Batchbook Features

Batchbook

The CRM for Small Business

4.36/5 (7 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Appointment Management
Appointment Scheduling
Budgeting/Forecasting
Business Card/Badge Scanning
Business Process Control
Buyer Management
Calendar/Reminder System
Call Center Management
Call Management
Campaign Management
Campaign Planning
Cataloging/Categorization
Channel Management
Client Tracking
Client/Property Matching
Collaboration Tools
Commenting/Notes
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Content Management
Contract/License Management
Conversion Tracking
Correlation Analysis
Customer Database
Customer Engagement
Customer History
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Fields
Dashboard
Dashboard Creation
Data Import/Export
Data Visualization
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Engagement Tracking
Exception Reporting
FAQ
Field Sales Management
For AEC Industry
For Sales Teams/Organizations
Forecasting
Goal Management
Graphical Data Presentation
Historical Reporting
Interaction Tracking
Internal Chat Integration
Knowledge Management
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
List Management
Live Chat
Marketing Automation
Meeting Management
Mobile Access
Modeling & Simulation
Multi-Campaign
Multi-Channel Marketing
Multi-Currency
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Product Catalog
Project Management
Proposal Generation
Proposal Management
Prospecting Tools
Quotes/Estimates
Real Time Notifications
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Sales Approval
Sales Forecasting
Sales Pipeline Management
Sales Reports
Scheduling
Search/Filter
Segmentation
Self Service Portal
Social Media Integration
Source Tracking
Statistical Analysis
Survey/Poll Management
Task Management
Task Progress Tracking
Territory Management
Third Party Integrations
Training Management
Warranty Tracking
Web-based Deployment
Workflow Management
XML / RSS
Learn moreCompare App
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Appointment Management
Appointment Scheduling
Budgeting/Forecasting
Business Card/Badge Scanning
Business Process Control
Buyer Management
Calendar/Reminder System
Call Center Management
Call Management
Campaign Management
Campaign Planning
Cataloging/Categorization
Channel Management
Client Tracking
Client/Property Matching
Collaboration Tools
Commenting/Notes
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Content Management
Contract/License Management
Conversion Tracking
Correlation Analysis
Customer Database
Customer Engagement
Customer History
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Fields
Dashboard
Dashboard Creation
Data Import/Export
Data Visualization
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Engagement Tracking
Exception Reporting
FAQ
Field Sales Management
For AEC Industry
For Sales Teams/Organizations
Forecasting
Goal Management
Graphical Data Presentation
Historical Reporting
Interaction Tracking
Internal Chat Integration
Knowledge Management
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
List Management
Live Chat
Marketing Automation
Meeting Management
Mobile Access
Modeling & Simulation
Multi-Campaign
Multi-Channel Marketing
Multi-Currency
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Product Catalog
Project Management
Proposal Generation
Proposal Management
Prospecting Tools
Quotes/Estimates
Real Time Notifications
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Sales Approval
Sales Forecasting
Sales Pipeline Management
Sales Reports
Scheduling
Search/Filter
Segmentation
Self Service Portal
Social Media Integration
Source Tracking
Statistical Analysis
Survey/Poll Management
Task Management
Task Progress Tracking
Territory Management
Third Party Integrations
Training Management
Warranty Tracking
Web-based Deployment
Workflow Management
XML / RSS
Visit WebsiteCompare App
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Appointment Management
Appointment Scheduling
Budgeting/Forecasting
Business Card/Badge Scanning
Business Process Control
Buyer Management
Calendar/Reminder System
Call Center Management
Call Management
Campaign Management
Campaign Planning
Cataloging/Categorization
Channel Management
Client Tracking
Client/Property Matching
Collaboration Tools
Commenting/Notes
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Content Management
Contract/License Management
Conversion Tracking
Correlation Analysis
Customer Database
Customer Engagement
Customer History
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Fields
Dashboard
Dashboard Creation
Data Import/Export
Data Visualization
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Engagement Tracking
Exception Reporting
FAQ
Field Sales Management
For AEC Industry
For Sales Teams/Organizations
Forecasting
Goal Management
Graphical Data Presentation
Historical Reporting
Interaction Tracking
Internal Chat Integration
Knowledge Management
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
List Management
Live Chat
Marketing Automation
Meeting Management
Mobile Access
Modeling & Simulation
Multi-Campaign
Multi-Channel Marketing
Multi-Currency
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Product Catalog
Project Management
Proposal Generation
Proposal Management
Prospecting Tools
Quotes/Estimates
Real Time Notifications
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Sales Approval
Sales Forecasting
Sales Pipeline Management
Sales Reports
Scheduling
Search/Filter
Segmentation
Self Service Portal
Social Media Integration
Source Tracking
Statistical Analysis
Survey/Poll Management
Task Management
Task Progress Tracking
Territory Management
Third Party Integrations
Training Management
Warranty Tracking
Web-based Deployment
Workflow Management
XML / RSS
Visit WebsiteCompare App

Mobile apps

Android App


0 reviews

Batchbook Feature Reviews

6 reviewers had the following to say about Batchbook's features:

Peter P.

Verified Reviewer

Batchbook is great for small businesses

2014-12-18

Batchbook is a very easy to use CRM that allows you to track about anything.

Pros

Ease of use, easy to customize to fit your business.

Cons

Mobile access is web client only.

Source: GetApp
Helpful?   Yes   No
Read more
Vatsal M.

Batchbook a great CRM software

2021-06-11

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Weekly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Michelle W.

I've been with Batchbook for years & have never considered switching

2015-11-23

Pros

I love how flexible and expansive each contact can be, along with the social media piece.

Cons

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.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

8/10

Recommendations to others considering Batchbook

Figure out what you need and don't over complicate. Realize they'll be a learning curve, too, and put the time aside to really learn the system and make it work for you.

Source: Software Advice
Helpful?   Yes   No
Read more
Siddesh R.

Small and great

2018-03-24

Pros

Batchbook is very helpful to keep track of all the major details of the customers, suppliers, friends and share them too.

Cons

I feel its little expensive and offline access is also one thing they need to concentrate and work towards if they want to improve.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Occasionally

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
Amanda S.

So helpful

2018-12-14

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

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

As it stood when I used it, we had to do data entry to input a client.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Rick D.

Fits my needs

2015-10-07

It also connects with my email and quickbooks account.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more