BigContacts Recensioni e dettagli del prodotto

BIGContacts helps us manage our sales opportunities using a visual pipeline. We can add custom stages to this pipeline and move the opportunities with a simple drag-and-drop interface. Sales reps can use this tool to set up alerts to engage with prospects and customers at the most appropriate time. The CRM application also helps us track sales performance with insightful reporting and analytics.

While it is possible to score and segment leads manually, there is no in-built feature for doing the same.

BIGContacts has helped our sales representatives be more efficient by providing them with a consolidated view of all customer data in one place. They can access this information remotely on any mobile device. This makes it easier to log sales activities directly from the field and keep contact records well-updated.

It is easy to customize the data fields, making contact management more efficient. Additionally, you can customize the sales pipeline by adding or removing stages. One of the best features of BIGContacts is remote access to data.

It would help if the custom fields feature is added to the Webforms as well.

We have transformed the way we track leads with BIGContacts. Since we have the necessary information at our disposal, our customer interactions have become much more personalized. Also, we use BIGContacts to schedule calls or appointments, saving time for our sales representatives.

BIGContacts is one of the simplest tools we have used so far. No prior coding experience or technical skills required.

If I be honest, there is nothing that the software lacks in, except some features like lead scoring that can be added for a better user experience.

We are happy to have deployed this tool for our sales and marketing teams. Since its implementation, we have witnessed a significant improvement in our sales process and outreach efforts. Conversions have increased and customer relationships are getting stronger.

BigContacts offers a visual sales pipeline that gives a quick peek into all contacts and their respective stages in the sales cycle, along with other important information. The best part is we can also drag and drop deals to build a custom pipeline that is in sync with the sales cycle.

The tool can have more direct integrations with email marketing and social media platforms.

BigContacts has been instrumental in bringing our sales process on track. Unlike before when agents worked in their separate space and no one had the tiniest idea on the overall progress, things have now changed for the better. With the tool’s centralized pipeline, it’s easy to keep a close watch on deals and their progress, as well as the team’s performance.

BIGContacts was easy to set up. The onboarding assistance offered by the support team helped us significantly. Maintenance of the CRM tool is uncomplicated and quick as well. We can easily pull the necessary information from the CRM system using the reporting module, which helps us make better business decisions.

Searching for specific contact records can be made more intuitive and easier. Currently, you must enter the exact search query to get the results.

Unlike other CRM tools we have previously used, BIGContacts is pretty straightforward and intuitive. The pricing is quite affordable too. Integrations such as Mailchimp and Quickbooks work quite well.

We can easily add custom data fields, take notes, add files, and include tags that enrich contact profiles. It is also easy to limit user access with custom roles and permissions. Since the tool is GDPR compliant, we do not have to worry about data security and confidentiality.

The mobile version of the CRM could have a better interface.

The tool’s customizability has come in handy to adapt it according to our needs. We use it to track the social media activity of our clients and engage with them more effectively.

The customer support team is quite prompt in answering queries. It was easy to set up BIGContacts with its extensive knowledge base and helpdesk support. I find the tool’s pricing to be quite affordable too.

Some integrations have limited functionality. I would like to see more direct integrations in the future.

BIGContacts helps me keep track of all pending tasks with ease. I can prioritize tasks and set reminders using this CRM system. Additionally, it makes it easy for me to collaborate with other team members.

The best solution for organizing I've found. Ability to simply have information readily available and entered. Enter fields and customize data in a framework that makes sense.

While there does not seem to be such a big learning curve, everything does still take some time, there's no magic wand included.

Organizing data, using a program with multiple custom fields, and having everything in one place and keeping it current..

We implemented Big Contacts over five years ago. We have had great success with territory transitions and realignment of territories very easy. All information was available to incoming representative.

Have not found anything that we have disliked. Reporting is good and they continue to improve the system. We have 16 users and rarely have any issues with users in the field.

Accountability of our field representatives and their activity with customers has vastly improved. We now know who it is that is working in our customers stores, which helps when we make changes or are looking for input from the field.

I like the marketing function best as well as the many of the little features in the software that makes it easy for reporting tools.

I dislike the ability to mass delete contacts (may have ability but I am currently unaware) and the ability to check contacts to database when importing and update any pertinent information if contact is already in the system.

Marketing - Lead nurturing. A contact management database. Benefits are endless, BigContacts is constantly coming out with new features!

