Batchbook
Batchbook is a CRM and marketing automation software designed for small businesses. It allows users to organize contacts, track deals in the pipeline, automate marketing campaigns and email, integrate with other business apps, and analyze data to improve sales processes.
Batchbook: CRM & Marketing Automation for Small Businesses
Batchbook is a CRM and marketing automation software designed for small businesses. It allows users to organize contacts, track deals in the pipeline, automate marketing campaigns and email, integrate with other business apps, and analyze data to improve sales processes.
What is Batchbook?
Batchbook is a cloud-based customer relationship management (CRM) and marketing automation platform designed for small and medium-sized businesses. Some key features of Batchbook include:
- Contact Management - Organize contact details for leads and customers including name, company, email, phone, tags, custom fields, activities, notes, deals, tasks, and documents.
- Sales Pipeline Tracking - Visual sales pipelines make it easy to track deals from lead to close. Set deal stages, values, probabilities, expected close dates.
- Email Marketing - Create, send, and track email campaigns. Personalize emails using merge tags and track opens, clicks, unsubscribes.
- Marketing Automation - Build sequences that automatically trigger actions based on lead activity and interests. Send automated follow-up emails or assign tasks.
- Web Forms & Landing Pages - Create simple forms and landing pages that feed leads directly into Batchbook for follow up by sales.
- Sales Insights - Dashboards and reports provide visibility into deal forecasts, sales activity, lead status, and marketing campaign results.
- Mobile Access - Android and iOS apps allow access to contacts, deals, tasks, and notes on-the-go.
- Integrations - Connect Batchbook to other business apps like Quickbooks, Zapier, Salesforce, and PayPal.
Ideal for startups, agencies, consultants, coaches, and service providers, Batchbook aims to grow along with small businesses by providing an affordable and easy-to-use CRM and marketing solution.
Batchbook Features
Features
- Contact management
- Deal pipeline tracking
- Marketing automation
- Email integration
- Business app integrations
- Data analytics
Pricing
- Subscription-Based
Pros
Designed for small businesses
Comprehensive CRM and marketing features
Customizable and scalable
Integrates with various business apps
Cons
Limited customization options
Can be complex for non-technical users
Pricing may be higher than some competitors
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