Batchbook

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Relationships Are Everything

Do sales right with Batchbook, a small business CRM

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Who says business shouldn’t be personal?

With small business, it’s as much about personality as process.

Here’s a CRM for Small Businesses Who Put People First

For small businesses from freelancers to mom-and-pops to startups and small agencies, business is very personal.

Batchbook is a tool that helps you organize your business around the people who matter most. By putting important contact details front and center, Batchbook can help you make each interaction more meaningful. Because you aren’t just making sales, you’re making relationships.

“We’ve tried many other CRMs with strong resistance from our sales team. This is the first one that they’ve actually used.”

– Kevin Marshall – Express Motor Vehicle Administration

“Batchbook is the best thing I could ever have done for my business.”

– Alison Deary – M.O.M. Diary

Contact Flashcards

Remember everyone’s name, or at least make them think you do.

Easy Start

Instantly set up your account. Just drag in a list of contacts and get going.

Social Monitoring

Stay up to date with what your contacts are posting on social.

Conversation Capture

Track client conversations wherever they happen.

Automations

Automate all the little tasks – think recurring to-dos and routine emails – and add some extra time back into your day.

Goal Tracking

Make sure nothing falls through the cracks by tracking efforts and assigning to-dos to your team.


Features

Be Amazing

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Plays well with others…

Social CRM is even better when combined with your favorite tools.

MailChimp QuickBooks Disqus Google Eventbrite Twitter Formstack Xero FreshBooks Hootsuite

More Integrations


Rock Your Customer Relationships

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1 (888) 402-2824

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