BigContacts Reviews & Product Details

I like the ability to customize the layout. The chassis is there and it lets your build you CRM from there.

I wish the help function was easier to use.

I am finally getting my clients and policy information in 1 place, online. I am hoping this will make doing mailers easier and sorting through who I need to contact and when.

BigContacts is a great, solid and effective way to organize and set up client-based appointments. I've been using it for many months, and have never had issues. The best aspect of this web based CRM is the ability to multitask and differentiate between a variety of custom fields.

Nothing much to dislike, except the slight lag time and delays between browsing. Perhaps if the pages had a lesser cache, and loaded quicker, it would be less of a drag on our part.

A broad range of problems have been solved, nothing in particular. The benefits of using BigContacts are just for a better organizational structure personally, as well as an outlet to expand into larger client lists and get more things done.

Ease of use. The platform allows me to easily navigate to the specific information that I use consistently.

I would like to the ability to create a template schedule, and be able to edit that schedule with clients as appointments popup and change.

The bigcontacts platform has really helped me keep my contact management clean and organized.

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I like the custome fields and the ability to send group e-mails.

I dislike the fact that big contacts is part of the e-mail string when I send an e-mail for my organization.

Some place to manage account contacts.

It's affordable and easy to use for both prospect and client activity tracking. The integrated e-marketing platform allows the open/click thru metrics to be automatically included in the contact's profile.

The contact list viewing options are limited to a number of pre-determined fields. Creating a report is really the only way to filter the contact list.

Managing contact interactions during our lengthy sales cycle.

I am a Virtual Assistant currently for three Directors with a home party sales company. I love the task and to do lists the most. They really keep me on task and help me prioritize my work load. I love how easy it is to import my client's contacts each month. I use the auto pilot emails to get new contacts connected right away.

My clients contacts seem to change email address frequently which creates duplicate contacts. I would like to have an easier way to isolate those when they occur so that they can be corrected. A merge of some sort woulc be great so that none of the contact history gets lost.

This system saves time in communication with my Directors. We both have quick access to what has been sent out to each client and their response or requests for information.

The contact management platform is easy to operate and displays a large multitude of information in a consolidated view. More so, each section of the consolidated view expands to reveal the in-depth information a sales team needs to survive.

So far I have experienced some technical issues, but the support team is attentive and works to resolve them as quickly as they can.

Contact management and fluidity of contact information between our team was our major downfall. All of our contact communications were done through email and were constantly lost in the sea of emails that most professionals field daily. This management software allows us to keep all of that information in one location away from the stormy swallows of the daily email barrage.

The Customization!! I love being able to customize all my tasks and activities and contacts. I like the contact profiles and how in depth I can input them. I also love the reports which I am further investigating.

Would like to see more in depth descriptions without having to toggle the i in tasks. Also, seems a bit quirky and slow at times.

Tracking our daily and finding information is quite easy.

I like that it is a central location for all of our clients information.

I haven't figured out a way to email and entire group of our clients for mass mailing. Sometimes the program can be too dynamic and won't let you grab your clients vs prospects.

We are able to track all client related issues. Everyone of our employees have the ability to see what calls, email or visits have been made. Our field employees know what the internal employees are doing so therefore we stand as a united team when talking with clients and prospects