Batchbook

Batchbook

The CRM for Small Business

4.4/5 (6 reviews)

Batchbook Overview

Instant Setup Saves You Hours: Time is precious. We get you going fast with exclusive drag and drop importing.

- Drag in your CSV spreadsheet or vCard file
- Map all your data, creating new fields on the fly
- Turn boring spreadsheet data into rich, socially connected, contact profiles

Grow Your Business by Closing More Sales: Easily keep track of all your deals from start to high-five!

- View all of your pending sales in one place
- Move each deal through a sales process that works for you
- Bring together all of the information you need to close the sale

Stay Mobile and Work From Anywhere: You are used to working on the go. Batchbook goes with you.

- Flexible design fits any screen
- Have the same info on every device
- Enjoy mobile optimized views for Contacts and Deals

Organize Every Contact Detail in One Screen: See everything you know about your contacts so you'll never be left scratching your head.

- Rich contact profiles show you everything you need to know
- Up to the minute social data, recorded emails, and custom data
- Keep track of deals, projects, and workflows

Stay On Top By Knowing What's Next: Create happy customers by always knowing what they need from you.

- Build active lists to see groups of contacts who need action
- Assign To-Dos for specific contact related tasks
- Set up text, email, or calendar reminders for your To-Dos

Accomplish More with Useful Integrations: Batchbook plays well with others.

- Integrate your account with industry leading software
- Import and export contacts quickly
- See helpful details right in Batchbook

Pricing

Starting from
US$35,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Canada, China, Europe and 5 others, Germany, India, Latin America, United Kingdom, United States

Supported Languages

English

Batchbook Reviews

Overall rating
4.4/5
100% positive reviews
3
Excellent
3
Very good
0
Average
0
Poor
0
Terrible
Amanda S.

So helpful

Used Daily for 1+ year
Reviewed on 2018/12/14
Review Source: Capterra

I very much loved using batchbook and often recommend it as a tool for small business owners (especially service based businesses) to track their client bookings.

Pros

I loved that I could bcc the software and have my emails added to a client file. It made it much easier to track communications and look back on communications when necessary. It was also great to be able to use tags to categorize clients and then use the stats function to generate statistics like how many people booked interviews/classes/care etc.

I managed a team that did their work remotely so this also helped me to monitor their work to be sure they were meeting our best practices in terms of follow up and information sharing.

Cons

I found it a bit hard to organize the info I needed to generate stats. I loved that stats function but would have liked a little more information about how to use it.

I'd also like a function built in so that when a client fills out the registration form on our website, that they are automatically created in batchbook. As it stood when I used it, we had to do data entry to input a client.

I'd also like a better functioning app. Myself and my team found the information available on the app to be very limited and since we did most of our work remotely and on the go, having the ability to see everything and enter data from our phones would have been a huge help.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Michelle W.

I've been with Batchbook for years & have never considered switching

Reviewed on 2015/11/23
Review Source: SoftwareAdvice

Pros

I love how flexible and expansive each contact can be, along with the social media piece. I also live by the lists I create, making it easy to see who is due for a follow-up card or whatever I need.

Cons

The cost for new clients is the only reason why I hesitate recommending it for new entrepreneurs. It would have been too prohibitive for me back when I was starting out, and probably even now.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Siddesh R.

Small and great

Used Other for 6-12 months
Reviewed on 2018/03/24
Review Source: SoftwareAdvice

Pros

Batchbook is very helpful to keep track of all the major details of the customers, suppliers, friends and share them too.

Cons

I feel its little expensive and offline access is also one thing they need to concentrate and work towards if they want to improve.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Peter P.

Batchbook is great for small businesses

Reviewed on 2014/12/18
Review Source

Batchbook is a very easy to use CRM that allows you to track about anything. Their how-to videos are great and their support is TOP NOTCH! I recommend and deploy Batchbook to a number of our customers.

Pros

Ease of use, easy to customize to fit your business. Great support. Unlimited users with current pricing model which is HUGE for my larger clients.

Cons

Mobile access is web client only. Really wish they had an app/hybrid for offline access.

Richard H.

Rating only

Reviewed on 2015/09/12
Review Source

Batchbook Pricing

Starting from
US$35,00/month
Pricing options
Free Trial
Subscription
Value for money

Batchbook Features

  • Custom Fields

  • API
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Automatic Reminders
  • CRM Integration
  • Calendar Management
  • Contact Database
  • Customer Database
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Electronic Payments
  • Email Integration
  • Mobile Integration
  • Reporting & Statistics
  • Social Media Integration
  • Third Party Integration

Additional information for Batchbook

Key features of Batchbook

  • Advanced Search
  • Affiliate Records
  • Custom Fields & Custom Lists
  • Dashboard and Overview of contacts
  • Drag and Drop Importing
  • Email Dropbox
  • Exporting
  • History of interactions
  • Integrations with other tools
  • Social Integration

Benefits

Batchbook is a social CRM for small businesses which helps you build meaningful relationships with your best customers.

Cloud based CRM so every team member can use it, from anywhere, on any device.

Find your best customers and love them more.

Give your memory an edge by keeping a communication history.

Keep track of every important detail with custom fields.

Friendly support to help you get the most out of Batchbook

Batchbook FAQs

Below are some frequently asked questions for Batchbook.

Q. What type of pricing plans does Batchbook offer?

Batchbook offers the following pricing plans:

Starting from: US$35,00/month

Pricing model: Subscription

Free Trial: Available

Q. What are the main features of Batchbook?

Batchbook offers the following features:

  • Advanced Search
  • Affiliate Records
  • Custom Fields & Custom Lists
  • Dashboard and Overview of contacts
  • Drag and Drop Importing
  • Email Dropbox
  • Exporting
  • History of interactions
  • Integrations with other tools
  • Social Integration

Q. Who are the typical users of Batchbook?

Batchbook has the following typical customers:

Freelancers, Small Business

Q. What languages does Batchbook support?

Batchbook supports the following languages:

English

Q. What type of pricing plans does Batchbook offer?

Batchbook has the following pricing plans:

Subscription

Q. Does Batchbook support mobile devices?

We do not have any information about what devices Batchbook supports

Q. What other apps does Batchbook integrate with?

Batchbook integrates with the following applications:

ActiveCampaign, Direct Mail Manager, Email It, Freshdesk, HappyFox, Hootsuite, Mad Mimi, Nimble, OSI Affiliate Software, Xero

Q. What level of support does Batchbook offer?

Batchbook offers the following support options:

FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials