BatchBlue Software

Batchbook

4.5 / 5 4 reviews

Who Uses This Software?

Small businesses or small groups within larger businesses.


Average Ratings

4 Reviews
  • 4.5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $19.95/month
  • Pricing Details
    Price per month includes unlimited users!
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • BatchBlue Software
  • batchbook.com

About Batchbook

Batchbook is a simple contact database that integrates with tons of apps. Keep all your meaningful contact info in Batchbook for a complete, current story about each person's history with your business. Search across contacts to find the exact person or people you need. Dynamic lists stay current. If contacts belong they're auto-added and if they don't they're auto-removed! Batchbook's mobile-responsive, so you can access contacts 24/7. We save you time so you can get to know your customers.


Batchbook Features

  • Activity Management
  • Appointment Management
  • Contact History
  • Contact Import/Export
  • Customer Pipeline
  • Email Marketing
  • Group Management
  • Lead Management
  • Prospecting Tools
  • Search / Filter
  • Shared Contacts
  • Call Logging
  • Contact Management
  • Customer Support
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Sales Pipeline Management
  • Territory Management

Batchbook Reviews

I've been with Batchbook for years & have never considered switching

Nov 23, 2015
5/5
Overall
3.5 / 5
Ease of Use
4.5 / 5
Features & Functionality
4.5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: I love how flexible and expansive each contact can be, along with the social media piece. I also live by the lists I create, making it easy to see who is due for a follow-up card or whatever I need.

Cons: The cost for new clients is the only reason why I hesitate recommending it for new entrepreneurs. It would have been too prohibitive for me back when I was starting out, and probably even now.

Recommendations to other buyers: Figure out what you need and don't over complicate. Realize they'll be a learning curve, too, and put the time aside to really learn the system and make it work for you.

Fits my needs

Oct 07, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I use Batchbook to keep track of my customer's info and share it with my team. It was easy to set up and simple to use. It also connects with my email and quickbooks account.

Batchbook is great for small businesses

Dec 18, 2014
4/5
Overall

Comments: Batchbook is a very easy to use CRM that allows you to track about anything. Their how-to videos are great and their support is TOP NOTCH! I recommend and deploy Batchbook to a number of our customers.

Pros: Ease of use, easy to customize to fit your business. Great support. Unlimited users with current pricing model which is HUGE for my larger clients.

Cons: Mobile access is web client only. Really wish they had an app/hybrid for offline access.

Sep 11, 2015
4/5
Overall