Track your contacts and organizations for better handling of all your notes, phone calls and email history. Create leads and convert them to opportunities, along with their closing probabilities and dollar amounts. Share the details with other team members. Properly manage every contact or lead thanks to the flexibility to use permissions for each record.
Open and assign tasks, events and calls. Customize your fields and statuses. Get in-dash and email reminders of your important to-dos. Automate calls and emails based on website signup forms and more. Integrate with popular email marketing services like Benchmark Email and others for automated list updating.
Create and send formatted emails right from the CRM. Contact and lead replies come right back to you in the CRM. Answer your replies from your own email inbox, it’s all tracked in the CRM. In addition, you now have the option to use Gmail as your sending engine and have emails automatically updated within your CRM. This Gmail flexibility can make it quicker and easier to manage your contacts and prospects. With the Benchmark CRM for Gmail plugin, a few clicks is all it takes to create contacts and leads or take notes.
All of your campaign data from your Benchmark Email marketing account flows into your CRM. This means as your campaigns are sent with Benchmark Email, you can see the opens and click history for your CRM contacts. Additionally, you can easily segment your contacts on the CRM and push them to Benchmark Email, if you want to send an email blast.
Run the gamut in automation from creating lead, contact and support ticket capture forms to email notifications, record assignments, task creation and data updates.
Share data with all users or customize permissions using roles, sharing rules, groups, profiles and field level security. Benchmark CRM gives you the flexibility and power to set permissions however you like.
What CRM is complete without a support ticket system? Zen-like support with true support tickets. Solve tickets faster with outbound messages, incoming replies, and internal notes all in the same message thread. Very simple basic interface for managing your support needs.