Batchbook

by BatchBlue Software

4.5 / 5 6 reviews
Batchbook

Who Uses This Software?

Small businesses or small groups within larger businesses.

Average Ratings

6 reviews
  • Overall 4.5 / 5
  • Ease of Use 4.5 / 5
  • Customer Service 4.5 / 5
  • Features 4.5 / 5
  • Value for Money 4 / 5

Product Details

  • Starting Price $19.95/month
  • Pricing Details Price per month includes unlimited users!
  • Free Version No
  • Free Trial Yes
  • Deployment Cloud, SaaS, Web
  • Training Live Online
    Webinars
    Documentation
  • Support Business Hours
    Online

Vendor Details

  • BatchBlue Software
  • http://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

  • Contact Database
  • Contact Import/Export
  • Interaction Tracking
  • Lead Management
  • Prospecting Tools
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • 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
  • 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 Most Helpful Reviews

So helpful

Translate with Google Reviewed on 12/14/2018
Amanda S.
Talent Advisor
Human Resources, 5,001-10,000 Employees
Used the Software for: 1+ year
Reviewer Source 
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: 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.

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.

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

Translate with Google Reviewed on 11/23/2015
Michelle W.
Owner
Management Consulting
Used the Software for: 2+ years
Reviewer Source 
Source: SoftwareAdvice
5/5
Overall
3.5 / 5
Ease of Use
4.5 / 5
Features & Functionality
4.5 / 5
Customer Support
Value for Money
Likelihood to Recommend:
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.

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