Create a clutter-free database by only storing what matters to you! With custom fields, you can save the most relevant information to maintain your clients’ financial records efficiently.
Use custom report templates to analyze your team’s performance, marketing campaigns results, etc. The built-in analytics can offer valuable insights to help you make data-backed decisions.
BIGContacts is designed to simplify various business processes for your firm! Improve your day-to-day operations by automating your workflow with our financial services CRM technology.
Engage with customers effectively by keeping track of their preferences and anticipating their needs. Segment your contact database with our CRM system for financial services.
Connect the CRM with business tools of your choice to improve your customer experiences. Streamline your workflow and manage everything from a single dashboard!
Work with a CRM tool that meets the regulatory standards for data collection and processing. Share confidential information with authorized personnel using strict data security models.
We are building a 100-year company with a mission to DELIGHT customers. People think we’re crazy to offer phone, chat, and email support. We still do it. When it comes to awesome support & building delightful software, we go the distance - try it, and you will love it.
BigContacts seems to be the best way to extract data, contact information has all the addresses, tasks, and notes in one place, making it easier for everyone to keep track of what is going on with each company.
BigContacts is simple to use and has all the important functionality we need without a lot of unnecessary functions that make other applications more complicated and expensive.
Sales Director, Leisure, Travel & Tourism
I have always felt Salesforce.com is too complex and has information not required cluttering the interface. BigContacts is clean and easy to use making staff more effective.
President, Consumer Goods