Getting Started with
BIGContacts
Welcome to BIGContacts. This guide will walk you through the setup and installation process so you can start managing your customer relationships with ease. Whether you’re configuring BIGContacts for the first time or updating to the latest version, we’ll provide clear, step‑by‑step instructions to ensure a smooth experience. Once installed, BIGContacts equips you with the tools to organize contacts, automate follow‑ups, and streamline communication—helping you build stronger connections and grow your business.
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BIGContacts Installation Process
Using BIGContacts Effectively
Sign Up and Log In
- Visit bigcontacts.com
- Click “Start Free Trial” or “Sign Up”
- Enter your business email, name, and password
- Verify your email via the confirmation link, then log in to access your dashboard
- Visit bigcontacts.com
Set Up Your Account
- Click your profile icon and go to Account Settings
- Add business details: name, phone number, address
- If working with a team, assign user roles and permissions to control access levels
- Click your profile icon and go to Account Settings
Import Your Contacts
- Prepare your contact list in CSV format
- Navigate to the Contacts tab → click Import Contacts
- Upload your file and map fields correctly (e.g., name, email, company)
- Prepare your contact list in CSV format
Customize Your Dashboard
- Rearrange widgets to show tasks, meetings, and recent interactions
- Hide irrelevant sections and highlight key metrics like pipeline stages or follow-ups
- Rearrange widgets to show tasks, meetings, and recent interactions
Integrate Your Email
- Go to Settings > Email Settings
- Choose your provider (Gmail, Outlook, etc.)
- Enter credentials and enable automatic email tracking for seamless communication
- Go to Settings > Email Settings
Manage Calendar and Tasks
- Use the Calendar tab to schedule meetings, follow-ups, and reminders
- Access your Task List from the side menu to organize to-dos by priority or due date
- Use the Calendar tab to schedule meetings, follow-ups, and reminders
Track Performance with Reports
- Navigate to the Reports tab
- Monitor sales performance, customer engagement, and task completion
- Use insights to refine your outreach and follow-up strategies
- Navigate to the Reports tab
Curious about the product? Check out our Product Details.
Want more in-depth details? Dive into our Comprehensive Review.
Looking for honest feedback? Head over to our Reviews & Testimonials.