BENCHMARK ENTERPRISE SYSTEMS

Find your next customer.
Build a relationship for life.

Connect the customer journey—from getting found and capturing interest to quoting, closing, delivering, and staying in touch. Benchmark brings your sales and customer follow-through together to help turn new inquiries into lasting relationships, repeat business, and referrals.

Explore the System Talk About Your Business

THE BENCHMARK PRODUCT FAMILY

The tools behind the customer relationship.

Help customers find you, give your sales team a clear next action, and keep the relationship moving after the sale. Each Benchmark product has a specific job in that journey.

GET FOUND & BUILD TRUST

Benchmark Local Boost

Help customers discover your business through accurate local listings, a useful website and a clearer local presence.

Review and correct business names, addresses, phone numbers and other listing details.
Build clear website paths to your services, locations and contact options.
Connect local visibility work with a practical plan for customer inquiries.

Explore Benchmark Local Boost →

BENCHMARK WEBSITE OPTIONS

Your website starts the relationship.

Give customers a clear place to understand your business, see what you offer and start a conversation. Choose the website capabilities that fit how your customers make decisions.

BUILD A CLEAR FOUNDATION

Benchmark Essentials Launch

A complete business website that explains your services and makes contacting the right team easy.

Core business pages with Ask an Expert and contact paths.
Foundational metadata, structured data, sitemap and basic measurement setup.
Benchmark Local Boost Core listing setup for the primary location.

SHOW YOUR WORK & HELP CUSTOMERS CHOOSE

Benchmark Enhanced Launch

Everything in Benchmark Essentials Launch, with more ways to demonstrate your experience and help customers explore their options.

A Project Center for completed work and customer-approved examples.
An Options & Inspirations center with an agreed curated starter collection.
90 days of AI visibility and accuracy monitoring.

ANSWER QUESTIONS & GUIDE THE NEXT STEP

Benchmark Enhanced Plus Launch

Everything in Benchmark Enhanced Launch, with deeper guidance and a branded path from interest to a useful inquiry.

A searchable Knowledge Center with relevant, tailored guidance.
One branded Benchmark NextStep guided experience, with direct contact still available.
Benchmark Local Boost Expanded listing setup for the primary location.

Compare Website Options

These are capability summaries. Compare the full package inclusions, current pricing, hosting and care arrangements before choosing your scope.

Your website is the front door; the Benchmark product family can support what happens next. Connections to Benchmark CRM, Benchmark Quick Quote and Benchmark Re/Engage are reviewed and scoped separately. A website package does not automatically include those software subscriptions.

BUSINESS-SPECIFIC SETUP

ESTIMATE & PROPOSE

Prepare project estimates using your business’s configured products, labor and estimating rules, so the sales conversation starts with a clear proposal.

Organize project information and the products or services being quoted.
Apply business-specific product, labor and estimating configuration.
Prepare consistent estimates that help the customer understand the proposed work.

Supported project types, configuration and rollout scope are confirmed for your business.

Discuss Benchmark Quick Quote →

PILOT IN PREPARATION

ORGANIZE THE OPPORTUNITY

Give the team a clear view of each customer, who owns the opportunity, where the project stands and what needs to happen next.

Company-specific customer records, salesperson ownership and location access.
Appointments, project stages, staff tasks and the next sales action.
Customer dispositions such as considering, follow up later, won, lost or do not contact.
Follow-up preferences and stop controls that stay with the customer record.
Optional Benchmark Sales Rotation helps make sure every salesperson gets their turn, with company- and store-specific rules.

The first release is in staging testing. General customer access is not open yet; optional Benchmark Sales Rotation has a separate rollout.

Ask about the Benchmark CRM pilot →

PILOT IN PREPARATION

FOLLOW THROUGH & STAY CONNECTED

Keep the conversation moving before the sale, help the customer prepare for the project, and stay useful after the work is complete.

Appointment confirmations, reminders and scheduled quote follow-up—with continued follow-up every 30 days after the initial 30.
Installation scheduling reminders, preparation checklists and what-to-expect information.
Project-specific care and warranty information, satisfaction follow-up and honest review requests.
Bulk sales and special-offer campaigns with separate marketing permission.
Customer stop controls and staff approval of message drafts.

Email workflows are being prepared for pilot activation. Text messaging is planned and requires separate setup. Live messaging is not active yet.

Ask about Benchmark Re/Engage →

WORKING EXAMPLES AVAILABLE

TURN INTEREST INTO A CONVERSATION

Give website visitors a clear path to explain their interests, project needs and preferred location before the sales conversation.

A branded next step tied to your business’s products and services.
Useful inquiry context from the customer’s selections and project details.
Location-aware contact paths that help route the conversation to the right team.

