BigContacts Reviews & Product Details

Very simple and easy to use. The best aspect of how easy it is to organize this product. I can see who I need to talk to, and who are potential follow ups.

The only thing to dislike is how I have to open a new window whenever I click on something. If that was solved, I would give this product a 10/10

We are getting more organized as a firm, when bringing in new clients. All of our meetings are are in a clear schedule, and we can see what has to go on and who has to do it.

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.

It is simple to use and has all the important functionality we need without a lot of unnecessary functions that make other applications more complicated and expensive.

Our learning curve for the ActiveCampaign integration is taking a while, and I've not taken time to learn the sales pipeline/sales stages.

All our contact information is readily available on our desktop or smart phones. We can track our prospects and stay in touch with them leading to increased sales.

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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.

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

Very user friendly & easy to use right from the start.

There are a lot of available "upsells" that I don't need. However, for larger businesses these could be important add ons.

It helps me stay much more organized & allows me to access customer information quickly.

I've been using this for a long time. I like the email drop-boxes. I like that I can access my contacts from anywhere. The customer support is pretty responsive.

The usability of information displays could be better.

It's great for managing a to-do list in conjunction with a list of sales contacts

The structure and ease of use are great. I have always felt Salesforce.com is too complex and has information not required cluttering the interface. Bigcontacts.com is clean and easy to use making staff more effective.

I think Live Customer Support would be a great addition. Generally at this price point one can call in and discuss issues directly with staff.

The benefits of a contact management system in the cloud. Very easy to train and use.

What I like the best is the fact I can view all of my customers on the Want to Buy category all at once and easy send out requests

What I dislike is the fact you have to have the same exact spelling as entered. If someone else enters a contact in a different form it won't come up in the drop down. Example: T & L construction, T an L construction, T and L construction.

Benefits problems being solved are the quantity of emails I can find and store all in one place. Wants and needs of my customers.

Simple format, which is good for our older employee's

We have a lot of duplicates from out transfer, that I can't get clean up. I also don't email from BC due to some crazy formatting issues.

Great for working off-site

I like that with BigContacts I can customize the entire CRM. I'm not limited to any predetermined settings.

The system can sometimes run a little slow and get "stuck".

This has helped me build a CRM / ATS for recruiting.

It is an easy way to keep a record of interactions with a large number of businesses.

I dislike the file upload process and wish you could select multiple files to upload or drag and drop.

We can share pull up a record of past interactions with every business we visit and quickly see if any other employees have followed up with the customer.

Very easy and simple program with nice main features. Customer service is very quick to respond and is very helpful. Customer service is very willing to assist and answer questions in a timely manner.

Could have more features and capabilities. More in depth capabilities and better features for reporting. A better mobile version or an app would also be useful.

Integrated email campaigns and sales opportunities, follow up tasks and contact history.

user friendly. easy to search contacts. Like the dashboard feature.

I don't always get a email notification when a task is assigned to me. Everyday I have a bunch of Daily Activity summaries...but they are all blank. I'm assuming it is for contacts that I'm "following"...but not sure.

It's helping us see clients that have been called regularly. Also, adding notes on each client helps the outside reps know of any issues that we've dealt with internally.