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Batchbook Integration Brings E-Signatures to Social CRM

By: Daryl Bernstein / Wednesday, February 2, 2011


We've always been fans of Batchbook, a beautifully simple CRM for managing contacts, leads, and deals. Easy to implement and use for any small business, Batchbook enables you to build data-rich contact records with details of every phone conversation, email communication, and document exchange. In addition, Batchbook ties into social media, displaying your contacts' most recent blog posts and tweets right in their profiles.


This integration means you can now access your Batchbook contact list from inside RightSignature. Any time you send a document or reusable template for e-signature, simply start entering a signer's name and RightSignature searches your Batchbook account on the fly to display potential name and email matches. To set up this integration, login to your RightSignature account and visit your Account > Integrations page.

Our friends at Batchbook have been leaders in promoting integrations among web applications, even founding a very cool group called The Small Business Web to organize this effort. Batchbook also integrates with many of our other favorite web apps, including FreshBooks, MailChimp, and Tungle.

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