BigContacts

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

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

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

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

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

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

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

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

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

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

Keep track of contact birthdays for personalized engagement opportunities.

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

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

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

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

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

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

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

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

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

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

Engage and build relationships with potential customers through targeted communication.

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

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

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

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

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

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

Easily upload contact data from CSV or Excel files.

Multiple ways to input contact information into the system.

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

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

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

Schedule reports to be generated and delivered automatically.

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

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

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

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

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

Automate the generation and delivery of reports at predefined intervals.

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

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

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

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

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

Adapt the CRM to align with your unique business operations.

Ensure the safety and protection of your CRM data.

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

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