Batchbook Features

Batchbook

The CRM for Small Business

4.42/5 (6 reviews)

Batchbook Feature Summary

  • Advanced Search
  • Affiliate Records
  • Email Dropbox
  • Social Integration
  • Integrations with other tools
  • Drag and Drop Importing
  • Exporting
  • Custom Fields & Custom Lists
  • History of interactions
  • Dashboard and Overview of contacts

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Customizable Branding (192 other apps)
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Customizable Templates (166 other apps)
Data Import/Export (175 other apps)
Electronic Payments (131 other apps)
Email Integration (186 other apps)
Mobile Integration (128 other apps)
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Reminders (184 other apps)
Reporting & Statistics (227 other apps)
Social Media Integration (163 other apps)
Third Party Integration (212 other apps)

Competitor Feature Comparison

Batchbook Feature Reviews

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

Peter Pawlus

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
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Amanda Spakowski

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

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.

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
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Michelle Ward

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
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Rick Dorrego

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
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Siddesh Raj

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