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BatchBook is the social CRM built for small businesses and entrepreneurs.
Communications tracking
BatchBook Communications allow you to log emails, phone call notes, or any other communications with your contacts. Follow the communications stream of your entire team by subscribing to the feed. Want to see the last time your company contacted a client? Simply look up your client and that information is displayed on their contact record.
Also, with BatchBox email forwarding, you can send emails directly to BatchBook. BatchBook will automatically store the email as a Communication, attach it to the relevant contacts (and create a new contact, if needed), and retain any attachments.
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Email forwarding with BatchBox
With BatchBox email forwarding, you can send emails directly to BatchBook. BatchBook will automatically store the email as a Communication, attach it to the relevant contacts (and create a new contact, if needed), and retain any attachments.
You can also create To-Dos from email via BatchBox by including “TODO:” at the start of the subject line.
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To-Do list
The BatchBook To-Do list lets you manage your tasks quickly and easily. In addition to managing your own tasks, you can assign tasks to other users. You can even create To-Dos by email via BatchBox email forwarding.
To stay on top of your tasks, you can set email reminders, subscribe to the feed or even print out a handy portable version of your To-Do list.
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Lists & Reports
BatchBook’s Lists & Reports allow you to build a list from all contacts, an advanced search or tags to better manage your contacts. Use a list to easily generate mailing labels, export, or back up your data or create customized, printable reports from your contact data. Use these reports to generate call lists, add to presentations or to take notes when you’re traveling, in the field, or working off-line.
Using BatchBook’s integration with MailChimp, you can send beautiful, custom email newsletters to your contact list.
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3rd party integration
At BatchBlue, we believe your contacts belong to you. That means they should be easy to get in, easy to get out. BatchBook simply provides a handy place for you to store your contact information and keep it organized in the way that makes the most sense for you and your business.
As part of the Small Business Web, we’ve partnered with some like-minded software companies such as FreshBooks, MailChimp and Shoeboxed to provide you with access to a full suite of small business tools and services right from your BatchBook account. Read more about our partners and how the Small Business Web can work for you.
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Social media monitoring
As the boundaries between personal social networking and business networking continue to blur, the need for a tool to manage these relationships becomes indispensable. BatchBook is the CRM that understands the business of social.
Using the Social Media SuperTag, you can enter information such as Twitter usernames, blog feeds and LinkedIn profile URLs (plus many others!) on a contact record. When you view the contact record, you will not only have links to social networking profiles, but the last three tweets, last three blog posts, and a LinkedIn summary will appear alongside the person’s contact information and communication history, giving you a more holistic view of their social networking activity.
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