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Batchbook

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Software Status:Development

About Batchbook

Batchbook is a customer relationship management (CRM) software from Batchblue Software that focuses on managing contacts and relationships. It combines contact management, social media integration, and task tracking so users can effectively engage with their clients. Batchbook supports custom fields and tags, allowing for tailored organization of contact information. It also offers collaboration tools, making it easier for teams to work together on client interactions. Users can access their data from anywhere with cloud-based functionality, ensuring flexibility in managing customer relationships. Key capabilities: contact management task tracking social media integration custom fields collaboration tools Best for: small businesses and teams that need to manage client interactions and relationships efficiently.

Batchbook Details

Vendor
Batchbook is made by Batchblue Software.
Year Launched
Location
Providence, Rhode Island, USA
Deployment
Training Options
demo, account manager, community
Countries Served
All Countries
Languages
English, French, Spanish, German
Users
Small Business Owner, Sales Manager, Marketing Coordinator, Customer Service Representative
Industries Served
Healthcare, Education, Finance, Retail
Tags
CRM, Lead Management, Sales Tracking, Small Business CRM, Social CRM Tools

Batchbook's In-App Market Place

Does Batchbook have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

5

Mini Apps

1. Batchbook MailChimp Integration: Connect your Batchbook account with MailChimp to synchronize contacts and automate email marketing campaigns.

2. Batchbook QuickBooks Online Integration: Seamlessly sync data between Batchbook and QuickBooks Online for streamlined accounting and financial tracking.

3. Batchbook Constant Contact Integration: Integrate Constant Contact with Batchbook to manage email marketing campaigns and track customer interactions.

4. Batchbook Google Apps Integration: Sync your Google Apps account with Batchbook to centralize contact information and streamline communication.

5. Batchbook Wufoo Integration: Connect Wufoo forms with Batchbook to capture lead information and track customer interactions in one place.

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), CAD (C$), AUD (A$), JPY (¥)

Pros & Cons

  • User-friendly interface with easy navigation
  • Integration with social media platforms for better customer engagement
  • Customizable fields to tailor the CRM to specific business needs
  • Robust tagging and filtering options for organizing contacts efficiently
  • Mobile app for on-the-go access to customer information
  • Excellent customer support and training resources offered by Batchblue Software
  • Limited customization options for reports and dashboards
  • Integration with other software platforms can be complex and require technical expertise
  • Learning curve for new users due to complexity of features and functions
  • Lack of mobile app for on-the-go access to important data and information
  • Limited customer support options, primarily through online resources rather than live assistance.

Batchbook's Support Options

Batchbook's Alternatives