BigContacts Features

BigContacts

Simple CRM, Email & Contact Management Software

4.3/5 (199 reviews)

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API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Appointment Management
Appointment Scheduling
Budgeting/Forecasting
Business Card/Badge Scanning
Business Process Control
Buyer Management
CRM
Calendar Management
Calendar/Reminder System
Call Center Management
Call Management
Campaign Management
Campaign Planning
Cataloging/Categorization
Channel Management
Client Tracking
Client/Property Matching
Collaboration Tools
Commenting/Notes
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Content Management
Contract/License Management
Conversion Tracking
Correlation Analysis
Customer Database
Customer History
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Fields
Dashboard
Dashboard Creation
Data Import/Export
Data Visualization
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Engagement Tracking
Exception Reporting
FAQ
Field Sales Management
For AEC Industry
For Sales Teams/Organizations
Forecasting
Goal Management
Graphical Data Presentation
Interaction Tracking
Internal Chat Integration
Knowledge Management
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
List Management
Live Chat
Marketing Automation
Meeting Management
Mobile Access
Modeling & Simulation
Monitoring
Multi-Campaign
Multi-Channel Marketing
Multi-Currency
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Product Catalog
Project Management
Proposal Generation
Proposal Management
Prospecting Tools
Quotes/Estimates
Real Time Notifications
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Sales Approval
Sales Forecasting
Sales Pipeline Management
Sales Reports
Scheduling
Search/Filter
Segmentation
Self Service Portal
Shared Contacts
Social Media Integration
Source Tracking
Statistical Analysis
Survey/Poll Management
Task Management
Task Progress Tracking
Territory Management
Third Party Integrations
Training Management
Warranty Tracking
Web-based Deployment
Workflow Management
XML / RSS
Learn moreCompare App
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Appointment Management
Appointment Scheduling
Budgeting/Forecasting
Business Card/Badge Scanning
Business Process Control
Buyer Management
CRM
Calendar Management
Calendar/Reminder System
Call Center Management
Call Management
Campaign Management
Campaign Planning
Cataloging/Categorization
Channel Management
Client Tracking
Client/Property Matching
Collaboration Tools
Commenting/Notes
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Content Management
Contract/License Management
Conversion Tracking
Correlation Analysis
Customer Database
Customer History
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Fields
Dashboard
Dashboard Creation
Data Import/Export
Data Visualization
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Engagement Tracking
Exception Reporting
FAQ
Field Sales Management
For AEC Industry
For Sales Teams/Organizations
Forecasting
Goal Management
Graphical Data Presentation
Interaction Tracking
Internal Chat Integration
Knowledge Management
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
List Management
Live Chat
Marketing Automation
Meeting Management
Mobile Access
Modeling & Simulation
Monitoring
Multi-Campaign
Multi-Channel Marketing
Multi-Currency
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Product Catalog
Project Management
Proposal Generation
Proposal Management
Prospecting Tools
Quotes/Estimates
Real Time Notifications
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Sales Approval
Sales Forecasting
Sales Pipeline Management
Sales Reports
Scheduling
Search/Filter
Segmentation
Self Service Portal
Shared Contacts
Social Media Integration
Source Tracking
Statistical Analysis
Survey/Poll Management
Task Management
Task Progress Tracking
Territory Management
Third Party Integrations
Training Management
Warranty Tracking
Web-based Deployment
Workflow Management
XML / RSS
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API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Appointment Management
Appointment Scheduling
Budgeting/Forecasting
Business Card/Badge Scanning
Business Process Control
Buyer Management
CRM
Calendar Management
Calendar/Reminder System
Call Center Management
Call Management
Campaign Management
Campaign Planning
Cataloging/Categorization
Channel Management
Client Tracking
Client/Property Matching
Collaboration Tools
Commenting/Notes
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Content Management
Contract/License Management
Conversion Tracking
Correlation Analysis
Customer Database
Customer History
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Fields
Dashboard
Dashboard Creation
Data Import/Export
Data Visualization
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Engagement Tracking
Exception Reporting
FAQ
Field Sales Management
For AEC Industry
For Sales Teams/Organizations
Forecasting
Goal Management
Graphical Data Presentation
Interaction Tracking
Internal Chat Integration
Knowledge Management
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
List Management
Live Chat
Marketing Automation
Meeting Management
Mobile Access
Modeling & Simulation
Monitoring
Multi-Campaign
Multi-Channel Marketing
Multi-Currency
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Product Catalog
Project Management
Proposal Generation
Proposal Management
Prospecting Tools
Quotes/Estimates
Real Time Notifications
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Sales Approval
Sales Forecasting
Sales Pipeline Management
Sales Reports
Scheduling
Search/Filter
Segmentation
Self Service Portal
Shared Contacts
Social Media Integration
Source Tracking
Statistical Analysis
Survey/Poll Management
Task Management
Task Progress Tracking
Territory Management
Third Party Integrations
Training Management
Warranty Tracking
Web-based Deployment
Workflow Management
XML / RSS
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BigContacts Feature Reviews

25 reviewers had the following to say about BigContacts's features:

Ken P.

