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 Streak
Innovative CRM in your email inbox.
Simple Collaboration. Collaborate with a single click. Share contacts, email, files, and anything else needed to get the job done. Streak's goal is to make it simple to manage your everyday processes so you can close more deals, resolve more support tickets, and get things done.
Manage your deals, support queue (and more) inside Gmail. Replace multiple external systems with Streak. Access your information in Streak from any computer - and keep working while on the go using our mobile App.
About CRM Creatio
CRM Creatio is a cloud-based application that merges CRM (Client Relationship Management) and BPM (Business Process Management) tools. The heart of the application is the business process designer that allows for process modeling and execution. The logic and rules are defined by processes which can be changed when needed. Implementing a new process is as simple as modifying an old one - you simply draw a diagram and save it. The application is easily customizable with the click of a mouse. Users love Creatio’s engaging interface with a social look and feel, free from redundant information to keep them focused on what’s relevant. Today, the company serves thousands of customers worldwide.
Creatio (formerly bpm'online) has been widely recognized by key industry analysts (such as Gartner, Forrester, Nucleus, etc.), receiving multiple awards.
CRM Creatio bundle offers an interconnected solution that allows you to automate marketing, sales and service:
Marketing Creatio: multichannel marketing software to deliver demand generation excellence.
Sales Creatio: sales force automation to manage the complete sales cycle — from lead to repeat sales.
Service Creatio: innovative customer service tools to deliver exceptional customer experience.
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
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
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
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
Flexible structure allows you to change your workflow on the go - no coding. Change your process as your business evolves.
Access your information on Streak from any computer. Keep working while on the go using Streak's mobile App.
CRM flavors from sales, product development and deal flow to hiring, support and fundraising.
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
No FAQs associated with this application.
FAQs
Does this service offer an API?
Creatio (formerly bpm'online) provides open configuration and extensive API to allow any customizations and integrations required for your business.
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.
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