"BigContacts had all the features of salesforce.com without the huge cost!"

I work in the mortgage industry as a private money lender.  My target clients are retail loan officers with borrowers that buy & fix property to either re-sell or refinance to a long term loan.  I have thousands of loan officers currently in my database.

I was using an old version of ACT and knew it inside and out.  I updated contacts daily, sent out emails and letters, and even designed my own database layouts...

But as we opened multiple locations it became obvious we needed a web based solution.  Something multiple employees could access in locations all over the country.  Traveling also became a real headache as I would try to manage my contacts on a laptop, but not have it updated on the server in the office. 

When you're out-of the office 12 to 18 weeks a year like I am, connectivity and continuity is imperative to the bottom line.  ACT was not getting the job done.

You can access BigContacts from any internet connection anywhere...  What more is there to say?  Combine that with the plug-n-play learning curve and the top-shelf features at a bargain price.

We looked extensively at Salesforce.com ($80 per month per user) and other similar websites, but dollar for dollar not only was BigContacts the best value, but it had what we needed to keep track of all our clients. The ability to travel up to 18-weeks a year and have all my contacts on the web has also made us a more efficient company. We update client profiles after every contact; send emails and mass mail all with BigContacts from any internet connection globally.

BigContacts has created real value for our company because of the importance we place on customer relations.  Think of our phone ringing as the sound a cash register makes and then realize tracking those incoming calls is like digging for gold! You see, when a loan officer calls and says he has a loan for us, the sales cycle can take time. Being able to attach files, photos of property and all notes pertaining to a loan is invaluable when the loan officer calls back in a week, a month or a year.  Everything we talked about, all the documents sent & received, anything pertaining to that client is there at the click-of-a-mouse.

On many occasions, when a client calls, we'll enter their phone number from the caller id into the BigContacts search box and in seconds know everything we need to know before the conversation even begins.  These clients are unaware of what we're doing and many assume we've committed to memory who they are and the loans they send us. We like that and so do they...

I've use BigContacts coming up on three years (July 2008). I actually paid for BigContacts for 6-months before I could pull myself away from our stand alone version of ACT.  I resisted change even though I knew we had to convert to a web based CRM.

Thankfully our Director of Operations did not give up.  He was tasked with taking everything we do in our business and recommend a web solution.  He researched online options and brought me four companies he felt could help us.  The final decision came down to price.  BigContacts had all the features of an expensive site like saleforce.com without the huge cost! Add to that how easy it is to train new employees on BigContacts which allows them to start "digging for gold" sooner and BigContacts.com has become one of the best business decisions we've ever made."

 Daniel M.

"How can you go wrong at only $15 per month?"

I have long been searching for contact management software that would allow me to use a PDA or Cell phone to access my data.

This service is truly practical for any sales representative that is on the go. The interface on the website is also extremely intuitive. And the price?

How can you go wrong at only $15 per month?

Vester M.

"...a great summary of all my activity related to the contact."

I am in the financial planning industry.  I am an RIA (Registered Investment Advisor) and work as a solo practitioner. 

I was using Outlooks, with BCM. Outlook did not support real workflow and it was not easy to see all my client’s or prospect’s information on one screen.  For example, to find email conversations with the contact, it was a pain in the butt with Outlook.  I also was dissatisfied with the required double-entry for Outlook and BCM when information changes or gets updated.

The “home” screen for the contacts shows a great summary of all my activity related to the contact.  I also like the workflow feature.  I still have not converted from paper to entering all my tasks in BigContacts, but I know this will help once I do. 

Lastly, I found it much easier to create my holiday card mailing list and annual client update mailing list from BigContacts than Outlook.  I have cut the time it takes to set up new clients in half and increased my consistency using the workflow functionality.  This is more due to having all the steps listed, in one place and being able to check-off each set as it is done.  This is not a difficult process for me, but I find it much easier now, especially if I get distracted in the middle of the process.

In my evaluation, I found the staff very helpful when I had questions and I was able to see what the database would look like after I imported all my Outlook contacts.  I tried other systems, but either had to pay upfront for the software then get a refund or load the program on my computer and take a couple of hours between downloading and setting up the system. 

