Grow Your Business with Better Relationships
CRM Software for small businesses and teams who are working together to provide a better customer experience. Stay in touch with your best contacts, see social updates, save emails, assign tasks, and view lists of people you need to stay in touch with.
Features and Benefits
Get Set Up Instantly
With Drag and Go setup, you can drag your contact file into Batchbook and instantly set up full contact profiles and lists.
With Drag and Go setup, you can drag your contact file into Batchbook and instantly set up full contact profiles and lists.
Bring All Your Contact Data Together
Grab your contact data from all over the web to build one central contact library that your whole team can use.
Grab your contact data from all over the web to build one central contact library that your whole team can use.
Know Everything About Your Contacts
Your team can record email conversations, see social updates, share comments about contacts, and record any custom information you can think of.
Your team can record email conversations, see social updates, share comments about contacts, and record any custom information you can think of.
Stay On Top of the Action
Never miss another opportunity. Assign to dos and set reminders to complete important tasks. Plus, build lists of contacts so you can make sure you are always staying in touch with the right people.
Never miss another opportunity. Assign to dos and set reminders to complete important tasks. Plus, build lists of contacts so you can make sure you are always staying in touch with the right people.
Work Seamlessly With Other Software
We integrate with tools that make your job easier. Send newsletters, invite contacts to events, see open invoices, and more. Popular integrations including MailChimp, Google, QuickBooks Online, and... show more
We integrate with tools that make your job easier. Send newsletters, invite contacts to events, see open invoices, and more. Popular integrations including MailChimp, Google, QuickBooks Online, and Xero. show less
See Contacts On Any Device
You don’t stay tied to your desk, so your CRM shouldn’t either. Access Batchbook from any internet enabled device, including tablets and smartphones.
You don’t stay tied to your desk, so your CRM shouldn’t either. Access Batchbook from any internet enabled device, including tablets and smartphones.
