BigContacts Reviews: 4.5/5 — Highly Rated

Automated workflows with recurring task with highly beneficial. We can define triggers for automated actions. It is also possible to set reminders for specific task and deliver them to the people involved.

We can not perform a search for stored templates to locate the right template and have to scroll through the list.

A lot of time for our team has been freed up since we switched to BIGContacts. Instead of performing repetitive admin tasks manually, we let the system take care of them for us. All the contact records are automatically updated, and changes are logged instantly. This not only saves time for us but also enhances business efficiency.

BIGContacts helps us manage our sales opportunities using a visual pipeline. We can add custom stages to this pipeline and move the opportunities with a simple drag-and-drop interface. Sales reps can use this tool to set up alerts to engage with prospects and customers at the most appropriate time. The CRM application also helps us track sales performance with insightful reporting and analytics.

While it is possible to score and segment leads manually, there is no in-built feature for doing the same.

BIGContacts has helped our sales representatives be more efficient by providing them with a consolidated view of all customer data in one place. They can access this information remotely on any mobile device. This makes it easier to log sales activities directly from the field and keep contact records well-updated.

It is easy to customize the data fields, making contact management more efficient. Additionally, you can customize the sales pipeline by adding or removing stages. One of the best features of BIGContacts is remote access to data.

It would help if the custom fields feature is added to the Webforms as well.

We have transformed the way we track leads with BIGContacts. Since we have the necessary information at our disposal, our customer interactions have become much more personalized. Also, we use BIGContacts to schedule calls or appointments, saving time for our sales representatives.

BIGContacts is one of the simplest tools we have used so far. No prior coding experience or technical skills required.

If I be honest, there is nothing that the software lacks in, except some features like lead scoring that can be added for a better user experience.

We are happy to have deployed this tool for our sales and marketing teams. Since its implementation, we have witnessed a significant improvement in our sales process and outreach efforts. Conversions have increased and customer relationships are getting stronger.

BIGContacts’ internal collaboration features are amazing. Teams from different departments can access contact records, previous communication, and the smallest of details about leads on a single platform. They can also share files with each other and stay on the same page with instant alerts and notifications.

We would love to see an improved version of the tool’s mobile app.

BIGContacts has significantly streamlined the sales process. Our teams do not have to switch screens or contexts while dealing with prospects. They can collaborate with each other and deliver consistent experiences to prospects at all levels of the sales cycle.

BigContacts offers a visual sales pipeline that gives a quick peek into all contacts and their respective stages in the sales cycle, along with other important information. The best part is we can also drag and drop deals to build a custom pipeline that is in sync with the sales cycle.

The tool can have more direct integrations with email marketing and social media platforms.

BigContacts has been instrumental in bringing our sales process on track. Unlike before when agents worked in their separate space and no one had the tiniest idea on the overall progress, things have now changed for the better. With the tool’s centralized pipeline, it’s easy to keep a close watch on deals and their progress, as well as the team’s performance.

BigContacts is a simple tool that has streamlined contact management for our sales team. For a long time, our sales staff have been struggling with managing data in spreadsheets, Google Drive, and emails. With this tool, we have been able to steer our way out of the chaos and bring more clarity to our sales process.

We have just started using the tool, so it’s too early to identify the negatives.

With BigContacts, we are trying to give our sales process a makeover. Our sales team is now able to manage opportunities and keep a firm track of how fast they are going down the sales funnel. This has been a great help for our sales staff in closing high-value deals and contributing to our company’s revenue.

BIGContacts was easy to set up. The onboarding assistance offered by the support team helped us significantly. Maintenance of the CRM tool is uncomplicated and quick as well. We can easily pull the necessary information from the CRM system using the reporting module, which helps us make better business decisions.

Searching for specific contact records can be made more intuitive and easier. Currently, you must enter the exact search query to get the results.

Unlike other CRM tools we have previously used, BIGContacts is pretty straightforward and intuitive. The pricing is quite affordable too. Integrations such as Mailchimp and Quickbooks work quite well.

