opportunities and see closing probabilities and their dollar amounts. Keep your whole team up-to-date, while maintaining permissions for each record.

Create more efficient and effective workflows and better manage your tasks

Create and assign tasks, events and calls. Customize fields and statuses to suit your business needs. For your important to-do’s, you can receive in-dash or email reminders.

More time to leverage personal relationships on a one-to-one level with email tools built by email marketers

Your campaign data, such as opens and clicks, flow directly from your email marketing account into your CRM. This allows you to do individual follow-ups with your engaged contacts. Additionally, you can create better segments in your email account using the data from your CRM.

Give your team the tools they need to succeed with inboxes for every member

Work faster thanks to the ability to create and send templated emails directly from your CRM. Your email replies appear in your CRM as well. Even if you answer from your inbox, all communications with be tracked in CRM. Additionally, with the Benchmark CRM plugin for Gmail, all it takes is a few clicks to create contacts and leads or to take notes making.

Get time back in your day when you automate

Use automation to create leads, contacts and support tickets. You can also automate calls and emails based on website signup forms and more. Integrate with Benchmark Email for automated list updating. The list goes on from automating email notifications and record assignments to task create and data updates.

See your success with real-time reports

Build summaries and detailed reports with our super simple and powerful report builder. Easily identify your opportunities for growth. There’s practically no limit to what you can create! Save your reports to use them over and over again and share them with your team by exporting them as a PDF, CSV, or Excel file.

The flexibility and power to set your data permissions however you need

Manage which team members can see specific sets of data by customizing permissions with user roles, sharing rules, groups, profiles and field-level security.

Your one-stop-shop includes a support center solution

No CRM is complete without a support ticket system to ensure happy customer relationships. Offer zen-like support that includes real support tickets giving you the ability to solve tickets quicker. Outbound messages, incoming replies and internal notes all in the same thread directly in your CRM. This easy-to-use interface makes it possible for even your newest hires to manage your company’s support needs.

Take your business and relationships from napkin notes and spreadsheets to one simple database in three steps:

Sign up free

Try Benchmark Email for free to discover how simple managing relationships with customers and leads can be.

Explore the possibilities

Intuitive, turkey tools to raise the bar for your business.

Start reaching new goals

When you’re ready, maximize your opportunities for success by upgrading to a Pro Plan and learn what you can achieve with the CRM tools needed for business growth.

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