Imagine If It Were
This Simple

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The CRM for Small Business

Grow your business with better insight into your contacts and deals.

Instant Setup Saves You Hours
Time is precious. We get you going fast with exclusive drag and drop importing.

Drag in your CSV spreadsheet or vCard file
Map all your data, creating new fields on the fly
Turn boring spreadsheet data into rich, socially connected, contact profiles

Grow Your Business by Closing More Sales
Easily keep track of all your deals from start to high-five!

View all of your pending sales in one place
Move each deal through a sales process that works for you
Bring together all of the information you need to close the sale

Improve Your Customer Relationships Free 30 Day Trial

Stay Mobile and Work From Anywhere
You are used to working on the go. Batchbook goes with you.

Flexible design fits any screen
Have the same info on every device
Enjoy mobile optimized views for Contacts and Deals

Organize Every Contact Detail in One Screen
See everything you know about your contacts so you’ll never be left scratching your head.

Rich contact profiles show you everything you need to know
Up to the minute social data, recorded emails, and custom data
Keep track of deals, projects, and workflows

Stay On Top By Knowing What’s Next
Create happy customers by always knowing what they need from you.

Build active lists to see groups of contacts who need action
Assign To-Dos for specific contact related tasks
Set up text, email, or calendar reminders for your To-Dos

Accomplish More with Useful Integrations
Batchbook plays well with others.

Integrate your account with industry leading software
Import and export contacts quickly
See helpful details right in Batchbook

Need more info?

Here’s a features list bound to help your business thrive.

See All Features

Improve Your Customer Relationships Free 30 Day Trial