BatchBook offers a great deal of information to help its users develop social strategies in order to improve customer relations. From a single application, the entire team can be connected to all of their social media profiles.
Batchbook takes the guesswork out of setting up the CRM by making it as easy as drag-and-drop. Users can drag-and-drop a vCard or spreadsheet into any Batchbook screen to add it to their database.
It'll analyze the fields and try to automatically match them with the fields that are already in use.
It is also possible to select fields for the other data that it doesn't recognize automatically, or make a new custom field.
About Insightly
Insightly is the preferred CRM platform for businesses of all sizes, worldwide. It is the #1 CRM for G-Suite and Microsoft Office 365. With more than 1.5 million users in more than 25,000 companies, Insightly CRM helps businesses in every industry build lasting customer relationships, deliver projects, and grow revenues faster. In 2018, Insightly was named a Gartner Peer Insights Customers’ Choice for Sales Force Automation (SFA).
About CRM Creatio
Creatio CRM is a no-code powered suite of high-end products for marketing, sales, and service automation to automate the entire customer journey with maximin degree of freedom.
Marketing Creatio - a ready-to-use platform to automate marketing campaigns and lead management workflows with no-code
Sales Creatio - an end-to-end platform to automate sales processes of any type with no-code
Service Creatio - an omnichannel platform to automate customer service workflows of any complexity with no-code
Creatio CRM products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs, whether it’s complex B2B sales, e-commerce, partner relationship management, customer service, or all of the above. In addition to rich OOTB CRM features, Creatio CRM makes a strong emphasis on no-code tools for system and UI customization, workflow automation, AI\ML capabilities for predictive and prescriptive analytics, reporting, flexible dashboards, and many more. Also, there are hundreds of composable apps, ready-to-go solutions, and add-ons that can be downloaded for Creatio CRM from Creatio Marketplace.
*About Creatio *
Creatio is the leading provider of ONE platform to automate industry workflows and CRM with no-code and maximum degree of freedom. Creatio offering includes a no-code platform (Studio Creatio), CRM applications (Marketing, Sales and Service), industry workflows for 20 verticals and marketplace add-ons.
Today, thousands of customers launch millions of CRM, operational and industry workflows with our platform every day in 100 countries! Creatio is recognized as a Leader and Strong Performer in multiple Gartner and Forrester reports.
Creatio is headquartered in Boston, MA. We have 700 employees in six offices and a local presence in 14 countries. Creatio has long-lasting relationships with some of the world’s most successful organizations including AMD, Bayer, Kraft Heinz, Visteon, Société Générale Group, BNP Paribas Group and many others.
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline Management
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline Management
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline Management
Summary
Contacts Organization: Using tags, custom fields, and activities.
Instant Setup: Adding contacts to Batchbook immediately by dragging a vCard or CSV file onto any Batchbook page, or importing from other apps.
To-Dos & Lists: To-dos are wildly flexible and can be set up to work wherever you need them most – in e-mail, sms, a calendar or on mobile.
Mobile: Users have access to their contacts wherever and whenever they need them, using the mobile version of Batchbook.
Unlimited Users: Batchbook enables collaboration across teams
Deals: Users can track new leads coming in from webforms, e-mail marketing or social posts.
Summary
Relationships: Use relationship maps to identify the strongest relationships to any customer, track over time, and discover hidden connections.
Sales: Distribute leads to the right reps with automated lead capture and routing, manage opportunities in kanban view, and send tracked emails to prospects in a couple of clicks.
Projects: Convert won opportunities to projects without losing any data. Track milestones, manage processes, and integrate with external systems.
Business processes: Build and deploy custom applications with the Insightly platform across web and mobile in just a few minutes. Capture the data you need from customers or external systems and connect that information to existing records.
Mobile: Manage everything on the go with award winning mobile applications for both Android and iOS.
Integrations: Stay connected to the tools you already use, including Google Apps, Office 365, Slack, Mailchimp, etc.
Summary
No key features associated with this application.
Pricing
Credit card required: N/A
$46/month up to 10,000 contacts.
$63/month for up to 15,000 contacts.
$80/month for up to 20,000 contacts.
$96/month for up to 25,000 contacts.
$113/month for up to 30,000 contacts.
Free trial available for all pricing plans.
FAQs
Who are the main user groups of this service?
BatchBook is the CRM for small business.
What is this service generally used for?
It is generally used as a cloud based customer relationship management tool.
What platforms does this service support?
Web-based, Android, Windows Phone, iPhone.
What are some applications this service is commonly used in tandem with?
It is most commonly used with ActiveCampaign; Xero; and Freshdesk.
Does this service integrate with any other apps?
BatchBook integrates with: MailChimp, FreshBooks, QuickBooks, Xero, ActiveCampaign, Mad Mimi, Yesware, HappyFox, HootSuite, Direct Mail Manager, Eventbrite, Formstack, Google Apps for Work, RightSignature.
Does this service offer an API?
It offers a RESTful API.
Does this service offer multi-user capability (e.g. teams)?
Batchbook enables collaboration across teams.
Does this service offer guides, tutorials and or customer support?
They offer video tutorials, online support, knowledge base, and webinars.
FAQs
What are some applications this service is commonly used in tandem with?
Does this service offer multi-user capability (e.g. teams)?
Yes.
Who are the main user groups of this service?
Mid-sized businesses across different industries
Does this service offer guides, tutorials and or customer support?
Yes.
Does this service offer an API?
Yes.
Does this service integrate with any other apps?
Yes.
FAQs
What is this service generally used for?
CRM Creatio bundle offers an interconnected solution that allows you to automate marketing, sales and service:
Sales Creatio - sales force automation software to manage the complete sales cycle — from lead to repeat sales.*
*Service Creatio *- innovative customer service tools to deliver an exceptional customer experience.
*Marketing Creatio *- multichannel marketing software to deliver demand generation excellence.
Does this service offer an API?
Creatio provides open configuration and extensive API to allow any customizations and integrations required for your business.
Does this service offer guides, tutorials and or customer support?
Support:
Phone support
Knowledge base
Customer success management
Academy
Community
ITIL/ITSM
Who are the main user groups of this service?
Enterprises
Mid-size companies
Startups
Small companies
What are some applications this service is commonly used in tandem with?
Integration:
Twitter,
Facebook,
Google Contacts and Calendars,
LDAP,
IMAP,
MS Exchange,
Google Maps,
OpenStreetMap,
MailChimp / Mandrill
Does this service offer multi-user capability (e.g. teams)?
Software offers multi-user capability.
What platforms does this service support?
Platforms: Android, iOS, Mac, Windows, Web-based.
Vendor Information
Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
5.93k
Vendor Information
Founded:
2012
Based in:
San Francisco
Employees:
51-200
Likes:
Followers:
Vendor Information
Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
Other
Regional Restrictions:
No restrictions.
Other
Who uses Insightly
Startups
SMEs
Agencies
Enterprises
Desktop Platforms:
Web App
Windows
Macintosh
Mobile Platforms:
iOS
Android
Languages:
English, Italian, German, French, Spanish, Portuguese, Chinese
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