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Batchbook REVIEW

CRM Software

1 user 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.

Overview 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.

Overview 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.

Batchbook Position In Our Categories

Position of Batchbook in our main categories:


Batchbook is one of the top 100 CRM Softwareproducts


Batchbook is one of the 100
CRM Software products

Batchbook is also listed in the following subcategories:

Social CRM Software#15
Social CRM Software#15

Every organization has different requirements and needs an application that can be customized for their size, kind of staff members and clients, and the specific industry they are in. For these reasons, no system can provide perfect functionality off-the-shelf. When you search a software system, first be sure what you need it for. Read some Batchbook reviews and ask yourself do you want basic functionality or do you want sophisticated tools? Are there any industry-specific tools that you are seeking? Find the answers to these questions to assist your search. There are multiple aspects that you need to consider and these include your finances, particular business wants, your organization size, integration needs etc. Take your time, try out a few free trials, and finally select the app that provides all that you need to improve your company efficiency and productivity.

How Much Does Batchbook Cost?

Batchbook Pricing Plans:
Free trial
$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

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Batchbook reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Batchbook. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.






Technical details

Devices Supported
  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • English
Pricing Model
  • Annual Subscription
Customer Types
  • Small Business
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?


Batchbook User Reviews

What are Batchbook pricing details?

Batchbook Pricing Plans:
Free trial
$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.

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
  • Twitter
  • Directmail Manager
  • Disqus
  • EventBrite
  • FormStack
  • Google Apps
  • NinjaForms
  • RightSignature
  • Updentity
  • BedrockData
  • Zapier

User reviews

1 Review


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Published 11 months ago

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