BatchBook: Small Business CRM Software
BatchBook is an easy-to-use, customizable CRM designed with small businesses in mind. It's actually three products that work together:
And because it’s web-based, you can use your computer or portable device to access BatchBook from the office, at home, or on the road; wherever you do business.
CRM Software Simplified
By creating a single place to access this information, BatchBook helps you better manage your work flow and frees up more time for you to focus on your business. And that will spare you a lot of headaches.
BatchBook Features
- All accounts feature secure data storage (SSL)
- Mobile version for iPhone, BlackBerry, and more.
- Share information with multiple users on one account
- Easily export all of your data at any time
Contacts
- Import contacts easily from Outlook, GMail, Yahoo and other applications
- Organize your contacts using tags
- Log communications or create To-Dos directly from a contact record
- Avoid duplicate data entry by adding the company address once and connecting all employees to it
- Attach files or images to contact records
- Perform batch actions on a subset of contacts
SuperTags
- Create SuperTags (grouped custom fields) to collect additional data about your contacts
- Choose from a variety of field types (text, date, multiple choice, etc.)
- View custom data in sortable, printable reports
Communications
- Forward emails directly into BatchBook with BatchBox
- Organize your communications using tags
- Attach files or images to communications records
Lists & Reports
- Create custom lists from tags
- Create printable reports, phone lists, e-mail lists or mailing labels
- Export contacts to vCard or CSV
To-Do List
- Assign & schedule tasks
- Set email reminders
- Subscribe via iCalendar feed
Learn more about BatchBook:
Overview | Contacts | SuperTags | Communications | Lists & Reports | To-Do List
Need more information? Please contact us at info@batchblue.com or call toll free at (888) 40-BATCH (22824) Monday–Friday 9:00 AM–5:00 PM EST/EDT.
or Try the Demo
Learn More
- Contacts
- Your online address book
- Communications
- Email tracker & call management
- Lists & Reports
- Organize & manage your online address book
- To-Do List
- Schedule & assign tasks
BatchBook Is
- Secure
- Web-based
- Customizable
- Multi-user
- Easy to use, easy on the budget
- Built by a small company for small companies