Batchbook's CRM for PR Fosters Team Collaboration to Enrich Customer Profiles

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Batchbook released tools to help PR agencies, who can use the CRM to deliver uber-relevant pitches to the press, keep current on what their team is delivering, and use dynamic lists to manage everything PR-related, from editorial calendars to content pitches, ultimately resulting in successful campaigns, unified team efforts, and very happy clients.

Batchbook turned to its own PR customers for evidence that the CRM is helping them win and keep clients. Niki Morrison, Senior Vice President of Chicago’s Carol Fox and Associates ( , an award-winning, full-service agency, says “We have had press people tell us that when they see an email or get a call from Carol Fox and Associates, they know it is a pitch worth considering. It has helped us develop strong relationships with the media. They know we understand what they are looking to be pitched, and in turn they know they can reach out to us when they are in need of story ideas and information. And most importantly, that translates into measurable results for our clients." Tatiana Read, Partner at The Knot Group (, a Toronto-based public relations and event management agency servicing clients in Canada and the US, says that Batchbook’s “smart database” helps her immediately “identify new contacts that the team’s been in touch with that may be of interest to any specific areas I’m currently involved in.”

Batchbook’s PR customer research and outreach is distilled into case studies that will attract PR agencies looking to get a whole team buy-in for a more-efficient workflow and more complete contact profiles. The case studies’ gateway ( lists ways that a CRM database can be configured to suit the PR industry’s unique needs:

  • To save and access a particular press sector instantly
  • To follow up on recent pitches with a timely call
  • To navigate and manage editorial calendars
  • To integrate with other industry-standard apps, like MailChimp, Hootsuite, and Eventbrite, to see the whole picture from a single source.

All Batchbook accounts come with a free, 30-day trial. Try it now for free:

About Batchbook: Batchbook is a software company based in Providence, RI, founded in 2006. Their social CRM software is designed for small businesses and organizations. Batchbook provides an affordable, cloud-accessible solution that is easy to adopt as an individual or a team. Its feature set includes full contact details management, social integration, to-do list, advanced searching, list building and reporting. Batchbook takes a unique approach to contact management (, encouraging users to maintain smaller lists, make more personal contact, and to build a culture of openness and teamwork.

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Christelle Lachapelle
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