Case Study: Bench achieves automated follow-ups and near-perfect lead data with Close CRM

Bench - Customer Case Study

Bench, a fast-growing service business, struggled with a CRM that imposed a rigid, pre-configured workflow (Base) that didn’t match their sales process. The team spent hours manually compiling follow-up lists from thousands of leads and relied on free-text fields for key data like lead source, which produced messy, unusable data and caused many leads to be forgotten.

Switching to Close gave them Smart Views, custom fields, and a developer-friendly API, so follow-up lists are auto-generated, custom drop-downs capture clean data in seconds, and integrations fit their systems. The result: near-perfect lead and customer data, reliable automated follow-ups so no leads slip through, and faster, more accurate analysis — a clear ROI for the sales team.

Bench