BatchBook: Small Business CRM

Shared address book: Your company’s anywhere, anytime shared contact database.

Communication history: Quickly see who your colleagues spoke with, about what, and when.

Social media savvy: View blog posts, photos, tweets and more alongside contact history.

Custom data management: Using SuperTags, collect, search, and report on any type of custom data.

Flexible lists & reports: Build a lists of contacts, comms & deals from any search criteria

Partner integration: Use BatchBook with Google Contacts, FreshBooks, MailChimp and more.

Sales: Leads, deals & more: Track leads and close deals using our sales feature tools.

BatchBook integrations

Your contacts, your way.

With BatchBook, your contacts belong to you. From turning business cards into BatchBook contacts, generating invoices, sending email newsletters or simply syncing your address book, we’re partnering with other services to let you do more with your contacts. They go where you need them to go! (Learn more.)

“The fact that BatchBook is not a proprietary program and we can access it from any computer system is a huge benefit to my team. We need a CRM solution that’s as mobile as we are, which we can access no matter where we are working.”

Shannon Pratuch: Director of Sales and Marketing; The Jupiter Hotel

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Portland’s funky Jupiter Hotel is conveniently located by the convention center, the downtown entertainment district and the Willamette River, making it a great gathering place for creative business types and urban explorers.

“It’s a very flexible tool, and I am able to easily decide which buckets my contacts belong in. I like that I can quickly develop my own groupings and am not tied to a software developer’s idea of how I should categorize my contacts.”

Sandi Karchmer Solow: Email Marketing Consultant; I Send Your Email

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As head of I Send Your Email, Sandi Karchmer Solow is an email marketing manager for companies of all sizes.

“BatchBook and FreshBooks are a large part of my competitive advantage. They save me time and money, help me better sell to, and service my customers, so I can do my own small part to try to protect and preserve the environment.”

Matt Payne: Managing Director; ecocard™

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ecocard™ is a family of eco-friendly card products from the Plastic Card Shop®. The result of extensive scientific research and development, ecocard offers a line of eco-friendly plastic cards and Bloomcards™ that grow into wildflowers when planted.

“Often, when my clients, or a potential client, are overwhelmed, that's when I step in. When I got overwhelmed with managing my contacts, communications and to-dos, BatchBlue stepped in!”

Michelle Wolverton: Managing Director; Chel Pixie

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Chel Pixie™ Michelle “Chel Pixie” Wolverton is a digital project manager and assistant that helps her clients save hours in their day, week, month and year.

“We needed a CRM solution that was minimalist, yet powerful enough to measure all of our sales and marketing activities and results and meet our robust reporting needs.”

Paul Mabray: Chief Strategy Officer; Vintank

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VinTank creates solutions for selling and marketing wine in the digital age. One of VinTank’s portfolio companies, Cruvee, provides business intelligence and performance management services for the wine industry.

“BatchBook is a fully functioning database that is powerful yet straightforward to operate. Best of all, it plays well with other small business applications, which expands its capabilities.”

Alex Webster: “President For Life”; Coast New Zealand

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Coast New Zealand provides a collection of outdoor furniture and accessories with a uniquely enduring appeal. All products are entirely hand-made in New Zealand and designed with quality, originality, utility and an understated style.

“It’s my job to keep my business in the know. BatchBook is, essentially, my single-source contact, communications and to-do list manager.”

Anisa Raoof: Editor-in-Chief; Kidoinfo.com

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An online parents’ guide to Providence, R.I., and beyond, Kidoinfo.com is brimming with information, creative ideas, things to do, places to go and links to local family resources.

Recent press

“What I like about BatchBook is that the people behind the product actually listen to their customers (me!)... But most of all, I like that it’s solving a need of mine: getting my social media “friends” into a database where I can actually reach out to them the way I want.

— Chris Brogan

“The killer feature, in my opinion is the elegant way that it also gives you the ability to bring into a record that person’s social media activity.”

— John Jantsch

“BatchBook feels like the most forward looking of all the CRM services I've reviewed, thanks to the fluid, almost organic way it walks you through building your CRM database.”

— Jamie Lendino

“The bottom line up front: We really like BatchBook. It’s an excellent web based contact manager”

— Brandon Hull

(More Press)

BatchBook: Small Business CRM

BatchBook integrations

Your contacts, your way.

Who uses BatchBook?

Recent press