We can easily add custom data fields, take notes, add files, and include tags that enrich contact profiles. It is also easy to limit user access with custom roles and permissions. Since the tool is GDPR compliant, we do not have to worry about data security and confidentiality.

The mobile version of the CRM could have a better interface.

The tool’s customizability has come in handy to adapt it according to our needs. We use it to track the social media activity of our clients and engage with them more effectively.

The support team is responsive and efficient. They promptly address queries and provide satisfactory responses. BIGContacts helps us personalize emails for prospects based on where they stand in the buyer’s journey. The competitive pricing of the tool is an added benefit.

Some integrations are not fully functional and only offer a limited range of features.

BIGContacts offers an exceptional quality of customer service. All our queries so far have been answered within a 24-hour time frame. The CRM tool has helped us ensure that no opportunity is missed out on. It effectively organizes all quality leads and helps store data in custom fields. All in all, it has been a valuable addition to our business and has helped our sales team significantly.

The customer support team is quite prompt in answering queries. It was easy to set up BIGContacts with its extensive knowledge base and helpdesk support. I find the tool’s pricing to be quite affordable too.

Some integrations have limited functionality. I would like to see more direct integrations in the future.

BIGContacts helps me keep track of all pending tasks with ease. I can prioritize tasks and set reminders using this CRM system. Additionally, it makes it easy for me to collaborate with other team members.

BIGContacts has proven to be a powerful contact management solution for our business. With a detailed view of contact history, pending tasks, notes, files, etc., in one place, we can connect with our customers more effectively. The bulk actions save a lot of our time.

The search feature could be more advanced since looking up specific contacts gets challenging at times.

The tool has helped our company retain more customers. The remote access to data makes it easy for everyone in our team to stay connected and updated.

The reporting module with pre-built templates and custom filters helps us keep track of all our business activities. We also like that it’s easy to save these reports, so we do not have to go through the creation process every time to access the reports.

The mobile version of the app is currently not as functional as the desktop version.

We have been able to achieve better efficiency and productivity with BIGContacts. All our leads get captured from web forms and stored in the CRM system, which helps us stay organized. Our executives use the pipeline to track the movement of these leads toward conversion. Overall, our sales numbers have seen a spike since we adopted BIGContacts.

The webforms for lead capturing work well. The email and letter templates provided by BIGContacts save a huge chunk of our time. Email and skype integrations help connect with customers at the right time. Overall performance of the tool is satisfactory.

Some API integrations only offer limited functionality. I hope they continue to integrate more business tools with time.

It has also made managing and contacting leads much more efficient.

The best solution for organizing I've found. Ability to simply have information readily available and entered. Enter fields and customize data in a framework that makes sense.

While there does not seem to be such a big learning curve, everything does still take some time, there's no magic wand included.

Organizing data, using a program with multiple custom fields, and having everything in one place and keeping it current..

I am amazed at how easy this program is to use

I find the mail merge and campaign marketing difficult to navigate and use. When it comes to seperating lists and creating new one I find Big Contacts confusing and at times frustrating. This is true when I try to send out an email blast

Keeping on top of our lead flow as well as staying in touch with our current clients. I am now much more organized and am finding our contact rate and close rate has increased since utilizing Big Contact

I love the fact that all my emails are integrated into each contact. That feature alone has been so helpful.

I'm having a problem with meetings that I'm missing and they get dismissed and don't stay on my calender. I wish there was someway I could change them to reacurring.

Customer retention and new business has benefited our company so much.

We implemented Big Contacts over five years ago. We have had great success with territory transitions and realignment of territories very easy. All information was available to incoming representative.

Have not found anything that we have disliked. Reporting is good and they continue to improve the system. We have 16 users and rarely have any issues with users in the field.

Accountability of our field representatives and their activity with customers has vastly improved. We now know who it is that is working in our customers stores, which helps when we make changes or are looking for input from the field.

All Features especially the new bigalerts.

Nothing the product is great!Nothing the product is great!Nothing the product is great!Nothing the product is great!Nothing the product is great!Nothing the product is great!Nothing the product is great!Nothing the product is great!Nothing the product is great!vvNothing the product is great!Nothing the product is great!vvNothing the product is great!Nothing the product is great!Nothing the product is great!Nothing the product is great!Nothing the product is great!

