Archive for the “Partners” Category

Quote Roller Integration Makes Sending Proposals From Batchbook a Breeze

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 [...]

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Keep Your ActiveCampaign Contacts Fresh with the Batchbook Integration

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 [...]

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Connect Batchbook and FreshBooks

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 [...]

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Import Your Commenters to Your CRM with our Disqus Integration

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 [...]

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Bedrock Integration Connects Sales and Marketing Apps with Batchbook

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 [...]

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Our New HootSuite App Helps Your Business Make Social Connections

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 [...]

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

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, [...]

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OneSaas Integration:
A World of Possibilities

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, [...]

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Get Those Holiday Cards Out This Year

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 [...]

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ActiveCampaign Integration with Batchbook Updated

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. [...]

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