Your website starts the conversation. These optional Benchmark products help your team manage the inquiry, prepare an estimate and follow through after the sale. Choose the part of your process that needs support; each module has its own setup and availability.
Benchmark Local Boost
Help nearby customers find accurate information about your business. Local Boost checks business names, addresses and phone numbers, identifies listing problems, coordinates approved citation submissions or corrections, and tracks agreed local search visibility.
Why it matters: Customers can reach the correct location, and you can see which listing issues still need attention.
Example: A directory has an old phone number. We document the mismatch, arrange the approved correction and check its status in the campaign report.
Availability & setup: Available as a separately scoped local visibility service. Directory eligibility, verification and publisher approval affect completion; placement and rankings are not guaranteed.
Explore Benchmark Local Boost →Benchmark CRM
Keep customer details, salesperson ownership, appointments, opportunity stages, tasks and the next action in one organized workspace. Company and location access help the right staff work with the right records. Contact preferences and do-not-contact controls stay with the customer.
Why it matters: A new inquiry has an owner and a next step, so staff can pick up the conversation without relying on scattered notes or memory.
Example: A customer asks about a project through the website. In a configured rollout, the inquiry becomes a customer opportunity assigned to a salesperson, with a follow-up task and a visible stage.
Availability & setup: Pilot in preparation; the first release is in staging testing. General customer access and website connections require setup and verification. Optional Benchmark Sales Rotation has a separate rollout.
Explore Benchmark CRM →Benchmark Quick Quote
Prepare clear project estimates using your business’s products, labor rates and estimating rules. Benchmark Core, the custom-coded estimating engine, applies the configured rules so the team can review quantities, charges and scope before presenting the proposal.
Why it matters: Staff spend less time rebuilding estimates and more time explaining the work, the choices and the price to the customer.
Example: For a configured flooring estimate, the salesperson enters measurements and selects material and labor options. The estimating rules calculate the proposal for staff review before it is shared.
Availability & setup: Business-specific setup. Supported project types, product and labor data, estimating rules, user access and rollout are confirmed for your business before use.
Explore Benchmark Quick Quote →Benchmark Re/Engage
Designed to keep customer follow-through organized: appointment reminders, quote follow-up, installation preparation, care and warranty information, satisfaction checks and honest review requests. Planned Customer Concern Alerts bring reported problems to staff attention for a personal response; review invitations should not depend on whether feedback is positive.
Why it matters: Customers know what happens next, and the team has a planned way to follow up on unfinished decisions and service concerns.
Example: After an installation, the planned workflow sends the approved care information, checks on the customer’s experience and flags a reported concern for the responsible team member.
Availability & setup: In development; email workflows are being prepared for pilot activation. Live messaging is not active. Text messaging requires separate setup. Sender setup, customer preferences, marketing permission, stop controls and delivery tests must be confirmed before sending.
Explore Benchmark Re/Engage →