Having everything in one place. We can do that here,

I like the marketing function best as well as the many of the little features in the software that makes it easy for reporting tools.

I dislike the ability to mass delete contacts (may have ability but I am currently unaware) and the ability to check contacts to database when importing and update any pertinent information if contact is already in the system.

Marketing - Lead nurturing. A contact management database. Benefits are endless, BigContacts is constantly coming out with new features!

Ability to manage client base as basic or as involved as I choose. Cost is great.

Nothing much at this point. I would really like to be able to call in for support and speak with someone.

Better manage my clients, dates, and be more efficient in the many tasks I have.

I love how diverse this CRM is. It is very easy to use and very user friendly. Our contacts are organized to our liking and that is exactly what we were looking for in a CRM.

I would like for their to be an option to email our clients alerts coming from Eco-Tax so they can prepare for any appointment scheduled.

We can view all of our contacts in an organized fashion and be able to be more efficient with this CRM. We realized this is the CRM we have been missing while in business.

I like how the system if very user friendly and can easily fit the needs of your business by allowing personal modifications. The personal modifications have allowed us to improve the quantity and quality of work being done.

I dislike how after you write a note the screen automatically returns back the list of contacts.

One issue is keeping up with clients and their demands. Using BigContacts has helped to resolve that problem. With their note keep system and the ability to schedule meetings for clients and staff member we have been able to reduce the stress of keeping up with our client load

I love that it keeps all my "to-do's" in one place.

Nothing, I like everything about this program.

Staying efficient in my time. Keeps me on track.

It is simple and quick to use and maintain. Any time I have had a question, support is right there for you with quick responses.

I would like to see the capability of once a file is attached to an email and it is the wrong file, to be able to delete it. I do not like that when an email window is open you can not move it around.

It allows me, even as a small business, to easily keep up with the data on a prospect or client. It has been very beneficial for follow up with prospects and clients, keeping track. It has been a great asset in promoting our product, Marketing Calendar Office.

Flexible and user friendly, great service

Im not writing their commercial insurance..yet. They are a prospect in Big Contacts

How to organize groups of prospects, design and implement tailor made campaigns, process them thru the cycle and convert them to clients

Web based means my data is available from any internet connected device. Great help and technical support when required.

There is a limit to how much the appearance can be customised but that's not a deal breaker for me.

I run a small automotive recruitment business in Melbourne Australia and have used local databases for many years. In this industry you need to keep track of "who's who in the zoo" and all previous interactions with them. Several years ago I switched from PC to Mac. My database software was PC only and rather than install Windows on my beautiful new iMac I decided to look for alternatives that would work easily cross-platform. Despite knowing very little about web based applications at that time, I decided to give BigContacts a try. The learning curve was reasonably painless and the support available from BigContacts made the transition relatively easy. At the time I had an associate based in another state and it was great to have both of us on the same CRM as It allowed me to easily monitor his activities and share information. Since then BigContacts have released a new and improved version of the software. BigContacts are very pro-active when it comes to improving the CRM and innovating new features. They take the time to talk to their users and are receptive to all feedback and feedback. I cannot compare BigContacts to other similar products, but because it works so well I have no intention of changing anytime soon. I believe that all businesses will benefit from using a web based CRM. If a "one man band" like me can derive significant upside from using BigContacts, the benefits for a business with multiple staff / locations will be even greater.

The reminder emails I get every morning for tasks to complete

It is hard to search anything with the & sign in it.

I use Big Contacts for marketing purposes

What I really like the most about Big Contacts can be summed up in the ease of operation and very short learning curve. It handles all of my needs for my business and then some. I really could say in addition to that is that they are always making positive upgrades and adding useful features. Makes running my business a lot more efficient.

I really don't have a dislike. The system performs as advertised.

It solves a lot of time management and efficiency problems. Great for drip marketing, keeping people on tasks and by automatically getting information emails out to clients.

great resource at great price for keeping on top of company contacts in the cloud.

would love an iphone app (not sure if available?)

business contact rolodex; great for multi-user access.