BatchBlue Software

Batchbook


4.5 / 5
6 reviews

Who Uses This Software?

Small businesses or small groups within larger businesses.


Average Ratings

6 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 4.5 / 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

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Contact Database
  • Contact Import/Export
  • Interaction Tracking
  • Lead Management
  • Prospecting Tools
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Business Card/Badge Scanning
  • Calendar/Reminder System
  • Document Storage
  • Forecasting
  • Lead Scoring
  • Live Chat
  • Marketing Automation Integration
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Audience Targeting
  • Brand Tracking
  • Calendar/Reminder System
  • Customer Support
  • Email Marketing
  • Lead Capture
  • Lead Nurturing
  • Live Chat
  • Marketing Automation Integration
  • Multi-Channel Social Integration
  • Sentiment Analysis
  • Social Media Monitoring
  • Task Management

Batchbook Reviews Recently Reviewed!


So helpful

Dec 14, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I loved that I could bcc the software and have my emails added to a client file. It made it much easier to track communications and look back on communications when necessary. It was also great to be able to use tags to categorize clients and then use the stats function to generate statistics like how many people booked interviews/classes/care etc.

I managed a team that did their work remotely so this also helped me to monitor their work to be sure they were meeting our best practices in terms of follow up and information sharing.

Cons: I found it a bit hard to organize the info I needed to generate stats. I loved that stats function but would have liked a little more information about how to use it.

I'd also like a function built in so that when a client fills out the registration form on our website, that they are automatically created in batchbook. As it stood when I used it, we had to do data entry to input a client.

I'd also like a better functioning app. Myself and my team found the information available on the app to be very limited and since we did most of our work remotely and on the go, having the ability to see everything and enter data from our phones would have been a huge help.

Overall: I very much loved using batchbook and often recommend it as a tool for small business owners (especially service based businesses) to track their client bookings.

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
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Extremely
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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.

Small and great

Mar 24, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Batchbook is very helpful to keep track of all the major details of the customers, suppliers, friends and share them too.

Cons: I feel its little expensive and offline access is also one thing they need to concentrate and work towards if they want to improve.

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

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.