Shoeboxed and Batchbook
Summary
Lightweight but powerful CRM. Organize contacts, monitor social networks and track deals.
Overview
BatchBook allows you to keep track of your business, personal, and social networking contacts and share them with the rest of your team. You can create a flexible, easy-to-use contact database from scratch, or import your contacts from an existing system.
- Integrates with other small business web apps
- Tracks contacts, communications and tasks
- Highly customizable; custom fields and reporting
Tweet about the Shoeboxed – Batchbook partnership:
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Shoeboxed and BatchBook do magic together so you never miss another follow-up opportunity again. |
How to use Shoeboxed with Batchbook:
- First, you need to create a BatchBook Account. When you are ready to sync, go to the Sync tab in your BatchBook account and choose Shoeboxed. Click authenticate now.
- You will be routed to Shoeboxed where you enter your Shoeboxed login and password. Click the checkbox to allow Shoeboxed to transfer receipt and business card data to BatchBook, then click submit.
- Your Shoeboxed contacts will now be synced with your BatchBook account!
