We’ve just released a small update to lists: you can now build an empty list in Batchbook. But why would you want to do this? Preparation, my friend, preparation. Batchbook lists are fantastic. They update automatically and help you stay on top of important touch points, such as which new leads need a call today, which long time customers haven’t visited in awhile, who’s coming to your next event, which customers are waiting for a quote, and lots more. Things you want to keep track of in the future When you’re first setting up your Batchbook account, you probably have ideas about what you want to keep track off. If you need to see all the contacts who meet X criteria, a list is…
To start this year, we are focusing on making some improvements to your Batchbook mobile experience. To get things kicked off, we’ve released an update that should please all you road warriors and mobile users. You can now add, edit, and delete contacts in Batchbook from your smartphone. Mobile Contact Editing If you use Batchbook on your phone, you are probably familiar with our mobile contacts view. Up until now, you have been able to search and view contacts, send email, make a call, or pull up a map to their location. We’ve had a lot of requests to provide the ability to add new contacts or edit existing ones, and this feature update does just that. Now, when you meet an…
Staying current with what is going on in your CRM is really important. That is why we have added our latest feature: email notifications for new contacts.
Set Up Your Notifications
You are in control when it comes to which new contacts you get notified about. This works with tags. Pick which tags you want to monitor, and we will send you an email any time a new contact is added with any of your selected tags.
To get started, head over to your settings in Batchbook and look for the Notifications area. Check the box to be notified about new contacts and choose at least one tag.
Each user can customize their own notifications. So, while you may be interested in seeing new leads that come in through your website’s form, a colleague may want to get notified every time a new contact is created via a Batchbox email. Keep in mind that you won’t get notified for contacts that you create.
This new tool should be helpful in a lot of different scenarios. We’ve kept it simple and flexible so that you could use it in a way that makes the most sense to you. Here are a few ideas:Read More
Are your to dos an endlessly growing list of tasks that are impossible to stay on top of? Task management is hard, and there are a lot of great products devoted just to helping you get your tasks organized and get more done. But one of the most important things a small business can do is to make sure they are getting all of their customer related tasks done. This is why we have designed To-Dos in Batchbook in a way that will help you organize tasks around your customers. Customer First Strategy Many small businesses have a fear that important tasks will “fall through the cracks”. We have all experienced this happening on some level. It is one reason…
Since we know that you have a lot to get done, we decided to make managing your Batchbook tasks a little easier. You live in your email inbox, so that’s where we focused our efforts with this latest update to the to-do feature in Batchbook.
Get More Info in Task Notifications and Reminders
For starters, we’ve pumped up the amount of information you get when you get a to-do notification or reminder. Previously, we would email to tell you about the task and direct you back to Batchbook to look at it. Now, you can view the task and description, as well as contact info for any contacts associated with the task, right in your email.
Have a task to call on a customer? When you get the reminder email on your smartphone, you can now just click on the contact’s phone number and place the call.
Batchbook is full of great data about your contacts and sales. Sometimes, it’s nice to look at all of that data in a different way. Enter Easy Insight, the tool that let’s you turn your data from a variety of tools into useful views and charts.
In Batchbook, the contact preview screen is already one of the most useful places to spend your time. From here, you can view all your contacts, or filter down to see just a segment of contacts who need your attention today. We’ve just released a couple of updates for this section of the app that should make your work even easier. New Sorting Options Now you can sort your contacts by the date they were created or the date they were last updated. This could be useful if you need to see your longest standing customers, or your members who have not been active recently, or new clients who need onboarding. I’m sure you’ll figure out lots of other great…
We’re polling Batchbook employees and users alike to find out which features are your favorites and to provide advanced tips for using them. If you have a favorite feature or tip, please email us at email@example.com with the subject line #FavFeature.
Our design and tech teams are in high gear with some useful app updates. For this latest update, we revisited our contact card. This is the box on the contact detail page that holds vital info like name, email, phone and address.
If you spend a lot of your time out of the office, you may be looking for a way to add new contacts to your Batchbook CRM from your smartphone. This is actually pretty easy to do using our integration with Formstack.
What you will need:
- A Batchbook account, of course
- A Formstack account (you can get started for free as a Batchbook user)
- A smartphone
Build a Webform using Formstack
Formstack is a great tool that makes building web forms super easy. They also integrate nicely with Batchbook, so you can set up a form to add new contact info right into your CRM.
Use Formstack’s advanced form building tool