“Where I think BatchBook excels, and the main reason I chose it over others for my use is their inclusion of SuperTags.”

Scott Blitstein, Web Worker Daily

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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

Contacts

  • Store unlimited email adresses, web sites, phone numbers, fax numbers, cell numbers, web sites, and mailing addresses for every individual or company
  • Import contacts easily from Outlook, Google Contacts, Yahoo and other applications
  • Integrate with services like FreshBooks, MailChimp, and Shoeboxed
  • Monitor your contacts’ activity on social media networks like Twitter tweets, Flickr photos, Delicious bookmarks or anything with an RSS feed
  • Organize your contacts using tags and browse contacts with helpful filters
  • Perform batch actions on a subset of contacts
  • Attach files or images to contact records
  • Attach comments to contact records (and subscribe to them via RSS)
  • Avoid duplicate data entry by adding the company address once and connecting all employees to it
  • View all communications with and to-dos related to a contact directly from their contact page
  • Assign contacts to other team members
  • Export contacts as vCards
  • Upload photos of your contacts

SuperTags

  • Create SuperTags (grouped custom fields) to collect additional data about your contacts
  • Easily import, manage, display & export custom data
  • Choose from a variety of custom field types (text, date, multiple choice, currency, etc.)
  • Search custom data and view sortable, printable reports
  • Track any relationships between contacts (such as spouse, co-author, investor, etc.) with Affiliations

All Accounts

  • 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
  • Access to the BatchBook API

Communications

  • Send emails to BatchBook with BatchBox email forwarding
  • Subscribe to your company’s communications via RSS
  • Monitor your brand, industry, and customers on Google or Twitter directly from the customizable Dashboard
  • Organize your communications using tags and browse communications with helpful filters
  • Perform batch actions on a subset of communications
  • Attach files or images to communications records
  • Attach comments to communications (and subscribe to them via RSS)
  • Log communications directly from a contact record
  • Manage emails, phone calls, chats & notes (or create your own communication types)
  • See communications related to the one you’re viewing

Lists & Reports

  • Create custom lists from tags or any search criteria
  • Save any advanced search as an auto-updating list
  • Create printable reports, phone lists, e-mail lists or even mailing labels
  • Export contact lists to vCard or CSV

To-Do List

  • Assign to-dos to other team members
  • Create to-dos via email with BatchBox email forwarding
  • Set daily email reminders
  • Subscribe via iCalendar feed
  • Organize your to-dos using tags and browse to-dos with helpful filters
  • Perform batch actions on a subset of to-dos
  • Create To-Dos directly from a contact record
  • Attatch to-dos to contacts or communications (or both!)
  • Manage tasks from Peter Shankman’s HARO (Help a Reporter Out) newsletter

See BatchBook In action

Don’t just take our word for it! We have a whole bunch of BatchBook screencasts so you can see it for yourself.

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–4:00 PM EST/EDT.

Learn More

Contacts
Your online address book
SuperTags
Innovative customization for your contacts
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