BigContacts is a comprehensive, cloud-based Customer Relationship Management (CRM) and marketing system specifically designed to help small businesses and other organizations manage and nurture their customer relationships effectively.
What BigContacts Does
BigContacts serves as a centralized platform where all customer information, interactions, and business activities are stored and managed. This CRM tool is aimed at enhancing contact organization, automating repetitive tasks, and strengthening customer relationships, ultimately driving sales growth and improving marketing efforts.
Key Features and Functionality
Contact Management
At the core of BigContacts is robust contact management. This feature allows users to store and organize customer information, including names, phone numbers, email addresses, past interactions, notes, calls, meetings, tasks, files, photos, and sales data. Users can also add custom fields to store additional specific customer information.
Task Automation and Calendar Management
BigContacts enables the automation of repetitive processes through task automation. It includes a comprehensive calendar system that allows users to schedule meetings, tasks, and to-do lists with priority status, due dates, and custom alerts. The calendar supports daily, monthly, and weekly views, and users can assign tasks to team members and track events for the entire team.
Sales Pipeline Tracking
The CRM features a sales pipeline module that visualizes the movement of opportunities from start to finish. Users can customize sales stages, products, commission splits, and fields according to their unique sales process. This helps in tracking and managing sales performance effectively.
Marketing Automation
BigContacts includes a marketing module that allows users to manage email campaigns, drip email campaigns, and track the performance of these campaigns. Users can create personalized emails, automate email delivery based on customer behavior or stage in the sales cycle, and analyze campaign effectiveness with powerful analytics and reports.
Communication Tracking
The CRM meticulously tracks all customer interactions, including emails, calls, meetings, and social media messages. This feature ensures a complete history of customer interactions, enabling consistent and personalized service.
Team Collaboration
BigContacts promotes team collaboration by providing a centralized platform where team members can share information and work together efficiently. It allows for the creation of teams, assignment of tasks, and sharing of important updates through comments, tags, and notes.
Reporting and Analytics
The CRM offers AI-powered reports and a report builder section where users can create custom reports, apply filters, and save reports for future use. This helps in tracking and improving marketing performance and overall business operations.
Integration and Security
BigContacts integrates seamlessly with other essential business tools such as email marketing platforms, accounting software (like QuickBooks), and Google Contacts. It also ensures data security with features like two-factor authentication, custom user access roles and permissions, data backups, and data encryption. The system is GDPR compliant, ensuring no security gaps in data collection.
Accessibility
The CRM is fully responsive and accessible via a mobile web app, allowing users to manage their contacts, tasks, and other activities anywhere, anytime.
In summary, BigContacts is a powerful CRM tool that offers a wide range of features to help businesses streamline their operations, enhance customer relationships, and drive growth through efficient contact management, task automation, sales pipeline tracking, marketing automation, and robust reporting and analytics.
