We have been with Big Contacts for over five years. We were looking for a program that was web based that would allow us to track customer information in over 40 states. BC has delivered everything we needed and more. One of the most valuable tools is the history and the email tracking capabilities. This program offers many utilities and options to increase sales and lower the sales cycle. I highly recommend this product for anyone that is in need of monitoring sales calls and customer information.
This product is easy to use, very easy to understand and easily updated. Great tool when territory changes are needed. All information is up to date and easy to find.
We have not expereinced any problems that were negative to our needs.
Having one place for customer information whether it was a completed or pending sale, billing or repair issues, and the scheduling of tasks is HUGE - it makes it easy for the remote workers. Attachements are shown separately. Connecting with Quickbooks.
Scheduling tasks for yourself or others. Historical data of contacts with your clients, whether it was a phone call, email, meeting and attachments, even the direct marketing campaign for those special offers to all or some clients. Ability to enter social media information. Ability to see the daily, weekly, monthly calendar for your entire team. Basic or Custom reports.
No place to enter time (duration of a call). No way to click on the client's twitter, facebook or linkedin feed. Ability to look up a contact via telephone number.
Likelihood to recommend: 10/10
easier than other CRM Ive used, the pricing is reasonable, but some things still needs alot of improvement, man I cant believe no one out their has something simple to use and actually works!!! and does not cost an arm and a leg....
for the past four years we have used Zoho,Oprius,Bartchbook. Bigcontacts seems to be the easier one to pull reports, the contacts info has all the email,tasks,notes right in one place making it easy for everyone to review what is going on with each customer. The non tech people that use it are not having a difficult time, that is one of the major reasons we switched.
We have a retail business, the marketing portion of bigcontacts lacks I was under that impression when I sing up I can send out thank you cards, and email follow ups but I had to sign up for vertical response so I have to double enter contact info to do all that.....pretty lame, Ive ask tech support about the integration but after after several emails Ive never got a straight response only that they are working with a vendor. I also wanted to up load a couple of list and some contacts maybe deputes, bigcontacts does not combine dupes...you have to fix everything on one list then up load it...if you have a new list it will over write the existing one....what????
Thank you for the feedback. We have some great news for you as there appears to be some confusion regarding the marketing module.
"the marketing portion of Bigcontacts lacks I was under that impression when I sing up I can send out thank you cards, and email follow ups but I had to sign up for vertical response so I have to double enter contact info to do all that"
We give you the ability to easily filter any group of contacts within BigContacts and have the list instantly populate for you in VerticalResponse so that you can schedule your email or postcard campaign. NO double entry of contact information needed at all. We would be happy to show you how this works in greater detail and encourage you to take advantage of our FREE best practice webinars to learn more. http://www.bigcontacts.com/best-practices-webinars-for-web-based-crm/
I would definitely recommend BigContacts for ease of use, price, features, and value.
The BigContacts CRM System is pretty straightforward in terms of setup and implementation. Once you learn the basic rules in terms of setting up fields, etc. you can begin using the software with confidence. The videos are extremely helpful also. The price is one-third to one-fourth the cost of Salesforce.com.
There are a few features that are a little less intuitive and may require some help from support. If you can't find the right answer in the support materials or the videos they will get on the phone after you have placed a support request. This may take some time if it is off hours, but the response is always within a 24 hour window at the longest.
Likelihood to recommend: 8/10
Great company, great service
Good value for cost per user. Like the web-based format and the customization options.
Reports could be better + mobile app would be nice.
Likelihood to recommend: 9/10
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