Category Archives: Partners

Quote Roller Integration Makes Sending Proposals From Batchbook a Breeze

By | Partners | No Comments

Now it’s easier then ever to propose to your conta… no, wait, to send job proposals to your contacts. Quote Roller is a tool that helps you create beautiful proposals and send them directly to your clients. They’ve just announced a CRM integration with Batchbook. This integration syncs your Batchbook contacts with Quote Roller. Ready to send a proposal? Choose any of your Batchbook contacts without leaving Quote Roller. Now there is no need to spend time copying and pasting contact details in. You can learn more about Quote Roller’s CRM integration with Batchbook over on their site. Example of a beautiful Quote Roller proposal.

Read More

Keep Your ActiveCampaign Contacts Fresh with the Batchbook Integration

By | Partners | No Comments

The fine folks over at ActiveCampaign have just rolled out an update to the Batchbook-ActiveCampaign integration that will help you keep all of your email lists current. With this update, you can now choose to auto-sync Batchbook contacts over to ActiveCampaign. This means if you change any information on your contact in Batchbook, that info will automatically sync over to ActiveCampaign. This is especially handy because it lets you take full advantage of ActiveCampaign’s intuitive segmenting tools. Let’s say you send out emails based on geographic region. If you have a contact who moves, you can just enter the new address info once in Batchbook and your email list will automatically be updated as well. That way, you won’t be…

Read More

Connect Batchbook and FreshBooks

By | Integrations, Partners | No Comments

We have a new FreshBooks integration for Batchbook that will help you keep your contacts up to date between your CRM and accounting software. FreshBooks was one of the more popular integrations in Batchbook Classic, so we are super pumped to announce it for the new Batchbook! We’ve teamed up with Zapier to bring you this new integration. This means you can customize the integration to your needs. You can: Create a new client in FreshBooks for every new contact you add in Batchbook Create a new contact in Batchbook for every new client you add in FreshBooks Create a new contact in Batchbook for every new invoice you add in FreshBooks Use filters to create contacts only when certain…

Read More

Import Your Commenters to Your CRM with our Disqus Integration

By | Partners, Using Batchbook | 4 Comments

Disqus is the leading discussion software on the web. If you have a blog or a website where you take comments, Disqus can help you manage all the discussions that take place. And now, by integrating Disqus with your small business CRM, you can stay engaged with the people behind the conversations. Our Disqus integration makes it possible. Get to Know Your Commenters It’s great when you get a comment on your site. It means someone is paying attention and wants to engage with you. But what do you know about that commenter? And what follow up do you want to make, other than commenting back? By bringing commenters to your CRM, you can match them up with other information you…

Read More

Bedrock Integration Connects Sales and Marketing Apps with Batchbook

By | Partners | No Comments

Bedrock Data has announced a new integration with Batchbook. This integration will let you integrate Batchbook with all of Bedrock’s other connected apps, including Hubspot, Constant Contact, and GoToWebinar. “Bedrock Data’s platform provides small and medium businesses simple, easy to use data integrations. Marketers, IT professionals and business owners can now connect their business applications without writing any code using this software-as-a-service.” Bedrock acts as a connector between two (or more) apps. Once a connection is set up, Bedrock syncs over new data AND any changes to current data. This way, all of your contact data can be kept current in several pieces of software at once! Learn more about Bedrock Data’s integration with Batchbook. Current Batchbook users can get a…

Read More

Our New HootSuite App Helps Your Business Make Social Connections

By | Partners | 2 Comments

With our new HootSuite app, you can loop your social conversations into the complete customer history you have in Batchbook. Social connections and conversations often live in their own little world, somewhat disconnected from your other relationship management efforts. We set out to solve that problem, making it easy for you to stay focused and informed about your relationships, no matter where you are having a conversation with your customers. The Social Connection If you are like a lot of small businesses, you are getting more active on social networks. HootSuite is a social media management system that helps you keep track of various networks in one place. You can share access to networks like Twitter and Facebook with your…

Read More

Batchbook and Xero: Integrate Your Social CRM with Your Accounting Software

By | Partners, Product Updates, Using Batchbook | One Comment

What separates a customer from the average person you know? Simple, a customer pays you, and you love them for it! Making sure customers pay is an occasional hassle. Managing all of your outstanding invoices, plus the bills you need to pay, plus your business’s budget; that’s enough to make you sweat. But our newest Batchbook integration partner, Xero, helps lighten the load on the accounting side of your business. What is Xero? Xero is accounting software in the cloud, made especially for small businesses. With it, you can do your accounting online, from anywhere, even on your phone. Invoicing, paying bills, and even bank reconciliation are all a breeze. You can give your team and your accountant access as well, which makes collaborating…

Read More

OneSaas Integration: A World of Possibilities

By | Partners, Using Batchbook | No Comments

One of the perks of using cloud software like our social CRM is the ability to integrate with other pieces of software that you use. We are focused on building out a lot of great direct integrations with companies you love, and we have many partners that are building integrations with us. But, of course, it is impossible to build integrations with every piece of software. This is where the OneSaas integration comes in. OneSaas is basically an integration hub for a lot of useful small business software tools. You can use that hub to set up integrations with your most used small business software. OneSaas automates integration with a ton of great tools. The OneSaas Integration The OneSaas integration allows…

Read More

Get Those Holiday Cards Out This Year

By | Contests, Partners, Tips, Using Batchbook | One Comment

If sending out holiday cards to your customers is on your to do list for this year, we have some great news for you! We’ve teamed up with Direct Mail Manager to making sending cards this year a breeze! Getting Your Cards Mailed There are two parts to any holiday mailing. First, you need an organized list of contacts with mailing addresses. Hopefully you are already organizing your contacts in Batchbook. But even if not, you can quickly import your contacts to build yourself a useful and organized customer database. Once you have your contacts organized in Batchbook, you can build a list of customers you want to send cards to. We suggest using the Champion button to have everyone…

Read More

ActiveCampaign Integration with Batchbook Updated

By | Partners | One Comment

As you may know, ActiveCampaign’s email marketing product has had an integration with Batchbook for some time. That integration now works with both the old and new versions of Batchbook! The folks at ActiveCampaign focus on customer support and we are really happy that they felt it was important to support both versions of Batchbook. The integration is super easy to set up and allows you to import a list from Batchbook into ActiveCampaign. That’s where the fun begins! ActiveCampaign has powerful in-app segmenting tools that help you further refine the list for your email marketing campaign by a number of criteria including gender, income, geographical area and more. This makes it easy to send smarter campaigns that are targeted…

Read More