01
Custom Fields
Add any data type to contacts and documents as needed.
CRM
Your CRM shouldn't need a training manual. Flexible records, built-in AI, and team tasks without rigid pipelines or busywork.
CRM
Customers
Find a customer
Search once to see every conversation, event, document, and linked record.
The email platform teams keep recommending.
See why growing teams pick Bento for automation, deliverability, and support.
Trusted by 0+ businesses
Flexible Records
Your 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.
Team Workflow
Everyone 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.
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
Included with Marketing Platform
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.
Marketing Platform starts at
$29/mo
What mattersBentoTypical CRM
Plan structureBentoIncluded with marketingTypical CRMSeparate CRM tiers
Team accessBentoUnlimited membersTypical CRMPer-seat pricing
Flexible recordsBentoIncludedTypical CRMOften plan gated
AI assistantBentoIncludedTypical CRMOften a paid add-on
Bottom line
Bento puts CRM records, marketing activity, and AI assistance in one workspace without another per-seat bill.
Included
CRM access
Unlimited
Team members
Included
AI assistant
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.
Competitive proof
See how Bento compares
Make the switch case obvious: Bento ships the pieces teams usually pay extra for somewhere else.
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.