BIGContacts is a simple yet powerful CRM that helps businesses manage contacts, track interactions, schedule tasks, and automate emails. Its customizable features streamline workflows, improve collaboration, and give a 360-degree view of customer relationships.
Centralized Contact Management – Store customer details, notes, files, and communication history in one place.
Automated Follow-Ups & Reminders – Set up email follow-ups, task notifications, and scheduled reminders to stay on track.
Smarter Sales & Marketing – Track leads, manage pipelines, and run email campaigns based on customer engagement.
Customizable Dashboard for Key Insights — The dashboard will display upcoming tasks, recent interactions, and sales pipeline stages based on your needs.
Seamless Integrations – Sync with Google Calendar, Outlook, and QuickBooks to manage meetings, emails, and financials in one platform.
In this article, you’ll learn:
✔ Set up your account
✔ Import and organize contacts
✔ Customize your dashboard
✔ Integrate email for communication
✔ Manage your calendar and tasks
✔ Track performance with reports
For detailed steps, refer to the linked help articles in each section.
Sign up on BIGContacts with your business email, name, and password. Verify your email using the confirmation link, then log in to access your account.
Go to Account Settings from your profile icon. Enter your business details (name, phone, address).
If you're working with a team, assign user roles and permissions to manage access levels.
Prepare your contact list in CSV format. In the Contacts tab, click Import Contacts, upload your file, and map the fields correctly to keep your data organized.
Step-by-step guide to importing contacts
Personalize your dashboard to display tasks, meetings, and recent interactions. Rearrange widgets, hide irrelevant sections, and keep key information easily accessible.
How to customize your account
Send and track emails directly from BIGContacts by connecting your email account.
Go to Settings > Email Settings.
Select your email provider (Gmail, Outlook, or another service).
Enter your credentials and enable automatic email tracking.
Complete guide to setting up email integration
View and organize meetings, follow-ups, and reminders in the Calendar tab.
Learn how to use the BIGContacts calendar
Access your Task List from the side menu to access My Tasks & To-Dos. Sort tasks by priority, due date, or name to stay organized.
How to Use the Task List in BIGContacts
Use the Reports Tab to track sales performance, customer interactions, and task progress.
Advanced Search / Report Builder – Performs detailed searches, filters data, and creates custom reports based on specific criteria. Learn more
Standard Reports – Access pre-built reports for tracking tasks, contacts, and overall CRM activity. View standard reports
Saving a Search – Quickly save frequently used custom searches for easy access later. How to save a search
For a complete introduction, check out the Reports Tab.
What’s Next?
Now that you’ve set up BIGContacts, explore advanced features like marketing automation, pipeline management, and integrations to optimize your workflow.
If you need help or have any questions, visit the BIGContacts Help Center or contact our support team via live chat or phone. We're here to help!