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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.
Robust, easy to use and has the best support
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.
All the important functionality without the expense
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.
Leisure, Travel & Tourism
Less cluttered and complicated than Salesforce.com
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.