Batchbook

Batchbook is a cloud-based customer relationship management system (CRM) that allows small and medium-sized enterprises (SMB) to create and manage customer records. The service provides custom fields that you can use to fill in customer information in any format as required. Companies can use Batchbook to retrieve emails for their contacts, as well as relevant social information from Twitter, Facebook and LinkedIn accounts.

Users can use tags and custom lists to group and segment customers based on their recent activity or status in the sales process. Tasks, email reminders, and real-time calendar notifications help organizers streamline their schedules and prevent any critical events. Users can also automate repetitive tasks and regular emails.

Batch book allows you to import contacts from spreadsheets or vCard files. It also includes integration with leading SMB solutions for email marketing, customer support, social media monitoring and accounting.





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Alternatives

Monday.com
iDobraCRM
bpm'online sales
Pipefy

Videos

Batchbook Integrations

PhoneBurner