Ability to manage client base as basic or as involved as I choose. Cost is great.

Nothing much at this point. I would really like to be able to call in for support and speak with someone.

Better manage my clients, dates, and be more efficient in the many tasks I have.

Flexible and user friendly, great service

Im not writing their commercial insurance..yet. They are a prospect in Big Contacts

How to organize groups of prospects, design and implement tailor made campaigns, process them thru the cycle and convert them to clients

It is simple and quick to use and maintain. Any time I have had a question, support is right there for you with quick responses.

I would like to see the capability of once a file is attached to an email and it is the wrong file, to be able to delete it. I do not like that when an email window is open you can not move it around.

It allows me, even as a small business, to easily keep up with the data on a prospect or client. It has been very beneficial for follow up with prospects and clients, keeping track. It has been a great asset in promoting our product, Marketing Calendar Office.

I love that I can see what my coworkers are doing, section off tasks and to-dos, receive text reminders and sent emails from the software!!!

No issues yet! The format takes getting used to but I am able to easily navigate.

Communication, most definitely! Keeping records of contact with clients; keeping up with our marketing/sales goals.

It is user friendly and easy to navigate

Would prefer a live chat option for tech support

Client communication is our goal. BC helps this by keeping everything organized where we need it.

Web based means my data is available from any internet connected device. Great help and technical support when required.

There is a limit to how much the appearance can be customised but that's not a deal breaker for me.

I run a small automotive recruitment business in Melbourne Australia and have used local databases for many years. In this industry you need to keep track of "who's who in the zoo" and all previous interactions with them. Several years ago I switched from PC to Mac. My database software was PC only and rather than install Windows on my beautiful new iMac I decided to look for alternatives that would work easily cross-platform. Despite knowing very little about web based applications at that time, I decided to give BigContacts a try. The learning curve was reasonably painless and the support available from BigContacts made the transition relatively easy. At the time I had an associate based in another state and it was great to have both of us on the same CRM as It allowed me to easily monitor his activities and share information. Since then BigContacts have released a new and improved version of the software. BigContacts are very pro-active when it comes to improving the CRM and innovating new features. They take the time to talk to their users and are receptive to all feedback and feedback. I cannot compare BigContacts to other similar products, but because it works so well I have no intention of changing anytime soon. I believe that all businesses will benefit from using a web based CRM. If a "one man band" like me can derive significant upside from using BigContacts, the benefits for a business with multiple staff / locations will be even greater.

Being able to keep a history of notes from previous conversations and link your outlook so that you can find emails to reference easily.

Running some reports and wanting to modify reports can be a little difficult.

Being in contact with customers and leads. We are able to send auto pilot emails so that we stay on our customer's mind so they remember who we are and what they liked about our product(s) at a show. We then can keep in contact with them and discuss their needs based on what we have already discusses previously so we can follow up with them to see how they are progressing on moving forward with a purchase.

The Big Contacts CRM is ready to install with very little training required. If you want to change the details of the data base or report forms, it is a snap! I sincerely believe the setting up should be one of the first things that a business should focus on.

I dislike the fact that it took me too long to make my final decision. I put myself through a very painful process of investigating many systems on the market. Finding the ideal CRM and marketing system is a very important decision. What you decide is what you are going to live with for a long time. Consequently, the system should be friendly and supported by professionals who truly care about my success. A new shopper could spend an eternity looking at all of the products on the market.

I set a goal to have one strategic management CRM system for all of my business contacts. I have received the benefits of less stress and increased productivity.

Ease of use, price & portability .

Would like additional metric search features.

There are three staff dedicated to serving our clientele. Having their photos makes it easy as well as their face page showing the last contact and a summary of next steps needed without having to change pages. Large company, however we use it in our particular department.

BigContacts is one of the best tools we have used that has helped us grow our sales figure to a great extent. We particularly loved the centralized system of managing opportunities, tracking pipeline, and all customer communications. In addition to this, the tool’s automation are a huge help in ensuring timely follow-ups.

It would be great if BigContacts comes up with a system to deduplicate records.

BigContacts is helping us grow our sales. Being a startup, improving sales is a constant concern. We started with nothing and today we can proudly say that our sales figure is on a rising spree, and a major part of the credit goes to BigContacts, for helping our sales staff close high-value deals faster.