CRM Software Selector

What is Batchbook?

"Batchbook is a cloud-based social CRM. It has all the standard features of a CRM plus it can take in Twitter streams, Facebook updates, RSS feeds and more."

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.

Batchbook scored 83/100 in the CRM category. This is based on user satisfaction (80/100), press buzz (46/100), recent user trends (rising), and other relevant information on Batchbook gathered from around the web.

The score for this service has improved over the past month. What is this?

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Batchbook Product Overview

  • 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.

Languages: English
Software Buyer Guide 2019

CRM Software Buyer Guide 2019

Product recommendations, vendor rankings, market overview and tips on how to select CRM software for business. Published in February 2019.

This software category covers a wide range of applications aimed at making customer relationship management easier and more organized for businesses. CRM software typically features the ability to track customer interactions across multiple communication ch...


Batchbook Features

  • 2-Factor Authentication
  • API
  • Audience Targeting
  • Brand Management
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Conversion Tracking
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Expense Tracking
  • External Integrations
  • File Sharing
  • File Transfer
  • Forecasting
  • Google Apps Integration
  • Inventory Tracking
  • Keyword Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Account
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Referral Tracking
  • Scheduling
  • Social-Media Integration
  • Supplier Management
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator
  • Click-to-Dial
  • Social Media Monitoring
  • Sales Automation
  • Customer Service

Batchbook Pricing Plans

Other pricing information:

$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.

Credit card required: N/A

Batchbook FAQs

Who are the main user groups of Batchbook?

BatchBook is the CRM for small business.

What is Batchbook generally used for?

It is generally used as a cloud based customer relationship management tool.

What platforms does Batchbook support?

Web-based, Android, Windows Phone, iPhone.

What are some applications Batchbook is commonly used in tandem with?

It is most commonly used with ActiveCampaign; Xero; and Freshdesk.

Does Batchbook 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 Batchbook offer an API?

It offers a RESTful API.

Does Batchbook offer multi-user capability (e.g. teams)?

Batchbook enables collaboration across teams.

Does Batchbook offer guides, tutorials and or customer support?

They offer video tutorials, online support, knowledge base, and webinars.

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