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
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