Streamline your data management process with the CSV Online File + Batchbook integration

A CSV file is a type of file used to store your contacts data from different sources, such as your email marketing software, CRM, etc. For example, by downloading a CSV file of your leads, you can upload these data on other tools in order to better manage your follow up and sales processes. CSVs contain information separated by commas, saved in a .csv format.

CSV files can be used with any spreadsheet program, such as Microsoft Excel, Open Office Calc, or Google Spreadsheets. However, with CSVs you can’t define or save cells, columns, or rows. Moreover, you can’t save formulas.

CSVs are also used for managing ecommerces for importing and exporting product, customer, and order information.

Batchbook is the CRM solution for small and medium-sized businesses that need an easy way to build relationships with their customers. Batchbook CRM allows you to store contact details in one central location, which the entire team can access from any device connected to the Internet. You can create better relationships with your customers by managing activities, segmenting, creating lists and recording important communications, personalized details and more on your contacts.

This software is designed to be simple to use but powerful. With custom fields and advanced search and directory creation capabilities, you can manage the flow of sales, marketing, customer service and other business processes. Batchbook CRM was designed based upon the idea that if you can build better relationships with your customers, you can build a better business.

Finally, this software boasts affordable prices for a small business or organization, powerful and easy-to-learn features, and a dedicated customer service team with technology professionals who help you get the most out of it.