What do you like best?
Batchbook has great integrations to software that we use, for example Formstack, Mailchimp, and Hootsuite. It's a great database and customer relationship management software. We use it primarily as a database and will be going through the list of tutorials to maximize our use of the software. I use the "tags" feature mostly, to identify our clients, and use it to differentiate between our different client groups and partners. Tags make it easy to create list and then import those lists to Mailchimp.
What do you dislike?
I wish that I could see the mailchimp analytics in Batchbook, such as details on the user, how frequent they open emails, do they click on links, or if they've unsubscribed from a list to be notified in batchbook in some way. Right now I have to physically remove people from our batchbook database if they don't want to receive emails from us anymore. This is time consuming as I don't want to spam any users that don't want to receive emails from us. I don't like that if we have a duplicate name or email come through from an integration, Batchbook doesn't pick up the duplicate and automatically merge the contacts. I manually go and merge the contacts.
Recommendations to others considering the product
I would recommend going through the tutorials and learning about the entire system. I will be going through some of the tutorials to maximize my use of the system. There are more integrations I would like to explore and doing this one at a time is helpful so you don't get overwhelmed.
What business problems are you solving with the product? What benefits have you realized?
Batchbook saves us time in finding contacts in our database, we can search for users based on their company or specific tag or by name. This is fast and easy to do. It's quick to update their contact information. It's also efficient in its integrations. We use Formstack and the information collected is updated automatically in Batchbook.