I'm a big believer in the power of Customer Relationship Management software, or CRM. From tracking all the parties involved in a project (proposed or booked) to keeping good notes on all interactions with clients, I think the CRM is a must-have tool for any serious business person.

The problem for me has been finding the right CRM for me. There are plenty of them out there. ACT, Daylite, PerformerTrack, iPerform, and heck, even Outlook (or Entourage, for us Mac users) will work in some capacities as a CRM.


If you've known me for any amount of time, you know that I am a big fan of web based services. I use Freshbooks for invoicing, am probably a candidate to be a Google poster child, and now, I'm going to add BatchBook to that list. 

With a 30-day free trial, it's hard to go wrong at least giving it a try. And believe me, there's a lot to try.

• Integration with a ton of 3rd party services like Freshbooks, Mailchimp, Zendesk, Eventbrite, Google Contacts, and more.
• A decent mobile app.
• Tiered subscription levels at affordable prices.
• Ability to BCC BatchBook when emailing a contact and have that communication show up in the contact/company record in BatchBook.
• Very flexible list generation. 
• An interesting concept called "SuperTags", which lets you track custom data fields when you tag a record with that "SuperTag". It's like another little database inside the database!
• Social media awareness. You can have it look for associated social media accounts for your contacts (Twitter, Facebook, etc.).
• And a lot more!

As you can see, it's a good thing they give you a 30-day trial. There's quite a bit to try out.

Give it a spin and let me know what you think. What CRM are you using?