Drag and Go Setup
Save time by dragging in any CSV spreadsheet or vCard file and setting everything up in an instant. Your file will be transformed into contact profiles, with all of your data in place, social profiles hooked up, and even new fields created to hold your custom information. Plus, with each file you drag in, you will have a new list so you can stay in touch with the people you imported and do things like print mailing labels, send emails, or export to tools like MailChimp or QuickBooks Online.
Contact Profiles
See everything you know about a contact in one place. Build out your profiles to include saved communications, social updates, comments, files, affiliations, tasks that are due, invoices that need to be paid, any specific details you need to remember, and more.
Custom Field Sets
Every detail counts when it comes to pleasing your customers. Create your own custom fields to store the information that is important to your business. Custom fields are fully searchable, so you can use this info to build customized lists for better follow up.
Active Lists
Whether you want to keep your finger on the pulse of your business or you need to see a certain segment of customers so you can take action, our active lists are your answer. Build your lists with any criteria. They will automatically stay current based on the changes you make to your contact profiles.
To Do Manager
Your most important tasks are customer related. With Batchbook, you can assign tasks to any user and affiliate those tasks with any contact. Set email or SMS reminders for your most important tasks.
Integrations
Whether you need to send a newsletter, see social updates, invite contacts to an event, or see open invoices, we have you covered. We integrate with useful tools that will help you with marketing, customer service, bookkeeping, and more.
Mobile
See your contact information from any internet enabled device. Access the full app from any computer or tablet and get a mobile optimized view of your contacts from your smartphone.
