Reviewed follow-up and project communications, with setup and consent controls.
$69/location/month
$299 one-time setup per location.
What’s included
Review quote follow-up at 2, 7, 14 and 30 days, then every 30 days; Save for Later uses the selected reactivation date. A 90-day reconnect uses the latest verified meaningful customer interaction and requires staff review when that date is uncertain. Saved appointments support confirmation and reminder drafts; a missed appointment creates an assigned review task.
Inquiry acknowledgments, follow-up drafts and customer-reported Customer Care Alerts help staff respond. Replies, opt-outs, active commitments and proposal responses can hold or stop obsolete follow-up. Drafts require the configured review, consent and delivery checks. Private customer project-portal access requires separate verification and delivery setup before activation.
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. Connected Benchmark CRM workflows share authorized customer and project records. Imports and connections to other CRM systems require a separate supported integration scope.
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.
MANAGED RE/ENGAGE UPGRADE
Re/Engage Managed Outreach
Benchmark builds and manages your email campaigns.
$129per location / month total
$299 one-time setup · replaces the $69 standard Re/Engage plan
Standard Re/Engage features and lifecycle-email allowance
1,500 targeted campaign emails per month; follow-ups count
One monthly campaign sequence: initial email plus up to two follow-ups
Audience preparation from your contacts, copywriting and one revision round
Benchmark setup, scheduling, suppression controls and monthly results summary
Additional 1,000-email blocks: $59, only with approval
You approve the audience, message and schedule; your team handles sales replies and opportunities. Lead sourcing, purchased lists, enrichment, extensive cleanup and additional campaigns or revisions are separately quoted. Extra blocks add email capacity only. No automatic overages or rollover; reused setup is not charged twice.
Managed service is available to scope now; live campaigns require sender setup, provider connection and successful delivery, reply and opt-out testing. Existing permission requirements remain until a supported prospecting route is verified. Provider access and automatic Workspace synchronization are separate; no sending is activated by an inquiry.
