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Xero Business Community

Hi everyone, Come on over to the new discussions in Xero Central. It’s a more intuitive way to connect and chat all things business with one another. Ask questions, dish out answers, and get involved.

You can still view topics in the Xero Business Community to see all the useful knowledge that’s been shared there; and you can restart conversations you feel have been of huge value to you on Xero Central.

If you have brilliant ideas for innovations, you can keep on adding feature requests in the Xero Business Community, and voting on existing requests. There’s more in store, as we come up with the best way to take on your thoughts and share developments
Community > App Reviews >

Batchbook Social CRM

Started by Xero API -   in App Reviews |CRM

3 out of 5 stars
 
Based on 2 user ratings
If you are a user of Xero and Batchbook Social CRM, tell us how you are getting on and your experience so far. Any tips?

About Batchbook Social CRM


Connect with your customers beyond the invoice. Track your emails, social conversations, To-Dos, and contact details, all in one place, check out Batchbook Social CRM.

Tip

Remember if you have questions or need assistance with Batchbook Social CRM, this is not the best place to ask - this forum is for reviews and feedback only.

For general support, check out the Batchbook Social CRM support centre or this page for information on connecting Batchbook Social CRM to Xero.

So sorry we're just seeing your comment, we would have loved to help sooner. It is possible to limit what your users see based on our User Permission Levels. To see what user levels we have available check out the link below. And feel free to email us at help@ with any questions! http://support.batchbook.com/m/kb/l/56751-what-is-the-difference-between-an-account-owner-an-admin-an-advanced-user-and-a-basic-user
 

Batchbook Team  

i'm reviewing the various CRM options..i really liked batchbook until i found that all users see same and all information...but i think user management is key! i don't want every sales to know evey details of my client base! sigh, have to give up batchbook
 

Rain Liu  

Fantastic CRM system. Very easy to set up and operate. Easy conversion from other systems. We converted because of the pricing and have been very happy with move.
 

Business Buddy