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.
Batchbox is an all around team favorite! Whether your goal is staying in touch with clients, sharing information with the team or both – Batchbox is the answer. Using your Batchbox address allows you to quickly pull your email conversations into Batchbook and attach them not only to the client but the user record as well.
Share Conversations with a Team
Pulling conversations into Batchbook allows your whole team to share important information about what’s happening in your client relationship without tons of forwarding and cc’ing one another on random client emails. It allows you to help keep your co-workers email inbox a little cleaner, which means everyone is a tad more productive.Read More