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.

Bento Email Platform

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

4.9/5 on G2

5/5 on Capterra

Documents CRM

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.

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 Free

Just 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 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.

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.

Custom Fields

Add any data type to contacts and documents as needed.

Core capability

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.

Ecosystem

Connects to your business tools

Bring Bento into your existing stack without rebuilding your workflow.

See all integrations

Shopify

Customer data

Stripe

Revenue tracking

Zapier

CRM automation

WordPress

Lead capture

Webflow

Form submissions

Per-user pricing

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.

Flexible document CRM

AI assistant

Task management

Unlimited team members

Unlimited

Email validation

Unlimited

Team seats

Included

Deliverability tools

Starts at

$30/mo

Where other plans stack fees

Advanced automation +$29 Included

Priority support +$39 Included

Deliverability tools +$49 Included

Email validation +$19 Included

Batched sending +$15 Included

Custom domains +$10 Included

Typical add-on spend

+$29

Bento delta

Save $161+

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.

Featured use case

SaaS

Track deals, manage trials, and coordinate renewals.

Explore workflow

Use case

Ecommerce

Manage wholesale accounts, partnerships, and VIP customers.

Explore workflow

Use case

Digital Products

Track student progress and manage course enrollments.

Explore workflow

Use case

Local Services

Organize client records and manage project pipelines.

Explore workflow

Competitive proof

See how Bento compares

Make the switch case obvious: Bento ships the pieces teams usually pay extra for somewhere else.

Better fit

Bento vs HubSpot

Flexible documents instead of rigid pipelines. No per-seat pricing.

HubSpotWhat teams switch forBento

Flexible record types

No per-seat fees

AI assistant included

Full comparison

Better fit

Bento vs ActiveCampaign

AI-powered CRM with email marketing in one platform.

ActiveCampaignWhat teams switch forBento

Document CRM

Natural language AI

Email marketing included

Full comparison

Better fit

Bento vs Klaviyo

Full CRM with documents and tasks, not just contact profiles.

KlaviyoWhat teams switch forBento

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.

<1 day

Typical switch window

1:1

Migration support

Zero

Forced add-ons

Current ESP

Bento

Migration coverage

Bring your whole sending setup with you.

25% mapped

Contact records

Deal data

Custom fields

Activity history

Customer story

Aaron Francis

Founder, Screencasting.com

Watch story

Trusted by operators

"Bento is the email provider that I personally use on all my projects. The vibes are right."

Aaron Francis

Founder, Screencasting.com

Twitter

Start sending

Tired of fighting your CRM?

Try it free for 30 days. Your whole team gets access.

Free30-day trialNo credit card requiredBook a demo

FAQ

Frequently Asked Questions

Answers to the implementation, pricing, and switching questions teams usually ask before moving their sending stack.

Instead of forcing you into rigid pipelines, Bento uses flexible records so you can track work the way your business actually runs.