Why Upgrading Your BIGContacts is a Smart Move

A CRM should do more than just store contacts. It should simplify sales, automate follow-ups, and provide real-time insights—without adding extra work. Upgrading your BIGContacts account gives you the tools to scale, optimize your workflow, and close deals faster.

Here's how upgrading your account can revolutionize your business:

1. Comprehensive Contact Management

Maintain detailed profiles of each contact, including notes, emails, meetings, and tasks. This holistic view ensures personalized interactions and strengthens client relationships.

2. Automated Email Marketing

Design targeted drip email campaigns that nurture leads and keep customers engaged without manual follow-ups. Automation saves time and enhances marketing effectiveness.

3. Customizable Sales Pipeline

Visualize and manage your sales process with a pipeline tailored to your business stages. Easily track opportunities, forecast sales, and identify areas for improvement.

4. Seamless Integration

BIGContacts integrates effortlessly with tools like Outlook, Google Contacts, and QuickBooks, ensuring your data flows smoothly across platforms and reducing administrative workload.

5. Insightful Reporting

Generate detailed reports on sales performance, lead conversion rates, and customer engagement. These insights empower data-driven decisions and strategic planning.

Why Choose BIGContacts Over Other CRMs?

While many CRM solutions offer basic functionalities, BIGContacts stands out with its affordability, user-friendly interface, and robust feature set tailored for small to medium-sized businesses. Users have praised its efficiency in organizing contacts and the ability to customize fields to specific needs.

Choosing the Right BIGContacts Plan for Your Business

BIGContacts offers different plans to suit businesses of all sizes. Whether you're just starting out or need advanced automation, there’s a plan that aligns with your goals. Here's a quick guide to help you decide:

1. Free Plan – Best for Startups & Small Teams

If you're a small business or just testing out CRM features, the Free Plan lets you manage up to 100 contacts at no cost. It’s perfect for businesses looking for basic contact management, team collaboration, and essential list-building tools without an upfront investment.

Best for:

• Small businesses testing CRM software
• Solopreneurs managing a small client base
• Teams that need a simple, no-cost solution

2. Business Plan – Best for Growing Sales Teams

The Business Plan unlocks automation and deeper sales tracking. If your team is handling multiple leads and needs automated follow-ups, detailed reporting, and sales pipeline management, this plan helps keep everything organized and running efficiently.

Best for:

• Teams that need customizable sales pipelines
• Businesses that rely on automated emails and task management
• Companies that want integration with QuickBooks, Google Calendar, and other essential tools

3. Enterprise Plan – Best for Large Businesses & High-Volume Sales

The Enterprise Plan is ideal for organizations that manage thousands of leads and need complete customization, unlimited storage, and advanced analytics. It provides unlimited contacts, deeper reporting insights, and unlimited automation tools for fast-growing businesses.

Best for:

• Companies handling high-volume sales cycles
• Businesses that need unlimited custom fields, templates, and storage
• Teams that require full automation for sales and marketing workflows

No matter where your business stands today, choosing the right BIGContacts plan ensures you’re only paying for what you need—while having room to scale when the time comes.

Upgrade in Just a Few Clicks

Once you've determined the best fit for your business, upgrading is simple:

1. Log In to Your BIGContacts Account
2. Click "Upgrade Account" from your dashboard
3. Select Your Plan & Billing Cycle (Monthly or Annual)
4. Enter Payment Details & Confirm

With an upgraded account, you unlock features, optimize productivity, boost efficiency, and ensure long-term business growth.

Note: If you don't see this button, click on the Admin tab, and under the Manage My Account section, select Update/Upgrade Subscription.

Applying a Discount Code:
If you have a special discount code, enter it into the Discount Code field and click Apply before completing the payment.

Need Assistance?

Our support team is ready to help you choose the right plan and answer any questions. Contact us anytime to ensure you maximize the benefits of BIGContacts.