Batchbook Software


 

Batchbook is a cloud-based social customer relationship management (CRM) system that enables small and midsize businesses (SMBs) to create rich customer records. Custom fields allow you to flesh out contacts with detailed information unique to your business or industry. Batchbook also pulls email interactions for each contact, as well as relevant social information from Twitter, Facebook and LinkedIn.

Tags and customizable lists make it easy to group and segment customers depending on their recent activity or status in the sales pipeline. In particular, Batchbook’s Champions feature allows you to “star” highly valuable customers for quick access and sorting. Tasks, email reminders and calendar notifications then ensure that your most important deals won’t fall through the cracks.

Batchbook allows contacts to be easily imported from spreadsheets or vCard files. In addition, it fits any screen or device, with mobile-optimized views for contacts and deals. Batchbook also features integrations with leading SMB solutions for email marketing, help desk, social media monitoring and accounting.

 

Batchbook - Contact list
 
  • Batchbook - Contact list
    Contact list
  • Batchbook - Dashboard
    Dashboard
  • Batchbook - Contact profile
    Contact profile
  • Batchbook - Deals
    Deals
  • Batchbook - Tasks
    Tasks
  • Batchbook - Communications
    Communications
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Web browser (OS agnostic), Windows 2000, Windows 8

5 Reviews of Batchbook

 

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Software Advice Reviews (1)
More Reviews (4)

Showing 1-1 of 1

Michelle from When I Grow Up Coach LLC
Specialty: Other services

November 2015

November 2015

I've been with Batchbook for years & have never considered switching

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

I love how flexible and expansive each contact can be, along with the social media piece. I also live by the lists I create, making it easy to see who is due for a follow-up card or whatever I need.

Likes Least

The cost for new clients is the only reason why I hesitate recommending it for new entrepreneurs. It would have been too prohibitive for me back when I was starting out, and probably even now.

Recommendations

Figure out what you need and don't over complicate. Realize they'll be a learning curve, too, and put the time aside to really learn the system and make it work for you.

 
 
 
Showing 1-4 of 4

Rick from Security Guard Exchange

October 2015

October 2015

Fits my needs

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

I use Batchbook to keep track of my customer's info and share it with my team. It was easy to set up and simple to use. It also connects with my email and quickbooks account.

Source: Capterra
 

Peter from REPatron
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2014

December 2014

Batchbook is great for small businesses

Product Quality

Product Quality
Quality

Batchbook is a very easy to use CRM that allows you to track about anything. Their how-to videos are great and their support is TOP NOTCH! I recommend and deploy Batchbook to a number of our customers.

Pros

Ease of use, easy to customize to fit your business. Great support. Unlimited users with current pricing model which is HUGE for my larger clients.

Cons

Mobile access is web client only. Really wish they had an app/hybrid for offline access.

Source: GetApp
 

Martin from Y&R Group Switzerland
Number of employees: 51-200 employees Employees number: 51-200 employees

March 2017

March 2017

Product Quality
Quality
Source: GetApp
 

Richard from eTool Ltd
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2015

September 2015

Product Quality
Quality
Source: GetApp