CRM & Customers
Customers, contacts, and accounts on the same job.
Bench is software and agents, working as one. Calendar, CRM, jobs, measurements, materials, and reporting are already built. Turn on what your business needs. If a piece doesn’t exist, you can submit the gap to the Forge for review.
You can keep your current tech stack or replace it. That’s up to you.
Customers, contacts, and accounts on the same job.
Appointments on the job, not a side calendar.
Leaderboard and standings for the field.
Capture the roof on site, on the same job.
Dispatch, production, and time on the work you sold.
Clock in and out against a job, with team hours for managers.
Log what a job cost and see its total.
Work orders the install crew runs.
The product library for what you order.
Contracts the homeowner can sign.
Mail, Slack, and recordings on the job — not a separate inbox.
Start a text to the customer from the job, kept with their email.
Tell the customer once when their job gets a start date.
Invoice and collect on the same job.
Rep commissions and payroll from the work that closed.
Referral partners and the work they sent you.
Dashboards and reports on the pipeline you actually run.
Repeat the process without re-typing it.
Plug in the tools you keep.
Author and assign your company's own training modules.
You can submit a capability gap for Bench to review. Check the submission receipt and status before treating a request as filed. Submission does not guarantee a build or a completion date.
Agents are most effective as they specialize. You choose which agents you need as you grow.
Working the pipeline — one of the things Bench watches for you. Slide in your numbers for a planning estimate. Your real numbers depend on your business, market, and people.
Estimated additional monthly revenue
+$94K
Estimated annual value
+$1.1M
Close rate (est.)
25% → 30%
You approve everything. Your data is yours — even if you leave. No per-seat fees, ever. $249/mo, unlimited users.