“Thanks @BatchBook for an excellent onboarding session! All questions answered. Glad we chose you for our #CRM.”
Join Our Next Group Onboarding
Learn Batchbook basics in a flash, with other people ready to get seriously organized with the best small business CRM out there. You’ll get a setup and customization review, a run-through of advanced features and a priceless peek into how other businesses are using CRM.
Can’t make it to one of our live sessions? Watch our video.
Have you completed group onboarding and now want us all to yourself? We’re flattered. Solo onboarding is a deep dive into Batchbook on your own terms. .
Onboarding Team
Jennifer Capenito is our Customer Experience Team Lead. She’s worked with tons of small businesses to help them get started on the path to CRM success.
Melony Hypes is our Director of Customer Experience. She works closely with customers to help them get the most out of Batchbook.
Stephanie Sweeney bridges both our Quality Assurance and Customer Experience teams. She really knows how to make Batchbook work for our customers.