Take Control Over Your Contacts
As your business grows, so does your number of contacts, and the amount of details you want to remember about each one. Spreadsheets just can’t cut it. They are hard to update and hard to share with your team. Build a useful customer database with Batchbook!
Just drag-and-drop your spreadsheet into Batchbook and we will automatically create custom fields so that you can bring over every bit of information you have!
See your contacts in an organized screen. Use quick filters or detailed reports to look at a certain group. Easily view, print, email, or export lists of contacts.
Stop Losing Track of People
It’s a people meet people world, and you rely on the connections you make every day to grow your business. But are you remembering to follow up on every important opportunity, or are some things just falling through the cracks? Let Batchbook help you remember the important things.
Give yourself (or a teammate) a task to remember to follow up with a contact. See all to dos for a contact right on their page in Batchbook.
Search for contacts that you haven’t communicated with in awhile so you can make sure you aren’t missing important opportunities or falling out of touch with key people.
No one person handles every interaction with a customer. You need to work as a team, but making sure everyone has the most up to date information and a full history of conversations is a mind-boggling task. Not anymore. Keep everything in one place, accessible by any team member, from anywhere, with Batchbook.
Don’t leave anyone out in the cold. Automatically assign follow ups and schedule automatic communications to keep clients engaged.
Batchbook lives in the cloud, which means you can access it from any computer or device. Everyone will share the same contact information!