Benchmark CRM

What’s included

Duplicate review uses contact details and normalized names, including punctuation variations. Staff review possible matches; a name match does not automatically merge records or change the assigned salesperson. Authorized handoffs and store transfers preserve responsibility and history.

• 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, assigned salesperson, opportunity stages, appointments, staff tasks and customer history. Today, Customers, Pipeline and Calendar organize daily work; installation scheduling supports a date and optional job order without requiring an arrival time.
• 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.