BatchBook: Small Business CRM
Manage your contacts & social network
- Import contacts from anywhere or integrate with services like FreshBooks, MailChimp, and Shoeboxed
- Monitor your contacts’ activity on social media networks like Twitter, Flickr or anything with an RSS feed
- Organize your contacts with tags and helpful batch actions
- » More about Contacts
- » More about Integration
Track your to-dos & communications
- Send emails or to-dos to BatchBook with BatchBox email forwarding
- Schedule tasks for specific contacts and assign them to team members
- Monitor your brand, industry, and customers on Google or Twitter directly from the customizable Dashboard
- » More about Communications
- » More about To-Dos
Customize your data with SuperTags
- Easily import, manage, display, export & print custom data with SuperTags
- Search within and report on custom fields of various types (from date to currency to RSS feed)
- Track any relationships between contacts (such as spouse, co-author, investor, etc.)
- » More about SuperTags
- » More about Lists & Reports
“We needed a CRM solution that was minimalist, yet powerful enough to measure all of our sales and marketing activities and results and meet our robust reporting needs.”
- Paul Mabray
- Chief Strategy Officer
- Vintank
VinTank creates solutions for selling and marketing wine in the digital age. One of VinTank’s portfolio companies, Cruvee, provides business intelligence and performance management services for the wine industry.
“What I like about BatchBook is that the people behind the product actually listen to their customers (me!)... But most of all, I like that it’s solving a need of mine: getting my social media “friends” into a database where I can actually reach out to them the way I want.
— Chris Brogan
“The killer feature, in my opinion is the elegant way that it also gives you the ability to bring into a record that person’s social media activity.”
— John Jantsch
“Where I think BatchBook excels, and the main reason I chose it over the others for my use is their inclusion of what they call SuperTags.”
— Scott Blitstein
“The bottom line up front: We really like BatchBook. It’s an excellent web based contact manager”
— Brandon Hull
