Batchbook CRM

CRM that combines QuickBooks data with social info and easy customization

By Batchblue Software LLC

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Free 30 Day Trial
(No Credit Card Required)

Plans Start at $55 / mo.

Unlimited Users on All Plans

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About this app

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.


Get It All Done With Useful Integrations

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.

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Reviews

Batchbook CRM 4.6 5 5 5
Most Cost Effective CRM for QB Batchbook is definitely the most cost effective CRM for Quickbooks Online. You pay one price and there are no per user fees. For years I've been searching for a good CRM to manage customers relationships that would integrate with quickbooks. Batchbook is perfect for my business model. My team has access to the CRM to manage customers and leads.When I'm updating the books it's easy for me to add or update the customer to QB. I like that it lets me choose which customers to add to QB so my QB file doesn't get cluttered with leads. The only QB data that you see in Batchbook are open invoices, but I don't mind switching between apps. I'm just glad that I no longer have to enter data twice. May 2, 2014
Helps me keep my days organized Batchbook helps me keep organized with tasks that need to get done and the ability to see my customer information from anywhere. We keep a history of customer communications, files, and details. It's the hub for running our business. August 28, 2013
BatchBook to QBOE integration Love this feature. Other administrative folks in the office enter data to BatchBook. When I need to invoice through QuickBooks Online, the "Add to QuickBooks" button on individual contacts makes it so quick and simple to get the info over. Thanks! August 25, 2013
Simple but good Batchbook is simple but a good CRM. There lacks some important integrations and there are few things as far as user interface are concerned that confuse users. With the right management of your data, BB can be a very power and flexible tool for your small business. Best, Tech Ranch August 13, 2013
Great CRM integration! Very easy to set up and use. As the bookkeeper for Batchbook, I use Quickbooks quite a bit, and this integration has really allowed me to more efficiently share financial information with the rest of the team without having to give access to our QB account. I also love how the integration practically negates my having to manually type in vendor and customer information into QB since I can import it from my Batchbook account. I hope you enjoy this integration as much as I do! June 26, 2013
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Support & FAQ

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: help@batchblue.com


(888) 402-2824
http://batchbook.com/support/


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