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BIGContacts is the #1 rated CRM & Email Marketing
Solution for Small Business

  • performance
  • crowd
  • getapp
  • capterra

Delight Clients With Personalization

Build long-term client relationships

Delight Clients With Personalization

Get a 360° view of customer data to drive more meaningful conversations and build long-lasting relationships. BIGContacts offers insights into client needs and preferences to help you deliver delightful customer experiences. View all previous interactions with every client in one place to provide top-notch accounting services.

  • View all data & documents in one place
  • Get valuable insights
  • Track communication history
  • Craft delightful experiences

Save Time With Automation

Improve your day-to-day efficiency with BIGContacts

Save Time With Automation

Free up more time for your clients by letting BIGContacts take care of the repetitive admin tasks. This CRM bookkeeping software captures and updates data automatically so that you can work more efficiently. Set up automated reminders and workflows to never miss deadlines.

  • Eliminate manual data entry
  • Get instant alerts & reminders
  • Set-up automated workflows
  • Never miss a deadline

Synchronize Data With QuickBooks

Combine CRM with your QuickBooks account

Synchronize Data With QuickBooks

BIGContacts offers automatic data synchronization with your QuickBooks account. View and manage all transactions inside your CRM system. With simplified invoicing & billing, BIGContacts enables accountants to become more productive. The two-way sync of sales data makes it easy to stay organized and updated at all times.

  • View all transactions in one place
  • Manage invoices & bills
  • Keep sales data organized
  • Two-way synchronization

Access AI-Powered Reports

Smart reports to track performance

Access AI-Powered Reports

Drive business growth with intelligent financial reports offered by BIGContacts CRM for bookkeepers. Pull essential data such as your expenses, profits, etc., to get complete visibility into your accounting activities. Monitor relevant metrics with standard reporting templates or build reports with custom filters. BIGContacts assists you in tracking your performance and making better business decisions with AI-powered reports.

  • Choose from ready-to-use templates
  • Monitor metrics like expenditure, profits, etc.
  • Stay on top of all activities
  • Make data-driven decisions

Benefits of BIGContacts CRM and Accounting Software

Data Security Data Security

Work with a security-compliant CRM system that ensures your client data is not at the risk of breach or loss.

Automation Automation

Automate tasks and workflows to enhance your day-to-day productivity with BIGContacts CRM for accountants.

Integrations Integrations

Connect your favorite business applications with BIGContacts CRM to get more done without leaving the platform.

Reports Reports

Access smart reports to measure the effectiveness of your accounting activities and make more accurate forecasts for your business.

Invoicing Invoicing

Generate and manage client invoices using BIGContacts accounting and CRM software.

Remote Access Remote Access

Work on the go with remote access to your client’s data and transaction history.

Grow Your Business With BIGContacts accounting CRM

Turn prospects into customers

Accelerate your business growth by being more organized and productive. BIGContacts offers the best CRM and task management for accounting firms. Track and manage tasks, collaborate with team members and automate repetitive activities to achieve better organizational efficiency. The tool also enables you to capture new leads and follow up with them on time to generate more revenue.

  • Manage tasks
  • Foster collaboration
  • Capture leads automatically
  • Follow-up on time
Grow Your Business With BIGContacts accounting CRM

What Makes BIGContacts the Best CRM for Accountants?

What Makes BIGContacts the Best CRM for Accountants?

Simple Interface

BIGContacts is an uncomplicated and responsive CRM tool offering straightforward implementation and usage.

Delightful Support

Get instant support 24X7 via chat, call or email to keep things running smoothly.

Affordable Pricing

BIGContacts is a value-for-money CRM with an affordable pricing structure that makes it a suitable CRM for small accounting firms.

Customizable Modules

BIGContacts works however you prefer!
Customize fields, views, and workflows to match your business needs.

BIGContacts Accounting Integrations

Use a single platform for CRM and accounting for small businesses

  • Quickbook
  • Freshbook
  • Bexio
  • Fastbill

BIGContacts Features

  • contacts
    Contact Management
  • opportunities
    Opportunities
+
  • lists
    Lists
  • compaigns
    Campaigns
  • Drag & Drop UI
    Drag & Drop UI
  • reports
    Reports
  • automation
    Automation
  • template
    Free Templates
<>Join Our Thriving Community
  • Robust, easy to use and has the best support
    BigContacts seems to be the best way to extract data, contact information has all the addresses, tasks, and notes in one place, making it easier for everyone to keep track of what is going on with each company.
    Melanie P
    Melanie P,

    Sales Manager

  • All the important functionality without the expense
    BigContacts 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.
    John G
    John G,

    Sales Director, Leisure, Travel & Tourism

  • Less cluttered and complicated than Salesforce.com
    I have always felt Salesforce.com is too complex and has information not required cluttering the interface. BigContacts is clean and easy to use making staff more effective.
    David H
    David H,

    President, Consumer Goods

Do you want to make more sales?

Get repeat sales with BIGContacts, the #1 CRM for small businesses

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