BIGContacts gives you everything you need to improve contact organization and strengthen relationships. Access top web-based CRM features like contact management, task management, workflow automation, pipeline tracking, and drip email campaigns. What’s more? Generate in-depth reports, ensure data security, and get remote access to crucial data. Automate repetitive processes, personalize outreach, and grow your sales with BIGContacts.
Get a comprehensive view of contacts, including notes, calls, meetings, tasks, files, photos, sales, emails, and more.
Store additional information within contact records with custom fields.
Capture leads from your website and reduce manual data entry with CRM web form integration.
Use any properly formatted CSV spreadsheet to import your contacts, including custom fields!
Create static or dynamic contact lists for better segmentation and targeted interactions.
Toggle between individual and list views for your contacts.
Get access to a comprehensive dashboard with activity timelines, upcoming events, active contacts, and more.
Enjoy anywhere, anytime access. The fully responsive mobile web app automatically resizes for any smartphone, tablet, or desktop.
Nurture relationships with automatic email drips that adjust based on contact behavior or stage in the sales cycle.
Generate detailed reports to track and improve marketing performance.
Save time and improve consistency in your messaging with email templates.
Capture incoming emails from any email inbox and store them under the respective contact record automatically.
Segment your contacts into lists and deliver more personalized emails.
Access detailed tasks & to-do lists with priority status, due dates, and more.
Switch between daily, monthly, and weekly calendar views.
Assign tasks to team members from the calendar and notify them with custom alerts.
Track your meetings as well as the events for everyone on your team.
Share important updates with your team with comments, tags, and notes.
Set up email or text alerts for tasks and meetings.
Group users from different business functions into teams.
Schedule meetings from the calendar and modify location, subject, attendees, reminders, and more.
Customize sales stages, products, commission splits, fields, and more according to your unique sales process.
Visualize the movement of opportunities in your sales pipeline from start to finish.
Choose the stages of the sales pipeline to be displayed to your team members.
Move deals in your pipeline effortlessly with a simple drag-and-drop interface.
Switch between List and Kanban view for your sales pipeline.
Filter your pipeline view by team members, close date, and more.
Download comprehensive reports for your pipeline to track your sales performance and improve business decisions.
Tell the system what should happen when certain conditions are met, and it will do it for you.
Trigger workflows from contacts, opportunities, tasks, and other CRM records.
Decide whether actions should happen right away or on a specific date and time.
Set clear rules (like “if a deal is high value, then create a follow‑up task”) so nothing is missed.
Send emails automatically when contacts take an action or hit key dates.
Create and assign tasks to the right team member without doing it manually each time
Use ready‑made workflow templates (like welcome emails or follow‑up tasks) to get started faster.
Automatically notify your team so they stay on top of important items without constant checking.
Choose from standard templates to generate reports in just a single click.
Use advanced search filters to create a custom report from scratch.
Get presentation-ready reports and export them as Excel or PDF files.
Build a custom report and save the filters for future access under the “Saved Reports” menu.
Enable two-factor authentication to confirm the user identity for a secure login.
BIGContacts is GDRP compliant, ensuring that there are no security gaps when collecting data from the users.
Set up custom user access roles and permissions for your team members.
Enjoy reliable uptime, high-end servers, data backups, and data encryption.
Password protect your BIGContacts account to ensure safety of critical business data.
Your account is automatically locked for 15 minutes after three unsuccessful password attempts.
Improve personalization, manage your mailing lists, track campaign performance, and enhance your marketing efforts.
Manage and resolve support tickets swiftly and get more repeat sales.
View QuickBooks transactions within your contact records in BIGContacts.
Automatically update contact records with email marketing data from Campaign Monitor.
Sync Contacts, Meetings, and Tasks between BIGContacts and Outlook.
Set up two-way synchronization with your Google Contacts account.