Great CRM for any business large or small.

2016-09-29

The user interface is simple.

Pros

ease of use. simple design. like how templates can be made for emails.

Cons

current mobile version is lacking with user interface (not fitting on my iPhone 6plus).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Gary D.

BigContacts is robust, easy to use & has THE best support.

2020-02-26

Helps us seem like a large firm with recurring task lists, mass emails & email storage.

Pros

The well organized but customizable graphical interface.

Cons

Doesn't integrate with my financial planning software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer
Verified Reviewer

Great CRM

2015-07-31

Easy to use templates. Great reporting of analytics.

Pros

Easy, affordable and not jerks.

Cons

Emails from the CEO too often.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 1-2 years

Source: GetApp
Helpful?   Yes   No
Read more
Don R.

Loan Originator's Dream

2016-09-28

I have all their communications and emails and my notes to make sure I always sound informed.

Pros

Speed of data return, social media updating on contacts, email templates

Cons

Don't know how to send emails to a group of leads yet.. also, sometimes the emails I send are not instant.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
dona g.

Ease of Use

2019-11-19

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.

Pros

Ability to enter social media information.

Cons

Ability to look up a contact via telephone number.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Helen R.

So-so CRM

2018-03-07

The benefits are the ease of use and the price; however, given some of the difficulties with the program, we would have went with another CRM.

Pros

They have email templates, but we don't use them. Social media updates are useful.

Cons

The CRM freezes at times, or fails to update tasks logged.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

4/10
Source: Capterra
Helpful?   Yes   No
Read more
Laurie F.

Great CRM for Small Business

2016-09-28

I love using Big Contacts to organize my customer and prospects contact info...it also let's me make notes about sales conversations, birthdays and social media contacts.

Pros

Mail Chimp[ Integration Email Integration Login anywhere even from iPhone

Cons

Cant think of any

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10

Recommendations to others considering BigContacts

Maybe integrate with a client gifting company.

Source: Capterra
Helpful?   Yes   No
Read more
Kristen F.

Automated Task Features are great!

2010-01-22

Overall this is a great product for our small business. It is easy for new users to learn and has capabilities that we use frequently.

Pros

Big Contacts is a user friendly CRM. The two features I find the most helpful are: 1) the ability to create automated tasks and emails based on changes in status; 2) The ability to create email templates.

Cons

Although searching the database is possible in at least two different ways, I would find a more accessible search helpful.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Jeffrey B.

Big Contacts

2010-01-22

A reliable tool that is easy to use.

Pros

Clean, easy to use Web Based Contact Management CRM solution.

Cons

Email section has a basic editor.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from BigContacts


Jeff,

Thank your for taking the time to review BigContacts.

As you likely already know by now, we rolled out one of the latest and most capable email text editors on the market, allowing you all the functionality that you might need when creating emails for your clients and prospects.

We hope you like the new email text editor.

Read more
Linda S.

Big Contacts Keeps Us Connected

2016-09-28

We use calendar functions, schedule meetings, track sales, schedule contact follow ups, add history on all calls and track progress on sales goals and pipeline from mobile and desktop.

Pros

Multiple users with individual setting controls in admin.

Cons

Sometimes search does not find what I am looking for

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering BigContacts

Take time to set up properly for your use - like our company titles have location number company name and City in the company title so we can have a more diverse search when looking for a store we are going to service or planning a route for sales calls.

Source: Capterra
Helpful?   Yes   No
Read more
Olivia R.

Big Contacts Review

2010-01-28

Overall, I recommend that someone interested in Big Contacts request a trial period to test the program before buying.

Pros

Big Contacts provides a comprehensive contact management database with a variety of sales and marketing management tools.

Cons

Big Contacts is web based, and therefore, there are times when unreliable internet connectivity or browser issues can cause the program to be unreliable.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Spring B.

Big Contacts is an all around great CRM and Sales tool

2010-01-21

This is a great CRM software that is very affordable.

Pros

It is very user friendly and easy to import and export contacts.

Cons

It needs to be able to check for duplicate contacts and have a way to merge the contacts into one.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from BigContacts


Spring,

Thank you for taking the time to review BigContacts.

