Sales: Leads, Deals & more

Your contacts are the lifeblood of your business; sales is its heart. Now BatchBook allows you to not only manage your contact network, but track Leads and close Deals using our new Sales feature set.

Manage Leads, Close Sales

The Sales feature set includes:

Leads: Manage, assign, rate and filter your leads any way you need to using SuperTags.
Deals: Your one-stop spot for managing a contract or project. View all related contacts, communications, To-Dos, comments and attachments in one place. Let’s make a deal!
Permissions: With the new "basic" user type, you now have even greater control over who has access to your BatchBook data.
Calendar: Display your events, To-Dos, Communications and even your Super Tag dates.
Advanced List Building: Build a list from any type of record and create custom reports.