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Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Web browser (OS agnostic), Windows 2000, Windows 8About Batchbook
Batchbook is a cloud-based social customer relationship management (CRM) system that enables small and midsize businesses (SMBs) to create and manage customer records. It provides customizable fields that can be used to fill customer details in any format as per the requirement. Businesses can use Batchbook to pull email interactions for their contacts, as well as relevant social information from Twitter, Facebook and LinkedIn accounts.
Users can use tags and customizable lists to group and segment customers depending on their recent activity or status in the sales pipeline. Tasks, email reminders and real-time calendar notifications help campaigners to organize their schedules and ensure they never miss on any critical events. Users can also automate recurri...
Contact list
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Web browser (OS agnostic), Windows 2000, Windows 8Average User Ratings
Overall
Ease-of-use
4.5
Value for money
4.0
Customer support
4.5
Functionality
4.5
Likelihood to Recommend
Not likely
Very likely
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March 2018
Siddesh from Marimba Auto
Company Size: 11-50 employees
Industry: Retail
Time Used: Less than 12 months
Review Source
Ease-of-use
5.0
Value for money
4.0
Customer support
4.0
Functionality
5.0
March 2018
Small and great
Pros
Batchbook is very helpful to keep track of all the major details of the customers, suppliers, friends and share them too.
Cons
I feel its little expensive and offline access is also one thing they need to concentrate and work towards if they want to improve.
November 2015
Michelle from When I Grow Up Coach LLC
Industry: Management Consulting
Time Used: More than 2 years
Ease-of-use
3.5
Customer support
4.5
Functionality
4.5
November 2015
I've been with Batchbook for years & have never considered switching
Pros
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.
Cons
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.
December 2018
Amanda from IG Wealth Management
Company Size: 5,001-10,000 employees
Industry: Human Resources
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
4.0
Functionality
4.0
December 2018
So helpful
I very much loved using batchbook and often recommend it as a tool for small business owners (especially service based businesses) to track their client bookings.
Pros
I loved that I could bcc the software and have my emails added to a client file. It made it much easier to track communications and look back on communications when necessary. It was also great to be able to use tags to categorize clients and then use the stats function to generate statistics like how many people booked interviews/classes/care etc. I managed a team that did their work remotely so this also helped me to monitor their work to be sure they were meeting our best practices in terms of follow up and information sharing.
Cons
I found it a bit hard to organize the info I needed to generate stats. I loved that stats function but would have liked a little more information about how to use it. I'd also like a function built in so that when a client fills out the registration form on our website, that they are automatically created in batchbook. As it stood when I used it, we had to do data entry to input a client. I'd also like a better functioning app. Myself and my team found the information available on the app to be very limited and since we did most of our work remotely and on the go, having the ability to see everything and enter data from our phones would have been a huge help.
December 2014
Peter from REPatron
Company Size: 2-10 employees
Time Used: Free Trial
Review Source: GetApp
December 2014
Batchbook is great for small businesses
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.
September 2015
Richard from eTool Ltd
Company Size: 2-10 employees
Industry: Environmental Services
Time Used: Less than 2 years
Review Source: GetApp
September 2015
October 2015
Rick from Security Guard Exchange
Time Used: Free Trial
Review Source: Capterra
Ease-of-use
5.0
Customer support
5.0
October 2015
Fits my needs
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.