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Batchbook Review
What is Batchbook?
Batchbook is a system that helps you create and manage meaningful and productive relationships with your customers. This social CRM application is designed to help users, particularly small and medium-sized businesses to organize and manage customer information, turn marketing endeavors into positive experiences for their clients.
Show MoreOverview of Batchbook Benefits
Batchbook helps small and medium businesses handle their customer management processes and more.
- For one, the system is great in managing sales and sales-related information. Users can organize them by phases and categorize them by amount, territory, etc.
- Organize contacts seamlessly with Batchbook. Import details from your address book with ease.
- Complete customer information, including history, allows marketers to make more decisive actions and intelligent decisions.
- Collaboration is a breeze. For a low price.
Batchbook’s robust search feature queries every contact to find the exact person or set of people you need in seconds. Batchbook search goes beyond names, emails, and phone numbers. It can return people who haven’t been contacted in a certain amount of time, or companies in a particular zip code, or it can search your very own custom data. Searches can be combined and saved for super data sleuthing and amazing efficiency.
Batchbook’s contact lists are dynamic. If someone should be on a list then they’re automatically added, and if they no longer meet that list’s criteria (you specify what groups related contacts together), then they’re removed automatically. This means lists are always current without you having to do anything. Talk about a time saver.
All of Batchbook’s paid accounts come with unlimited users, because the app wants to encourage team collaboration. When a whole team contributes to a contact’s history, then the data stays current and there is less duplicated effort.
Show MoreOverview of Batchbook Features
- Campaign Dashboard
- Email Marketing
- Multi-Channel Marketing
- SMS Marketing
- Social Advertising
- Social Media
- Contact History
- Contact Management
- Contract Management
- Customer Database
- Lead Management
- Lead Tracking
- Territory Management
- Remote Access
- Workflow Rules & Management
- Customer Service Integration
What Problems Will Batchbook Solve?
Scenario 1
Well-established businesses that have been around for years are sitting on a goldmine of contact information in various formats. The data is rich, but it’s spread across address books, notebooks, spreadsheets and docs, which are all too time consuming and inaccurate to sift through to find the right info at any time. Companies like this need a web-based solution to organize and collect data across a whole team so that it is accessible to everyone at any time, constantly backed-up and always up-to-date.
Batchbook’s Customer Experience team provides FREE onboarding to assess the situation, identify goals, organize data, format it all for easy import into Batchbook, and finally set up a workflow that the whole team can use to keep everything current and running smoothly. From there, the app’s drag-and-go importing will set up an account in minutes, complete with custom field creation.
Scenario 2
Oftentimes, companies start gradually and don’t require much in the way of software. Gmail and Google Docs work fine. Until things start taking off. A team forms, and now data is locked up in one person’s Gmail account, which isn’t easily accessed by other people when they need it. Companies like this opt for Batchbook because their business has outgrown their inbox.
Scenario 3
Businesses are overwhelmed by needing to log into several disconnected apps to try and see the full picture. Batchbook integrates with dozens of other software applications that businesses use to manage everything – from finances to email marketing – so the app can serve up all the information for an easy-to-view full picture of each contact’s status and history at any time.
How Much Does Batchbook Cost?
Batchbook Pricing Plans:
Free Trial
Batchbook
$46 a month
What are Batchbook pricing details?
Batchbook Pricing Plans:
Free Trial
Batchbook
$46 a month
Pay only $46 a month (billed annually) and leverage the power of Batchbook! Forge and improve customer relationships and transform all your marketing efforts to great customer experiences. For just $46 a month, your entire team of marketers will have the power to find unlimited deals and the best opportunities.
User Satisfaction
Positive Social Media Mentions
16
Negative Social Media Mentions
0
We realize that when you choose to buy a CRM Software it’s vital not only to find out how experts evaluate it in their reviews, but also to find out if the actual people and companies that purchased it are genuinely content with the service. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Batchbook reviews across a wide range of social media sites. The information is then displayed in a simple to digest way indicating how many clients had positive and negative experience with Batchbook. With that information at your disposal you will be equipped to make an informed business choice that you won’t regret.
Video
Technical details
Devices Supported
- Windows
- Android
- iPhone/iPad
- Mac
- Web-based
Deployment
Language Support
- English
Pricing Model
- Annual Subscription
Customer Types
- Small Business
- Medium Business
- Freelancers
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for Batchbook?
Batchbook boasts of massive integrations with the leading business systems and applications:
- FreshBooks
- QuickBooks
- Xero
- MailChimp
- ActiveCampaign
- Mad Mini
- Yesware
- FreshDesk
- HappyFox
- HootSuite
- Directmail Manager
- Disqus
- EventBrite
- FormStack
- Google Apps
- NinjaForms
- RightSignature
- Updentity
- BedrockData
- Zapier
Batchbook User Reviews
Batchbook average rating:
3/5
Overall impression
5/5
Customer Support
3/5
Value for Money
3/5
Ease of Use
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ADD A REVIEWMore reviews from 1 actual users:
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Solid product that helps with customer management
Read full review >
3/5
Overall impression
3/5
Customer Support
4/5
Value for Money
3/5
Ease of Use
Published on: 26.02.2021
Company Size: 1-10 Employees
Industry: N/A
PROS: Batchbook is am awesome customer relationship management and database software. This software integrates amazingly with Formstack, Mailchimp and Hootsuite. We are using it mainly as a database. We use tutorials to maximize the use of the software. We often use the “tag” feature, because it helps to identify our customers and to make a distinction between client groups and our partners. With tag feature we can easily create lists and import the lists to Mailchimp.
CONS: In my opinion, they need to work on some changes in the Mailchimp analytics in Batchbook, like users’ details: how often they open emails, do they click on the links, if they’ve unsubscribed from a list, and I need all these notifications in my Batchbook. I have to waste my time to remove people from my batchbook database if they’re unsubscribed. In addition, Batchbook doesn’t pick up duplicate emails or emails that come from integration, and it doesn’t merge the mails automatically, I need to do this manually and merge all contacts.
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Batchbook user reviews
Solid product that helps with customer management
Read full review >
3/5
Overall impression
3/5
Customer Support
4/5
Value for Money
3/5
Ease of Use
Published on: 26.02.2021
Company Size: 1-10 Employees
Industry: N/A
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