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

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

Improve Your Customer Relationships Free 30 Day Trial

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

Improve Your Customer Relationships Free 30 Day Trial