Batchbook logo Batchbook

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.

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Batchbook Features

  • Drag-and-drop in your contacts via CSV or vCard files
  • A "Most Active" filter to see who you communicate with the most
  • Include your entire company with free unlimited users
  • Filtered search makes it easy to find anyone
  • Integration with Hootsuite for a social CRM
  • Responsive site to work on any mobile device

Batchbook Pricing

  • $55/month for unlimited users and up to 10,000 contacts
  • $75/month for up to 15,000 contacts
  • $95/month for up to 20,000 contacts
  • $115/month for up to 25,000 contacts
  • $135/month for up to 30,000 contacts

Last updated September 22, 2014. Please visit the official site for the most up-to-date information.

Batchbook Review

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.

Matthew

Reviewed by Matthew Guay, Zapier. Last updated October 27, 2014.

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