More Sales and Happier Customers
Is your business overflowing with happy customers? Adding more contacts is easy.
Choose a larger plan now, or upgrade later.
“Let our team help you get started quickly.”
Free Onboarding for Everyone We'll help you get started on the right foot.
Become the master of your CRM. Join our free onboarding sessions to get the skills and confidence you need to build better relationships and win more sales with Batchbook.
“I cannot imagine how I would manage all these relationships without Batchbook!”
Every Batchbook Account Comes With
- Unlimited Users
- Collaborate in a whole new way. Keep your team connected with your contacts, from marketing to sales to customer service. Everyone sees the same information and can add to the customer story.
- Unlimited Deals
- You have nothing but opportunities in front of you. We believe in you and want to help you close as many sales as possible. Every plan comes with unlimited deals to help you move from first hello to final handshake.
- Unlimited Integrations
- Use the tools you love along with Batchbook. Never pay extra to integrate your email provider, accounting software, social media accounts like Twitter and Facebook, or any of our other certified integrations. Share your info freely!
- More of the Features You Need
- Fast set up with drag and go importing
- Create custom fields to record every important detail
- Dashboard to see an overview of what is going on with your contacts
- Contacts view where you can quickly filter to see just the right people
- Contact profiles that give you the full story
- Track the progress of every sale in the deals view
- Save all of your communications and see them on one screen
- Manage your tasks along side your contacts
- Create customized lists of contacts for better follow up
- Find contacts that match specific and detailed criteria
- View our tour for more details
Get your whole crew working together to build better relationships and win more sales.
"If you have clients or customers, Batchbook is a must-have tool."
How does Batchbook…
- Help me manage my sales?
- With Batchbook Deals, you can track all of your sales in one place. Organize them by what stage they are in and by things like deal amount, category, and territory. Deals can be assigned to specific users for follow up, and they are easily accessible on the go from your smartphone or tablet.
- Help me organize of all my contacts
- All of your contact information can be brought together in one place with Batchbook. Import details from your address book, accounting software, email service provider, and more. Then add details as you work with contacts in sales and customer service. Contacts can be added to lists based on things like tags, activity, and custom field information.
- Help me build better customer relationships
- A good customer relationship starts by you really knowing who your customer is. With Batchbook, anyone who works with a customer can see a complete history and can plug into other info like social data to provide the best customer experience. And with To-Dos, you can make sure you are delivering on all of your customer promises.
- Help my team collaborate
- Every Batchbook account lets you add every single one of your team members for one low monthly price. Getting everyone access to your CRM will help you collaborate more effectively on things like sales and customer service. Having everyone record their customer emails automatically with Batchbox is a good way to get the collaborative ball rolling.