Review of Batchbook

January, 2015

Batchbook Customer Relationship Manager (CRM) is a cloud-based web application which specializes in social strategies for customer relations. The social CRM is specifically designed to help each business maintain a very high level of contact with their most important customers.

Set-up is super-fast with exclusive drag-and-drop importing and the app can be customized with custom fields and lists.


Batchbook has really great features. First, each account allows unlimited users, which keeps all team members informed. And with the cloud based application this interaction by all members can take place real-time no matter where each member is located. Read on to see the other features Batchbook offers.

Contact Management

Batchbook’s dashboard has an overview of the specific contacts so the salesperson can import and export their contacts easily, with helpful details right on the screen.

All contact details are on one screen so the salesperson can see everything about their contact at a glance without missing any important details. Social data, recorded emails, and custom data are visible too.

Sales Pipeline

Pending sales are shown in one place, yet it is customizable so that each salesperson can view the pipeline in a way that makes sense to them.

Calendars and Tasks

Task lists can be made, with conversation histories attached.

Mobile Access

Batchbook goes with the salesperson everywhere with the mobile app. The flexible design of the application fits any screen. Each device has all the information needed—all of it. The views for contacts and deals can be optimized too.

The mobile device apps are available for Android and iOS systems.

Sales Analytics

Full communication history is kept with the history of interaction, affiliate records, and advanced search criteria fields.


Batchbook allows lists to be active, while assigning tasks with alerts for text, email, or calendar reminders.


Batchbook interacts well with the many common industry leading software plug-ins available. Integrating with Quickbooks Online allows the sharing of invoices and contact information through the team. But most of the available integrations are for sharing contact information with those services.

Social Media

With Batchbook, the salesperson can integrate popular social media apps into a manageably intuitive interface. This helps the salesperson see what’s important to their clients. The entire sales team can connect to every social media profile the company possesses.

Final Words

Batchbook’s focus is on social integrations to reach clients. It also offers great customer relation features. In this effort the shift toward social networking develops great leads. Further integration would help Batchbook offer more services to their clients.

This affordable CRM does allow unlimited users and integrated social connections which are a very attractive option in a CRM software application.

The Sales Pitch

Social CRM for Small Business

Dream big dreams, while making sure every task gets done, every lead is followed up with, and every customer leaves happy.

Easy Start

Instantly set up your account. Just drag in a list of contacts and get going. Address Book 2.0

Our CRM isn’t just a place to store names and numbers. Build a complete profile of each customer. Get Tasks Done

So much to do, so little time. Keep your most important tasks top of mind, and feel free to procrastinate the rest. Win Sales

Know who your best leads are, what they want, and where they are in the buying process. Go Mobile

Batchbook is available on a smart device or tablet near you. And near the beach. Unlimited Users

Share info so each team member can put their best foot forward.


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

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

Batchbook integrations mailchimp xero facebook

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
Tech Information
Service Name
Parent Company
BatchBlue Software, LLC
No. of Staff maintaining this service (estimated)
Tiny (10-24 people)
Online, email
Mobile Devices
Mobile optimized views for Contacts and Deals
Head Office
Providence, RI
Learn More

Are you interested in Batchbook or related products? GET PRICING OR GET DEMO