Batchbook is a cloud-based social customer relationship management (CRM) system that enables small and midsize businesses (SMBs) to create and manage customer records. It provides customizable fields that can be used to fill customer details in any format as per the requirement. Businesses can use Batchbook to pull email interactions for their contacts, as well as relevant social information from Twitter, Facebook and LinkedIn accounts.
Users can use tags and customizable lists to group and segment customers depending on their recent activity or status in the sales pipeline. Tasks, email reminders and real-time calendar notifications help campaigners to organize their schedules and ensure they never miss on any critical events. Users can also automate recurring tasks and routine emails.
Batchbook is a cloud-based social customer relationship management (CRM) system that enables small and midsize businesses (SMBs) to create and manage customer records. It provides customizable fields that can be used to fill customer details in any format as per the requirement. Businesses can use Batchbook to pull email interactions for their contacts, as well as relevant social information from Twitter, Facebook and LinkedIn accounts.
Users can use tags and customizable lists to group and segment customers depending on their recent activity or status in the sales pipeline. Tasks, email reminders and real-time calendar notifications help campaigners to organize their schedules and ensure they never miss on any critical events. Users can also automate recurring tasks and routine emails.
Specifications
Business Size
Small
Deployments
Cloud
Language Support
English
Platforms
Product Details
Features
Contact Management
Customer Database
Lead Tracking
Remote Access
Customer Service Integration
Workflow Rules & Management
Territory Management
Lead Management
Contract Management
Contact History
Social Advertising
Multi-Channel Marketing
Campaign Dashboard
Email Marketing
SMS Marketing
Benefits
For one, the system is great in managing sales and sales-related information. Users can organize them by phases and categorize them by amount, territory, etc.
Collaboration is a breeze. For a low price.
Complete customer information, including history, allows marketers to make more decisive actions and intelligent decisions.
Organize contacts seamlessly with Batchbook. Import details from your address book with ease.
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