Batchbook Selects PipelineDeals to Migrate CRM Customers

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Both CRM customer teams collaborate to offer a secure, smooth, and automated transition for Batchbook accounts

"We made sure that we partnered with a CRM company that could offer an ideal migration path for our customers." - Pam O'Hara, CEO of Batchbook

Batchbook, customer relationship management (CRM) for small business, is partnering with PipelineDeals, the most adopted CRM among small and midsize businesses (SMBs), to migrate CRM data from Batchbook to PipelineDeals to help ensure business continuity.

Batchbook chose PipelineDeals to make sure that its customers would have a clear off-ramp from its CRM software and a worry free, seamless on-ramp to another SMB-focused CRM. This collaboration follows Batchbook’s recent announcement that it will be concluding its operations by January 15, 2019.

“We’ve had an amazing 12-year run building Batchbook to help entrepreneurs manage and grow their valuable customer relationships. We made sure that we partnered with a CRM company that could offer an ideal migration path for our customers as well as offer them the features they’ll need in the future such as sales and contact management,” said Pam O’Hara, CEO of Batchbook. “We have a long history and great respect for PipelineDeals because both of our teams are customer focused and that’s extremely important as we move forward and support Batchbook customers together during this transition period.”

With the assistance of both PipelineDeals and Batchbook Customer teams, current Batchbook users can begin using PipelineDeals - automatically populated with their Batchbook CRM data - in an effort to ensure a seamless transition from one CRM software to another. Current Batchbook customers can visit a special Batchbook-PipelineDeals web page for more information and to begin the process.

“We love what Batchbook has built and we’re happy to work closely with the Batchbook team to provide a stress-free, automated way to safely and securely migrate their customers’ CRM data seamlessly into PipelineDeals. With this collaboration in place, former Batchbook customers can spend their time focusing on growing their business,” said JP Werlin, CEO and Co-Founder of PipelineDeals. “Like Batchbook, we designed our CRM with SMBs in mind. We’re excited to be part of this journey for Batchbook customers moving forward. ”

About Batchbook

Founded in 2006, Batchbook has built cloud-based, customer relationship management software that helps small businesses be awesome. The company’s mission has always been to promote passion for small business and enable entrepreneurs to do great things. Batchbook is based in Providence, RI. and users come from every corner of the world.

About PipelineDeals CRM

Founded in 2006, PipelineDeals is the most adopted CRM for small and midsize businesses, empowering sales teams across a breadth of industries to build game changing relationships. PipelineDeals is built around an easy-to-use and customizable user experience, sales focused features, and leading customer support and service. Today more than 18,000 users in 100 countries use PipelineDeals to gain visibility into their sales pipeline to accelerate opportunities and close more deals.
Headquartered in Seattle, WA, PipelineDeals has made the annual Inc. 5000 list since 2014, recognized as one of the fastest growing companies in the U.S. For more information about PipelineDeals or to try a 14-day free trial, please visit and engage with PipelineDeals on Twitter.

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Marissa Tejada
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