How to Connect Bench with X2CRM (2026)

Bench

★★★★ 4.2

Bookkeeping Finance Accounting

An online bookkeeping service combining proprietary software with human bookkeepers for small business accounting.

Full Review

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X2CRM

★★★ 3.6

Crm General Crm

An open-source CRM with marketing automation that combines contact management with visual workflow designer and process automation.

Full Review

About These Tools

Bench: An online bookkeeping service combining proprietary software with human bookkeepers for small business accounting.

X2CRM: An open-source CRM with marketing automation that combines contact management with visual workflow designer and process automation.

Key Features

Bench

Dedicated bookkeeper
Monthly financial statements
Tax-ready financials
Catch-up bookkeeping
Year-end tax package
Dashboard

X2CRM

Contact management
Marketing automation
Workflow designer
Sales pipeline
Service tools
Reports

Pricing

Bench

Subscription $299-$499/month

X2CRM

Freemium Free (open source)

Detailed integration guide coming soon. We're researching the specific ways Bench and X2CRM work together — including native integrations, third-party connectors, and API options. Check back for a complete step-by-step guide.

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Compare Bench vs X2CRM side by side »

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