With BigContacts, I just filled out the trial questions and was on my way, saving me time and effort in the evaluation process.

Jeffrey K.

"BigContacts makes it easy for me to see everything about a client."

I am a Financial Life Planner - in the Financial Services Industry.  My target client is a 45-year old couple who wants to make some big financial changes in their life.

I was using Outlook prior to trying BigContacts. I found with Outlook that it was hard to organize my tasks and client tasks by client and to find everything about them very easily in one place.

BigContacts makes it easy for me to see everything about a client and where they are with just a couple of clicks of the mouse.  It makes it much easier to prepare for client meetings and to wrap-up client meetings.  I think it helps me save about an hour a day.

Just comparing it to Outlook - it is much easier to get the information I need from BigContacts than from Outlook.

Steve M.

"Your support is speedy and unparalleled in quality."

I'm an insurance agent and registered investment adviser focusing on risk management, i.e. minimizing or eliminating financial risk for my clients.

I was using Sharkware to manage our contacts.  It was no longer supported and it was PC based, necessitating careful and frequent backups, and, preventing remote access.

Your support is speedy and unparalleled in quality.  And it is reassuring to have all our data on your server.  I can count on one finger the number of times your system has been down.  And we save a lot of time avoiding backups. 

Finally, the ability to access all client records and related documents from any location is very reassuring, convenient & enhances my professionalism.  Many times while I was out of town I was able to access details about a client which they perceived as my excellent memory of them.

Frankly, price & the fact it was online were the reasons I chose BigContacts.

Gary D.

"BigContacts gives me much greater efficiency and ability to service my clients better."

Our company offers Business Consulting, Business Transition Planning, and Sales of Privately-Held Businesses. 

We needed a mobile solution that could be accessed from a smart phone since I spend 50%+ of my time in the field with clients.  We also wanted a CRM with some automated marketing capabilities.  BigContacts has both and I believe will give me much greater efficiency and ability to service my clients better – all in an easy-to-use system.

Mark A.

"BigContacts is very user friendly and isn’t as expensive as some of the other options."

I work in the mortgage industry; I am a loan officer and manage a sales team of 2 other loan officers, and 2 sales assistants. Our clients consist of homeowners and possible future home owners, mostly in the San Diego area. Many of our clients are high net worth individuals, but we regularly assist consumers from all income ranges.

I used ACT at a previous employer, and then relied on BofA’s internal contact management system.

I needed a contact management system that could be accessed from any computer, and that could be accessed by my entire team. We were letting leads and tasks slip through the cracks, and I needed a contact management platform that could help me manage workflow and assign leads to others on my team.

It’s been great! I can access from my work or home computer and even have the app on my iPhone. I recently started using the autopilot email feature to stay in front of prospects as they shop for a new home.

In the past, organization has been a weakness of mine. That has changed, and I now feel confident that leads and tasks are all accounted for on a day to day basis. Plus, if someone is out sick, it’s easy to see what was on their plate for that day.

BigContacts is very user friendly, isn’t as expensive as some of the other options, and is extremely versatile.

Daniel S.

"BigContacts is very user friendly and saves me a lot of time."

I am in the investment management and financial planning business. My target client is a 60 yr old retired couple with 1 million in assets.  I was using Junxture and found it to be too expensive and not very user friendly.

BigContacts is very user friendly and saves me a lot of time. It is a definite time saver, makes me much more efficient, and nothing falls through the cracks because I have a centralized place for every client touch-emails, notes, phone calls, tasks.

I received excellent customer service during the trial process. That was important to me-that if I had a problem I could pick up the phone and speak to someone rather quickly.

Nick L.

"The last Contact Manager I'll ever use."

The last Contact Manager I'll ever use. I've progressed from ACT to Goldmine to BigContacts. BigContacts enables me to quickly access client information from any internet connection. Scheduling "Tasks" is quick and easy. Need to write a letter- everything is there for you on one screen. Also, I've used the support team and found them to be very helpful.

Steve S.

"I highly recommend this product."

Overall ease of use and features are what I need.

I highly recommend this product. I have used most CRM'S and I find BigContacts to be the best.

David R.