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, the Forge builds it.
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.
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.
Invoice and collect on the same job.
Rep commissions and payroll from the work that closed.
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.
When you find a gap, your agent talks to our agents. The Forge scopes, builds, and tests the software, then delivers it for you to try within 72 hours. The finished piece joins your scaffolding.
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.