BatchBook for Designers

Stop fretting and start designing! Sign up for a BatchBook account.

Crafting Relationships

Visual design takes a meticulous attention to detail. So does maintaining client relationships. BatchBook will be your Photoshop for contact management, allowing you to build relationships, develop them, and make them shine.

A Portfolio of Features

It’s not just contact information you’ll be managing. With features ranging from SuperTags to super storage, BatchBook allows you to:

• Customize your data: Need to know which clients came from a referral (and from whom)? Who prefers UPS delivery and who is fine with an upload? Who has an unhealthy obsession with orange? Use SuperTags to create fields for the information you need to track for the way you do business.
• Log your activities: Send all client emails—along with attachments—directly into BatchBook via BatchBox. Save them alongside notes from phone calls, chat transcripts, and To-Dos. Always know what’s the latest with every client.
• Build your network: Want to keep track of the contacts you met at your most recent meetup? Tag them with their area of expertise and availability and keep them all together. You never know when you’ll need someone to quickly build a shopping cart backend for you!
• Store your work: Add attachments to a contact or to an individual communication. With BatchBook’s mega-storage (from 1 GB to unlimited), you can store every iteration of your work. And let’s face it—there will be iterations.
• Get social: Learn what’s on the mind of your clients (or other rockstar designers!) with the Social Media SuperTag. Display their blog posts, Twitter updates, Flickr photos, Delicious bookmarks, and more alongside their contact info and communication history.

As Mobile As You Are

Maybe you work in an office. Maybe you work on your patio. Maybe you work in random coffee shops. No matter what, BatchBook is always there with you. No need to drag your external hard drives and notebooks around. Just upload your data and working files to BatchBook and you can set up shop anywhere you want.

An account customized for designers

When you sign up for a BatchBook for Designers account, you don’t just get a simple, customizable CRM—you get a powerful pre-built contact database. By working with designers, we’ve created a set of design-specific SuperTags that will help you track the information you need to get your job done. And you can further customize your SuperTag set (adding, deleting, editing) depending on your unique needs.

For contacts tagged:	Collect this additional information:
project	Project Number, Hourly Rate, Type of Work, Deliverable, Point Person
client	Where Met, When Met, Referred By, Notes
partner	Expertise, Availability, Hourly Rate
new contact	Where Met, When Met, Follow Up, Potential Relationship, Notes

How to get the data

Once you’ve signed up for a BatchBook account, you can add the Designers SuperTags by visiting the new SuperTag Library on the Tags & SuperTags page. Here, you can add all of the Designer SuperTags, just some of them, or any other SuperTags for other industries. We highly recommend the Feed Reader SuperTag!

Read more About the Designer SuperTags to see detailed information about the SuperTags (such as field types and multiple choice options).

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