BigContacts is a comprehensive Customer Relationship Management (CRM) and contact management solution designed to help small businesses streamline their operations, enhance sales and marketing activities, and improve customer relationships.
What BigContacts Does
BigContacts is tailored to assist businesses in managing contacts, automating processes, and optimizing their sales and marketing efforts. It provides a centralized platform where businesses can capture leads, manage customer interactions, and track sales opportunities efficiently.
Key Features and Functionality
Contact Management
- BigContacts offers a robust contact management system that allows users to store and manage detailed contact records, including notes, calls, meetings, tasks, files, photos, sales, and emails. Custom fields can be added to store additional information about contacts.
Automation and Task Management
- The platform automates repetitive tasks and processes, such as setting reminders, delivering emails, and updating contact records. Users can create and manage tasks, to-do lists, and calendar events, both individually and for team members. Bulk actions and custom reminders are also available to save time and enhance productivity.
Sales Pipeline and Opportunity Management
- BigContacts features a visual sales pipeline that allows users to track and manage sales opportunities from start to finish. The pipeline is customizable, enabling businesses to add or remove stages according to their unique sales process. Users can drag and drop deals to different stages, set alerts, and track sales performance with insightful reporting and analytics.
Email Marketing and Drip Campaigns
- The CRM includes a marketing module that enables users to manage email campaigns, including scheduling and sending personalized emails, tracking email performance (e.g., click rates, open rates), and creating drip email campaigns to nurture leads and grow connections.
Reporting and Analytics
- BigContacts provides AI-powered reports and a report builder section where users can create custom reports, apply filters, and save reports for future use. This feature helps in tracking and improving marketing performance and sales activities.
Mobile Access and Collaboration
- The platform offers a fully responsive mobile web app, allowing users to access contact data, manage tasks, and log sales activities remotely from any device. Internal collaboration features enable teams to access contact records, share files, and stay updated with instant alerts and notifications.
Calendar and Scheduling
- BigContacts includes a comprehensive calendar system with team and individual views, allowing users to schedule meetings, track events, and assign tasks to team members with custom alerts.
Security and Compliance
- The CRM ensures data security with features like two-factor authentication, password protection, automatic account locking after unsuccessful login attempts, and GDPR compliance. It also provides reliable uptime, data backups, and data encryption.
Integration
- BigContacts integrates with other tools such as Outlook, Google Contacts, QuickBooks, and Campaign Monitor, allowing for seamless synchronization of contacts, meetings, and tasks.
In summary, BigContacts is a user-friendly and highly customizable CRM solution that helps small businesses streamline their operations, enhance customer relationships, and drive sales growth through its robust contact management, automation, sales pipeline management, and reporting capabilities.