®
CRM
Your CRM shouldn't need a training manual.
Most CRMs are built for process people who love rigid pipelines. This one is built for people who actually talk to customers. Flexible records, built-in AI, and task tracking that stays out of your way.
Trusted by 0+ businesses
Documents CRM
Flexible RecordsYour data, your way.
Track deals, notes, and projects however makes sense to you. No rigid schemas. No one telling you what fields to use.
Any Record Type
Create documents for deals, onboarding, refunds, or custom workflows.
Structured + Freeform
Mix structured deal data with free-form notes in one record.
Linked Contacts
Connect people and records so context is never lost.
AI Assistant
Included FreeJust tell it what to do.
Type what you need and the AI handles it. Create a deal, look up a contact, assign a task. No menus, no forms.
Rapid Record Creation
Turn prompts into complete CRM records in seconds.
Contextual Search
Ask about any deal or contact in plain English.
Task Delegation
Assign and track follow-ups without leaving your CRM view.
Execution
Team WorkflowEveryone sees the full picture.
Every conversation, every task, every deal. Your team sees it all in one place so nothing gets lost between handoffs.
Team Ownership
Know who owns every deal and every follow-up at a glance.
Task Tracking
Manage due dates and status directly beside the related deal.
Conversation Context
See the full history with a customer before reaching out.
More CRM capabilities
Tools that work the way you do, not the other way around.
Custom Fields
Add any data type to contacts and documents as needed.
Unified Search
Find contacts, documents, and tasks from one search bar.
Automation Triggers
Start flows when CRM records change status or fields.
Contact Enrichment
Pull in profile data automatically from events and interactions.
Activity Log
See every change to a record with full audit history.
Team Permissions
Control who can view, edit, and assign records by role.
Connects to your business tools
Shopify
Customer data
Stripe
Revenue tracking
Zapier
CRM automation
WordPress
Lead capture
Webflow
Form submissions
CRM and AI included in every plan
No per-seat surcharges for CRM access. Your whole team gets flexible records, AI assistant, and task management.
Unlimited
Email validation
Unlimited
Team members
Included
Deliverability tools
Built for teams like yours
SaaS
Track deals, manage trials, and coordinate renewals.
Ecommerce
Manage wholesale accounts, partnerships, and VIP customers.
Digital Products
Track student progress and manage course enrollments.
Local Services
Organize client records and manage project pipelines.
See how Bento compares
"Bento is the email provider that I personally use on all my projects. The vibes are right."
Aaron Francis
Founder, Screencasting.com
Tired of fighting your CRM?
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