CRM Pricing

Everything included in one low price

PROFESSIONAL PLAN
$20/user/month billed annualy

$25 /user/month if billed month-to-month

FREE 30 DAY TRIAL All features are included with your free trial.
Feature Highlights
Integration with Benchmark Email
Contact, Lead, Support Ticket capture forms
Create and Track: Contacts, Leads, Organizations, Opportunities, Support Tickets, Activities, Projects
Easily Create Views of Contacts, Leads, etc. to Speed up Workflows
Default & Custom Reports
Keep all your emails and replies inside the CRM
Create notes on your contacts, leads and other records
Users
Unlimited Users
Marketing Automation
Establish and activate robust automated CRM workflows
Create and assign rules based on triggers and custom criteria automatically
Plan and send email notifications to users, contacts and leads based on email templates, triggers and custom criteria automatically
Update record data with new data based on triggers and custom criteria automatically
Initiate automated tasks immediately
Schedule automated tasks
Integration with Benchmark Email
Free integrated Benchmark Email Starter Plan for 2k subscribers for each CRM user
Push CRM views to create new lists in Benchmark Email
View opens and clicks from Benchmark Email campaigns directly on CRM contacts or leads with matching email addresses
Currencies
Multiple currencies
Customization
Layout for fields on record pages
Multiple sections on record pages
Create custom fields, Up to 80/module
Permissions
Profiles
Roles
Account-wide sharing settings
Field-level security
Sharing rules
Groups
HTML Web Forms
Lead capture form
Contact capture form
Support ticket capture form
Notify owner of record capture
File Storage
1 GB Account included base storage
Account included free storage per user 512 MB
Optional additional account storage, $4/month for 5 GB
Record Types
Leads
Contacts
Organizations
Activities (tasks, events, calls)
Support Tickets
Projects
Attach documents directly to records
Merge duplicate records
Data storage (all modules)
25,000 records
Unlimited
Import records maximum (per batch)
1,000
20,000
Data Migration Tool
Dashboards
Dedicated Dashboard for each record type
Create and share custom views for record lists based on your specified criteria for default fields
Create and share custom views for record lists based on your specified criteria for custom fields
Views are dynamic based on record ownership and account privacy settings
Reports
Standard reports
Custom reports
Tabular reports
Summary reports with data grouping
Graphs for Summary Reports
Create emails, view replies and collaborate with your team all in one place with Benchmark CRM Cloud Email
Keep CRM in sync with private emails to update existing contacts and leads or create new ones with MyBCC
Add Internal Private Messages to records or public email threads visible only to your CRM users
Relate emails to contacts, leads, opportunities, organizations, support tickets, projects or activities
Create multiple email conversations for a single support ticket
Exclude contacts and leads from email contact with email opt-out
Create email templates with merge fields that customize the template for your contact or lead
10 per account
500 per account
Add up to 25 CC contacts, leads and users
Attach files up to 25 MB to emails
Attach files from CRM Content Library
Send share links for CRM Content Library files
Content Library Document Cloud
Public user folders
Private user folders
Folder sharing
Included Benchmark CRM Support
Email
Chat
Phone
View all features