Batchbook, a social CRM for small business, combines bookkeeping, sales & service by integrating invoice data from QBO with full contact details. Made for teams who outgrow spreadsheets & who need to manage contacts, invoices, emails & social media.
Besides our QuickBooks Online integration, Batchbook works with other tools that will help you get the job done. Use Batchbook with popular software like Google, MailChimp, Eventbrite, Formstack, HootSuite, Twitter, LinkedIn and more.
Batchbook helps you keep everything together. Export QuickBooks Online customers to Batchbook to create active profiles, where you can save emails, see social updates, and work together as a team. Plus, you can send new contacts to QuickBooks with the click of a button and see open invoice details right in Batchbook.
With Batchbook, you can build better contact profiles. This means anyone on your team, from sales reps to customer service to accounting, can add details and get to the contact information they need. Having everything in one place adds up to a better customer experience.
“I am so super thankful to have found Batchbook's CRM system when I first started my small biz as a creative career coach. The people behind the company are super amazeballs. If you have clients or customers, Batchbook is a must-have tool.” -- Michelle Ward, When I Grow up Coach
Free 14 Day Trial
(No Credit Card Required)
Plans Start at $19.95 / user / mo.
|Essential||$19.95/mo per user||999||UNLIMITED Contacts, Free Onboarding|
|Advanced||$39.95/mo per user||999||Everything in the Essential plan plus: Gmail Integration, Automated To-do Workflows, Automated Emails, Email Templates|
|Managed||$139.94/mo per user||999||Everything in the Advanced plan plus: Dedicated Account Manager, Assisted Account Set-up, Assisted Migration of Data, Customized User Manal|
We have an awesome Customer Experience team on hand to provide training, answer questions, and help you discover the best way to use Batchbook for your business. In addition to our extensive knowledge base and free email support, your account comes with access to free weekly training sessions, or 1 on 1 phone training for Medium and Large plans.
Email us any time: firstname.lastname@example.org