“We want you to be able to focus on personal interactions, not data maintenance.”
Easy Automated CRM Software
An automated CRM system will remember to do the little things for you, freeing you up to focus on the things that require your personal touch.
CRM Automations make work easier. Use them to automate tasks, marketing, and sales workflows. Now you have more free time to spend on customers, instead of scrambling to keep up.
Humans are great at nuance, personality and being awesome. Computers are great at repetition, running dynamic processes and consistent output. Automated CRM is the solution that combines these two greats to build great customer relationships through technology and better time management.
- Use CRM marketing automation to define a series of tasks that need to be done for every sale or customer interaction
- Use CRM sales automation to assign the right task to the right person at the right time, every time
- Use your automated CRM email to make contact at exactly the right moments in your customer relationship
All the time spent on repetitive tasks and worrying if you’re getting every contact’s details right? You’re about to get it back.
Batchbook automated CRM software is here. Unlock simple sales and marketing automation tools along with powerful task management solutions to help you get more done without the extra work.
3 Ways Batchbook’s Automated CRM Saves You Time
- Send automatic emails to clients based on how you tag them. Want to send a series of nurturing emails to a new lead? Just tag that contact as a “lead” and the emails you set up will be sent.
- Work through a series of tasks by automatically creating a new task when one is completed. Have a set workflow for your clients? Set up CRM automation to help you stay on point by automatically creating the next task in the series as soon as the current one is completed.
- Create a new task simply by tagging a contact. Have certain tasks that always need to be completed for a certain type of client? Set up an automation to create a to-do based on a tag that you add to the contact.