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.
Awarded the Quality Choice Award
Awarded the Trusted Vendor Award
Awarded the Happiest Users Award
Batchbook currently scores 83/100 in the CRM category. This is based on user satisfaction (92/100), press buzz (45/100), and other relevant information on Batchbook gathered from around the web.
| The score for this software has improved over the past month. What is this? |
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.
Product recommendations, vendor rankings, market overview and tips on how to select CRM software for business. Published in April 2024.
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...
FREE DOWNLOAD CRM-Software-Buyer-Guide-2018.pdf$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.
BatchBook is the CRM for small business.
It is generally used as a cloud based customer relationship management tool.
Web-based, Android, Windows Phone, iPhone.
It is most commonly used with ActiveCampaign; Xero; and Freshdesk.
BatchBook integrates with: MailChimp, FreshBooks, QuickBooks, Xero, ActiveCampaign, Mad Mimi, Yesware, HappyFox, HootSuite, Direct Mail Manager, Eventbrite, Formstack, Google Apps for Work, RightSignature.
It offers a RESTful API.
Batchbook enables collaboration across teams.
They offer video tutorials, online support, knowledge base, and webinars.
