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Product Quick Facts

Works Best For
Small Sized Businesses

About Batchbook

BatchBook is a social customer relationship management (CRM) platform designed to help small businesses interact with its customers and build long-term relationships. Based in Rhode Island, Batchbook has users from all around the world.

The software is cloud-based, and can be used from almost any device. It also fully integrates with popular services  such as Facebook, LinkedIN, Eventbrite, and Twitter. Batchbook’s platform is designed as a comprehensive solution for small business CRM needs, with a focus on social interactions. Contacts can be imported by simply dragging-and-dropping files from Excel or most contact software (using vCards), resulting in little to no setup time. Built in order-tracking lets users view all pending sales and sales related information from one central dashboard, where leads can be moved through the sales process. As a cloud-based service, Batchbook is compatible with almost any device, and is optimized for mobile screens. The contact management software integrates social media data, allowing users to view their correspondence with potential leads over any medium including Twitter, Facebook, or Google+. Custom data can also be entered at any point. Additionally, Batchbook lets users assign projects or tasks to various team members, and can remind them about upcoming goals or meetings with automated text or email alerts.

Batchbook is used by many small companies to help automate workflow and track customer interactions. Author Joel Orr, for instance, has used this solutions to help him track responses to his work across social channels. In a testimonial for their site, he writes “I cannot imagine how I would manage all these relationships without Batchbook”.

Alternatives to Batchbook CRM

Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.

1 Freshsales

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Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to- attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities.

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2 Zendesk Sell

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Zendesk Sell is sales CRM software that helps you close more deals. This sales platform tracks all your customer interactions in one unified interface. It's quick to implement and easy to use: 70% of companies are able to get Sell up and running in 7 days or less. Your teams will be able to focus on selling not admin work and can spend less time on data entry. 80% of customers agree that Zendesk has made their teams more efficient.

Learn more about Zendesk Sell

3 Kintone

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Kintone’s no-code platform lets sales teams easily build a custom CRM to track prospect data, task handoffs, and pipeline insights in one central place. Create database apps outfitted with the unique information you need to know about your prospects–and then connect those apps with customizable workflows that let you assign and track those future customers from lead capture to close. Over 23,000 companies trust Kintone to achieve their business goals.

Learn more about Kintone

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