Published examples are available. Guidance, forms and customer choices vary by business; website and Benchmark CRM connections are confirmed during setup.

Explore Benchmark NextStep →

OPTIONAL BENCHMARK CRM MODULE · PLANNED

Benchmark Sales Rotation

Make sure every salesperson gets their turn.

Track who’s available, who’s next and who received the last opportunity. Configure rotation rules for each company or store, with clear handling for skipped turns, returning salespeople and manager overrides.

A fair, visible rotation helps prevent missed turns and confusion on the sales floor.

Your store. Your rotation rules.

Salesperson availability and the next turn.
The last opportunity and recent rotation activity.
Rules for skipped turns and returning to the rotation.
Manager adjustments with a clear activity history.

Planned optional module for Benchmark CRM. Final behavior, store-specific rules and availability are confirmed before activation.

Discuss Benchmark Sales Rotation →

HOW THE ROLES FIT

Support the whole customer lifecycle.

A connected rollout can bring these roles together. This illustrates the intended workflow; it does not mean every connection is already active.

Get FoundBenchmark Local Boost and a clear website help customers discover your business.
ConnectBenchmark NextStep helps the customer explain the project and start a useful conversation.
QuoteBenchmark Quick Quote supports consistent estimates and clear proposals.
CloseBenchmark CRM and Benchmark Re/Engage support the next action, timely follow-up and the sales decision.
DeliverBenchmark CRM and Benchmark Re/Engage support project updates, installation preparation and care information.
RetainBenchmark Re/Engage supports aftercare, honest review requests and ongoing contact for repeat business and referrals.

BUILT AROUND YOUR BUSINESS

Clear responsibilities.
Practical connections.

Benchmark Core is the underlying estimating and rules engine. Benchmark Core Enterprise supports company, location and administrative configuration. They support the product family rather than adding two more products for you to sort through.

Existing websites and software can be reviewed for compatibility. Connections, data access, implementation and responsibilities are agreed before work begins.

Shared customer portal: in testing

A shared portal is being tested for subscribed apps, business settings and staff access. General customer rollout, cross-app connections and online billing management are not open yet.

What we confirm with you

Which products and locations you need.
Company-specific customer information, work product and staff access.
Templates, contact preferences and approved documents.
Setup, support, subscription terms and messaging allowances.

Software subscriptions, when offered, are scoped separately from website ownership. Final pricing and pilot availability will be provided in writing. Email and text usage allowances will be identified in the proposal.

START WITH A CONVERSATION

Which part of your process needs a clearer next step?

Tell us how you estimate, organize customers and follow up today. We’ll identify a practical fit and explain current availability before proposing paid work.

Talk about Benchmark products

Looking for website or local visibility services? →

Software built around your business.

Custom web applications for quoting, customer portals, workflows and dashboards. Scope, integrations, ownership, testing and ongoing support are agreed before development.

Pricing determined by scope. Receive a written proposal for your project.

Explore Benchmark Custom Business Applications →

AVAILABLE FOR CUSTOM DEVELOPMENT

Benchmark Business Assistant

Choose your service scope: Benchmark record search (internal preview), an optional read-only MCP connection to a compatible AI application (configuration and testing required), or custom workflow integrations (scoped roadmap). Setup, usage, training and ongoing support are confirmed in your proposal.

Compare Business Assistant and MCP service options →

Find business information and take the next step with less searching. An optional addition to Benchmark Custom Business Applications, designed around your company, team and sales lifecycle.

In development: permission-based record search. Planned: CRM follow-up, appointments, Sales Rotation, payment status, customer portal assistance and reviewed actions. Optional external AI connections require configuration and testing.

Pricing determined by scope. Setup, supported connections, AI usage, hosting and ongoing support are identified in your written proposal. This is not automatically included in another Benchmark subscription.

Explore the assistant and roadmap →

PLANNED / BENCHMARK DESIGN START

You design. Benchmark builds.

Pay $99 one time to shape your website design within an agreed design period and credit allowance, then hand it to Benchmark. The fee includes the handoff design review and the full $99 is credited toward your approved build.

We review your design before quoting backend development and completion. After you approve the scope and quote, Benchmark builds, tests and validates the finished site, with one agreed recheck. Hosting, third-party services, ongoing support and separately selected subscriptions are itemized separately.

Design workspace access is in development. The allowance and handoff terms are confirmed before payment; no subscription or charge starts from an inquiry.

Explore Benchmark Design Start →Discuss your design →

The planned $99 experience includes guided practice before paid credits begin, one remote orientation of up to 15 minutes and the handoff design review. Choose features with plain-language guidance and hand over a rough design whenever you are ready. See how we help you get started →

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The package identifies the agreed website capabilities. It is not an independent certification.