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In-Depth Review
BatchBook
BatchBlue Software
18 Maple Avenue, Suite 300
Barrington, RI 02806
Telephone: (888) 40-BATCH
(22824)
Fax: (401) 633-6526
Email:
info@batchblue.com
Web:
http://www.batchblue.com/
BatchBlue was created with one goal in mind: to create useful,
user-friendly software for small businesses. The software is especially
designed for businesses that have:
- a limited budget or IT staff.
- to track contact information about their customers and any points of
contact that the business has with a customer (phone calls, e-mails,
purchases, returns, reservations, etc.).
- a need to collect industry and business specific information about
their customers that can’t be handled by basic e-mail management
software.
- the desire for an easy-to-use system with excellent customer
support.
The founders of BatchBlue come from a variety of programming, project
management, and Web usability backgrounds, but they share a passion for
technology and a commitment to making it useful and accessible for
customers.
Product: BatchBook
Current Version:
Category: SaaS Small Business CRM
Solution
Sub-Category:
Client Platform: Firefox or Internet Explorer
Server Platform:
Database Platform:
BatchBook is an easy-to-use, customizable CRM designed with small
businesses in mind. It's actually three products that work together:
- Contact management software
- Communications management software
- To-do list management software
And because it’s web-based, you can use your computer or portable device
to access BatchBook from the office, at home, or on the road; wherever you
do business.
CRM Software Simplified
By creating a single place to access this information, BatchBook helps you
better manage your work flow and frees up more time for you to focus on your
business. And that will spare you a lot of headaches.
- All accounts feature secure data storage (SSL)
- Mobile version for iPhone, BlackBerry, and more.
- Share information with multiple users on one account
- Easily export all of your data at any time
Contacts
- Import contacts easily from Outlook, GMail, Yahoo and other
applications
- Organize your contacts using tags
- Log communications or create To-Dos directly from a contact record
- Avoid duplicate data entry by adding the company address once and
connecting all employees to it
- Attach files or images to contact records
- Perform batch actions on a subset of contacts
SuperTags
- Create SuperTags (grouped custom fields) to collect additional data
about your contacts
- Choose from a variety of field types (text, date, multiple choice,
etc.)
- View custom data in sortable, printable reports
Communications
- Forward emails directly into BatchBook with BatchBox
- Organize your communications using tags
- Attach files or images to communications records
Lists & Reports
- Create custom lists from tags
- Create printable reports, phone lists, e-mail lists or mailing
labels
- Export contacts to vCard or CSV
To-Do List
- Assign & schedule tasks
- Set email reminders
- Subscribe via iCalendar feed
For pricing details, see:
http://www.batchblue.com/pricing.html
A fully updated review of this product will be available real soon now!
Join the Conversation!
To see if this program is the best CRM solution for you just join into
the discussion thread on our CRM Community site. You can ask your questions
and hear what other users of this program have to say there!
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register first.
Don't worry, it's free!
Short List
If you are considering this program, you should also look at these other
CRM solutions:
Rich's Recommended Web Sites
BatchBlue's Blog
BatchBlue's Forum
Rich's Recommended Reads
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