BatchBook

Customer relationship management

Social Collaboration Suite Accounting Social Customer Relationship Management

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Lists & Reports
Web forms
3rd party integration
Contact management
Social media monitoring
Custom fields with SuperTags
Communications tracking
Email forwarding with BatchBox
To-Do list

Lists & Reports

BatchBook’s Lists & Reports allow you to build a list from all contacts, an advanced search or tags to better manage your contacts. Use a list to easily generate mailing labels, export, or back up your data or create customized, printable reports from your contact data. Use these reports to generate call lists, add to presentations or to take notes when you’re traveling, in the field, or working off-line. Using BatchBook’s integration with MailChimp, you can send beautiful, custom email newsletters to your contact list.

Web forms

BatchBook web forms fit your data-gathering needs, whatever they may be. Customize a web form to capture the information you need from your website and it will added directly into your BatchBook account. Use your web form to generate leads, collect newsletter sign-ups, invite visitors to a class or webinar, conduct surveys, or anything else you can imagine.

3rd party integration

At BatchBlue, we believe your contacts belong to you. That means they should be easy to get in, easy to get out. BatchBook simply provides a handy place for you to store your contact information and keep it organized in the way that makes the most sense for you and your business. As part of the Small Business Web, we’ve partnered with some like-minded software companies such as FreshBooks, MailChimp and Shoeboxed to provide you with access to a full suite of small business tools and services right from your BatchBook account. Read more about our partners and how the Small Business Web can work for you.

Contact management

BatchBook allows you to keep track of your business, personal, and social networking contacts and share them with the rest of your team. You can create a flexible, easy-to-use contact database from scratch, or import your contacts from an existing system. In addition to standard contact information, you can use SuperTags to create custom fields you’ve added yourself to capture the information that’s important to you (such as customer information, personal details, or social networking profiles). BatchBook’s Contacts tab offers a variety of filtering options and powerful batch actions so you can efficiently manage your network.

Social media monitoring

As the boundaries between personal social networking and business networking continue to blur, the need for a tool to manage these relationships becomes indispensable. BatchBook is the CRM that understands the business of social. Using the Social Media SuperTag, you can enter information such as Twitter usernames, blog feeds and LinkedIn profile URLs (plus many others!) on a contact record. When you view the contact record, you will not only have links to social networking profiles, but the last three tweets, last three blog posts, and a LinkedIn summary will appear alongside the person’s contact information and communication history, giving you a more holistic view of their social networking activity.

Custom fields with SuperTags

A SuperTag is a tag with a lot more power (hence, the super hero status!). By turning an ordinary tag into a SuperTag, you can group contacts together and create custom fields for only those contacts. SuperTag your “press” tag to track custom information about your press contacts like publication, topics, and preferred contact method. SuperTag your “customer” tag to store customer data such as birthday or account information. With SuperTags, you can choose from different field types, including text, number, yes or no, phone number, email address, website, date, recurring date, multiple choice and even RSS feed. Every SuperTag field is searchable through BatchBook’s powerful advanced search and reportable through BatchBook’s Lists & Reports.

Communications tracking

BatchBook Communications allow you to log emails, phone call notes, or any other communications with your contacts. Follow the communications stream of your entire team by subscribing to the feed. Want to see the last time your company contacted a client? Simply look up your client and that information is displayed on their contact record. Also, with BatchBox email forwarding, you can send emails directly to BatchBook. BatchBook will automatically store the email as a Communication, attach it to the relevant contacts (and create a new contact, if needed), and retain any attachments.

Email forwarding with BatchBox

With BatchBox email forwarding, you can send emails directly to BatchBook. BatchBook will automatically store the email as a Communication, attach it to the relevant contacts (and create a new contact, if needed), and retain any attachments. You can also create To-Dos from email via BatchBox by including “TODO:” at the start of the subject line.

To-Do list

The BatchBook To-Do list lets you manage your tasks quickly and easily. In addition to managing your own tasks, you can assign tasks to other users. You can even create To-Dos by email via BatchBox email forwarding. To stay on top of your tasks, you can set email reminders, subscribe to the feed or even print out a handy portable version of your To-Do list.