BatchBook was created to provide small businesses with a user friendly CRM solution. BatchBook was designed as a small business CRM for organizations running on a tight budget, and the solution leverages integrated contact management, sales and lead management, social media monitoring, reporting and more.

BatchBook Pricing

  • Navy Blue – $14.95 for 1 user/month
  • DeepBlue – $29.95 for up to 5 users/month
  • RoyalBlue – $49.95 for up to 10 users/month
  • KingFisher – $69.95 for up to 20 users/month
  • Indigo – $149.95 for up 50 users/month

Customer Focus

BatchBook is geared towards small businesses with up to 50 users. Organizations in need of small business CRM can leverage BatchBook for its strong contact management, lead management, and social media monitoring capabilities.

BatchBook CRM Key Features

Contact Management

  • Use super tags to create custom fields
  • Import social networking profiles

Social Media Monitoring

  • Easily add Twitter, Flickr and LinkedIn profile information
  • View latest tweets, recent photos, and LinkedIn summaries right from BatchBook

Communications Tracking

  • Monitor the entire customer lifecycle with detailed contact histories
  • Email forwarding to BatchBook with BatchBox

To-Do List

  • BatchBook provides integrated task management with automated email notifications.

Sales Management

  • Manage the entire sales cycle and associated communications.
  • Track and assign status to leads
  • Build custom reoirts to track the sales pipeline.

Lists and Reports

  • Build mailing lists from contacts, use super tags to manage contacts, and easily export and import contacts
  • BatchBook easily integrates with MailChimp to streamline email marketing campaigns directly from the CRM.

One User Review

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  1. 4 of 4 people found this review helpful.

    Batchbook is a great CRM tool

    Taylor Irwin 08/02/2011 at 11:53 pm #
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    Over the last decade of specializing in sales and marketing, I have run through a wide variety of CRM software systems. Currently, I am using Batchbook CRM because they offer unparalleled simplicity and powerful super tags. Although I have become a paying customer for Batchbook, initially they provided us with a free trial for up to THREE users. I like how Batchbook has less features and focuses more on contacts-makes the system much easier to use. The inexpensive yet cost-efficient system is ideal for my small business. They provide robust social media monitoring to gather more traffic to my company.

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