I wanted to share some great news with you. We have a de-duplication feature that we are currently working on that we hope the release in the next 30-45 days.

This de-duplication feature will not only allow you to de-duplicate contacts after you import new ones, but you can occasionally scan your entire database to find duplicates and merge them - helping you to maintain a clean database.

I encourage you to subscribe to our product news blog as we announce all new features as they go live!

http://www.bigcontacts.com/news/

Read more
Anne P.

CRM for small and medium sized companies

2019-10-22

The response to my question today was very fast. Thanks.

Pros

Easy to add contacts, add activities and send notifications.

Cons

The reporting function was/still is not very intuitive or user friendly.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Kalei B.

Well worth it!!

2016-09-28

We have been using Big Contacts for a few years now.

Pros

Its very easy to use and organize things how you want them to be

Cons

I wish there was more detailed options to search for people (phone number, email).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Maria E.

Basic, inexpensive system

2016-09-28

Difficult to filter on various fields.

Pros

Low cost

Cons

Not intuitive, cumbersome design

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

5/10

Recommendations to others considering BigContacts

Seem to be trying to upgrade it

Source: Capterra
Helpful?   Yes   No
Read more
Neil V.

Best Bang for Buck

2010-01-22

This is a great product if you're looking for an inexpensive CRM product but need the features of more expensive CRM software.

Pros

Cost, Web-Based Format, No Need to Back Up, Ability to Capture Emails

Cons

Marketing/Vertical Response sync has never worked well for me.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
David K.

So far the better CRM

2010-01-27

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!!!

Pros

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.

Cons

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.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from BigContacts


David,

Thank you for the feedback. We have some great news for you as there appears to be some confusion regarding the marketing module.

You mentioned:
-------------------------------------------------------------
"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/

Read more
Angela M.

Just what I was looking for

2019-12-22

I can add custom fields to contacts like favorite product and even run a search by that field. The alerts are super helpful as I don't always go to the website everyday so I will know if I have a task if I get an email.

Pros

Set up automatic task alerts Set up tasks with a series or preset tasks to be completed and get alerts when it's time to complete them Add notes and communication logs to contacts Add documents Custom fields

Cons

More fields than I need as MLM consultant (but I can hide them) Set up takes tim Need Bigger or Biggest plan for email alerts

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Zach N.

Great business tool. Minimizes busy work

2016-09-28

Been using Big Contacts for several years now and it has helped me grow my sales while minimizing my time spent entering customer data.

Pros

ease of use. can schedule and assign meetings/tasks. quick access to customer info

Cons

sometimes have issues using on my mobile phone

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Deb P.

Big Contacts is a great CRM for small business

2018-12-18

It is extremely easy to segment our database by customized tags.

Pros

We have been Big Contact subscribers for over six year.

Cons

better connection of email to outlook

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Stefanie D.

Custom Contact Mangement

2010-01-25

Good product that allows for effective customizing of data and management tools.A few glitches and limitations require some attention, but overall we are pleased with the system.

Pros

- Affordable - Custom data fields are extremely important for our organization and Big Contacts has made it easy to tailor the system to our needs - Good email function - Ability to convert searches to excel is very helpful - Very prompt and attentive customer support

Cons

- Some glitches: business names are sometimes deleted for no apparent reason, leaving contacts linked with the business difficult to find

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Keith D.

BigContacts online CRM for small companies with BIG expectations!

2010-01-21

All the CRM features a small business needs on a budget that all can afford.

Pros

The initial (or ongoing) import feature kick starts your usage.

Cons

The ability to be able to reply to emails inside BigContacts would be nice (and is promised in soon-to-be-released version)

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Kristan H.

Perfect for what we need!

2016-10-05

It is a user friendly interface and is very useful when communicating with my coworkers about clients.

Pros

I love the user friendly interface and the ease of use.

Cons

I wish there was a tagging feature to alert people of updated information (notes, activity), instead of them having to "follow" the certain contact.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering BigContacts

Learn all the bells and whistles! It is very helpful if you know all the tricks!

Source: Capterra
Helpful?   Yes   No
Read more
Janet W.

BC Review requested by BC

2016-09-29

I would like to see more report capability for marketing purposes

Pros

It is fairly easy to use.

Cons

It needs to have a contact merge function to deal with duplicates.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

5/10

Recommendations to others considering BigContacts

The software is mostly great, just a few enhancements would be nice, as well as better stability. it seems to be affected by traffic.

Source: Capterra
Helpful?   Yes   No
Read more
Shirley M.

Quick and easy database

2016-10-05

I wish there was an easier way for group emails, you should be able to just get an email report without getting everyone.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more