It's our mission to ensure that you get the most out of this easy-to-use, yet capable Web Based CRM Software.

We have provided a number of resources displayed in the right hand column that will help you get off to a quick start with BigContacts. We hope you find them helpful. 

A Small Business CRM system is one of the most important investments that you can make to streamline and grow your business. In order to get the most out this investment, you need a plan. This plan will act as your "road map" for setting the system up to best meet the needs of your business.

We have outlined a road map below that will guide you through the steps (in the order they should be completed) necessary to ensure you get the system set up the way you need it for your business and to ensure your success in using this program.

If you have any questions during this process, please feel free to pick up the phone and call us at any step along the way. 1-888-286-6578

Note: Download the Customization Worksheet displayed to the right, and work through the steps below.

Step 1 - Add Users

Step 2 - Import Contacts

Step 3 - Customize Company Settings

Step 4 - Customize Calendar Settings

Note: Download the Customization Worksheet displayed to the right, and work through the steps below.

Step 1 - Outline Categorization for your Contacts

Step 2 - Create Labels for each Contact Category

Step 3 - Customize the Category Labels

Step 4 - Identify & Create Email Templates

Step 5 - Identify & Create Letter Templates

Note: Download the Customization Worksheet displayed to the right, and work through the steps below.

Step 1 - Customize your Sales Pipeline Stages

Step 2 - Create your Product Catalog

Step 3 - Create your Tasks (single-step)

Step 4 - Create your Workflows (multi-step tasks)

Step 5 - Create Custom Reports

Note: Download the Customization Worksheet displayed to the right, and work through the steps below.

Step 1 - Create & Connect Web Form(s) to BigContacts

Step 2 - Setup automated Lead Capture in BigContacts

Step 3 - Setup automated Email Marketing Campaigns in BigContacts

Step 4 - Setup VerticalResponse Email and/or Postcard Campaigns

Step 5 - Enable Contact Data Encryption (if desired)