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The CRM for Small Business

(3)

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Batchbook Pricing, Features, Reviews and Alternatives

Batchbook FAQs

Q. What type of pricing plans does Batchbook offer?

Batchbook has the following pricing plans:
Starting from: $35.00/month
Pricing model: Subscription
Free Trial: Available

These products have better value for money


Q. Who are the typical users of Batchbook?

Batchbook has the following typical customers:
Freelancers, Small Business


Q. What languages does Batchbook support?

Batchbook supports the following languages:
English


Q. Does Batchbook support mobile devices?

Batchbook supports the following devices:
Android


Q. Does Batchbook offer an API?

No, Batchbook does not have an API available.


Q. What other apps does Batchbook integrate with?

Batchbook integrates with the following applications:
RightSignature, HappyFox Help Desk, Direct Mail Manager, ActiveCampaign, Formstack Forms, QuickBooks Online Advanced, Google Workspace, FreshBooks, Eventbrite, Mad Mimi, Yesware, Mailchimp, Hootsuite, Xero


Q. What level of support does Batchbook offer?

Batchbook offers the following support options:
FAQs/Forum, Phone Support, Knowledge Base, Email/Help Desk, Chat

Batchbook product overview

Price starts from

35

Per month

What is Batchbook?

Instant Setup Saves You Hours: Time is precious. We get you going fast with exclusive drag and drop importing.

Key benefits of using Batchbook

Batchbook is a social CRM for small businesses which helps you build meaningful relationships with your best customers.

Cloud based CRM so every team member can use it, from anywhere, on any device.

Find your best customers and love them more.

Give your memory an edge by keeping a communication history.

Keep track of every important detail with custom fields.

Friendly support to help you get the most out of Batchbook

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

FAQs/Forum
Phone Support
Knowledge Base
Email/Help Desk
Chat

Training options

Videos
Live Online
Webinars
Documentation

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Why am I seeing this?

Batchbook pricing information

Value for money

4.3

/5

12

Starting from

35

Per month

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

Batchbook features

Functionality

4.5

/5

12

Total features

17

6 categories

Most valued features by users

Reporting/Analytics
Data Import/Export
Contact Management
Email Management
Customer Engagement
Customizable Fields
Document Storage
Interaction Tracking

Batchbook users reviews

Overall Rating

4.4

/5

12

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7.56/10
Rating distribution

5

4

3

2

1

5

7

0

0

0

Pros
Batchbook is a very easy to use CRM that allows you to track about anything. Their how-to videos are great and their support is TOP NOTCH.
Overall experience in using batchbook is good. I can recommend this software to others specially to small business owners.
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.
Cons
Its hard to learn all its features and got very confused when used it for first time.
I found it a bit hard to organize the info I needed to generate stats.
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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Aryne Dolly L.

Medical Practice, 51-200 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Convenient and Flexible Software

Reviewed 2 years ago

Overall experience in using batchbook is good. I can recommend this software to others specially to small business owners.

Pros

It became considerably easier to keep track of conversations and review exchanges as necessary. Within a year of use, there were no problems, and customer service is also quite efficient. Additionally, it supports a variety of data input and export formats, making it compatible with any format.

Cons

Only such web client is available for mobile access. I believe it is a little pricey, and offline access is something they should focus on and work on if they want to improve.

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Nurul Salimah H.

Financial Services, 10,001+ employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Great application to keeping track of communication

Reviewed 2 years ago

Great CRM experience overall with BatchBook. I love to recommend this software with all my colleague and friends.

Pros

It became much simpler to monitor communications and look back on interactions whenever required to do so. It was also very convenient to apply tags to classify customers and then utilize the statistics function to create data such as the number of individuals who scheduled interviews, classes, or care, among other things. Since I oversaw a team whose members conducted their work remotely, having access to this information let me monitor their work and ensure that they adhered to our recommended procedures around open communication and follow-up.

Cons

I believe that a slight UI adjustment would be nice because it appears to be relatively straightforward. Adding some personalization would give it the appearance of being premium. It is challenging to understand all of its functions, and when I used it for the first time, I was puzzled.

HB
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Holly B.

Information Technology and Services, 51-200 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Simplified CRM for Small Businesses

Reviewed a month ago
Pros

It's easy to keep track of all my contacts in one place. I can quickly see my last interaction with a client.

Cons

I have to wait a bit longer when searching for specific client details.

VM
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Vatsal M.

Computer Software, 11-50 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Batchbook a great CRM software

Reviewed 3 years ago
Pros

Batchbook is priety easy to use and its functionality is similar to most software used which makes it easy to learn or train new employees on the product. The customer support is also very quick and it did not face any issues within last 6 months of usage. It also supports various data import and export formats which makes it accessible into any format. I really loved uses of social media interactions which helps to cover various social platforms over the internet and it its ease of use of Tags to categorize.

Cons

I think a little UI change would be great as it looks basic, adding some customization would provide it a premium look. Its hard to learn all its features and got very confused when used it for first time.

AS
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Amanda S.

Human Resources, 5,001-10,000 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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So helpful

Reviewed 6 years ago

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.

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