Get More Done From Contact Preview

By | Product Updates | 3 Comments

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 uses for this sort option too!

View More About Your Contacts (And Do More Too)


In addition to the new sorting options, we’ve added 3 new widgets to your contact preview. Now, if you are browsing through contacts, you will be able to quickly see any communications, open to-dos, or deals that you have with any contact.

This will help you see which contacts are active and which might need attention. And when they do need attention, it is easier than ever to take action.

Whether you are a manager looking through new leads and assigning out follow up tasks, or a sales rep sending emails to contacts that are in the middle of your sales process, or a volunteer reaching out to members for a donation drive, having more of this info on the browse list will save you a ton of time.

Complete To-Dos from More Locations


You can now complete a task right from the to-do widget on the contact record or the dashboard.

Since you often need to go to the contact page to get your task done, we thought it made sense to let you mark it done from there as well. No more remembering to go back to your to-do list to complete items.

This should help you keep that list of tasks managed. Whether you are working from the dashboard, the contact browse or contact detail page, or directly from your to-do list, checking things off will now be much quicker.

Please let me know what you think of these new features, and look for even more updates soon!

Creating “WOW” Experiences After the Sale is Made

By | Customer Service, Sales | No Comments

You know that good customer service is an important part of doing business. Follow-up after the sale is one of the ways you can make customers feel special and confirm that they made the right choice by choosing to buy from you. Whether their purchase was large or small, a heartfelt “Thank You” will go a long way in creating a long term relationship with your customers, and repeat business or referrals as well.

We have a new article in our Sales Guide written by Gregory Ciotti from Help Scout that will give you some ideas on how to improve your customer service. Some of the tips shared are:

  • How to give customers a real “Thank You” and why it’s important
  • How to add personality to the emails you send to customers
  • How the content you create can help your customers succeed

We’re really happy to have Help Scout contribute to the Sales Guide because their philosophy on customer service is so similar to ours. We’d love to hear what you think of “Creating “WOW” Experiences After the Sale is Made” and whether it was helpful for you.

Help Scout also has a great blog where you can learn even more about how to give your customers the best experience ever!



How Online Forms Help You Generate and Nurture Leads

By | Tips | No Comments

Sure, you know it’s important to collect contact info from potential and current customers. But it really isn’t easy to gather the information while you’re busy running your business. Online forms are an excellent way for people who are interested in your products or services to easily give you their contact info so you can follow up.

Read More

#FavFeature: To-Dos Help My Team Get Stuff Done

By | Tips | No Comments

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 with the subject line #Favfeature.

Ah To-Do’s, how would I ever get anything done on time without you? To-Do’s are a favorite in Batchbook of many folks for just that reason: they help keep us on track!

60% of Batchbook users are using To-Dos regularly

Quick Look at Tasks from the Dashboard

So what makes To-Do’s in Batchbook particularly handy? First, I love having our To-Dos right on the Dashboard so that I can get moving quickly as soon as I log in. It’s a great quick-start to the day!


Team Based Task Management

As I hop over to the To-Do tab for a more in depth look at my tasks, it’s helpful being able to see not only what I’m personally working on, but what’s on my team’s plate as well.


Read More

Important Notice: Impostor Site Shut Down

By | Press | No Comments

It has recently come to our attention that an impostor site has been trying to pose as Batchbook in various online marketplaces, using the url We have taken legal action to have the impostor site taken down and as of today, they’re temporarily off the web while their ISP investigates.

This in no way affects your Batchbook account, but we wanted to make all Batchbook users aware in case you came across this url or any other listings of Batchbook that don’t link back to our secure website. It is unfortunate that people would try to profit by posing as another company, and we take any attempt to do so very seriously. We will continue to pursue legal action to protect our brand and customers.

If you have come across any offers from, please let us know by emailing us at

How to Add New Contacts to Batchbook From Your Smartphone

By | Tips | No Comments

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

Read More

Introducing Collapsible Widgets

By | Product Updates, Using Batchbook | No Comments

One of the best things about using Batchbook is that you can store pretty much every detail about your contact right on one page.

When you have a contact open in Batchbook, you can see their contact info, to-dos that you have for the contact, a history of communications, files that are related to the contact, social details from Twitter and Facebook, any custom information you deem important, plus quite a bit more.

You can view most of this information in widgets, which are little boxes of information that you can move around on the contact page based on how you prioritize them.

This approach gives you great flexibility and a way to store a lot of pertinent info in one place. However, there is one downside to this approach. Because there are so many different things to keep track of for any given contact, you naturally need to have a lot of widgets. Some of them you might use all the time, some only occasionally. When you have a lot of widgets full of information, looking at all of it one one page can get overwhelming.

Based on user feedback, we’ve decided to improve the user experience for our contact page widgets.

Collapse, Expand, and Rearrange



Read More