BigContacts

Additional features

Keep customers & prospects organized

Centralize and structure your contact data for easy access and management.

Track all contacts

Maintain a record of every interaction and piece of information related to your leads and customers.

Unlimited Custom Fields & Tags

Store any specific data relevant to your business needs for each contact (available on all plans, including free).

View by pending or upcoming activity

Quickly see which contacts require immediate attention or have scheduled follow-ups.

Sort contacts

Organize your contact lists based on various criteria for efficient segmentation and targeting.

Create users, roles, and permissions

Manage team access and control what each user can see and do within the CRM.

Group Emails

Send emails to multiple contacts simultaneously for efficient communication (available on the Business Plan).

Track meetings

Schedule and log all your meetings with contacts to maintain a history of interactions.

Track emails

Automatically record all email correspondence with contacts for a complete communication overview.

Track files

Associate relevant documents and files with specific contacts for easy retrieval.

Track birthdays

Keep track of contact birthdays for personalized engagement opportunities.

Track calendars

Manage and sync your schedules to stay organized and on top of appointments.

Build a custom sales pipeline

Define the specific stages of your sales process to track deals effectively.

Track sales pipeline and stages

Monitor the progress of deals as they move through your defined sales stages.

Customize for your sales process

Adapt the sales pipeline and CRM workflows to match your unique selling methodology.

Track commissions

Manage and report on sales commissions earned by your team members.

Powerful sales reports

Generate detailed reports on your sales activities, performance, and trends.

Pipeline Analysis

Visualize and analyze your sales pipeline to identify bottlenecks and opportunities.

Send marketing emails

Create and distribute marketing messages to your contacts directly from the CRM.

Automated Emails, Reminders, and Alerts

Set up automatic email responses, follow-up reminders, and internal notifications (available on all plans, including free).

Automate marketing & sales email drips

Create sequences of automated emails to nurture leads and guide them through the sales process.

Nurture sales leads

Engage and build relationships with potential customers through targeted communication.

Create campaigns

Organize your marketing and sales efforts into specific campaigns for better tracking and analysis.

Drip Marketing

Implement automated email sequences sent over a defined period to engage and convert leads.

Automated Tasks for Follow up

Automatically create tasks for your team to ensure timely follow-up with contacts.

Automated Tasks, Reminders, and Emails

Automate a combination of tasks, reminders, and emails based on specific triggers (available on the Business Plan).

Reminders to Touch Base

Set up reminders to proactively engage with contacts and maintain relationships.

Connect Webforms

Integrate web forms on your website to automatically capture new leads into your CRM.

Import Spreadsheets

Easily upload contact data from CSV or Excel files.

Add contacts via email, manually, via forms & webhooks

Multiple ways to input contact information into the system.

Mobile CRM

Access and manage your CRM data on the go using mobile devices.

Ready-to-use reports

Utilize pre-built reports for quick insights into your sales, marketing, and team activities.

Create and save custom reports

Build tailored reports to view and analyze specific data sets as needed.

Automate reporting & exports

Schedule reports to be generated and delivered automatically.

Analyze teams, leads & campaigns

Gain insights into the performance of your sales team, lead sources, and marketing campaigns.

Visual Dashboards

Create intuitive visual representations of your key CRM data for easy understanding.

Performance Tracking (individual or team)

Monitor the sales and activity metrics of individual team members or the entire team.

Easily integrate with other tools and platforms

Connect BIGContacts with your existing software ecosystem (specific integrations not detailed on this overview page).

Set up triggers to automate tasks, workflows, reminders, and more

Define specific events that will automatically initiate actions within the CRM.

Scheduled Reports

Automate the generation and delivery of reports at predefined intervals.

Unlimited File Storage

Store an unlimited number of files associated with your contacts (available on the Business Plan).

Teams & Groups

Organize your users into teams and groups for better collaboration and data management (available on the Business Plan).

Social Media Tracking

Monitor contact activity and engagement on social media platforms (specific platforms not detailed).

Advanced Reports

Access more detailed and customizable reporting options (available on the Business Plan).

Track last contact and what was sent

Maintain a clear history of your most recent interactions with each contact.

Customize fields, processes, and workflow

Adapt the CRM to align with your unique business operations.

Data Security

Ensure the safety and protection of your CRM data.

Free Templates

Utilize pre-designed templates for reports and other CRM elements.

Drag & Drop UI

Enjoy a user-friendly interface for easy customization and navigation.