The New Batchbook: We’re Getting Close
This is the latest installment of The New Batchbook series, a collection of blog posts intended to keep you all updated on the progress of our re-write of Batchbook. Some of you may have noticed that we now have a banner on our sign-up page letting new customers know that we will soon be releasing a new version of Batchbook. As we near the release of the new Batchbook, we want give those folks signing up for the existing product the heads up on the new edition.
We’ll be launching the new version within a matter of days now, so I want to give our existing customers a little information on what to expect.
New features: There are many upgrades to existing features in the new app. I’ll be detailing them out with the launch announcements, but I’ll share a few highlights for those of you already familiar with Batchbook. The new version will include import field mapping, people attached to multiple companies, quick browsing, multiple SuperTags (now known as custom field sets) per contact, custom fields on communications and to-dos, improved contact searching, customer “champions” and so much more.
New pricing: We are changing the pricing model for Batchbook. Small businesses’ competitive advantage stems from the intimate relationships we foster with our customers. Sometimes you want to go where EVERYBODY knows your name. The whole company (or bar, or consultancy, or firm, or practice) should be in on the relationships. So to help you get all of your team participating we now have unlimited users in all accounts.
Migrating: Migrations will start within the next few weeks and you will get many notifications before we move your account. While there are a number of new features in this release of Batchbook, there are a number of things that are not included, or are being handled very differently. Before migrating any accounts, we will give account administrators the chance to preview the functionality in the new system to see if their needs can be fully met. Functionality will continue to be updated, so the best way to learn what is available is to take a look at the new product and work with our support team to see what you need. We will continue to maintain and support the existing Batchbook product (now called Batchbook Classic) until accounts are migrated over.
I’m very proud of the extraordinary effort that the Batchbook team has contributed in building out the business rules, talking to customers, processing customer requests, building, testing and rebuilding new functionality, working with beta users, restructuring the hosting environment and designing a new website. Their dedication and commitment to the idea of providing a better choice for passionate small business owners is inspiring.
While we will continue to add more integrations, more features and more mobility to this product, we are thrilled with the new foundation upon which to build our small business universe. We look forward to hearing what you think.










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