Our Users Are So Smart: Using BatchBook as a Project Management App

• Posted February 18th, 2009
• By Adam Darowski (bio)
• Filed under: Our Users are So Smart, Using BatchBook

If you take a look at our website, you can pretty much tell what BatchBook is—a social CRM and contact management web application for small businesses and freelancers. There are many things BatchBook is not. But BatchBook is also very flexible (thanks to features like SuperTags and affiliations), which opens the possibility of people turning it into something we never imagined.

New forum user dcis-steve is one of those people. He went from “newbie user” to “BatchBook for Project Management” pioneer in two days. We had a good discussion on the BatchBook Forums about what he was up to. Here is his summary of how turned BatchBook into a project management application.

Prerequisite

(more…)

Tags: affiliations, Customer Service, project management, small business CRM, supertags

4 comments so far. Leave a comment of your own.

Product Update: Quickly edit your search results and manage your affiliations

• Posted November 14th, 2008
• By Adam Darowski (bio)
• Filed under: Product Updates

Last week, we released a huge update to BatchBook. That didn’t stop us from giving you a sweet little update last night!

We added two features that were heavily requested: Batch Actions on Search Results and an Affiliation Manager.

First, I’m really excited about the Batch Actions on Search Results. A little while ago, we launched our super-ultra-powerful advanced search. You can search by any field (even within SuperTags) with and/or/not queries and even nifty little queries like “is greater than/less than”. Now, once you build your custom query and run your search, you can perform actions right there on the Search Results page for any or all of the results.

Here’s how it looks:

(more…)

Tags: affiliations, search results, small business CRM

Leave a comment