Batchbook CRM Software : A Review

A Robust CRM Software is essential for every Seller!  I was using Batchbook CRM Software sometime back (probably 8 months), but didn’t continue due to its Lack of Usability and Complicated Interface. But over the past few months, Batchbook has worked & improved a lot on these aspects and I am giving it a “second” try.

I find it interesting so far and here is a Review of the Product (purely from my perspective)

Solid Features

Contacts Import

I can easily Import Contacts from Google Contacts, Freshbooks, Mailchimp and many other popular services.  This way, I can get all my Friends, Co-Workers, Clients and Email Subscribers in to my Batchbook, within minutes.  Further, I can also import contacts from vCard and CSV file formats

Clean Dashboard

The Dashboard is very clean, highlighting only the essentials and abstracting the rest.  I can also customize the Dashboard and see things that matter the most.

Integrated ToDo List

I manage all my ToDo Tasks related to Clients and Communication, from Batchbook.  This way I can keep things together and don’t have to run around for my Tasks and the Contacts

Email Communications

Having an Email Communication with Contacts and wish to record it?  Simply forward the Mail to the dedicated Batchbook Mail Address linked to the Account and the communication will be logged

Manage Deals

From within Batchbook, I can Create and Manage all my Deals with Clients.  Also, I can associate Tasks, Events and Communications with the Deal – to have everything in a single place

Super Tags for Advanced Tagging

With the Super Tag feature, I can not just tag my Contacts and other entries but also associate Additional details to the Base Tag.  For Example, “Website Customer” can be a Super Tag and I can add Attributes like “WordPress Client” etc. under it.


Batchbook is very friendly, when it comes to Pricing (at least according to me, considering the similar products around)

A Starter Account with 1 User Account, 2 GB Storage and Unlimited Contacts costs about $9.95/month.  Click here to view all the Available Pricing Plans. Each Plan also comes with 30 Days Trial period, for you to try their services


First, the Batchbook CRM is hosted on the Web and always accessible. I don’t need any software installed on the Computer, other than your Browser of course.

Second, Batchbook has recently released their iPhone App and I can have the Contact list handy on the GO.  For me, this is a very Powerful Option and strong driver to try Batchbook


No tool is perfect; at least not in the first attempt.  I can think of the following improvements to the Batchbook Software and I hope those concerned are listening:

  • Freshbooks Invoices are imported but the Invoice Amounts are Incorrect/Missing
  • Some Duplicate Contacts across Google & Freshbooks aren’t merged.  Instead separate Entries are created for each Contact.  An Automatic Merge can be handy!
  • For a few of My Contacts, the software ignores to locate them on Social Media (though they are there)!


I am satisfied with the Batchbook CRM Software.  It is backed by some Strong Features, Competitively Priced and Highly Accessible.  I would highly recommend it to my Sales Friends.

Do you like this Sofware?  How do you manage to make the Full Use of it?  Let me know!

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