Batchbook

Batchbook was a web-based social CRM for small businesses, combining contact management, sales tracking, tasks, lists and integrations. The service ended operations on January 15, 2019.

Contact Management SoftwareCRM SoftwareSales Pipeline Management
7.2/10 TechZella Score
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Decision guide

Batchbook Decision Snapshot

A quick way to understand who this product may suit, where its limits matter, and which facts are most relevant before you compare alternatives.

Platforms

API, Mobile-responsive web, Web

TechZella assessment

7.2/10

Overview

Batchbook was a cloud-based CRM created by BatchBlue Software for small businesses and organizations. It organized contact records, communications, sales opportunities, tasks and custom relationship data in a shared workspace.

The product promoted a social CRM approach. Users could connect contact records with social profiles and maintain richer context around prospects and customers. Batchbook supported team access, searchable records, dynamic lists and mobile-responsive views.

BatchBlue announced in December 2018 that Batchbook would conclude operations on January 15, 2019. The company selected PipelineDeals as a migration destination for customers, so Batchbook is now a historical CRM product rather than an available service.

Editorial assessment

Batchbook Pros & Cons

Pros

  • Focused on small-business relationship management.
  • Supported custom fields, tags, lists and searchable contact records.
  • Historical plans included unlimited users.
  • Integrated with Mailchimp and other business applications.
  • Offered mobile-responsive web access.

Cons

  • The service ended operations on January 15, 2019.
  • No current subscription, support or product updates are available.
  • Historical prices and integrations cannot be relied upon today.
  • The product had a narrower scope than modern CRM suites.
  • Current API availability cannot be verified.
Plans & pricing

Batchbook Pricing & Plans

Historical unlimited-user plan

$55
month

Archived pricing reference. The plan reportedly supported unlimited users, but Batchbook is discontinued and cannot be purchased.

Check current pricing →

Historical free trial

Free
trial

Archived listings reported a free trial without a credit card. No current trial is available.

Check current pricing →

Pricing may change. Verify current plans on the vendor's website.

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Batchbook Competitors & Alternatives

Compare similar products directly, then see which alternatives may make more sense when your requirements differ.

Direct competitors

These products address broadly similar requirements. The descriptions focus on documented reasons a buyer might compare them with Batchbook.

Capabilities

Batchbook Features

Contact Management

  • Contact profiles
  • Custom contact data
  • Recorded communications
  • Advanced search
  • Dynamic lists
  • CSV and vCard importing

Sales CRM

  • Deal management
  • Configurable sales stages
  • Deal status tracking
  • Sales activity calendar
  • Reporting and charts

Social CRM

  • Social profile information
  • Social activity context
  • Social network connections

Productivity and Collaboration

  • To-do lists
  • Team access
  • Shared customer information
  • Mobile-responsive views

Integrations

  • Mailchimp
  • Google Apps
  • QuickBooks
  • Eventbrite
  • Xero

Developer Access

  • Historical API repository reference
  • API-based integration support was documented historically
Product details

Batchbook Specifications

Product statusDiscontinued
VendorBatchBlue Software
Founded2006
Primary deploymentCloud-based web application
Mobile supportMobile-responsive web interface
APIHistorical API reference; no current service
IntegrationsMailchimp, Google Apps, QuickBooks, Eventbrite and Xero
Free trialHistorically available without a credit card
Pricing statusHistorical pricing only
Shutdown dateJanuary 15, 2019
Our evidence-based assessment

TechZella Score

A proprietary editorial score based on product capabilities, usability, value, performance, support and user sentiment evidence.

7.2/10Moderate confidence
Features7.0
Ease of Use7.8
Value for Money7.5
Performance6.5
Support7.2
User Sentiment7.0

Historical product coverage describes contact management, social CRM, deal tracking, tasks, lists, reporting and several integrations. Archived listings emphasize accessibility and ease of adoption, but current performance and support cannot be assessed because the service ended operations in January 2019.

Methodology v1.0. The assessment weighs feature coverage (25%), ease of use (15%), value for money (20%), performance (15%), support (10%) and user sentiment (15%), using researched product evidence and verified review evidence where available. It is a TechZella editorial assessment, not a direct user-review average.

Community feedback

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FAQ

Is Batchbook still available?
No. BatchBlue announced that Batchbook would conclude operations on January 15, 2019.

What type of software was Batchbook?
It was a web-based social CRM for small businesses and organizations.

Did Batchbook offer an API?
Historical ecosystem records reference a Batchbook API repository, but the API is no longer an operational integration option.

What integrations did Batchbook support?
Historical sources document Mailchimp, Google Apps, QuickBooks, Eventbrite and Xero integrations. Availability ended with the product.

Did Batchbook have a free trial?
Archived software listings reported a free trial without a credit card. No current trial exists.

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