BatchBlue Software Redesigns BatchBook Social CRM


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Providence, R.I. – BatchBlue Software (, provider of the BatchBook social CRM (customer relationship manager) for small businesses and entrepreneurs, today introduced the latest iteration of its flagship software BatchBook. The redesign, which incorporates extensive feedback from BatchBlue customers, provides users with better usability, more flexibility for managing the Deals pipeline, a new Dashboard widget for monitoring comments within BatchBook, and a brighter, cleaner overall appearance.

The redesign also includes a new partner integration with Sociotoco, a social media management agency, which will allow users to identify social media accounts of their contacts. Through the partnership with Sociotoco, BatchBook users are able to quickly and easily search for a contact’s presence in multiple social networks on the web including LinkedIn, Twitter and Flickr. The results are then automatically attached to the contact’s social media Super Tag in BatchBook to help present a more holistic view of that person’s activity stream.

“While social CRM is one of the hottest topics in social media this year, most people just talk about it and few actually implement it,” said Jurgen Appelo, CIO of Sociotoco. “BatchBlue proves that it is leading in the social CRM space by integrating the social search capabilities of Sociotoco into their product. Searching contacts in social networks is only the beginning of what can be achieved with social CRM. It’s exciting to explore what will follow.”

In addition to layout and esthetic changes, BatchBlue has added a high-level “customer touchpoints” data snapshot, which provides communication history of when the record was created, last updated, its most recent communication date and total number of communications for that contact. In addition, personalized details for every contact now can be dragged and dropped into a record and rearranged so that users can view details in a format that works best for them and their businesses routines.

“The new version of BatchBook continues to support our company’s mission of providing growing businesses with tools to make them more efficient. With the integration and our redesign, we’ve made important contact information more accessible and are providing clearer insight into relationships,” said Sean Ransom, Vice President of Technology at BatchBlue. “We’ve empowered our customers to display their data in the way that makes the most sense for their organizations.”

“Small businesses thrive on personal connections,” said BatchBlue President Pamela O’Hara. “With the Sociotoco integration, BatchBook just opened up so many more opportunities to make them happen.”

About BatchBlue Software
BatchBlue Software’s flagship product, BatchBook, solves a crucial need by providing small businesses and entrepreneurs with web-based CRM software to manage and track the contact information, communications and tasks for their greatest asset—their people network. The company was established in 2006 with the goal of creating useful, user-friendly software for small businesses. BatchBlue co-founded The Small Business Web ( in March of 2009 with other customer-obsessed software companies to integrate their respective products and make life easier for growing businesses. Since early 2009, BatchBlue has also hosted the SBBuzz ( Twitter chats, which invite small businesses to share their tech know-how and best practices. Based in Providence, R.I., BatchBlue Software is a privately held company. More information is available at


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