01
Custom Fields
Add any data type to contacts and documents as needed.
Bento Email Platform
/Preview
CRMTanuki
Message Tanuki…
Activity
Acme · Bento deal
Now
Follow up · Acme
Now
Renewal · Loom
8:45
Contact · Ben Park
Yesterday
The email platform teams keep recommending.
See why growing teams pick Bento for automation, deliverability, and support.
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 with Marketing PlatformJust 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.
Capabilities
More CRM capabilities
Tools that work the way you do, not the other way around.
02
Unified Search
Find contacts, documents, and tasks from one search bar.
03
Automation Triggers
Start flows when CRM records change status or fields.
04
Contact Enrichment
Pull in profile data automatically from events and interactions.
05
Activity Log
See every change to a record with full audit history.
06
Team Permissions
Control who can view, edit, and assign records by role.
Ecosystem
Connects to your business tools
Bring Bento into your existing stack without rebuilding your workflow.
Shopify
Customer data
Stripe
Revenue tracking
Zapier
CRM automation
WordPress
Lead capture
Webflow
Form submissions
Per-user pricing
CRM and AI included with Marketing Platform
No per-seat surcharges for CRM access. Your whole team gets flexible records, AI assistant, and task management with the Marketing Platform.
What mattersBentoTypical ESP
Pricing modelPer active userContact tiers
Marketing emailUnlimited sendingOften capped
DeliverabilityBuilt inOften separate tooling
Team accessUnlimited seatsOften seat based
Bottom line
Bento keeps the everyday email infrastructure in one bill, with the calculator on the pricing page for exact estimates.
$0.012
Per active user
Unlimited
Team seats
Included
Deliverability help
Flexible document CRM
AI assistant
Task management
Unlimited team members
Who it's for
Built for teams like yours
Choose the entry point that matches your team, then expand into the rest of Bento from the same operating model.
Best for
SaaS
Track deals, manage trials, and coordinate renewals.
View use case
Best for
Ecommerce
Manage wholesale accounts, partnerships, and VIP customers.
View use case
Best for
Digital Products
Track student progress and manage course enrollments.
View use case
Best for
Local Services
Organize client records and manage project pipelines.
View use case
Competitive proof
See how Bento compares
Make the switch case obvious: Bento ships the pieces teams usually pay extra for somewhere else.
Bento vs HubSpot
Flexible documents instead of rigid pipelines. No per-seat pricing.
Teams switch for
Flexible record types
No per-seat fees
AI assistant included
Full comparison
Bento vs ActiveCampaign
AI-powered CRM with email marketing in one platform.
Teams switch for
Document CRM
Natural language AI
Email marketing included
Full comparison
Bento vs Klaviyo
Full CRM with documents and tasks, not just contact profiles.
Teams switch for
Task management
Document records
AI-powered workflows
Full comparison
Bento vs Keap
Simpler CRM records with email automation in the same workspace.
Teams switch for
Flexible documents
Modern automation
Unlimited team access
Full comparison
White-glove migration
Bring your CRM data over without the headache
Import contacts, deal data, and custom fields into Bento. Most teams are up and running in a day.
Current ESP
Migration coverage
Bring your whole sending setup with you.
Contact records
Deal data
Custom fields
Activity history
<1 day
Typical switch window
1:1
Migration support
Zero
Forced add-ons
Frequently Asked Questions
How is this different from a traditional CRM?+
Instead of forcing you into rigid pipelines, Bento uses flexible records so you can track work the way your business actually runs.
Can we import existing CRM records?+
Yes. Contacts and deal data can be imported and mapped into Bento document structures.
Can AI update records and assign tasks?+
Yes. Just type what you need. The assistant can create records, look up details, and assign follow-ups.
Does this support multi-user collaboration?+
Yes. Your whole team can work on the same records, tasks, and conversations together.
Do we pay extra for CRM features?+
No. CRM, AI assistant, and task management are included with the Marketing Platform. No per-seat charges.
Is there a limit on how many records we can create?+
No hard limit. You can create as many documents, deals, and custom records as you need.
How does the CRM connect to email marketing and automations?+
Everything lives in one platform. A CRM record change can trigger an automation, and email engagement data flows back into contact timelines automatically.
Can we export our data if we ever leave?+
Yes. Your contacts, records, and custom fields can be exported anytime. Your data is yours.
Can I access CRM data through an API?+
Yes. Everything in Bento is accessible through our REST API. Pull contact data, create records, update fields, or sync with your own tools.
Can I add custom fields to contacts and records?+
Yes. Add any field type you need: text, numbers, dates, dropdowns, or tags. No limits on how many custom fields you create.
Is there reporting on deals and pipeline activity?+
Yes. You can see deal status, activity timelines, and team performance. Everything updates in real time as your team works.
How secure is our CRM data?+
Bento is SOC-2 compliant and undergoes yearly penetration testing. Your data is encrypted in transit and at rest. We never share or sell your information.
Tired of fighting your CRM?
Try it free for 30 days. Your whole team gets access.