Batchbook
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Complete and easy contact management
- Efficient sales management
- Track bids, deals, proposals and other opportunities
- Dashboard opportunities overview
- Adding milestones
- Linking milestones with a success factor
- Includes a standard set of milestones
- Easy to-do list and calendar management
- Easy customization of information categories to fit your business
- Secure access of your account from anywhere
- Easy sharing of contacts with co-workers to assure the entire team has a single up-to-date view of the contact
- Tracking of all email communications into Capsule
- Quick document management, making it easy to attach documents and other files
- Integration of contacts from Outlook, Gmail, vCard, spreadsheets and any CSV file
- Easy creation and analysis of reports
- Customization of the sales milestones and process
- Management groups of contacts with lists using tags
- Easy addition of notes and other information about the contact
- Serious data security
- Controlled access
- Multiple backup
- One master copy of your data on secure servers
- Automatic upgrades
- Compatible with Windows, Mac, or Linux
- Brand your Capsule account using your colors and logo
Pricing Info
Pricing Info
Capsule offers a flexible, pay-as-you go service. There are four paid plans offered and a free version. All paid plans offer a free 14-day trial:
Free
- Up to 2 users
- 10MB storage
- 250 contacts
Starter –
$18 per user/month
- 14-day free trial
- 10GB storage per user
- 30,000 contacts
- 1 Sales Pipeline
- 1 Project Board
- 50 Custom Fields
- 5 Email Templates
- 1 Shared Mailbox
- 10 AI Content Assists
- Unlimited Sales Opportunities, Projects & Tracks
- Activity reporting
- Key integrations including Microsoft 365, Google, Xero, QuickBooks, Mailchimp, Zapier & many more
Growth
–
$36 per user/month
Everything in Starter, plus:
- 14-day free trial
- 20GB storage per user
- 60,000 contacts
- 5 Sales Pipelines
- Workflow Automation
- 5 Project Boards
- 50 Email Templates
- 150 Custom Fields
- 3 Shared Mailboxes
- 1000 AI Content Assists
- Important Fields
- User Roles & Permissions
- Activity reporting & custom activity types
- Advanced Sales Reporting
- Reporting by team
- Sales forecasting
- Custom reports with Google Looker Studio
Advanced
– $54 per user/month
Everything in Growth, plus:
- 120,000 Contacts
- 30GB Storage per User
- 500 Email Templates
- 50 Sales Pipelines
- 50 Project Boards
- 300 Custom Fields
- 5 Shared Mailboxes
Ultimate
– $72 per user/month
- 240,000 Contacts
- 50GB Storage per User
- 100 Sales Pipelines
- 100 Project Boards
- Unlimited Custom Fields
- 1000 Email Templates
- 10 Shared Mailboxes
- Implementation Support
- Import Assistance
- Custom Training
- Dedicated Account Manager
- Ongoing Priority Support
Integrations
Integrations
Official Mobile App
- Capsule Mobile
Contacts
- Google Contacts
Contracts & proposals
- FormStack
- NiftyQuoter
- Quotient
- Tidy Build
- Better Proposals
Customer Success
- Akita
Marketing & Email Marketing
- Transpond
- MailChimp
- Leadinfo
Google integrations
- Gmail
- Google Calendar
- Google Contacts
- Google Data Studio Connector
- Google Workspace SSO
Help desk
- Zendesk
- Help Scout
- Enchant
Integration platforms
- Zapier
- Flow XO
- Cyclr
- LeadsBridge
- ZapUp
- Make
- Zoho Flow
- Integrately
Inventory management
- Cin7
- DEAR Systems
Invoicing & Accounting
- QuickBooks Online
- Xero
- KashFlow
- FreeAgent
- FreshBooks
- Sage Business Cloud Accounting (UK)
- Paycove
Job & time tracking
- Toggl
- Clockify
- Tidy Work
Migration services
- Trujay
Office Management
- Office R&D
Project Management
- Tidy Enterprise
Telephone & VoIP
- Kixie
- Invoco
- CircleLoop
- Yay
- SwitchboardFree
Website chat
- Reve
- Userlike
Website forms
- Wufoo Forms
- Ninjaforms
- Gravity Forms
Want to develop your own integration?
Capsule’s RESTful API can be used by developers to create clever add-ons or to integrate Capsule with other applications.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
None indicated
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
An easy web-based CRM to help small businesses manage their business relationships with clients, vendors leads and other contacts.
Company Email
Company's Address
None indicated
Capsule CRM Comparisons
Popular Capsule CRM Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Campaign Dashboard
- Email Marketing
- Multi-Channel Marketing
- SMS Marketing
- Social Advertising
- Social Media
- Contact History
- Contact Management
- Contract Management
- Customer Database
- Lead Management
- Lead Tracking
- Territory Management
- Remote Access
- Workflow Rules & Management
- Customer Service Integration
Pricing Info
Pay only $46 a month (billed annually) and leverage the power of Batchbook! Forge and improve customer relationships and transform all your marketing efforts to great customer experiences. For just $46 a month, your entire team of marketers will have the power to find unlimited deals and the best opportunities.
Integrations
Batchbook boasts of massive integrations with the leading business systems and applications:
- FreshBooks
- QuickBooks
- Xero
- MailChimp
- ActiveCampaign
- Mad Mini
- Yesware
- FreshDesk
- HappyFox
- HootSuite
- Directmail Manager
- Disqus
- EventBrite
- FormStack
- Google Apps
- NinjaForms
- RightSignature
- Updentity
- BedrockData
- Zapier
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Express Motor Vehicle Administration, M.O.M. Diary
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Create and manage meaningful and productive relationships with your customers with Batchbook.
Company Email
Contact No.
Company's Address
171 Chestnut Street Providence, RI 02903
Batchbook Comparisons
Popular Batchbook Alternatives
The software examined on this page are only a small part of our complete CRM Software category and you should remember that there may be more desirable solutions available. If you want to make sure you make the best possible choice for your business we definitely urge you to try out more services first. You may also want to study our top 10 CRM Software list to see which products are in the current year the highest-rated ones and dominate the market.
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