Batchbook Social CRM Tour
A quick look at our favorite customer management features.
Easy Importing
No matter where your contacts currently live, you'll find that Batchbook has open arms. Import your contacts via a CSV spreadsheet, a vCard file, via a contact form on your website, or directly from one of our integration partners.
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Drag and Drop
Drag in any CSV or vCard file and drop it right into Batchbook for a quick import. Watch a video to see how this works.
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Via an Integration
Use Formstack to import anyone who fills out your web form, or directly import contacts from Google, MailChimp, Xero, Eventbrite or Disqus.
Improve Your Data
Beef up your contact bios with relevant information which will help you improve your relationships and organize your contacts in smarter ways.
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Custom Fields
Only you know which contact details are important to your business. Don't be limited by boilerplate default fields. Get creative (and productive) with your own custom fields.
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Social Details
Get some background on your contacts by connecting to their Facebook profile right in Batchbook.
Organize Your Contacts
Make your contact list useful with the ability to sort, resort, and view interesting segments of people. Get a better idea of who your customers are, how they relate to each other, and what next steps you need to take with them.
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Quick Filters
Decide which contacts to view by filtering based on tags, permission, recent activity, and our super neat champions button (to see those truly special customers).
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Advanced Lists
Build a list of contacts based on specific and useful search criteria. Build lists based on location, last contacted, custom fields, and more.
Interact with People
Collecting information about your contacts is only half the battle. Building relationships is where the fun is! Encourage more customer interaction across your team and keep a running history of what has been said, promised, and accomplished.
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Communication History
Record important emails automatically and jot down notes from your conversations with contacts so you don't forget what was said. Chat as a team about a contact by using our comments box.
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Follow Up Tasks
Assign tasks to yourself or another team member based on your communications. Create lists to see who you haven't talked to in awhile to make sure things don't fall through the cracks.