The foundation of an efficient CRM database is the software. Batchbook has created a tool that organizes information into compartments. Each has a variety of must-know data such as phone numbers and emails. An additional functionality is the ability to complete customer profiles with more details including social media account information. A built-in assistant prioritizes follow-ups in the various stages of customer interaction. Getting started is a simple process of dragging a contact list into the platform. The dashboard showcases the organization features with clean lines and information used for quick decision making. With two packages for small business models, choose between one with unlimited access for two or unlimited access and users for full coverage. Regardless of the one chosen, integrate a myriad of email and survey software including Mail Chimp and Eventbrite. Customers also receive free support and on-boarding so they can focus on gaining customers and market share.