All-in-one CRM · Sales, support, and billing on one record
Your CRM, helpdesk, and invoicing. One record. One login.
Bento replaces the four-tool stack B2B teams duct-tape together. Pipeline, tickets, invoices, and automations share the same customer record — so nothing gets re-keyed, and nothing falls through.
30-minute walkthrough · Migration included · No card required
You're not paying for four tools. You're paying for the gaps between them.
Re-keying
Every won deal gets typed again into billing, and again into support. Same customer, three truths.
Blind spots
Your AE doesn't know the account has five open tickets. Your CSM doesn't know the invoice is 40 days late.
Seat math
4 tools × 40 seats × 4 renewal negotiations a year.
Bento collapses all four into one schema. A deal, its invoice, its tickets, and its automations are the same object graph — not four systems syncing at 3 a.m.
Everything a lead-to-cash motion needs, sharing one record
Close the loop from lead to cash
A won deal generates its proposal, purchase order, and invoice from the same record. No export, no re-key.
Support context inside the pipeline
Open tickets, SLA state, and ticket history render on the deal view, so an AE never walks into a renewal blind.
Automations that fire on anything
Rules watch deals, tickets, invoices, and tasks together. “Invoice 30 days overdue and an open P1 ticket → alert the account owner” is one rule, not a Zapier chain.
Dashboards each role builds themselves
Every user picks their own KPI cards. Finance sees margin; sales sees pipeline; nobody files a request ticket for a report.
Permissions that survive an audit
Roles, teams, and groups gate every module. Finance data stays finance-only, enforced server-side — not hidden in the UI.
Six modules. One record.
Not a bolt-on integration for each function — the same customer record, viewed from six angles.
Deals you can actually forecast
Drag-stage pipeline with per-deal proposals, POs, and margin.
- Stage-by-stage pipeline value, weighted and unweighted
- Proposal, PO, and margin visible on the deal card
- Full activity and ownership history in one timeline
Depth, not just presence
Structural differences only — what's native to one record versus what you have to integrate and maintain yourself.
| Bento | HubSpot + Zendesk + QuickBooks | Pipedrive + Freshdesk + Xero | |
|---|---|---|---|
| Shared customer record | |||
| Native ticketing | |||
| Native invoicing | |||
| Cross-object automation | Partial | Partial | |
| Per-user dashboards | Partial | ||
| Role / team / group permissions | Partial | Partial | |
| Tools to buy | 1 | 3 | 3 |
| Integrations to maintain | 0 | 6+ | 6+ |
| Systems of record | 1 | 3 | 3 |
Live in about two weeks, not two quarters
- 1
Import in an afternoon
Bring contacts, deals, and open tickets from HubSpot, Pipedrive, Zendesk, or CSV. Field mapping is guided; we run it with you on the demo call.
- 2
Map your stages and roles
Set your pipeline stages, SLA targets, and who sees revenue data. Teams and groups mirror your org chart.
- 3
Turn on automations
Start with three: overdue-invoice alerts, stale-deal nudges, and ticket escalation. Add more as you go.
Who sees what is a setting, not a workaround.
We built Bento because we ran the four-tool stack for six years.
A CRM for pipeline, a helpdesk for tickets, an invoicing tool for billing, and a shared spreadsheet holding the three of them together. Every renewal meant checking four tabs to answer one question: is this account actually healthy? Bento is the tool we wished existed — one record, one login, no re-keying.
Priced per user. One bill instead of four.
Starter
For teams consolidating their first two tools.
- Pipeline & deals
- Tasks & automation basics
- Per-user dashboards
- Email support
Growth
For teams running sales, support, and billing together.
- Everything in Starter
- Native ticketing with SLAs
- Proposals, POs & invoicing
- Cross-object automation
- Role, team & group permissions
Enterprise
For multi-team orgs that need audit-ready controls.
- Everything in Growth
- Partner & channel management
- Advanced analytics
- Audit-ready activity trail
- Dedicated migration support
Most teams replace 3–4 subscriptions and come out ahead in month one.
Frequently asked questions
Most teams retire a CRM, a helpdesk, an invoicing tool, and the spreadsheet gluing them together. Bento covers pipeline, tickets, proposals, purchase orders, invoices, tasks, automation, and analytics on one customer record.
Most teams are live in about two weeks. Contacts, deals, and open tickets import from HubSpot, Pipedrive, Zendesk, or CSV, and our team runs the first import with you.
Yes. Access is granted by role, team, and group, and enforced on the server — not just hidden in the interface.
Yes, natively. Tickets carry SLA timers and assignment and live on the customer record, so sales and support see the same history.
Yes. Proposals, purchase orders, and invoices are generated from the deal record and tracked through payment.
Deals, tickets, invoices, and tasks — including conditions that span them, such as an overdue invoice combined with an open high-priority ticket.
Yes. Every user chooses which KPI cards appear on their dashboard.
Yes — a REST API covering the same objects the interface uses.
A 30-minute walkthrough on your data shape, a migration plan for your current tools, and pricing for your seat count. No slides.
Yes, full export at any time, no charge or notice period.
See it on your own data.
30 minutes, your pipeline, your tickets. We'll show you the migration path and tell you honestly if Bento isn't a fit.