Batchbook Updates

Batchbook mention · January 18, 2018

The 10 Best CRMs for Small Business in 2018

Business is increasingly challenging, especially for small teams trying to keep up with larger competitors. You might not be able to match them on price or get your products in front of as many people. Your best advantage is that you can give your customers more of a personal touch...read more
Batchbook mention · June 1, 2015

Five Ways to Manage Contacts, Customers and Sales Leads with Ease

The Zapier Monthly: Contact Mangement Edition | Vol. II, Issue 5 Every month, we teach you how to use Zapier to solve a problem or reach a goal. This month, we're showcasing how to streamline the creation and management of contacts in your CRM. Managing contacts is like sorting socks...read more
Batchbook mention · December 24, 2014

The Ultimate Guide to CRM Apps: A Free eBook From Zapier

It's that time of the year when you have time off work to fight traffic and winter snowstorms, to relax with your family and make New Year's resolutions. And, if you're lucky, it's that time when you'll get the item you've had in your...read more
Batchbook mention · September 23, 2014

The 25 Best CRM Apps for Every Business

Managing your contacts didn’t used to be so difficult. When you started your business, you had a handful of suppliers and customers, and few enough team members that you could memorize their email addresses. Things change. That’s good: business is growing and you have more people than ever...read more
Batchbook update · January 26, 2013

Person Custom Fields Support in Batchbook

The great thing about Batchbook is its powerful custom fields mechanism, and now Zapier supports it in full color. Whether you are triggering off of a Person or creating a Person, we've got all your custom fields covered.read more
Batchbook update · November 15, 2012

Extended Person Fields

Many more fields available when creating a person in Batchbook like phone, address and comments.read more
Batchbook update · November 15, 2012

New User Trigger

You can now trigger off of Users in Batchbook CRM and not just People and Companies.read more
Matthew Guay
Reviewed by Matthew Guay
Last updated October 27, 2014

One of the most annoying things about using a new app is having to import all of your data. Sure, most programs let you bring in your contact info and more from spreadsheets, but it can be difficult to find where you're support to import the files. Then, if you had a very specific set of data in your spreadsheet that you really needed to reuse in the new app, it's a coin toss as to whether you'll be able to easily import everything. You'll be hoping there's fields for everything you want to track.

Batchbook takes the guesswork out of setting up your CRM by making it as easy as drag-and-drop. You can drag-and-drop a vCard or spreadsheet into any Batchbook screen to add it to your database. It'll analyze the fields and try to automatically match them with the fields you're already using. You can then select fields for the other data that it doesn't recognize automatically, or make a new custom field. That simply, you'll have the CRM filled with the data you've already been tracking.

Then, Batchbook will make that data smarter. It'll show you their most recent Twitter posts, your communications with them across email and social networks, and show if they're subscribed to your mailing lists. You'll be able to add tasks to their profiles, track custom data about them like sales and support interactions, and keep track of your deals.

Or, you can keep things simple by just staying in the contact list, where you'll be able to see everyone's names and info together and quickly drill down with filters to find the people you're looking for. You can use tags to categorize contacts, so you can keep your media contacts separate from your potential customers, and can keep those filtered searches permanent by saving them as a custom list.

Beyond the ways it simplifies getting started, one of Batchbook's best features is that it's priced for your entire team. You'll pay for the features you need, and then be able to let everyone in the company use them without having to worry about how much it'll cost. And once everyone's relying on Batchbook to keep track of contacts, you'll have a far better overview of your team's connections and contacts than you'd have if everyone's relying on their own address book.

If you've been using a spreadsheet to manage your contacts, and are ready to move onto something more powerful, Batchbook is designed specifically to be the next step in your contact management journey. It promises to turn your spreadsheet into a rich contact database, and does quite the good job at just that.

Have any feedback on this overview, or something we should change? Let us know!

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Batchbook is a social CRM. It has all the standard features of a CRM plus it can take in Twitter streams, Facebook updates, RSS feeds and more.