One relationship.
Every next step.

What’s included

• One company, one location and two named users.
• Guided flooring intake, Benchmark Core calculations and saved estimate versions. Category workflows, catalogs and proposal output are confirmed in your order.
• Additional users $49/month each; additional locations $99/month each. Extra locations do not add included user seats.
• Optional annual base $1,990 prepaid, by separate order. Add-on users and locations remain separately itemized.

Catalog preparation, migration, training and integrations are separately scoped. Staff verify measurements, jobsite conditions, product requirements, tax and final commitments. No automatic Benchmark CRM or Benchmark Re/Engage subscription is required.

What’s included

• One company, one named location and up to ten named staff users. Additional Benchmark CRM users $5/user/month; additional locations use the same $79 monthly and $299 setup price.
• Customer records, salesperson ownership, opportunity stages, appointments and staff tasks within the verified release.
• Standard setup: company/location configuration, one sales pipeline, up to ten staff accounts and one remote training session of up to 60 minutes.
• One import of up to 500 clean, customer-supplied contact rows using the agreed template; cleanup and custom fields/integrations are separately quoted.

Works independently of Benchmark Re/Engage and Benchmark Quick Quote. Benchmark Sales Rotation is optional. Production access starts only after authorized company membership, isolation, routing and selected functions pass verification.

What’s included

• One company, one location and up to ten staff users; extra users $5/user/month. Includes up to 2,500 outbound emails per monthly period and up to 2,500 active contact records.
• Up to five approved standard email workflows, with quote follow-up, appointment or project reminders, aftercare and Customer Concern Alert routing selected during setup.
• One verified sender/domain, one clean import of up to 500 contact rows, staff approval and stop/suppression controls, plus one remote training session of up to 60 minutes.
• Works with an agreed customer-supplied import without buying Benchmark CRM. External Benchmark CRM live synchronization requires a separate supported integration quote.

Unused email allowance does not roll over. Extra email capacity requires approval before sending; no automatic overage charge. Text messaging, phone numbers, carrier/registration fees and marketing campaigns are excluded pending a separate approved scope. No message sending before sender verification, authorization, suppression handling and delivery testing.

$129/location/month + $449 combined setup. Includes both standard scopes with the same ten shared staff seats, 2,500 monthly emails and 2,500 active Benchmark Re/Engage contacts. Extra shared users are $5/month each, charged once. Monthly allowances are not multiplied. Benchmark Sales Rotation is additional.

Both products and their connection must pass acceptance before bundle billing starts. Shared setup and training are completed once. Each product can also be selected independently.

+$29/location/month + $149 setup. Make sure every salesperson gets their turn. One agreed store-specific rules configuration; supported availability, next turn, skipped/returning turns and recorded manager adjustments.

Requires Benchmark CRM for the same location and covers its authorized staff. Setup includes a workshop up to 45 minutes and one configuration/testing round. Planned module; verify before activation.

Foundation $49/month · Expanded $79/month · Multi-Location $149/month. First two cover one named location; Multi-Location up to three. $149 setup/company. Three staff users; extra users $5/month each.

Organize business facts, source evidence and correction plans. Managed repairs, provider purchases, audits, monitoring and automatic directory edits are separate. Access and functions are verified before activation.

One branded experience is included in Enhanced Plus/Multi-Location, or $500 one time on Essentials or Enhanced. Agreed questions, choices, recommendations, one inquiry destination and desktop/mobile routing tests. Direct contact stays available.

Existing-site compatibility, additional questionnaires, complex routing and integrations are quoted separately. Benchmark NextStep does not automatically create an order, quote, contract or payment.