Bigin by Zoho CRM Review

“Bigin is a simple pipeline-centric CRM tool suitable for small businesses. With user-friendliness as its focal point, Bigin offers a suite of CRM features to streamline sales processes, close more deals, and accelerate growth.”

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4.8
Updated : 25 October 2023
  • Product Features
  • Analytics
  • Automtion
  • Customer Management
  • Customization
  • Data Administration
  • Compliance
  • Integrations
  •  Integration
  • Multichannel Communication
  • Pipeline Management
  • Quotes/Proposals
  • Social Media Integration
  • Team Collaboration
  • Task Management

Free Trial

Pricing starts from

Free Subscription

Premium Subscription

Amount of users

10+

Training/Documentation

Online Support

Mobile Access

  • Screenshots
  • Expert Review

Introducing Bigin by Zoho CRM: The CRM Solution for Small Businesses

Experience a seamless CRM journey with Bigin, the pipeline-centric tool designed exclusively for small businesses. With its user-friendly interface and comprehensive range of features, Bigin enhances sales processes, boosts deal closures, and accelerates business growth. Say goodbye to spreadsheets and outdated CRM tools as Bigin revolutionizes your customer operations. From sales deals to support tickets, customer onboarding to order delivery, Bigin streamlines it all in a single, intuitive solution. Effortlessly qualify leads, secure deals, and provide exceptional customer experiences with Bigin’s collaborative features. Unlock a new level of efficiency – embrace Bigin today!

Introducing Bigin by Zoho CRM

Features

Bigin empowers businesses to optimize their pipeline management, streamline team collaboration, monitor customer journeys, efficiently manage tasks, and effectively track product sales.

  • Calendar View:  Experience a new level of organization and efficiency with Bigin’s latest feature: the Calendar View. This powerful addition to the Bigin CRM platform allows you to manage your tasks, events, and calls with unparalleled precision. Whether you need a bird’s-eye view of your month, a more detailed breakdown of your week, or a minute-by-minute schedule for the day, Bigin’s Calendar View has you covered. Say goodbye to the hassle of navigating through cluttered interfaces. With the month, week, and day views at your disposal, you can effortlessly plan your time, set priorities, and keep your schedule on track. Plus, the user-friendly mini calendar ensures you can jump to any date with a single click, saving you time and streamlining your workflow. As an added bonus, the Calendar View now serves as the default Activities landing page, ensuring that convenience is at the forefront of your task management experience. Say hello to a more organized and productive you with Bigin’s Calendar View.
  • Pipeline Management: With Bigin, businesses can effortlessly stay updated and effectively manage their operations through the power of pipelines. By organizing tasks and activities into structured pipelines, users can easily track progress and ensure nothing falls through the cracks.
  • Team Pipelines: Offers the ability to unify customer-facing operations by utilizing team pipelines. By centralizing all customer information within the Bigin account, multiple customer-facing teams can access the single source of truth, leading to enhanced collaboration and a more streamlined workflow.
  • Connected Pipelines: Businesses can monitor and track their customers’ journeys from start to finish. By creating workflow automations, users can easily manage customer transitions across different stages within team pipelines, ensuring a seamless and personalized experience.
  • Task Management: Simplify task management by allowing users to create, follow up on, and complete tasks directly within pipelines. With just a few clicks, users can efficiently handle their tasks, saving time and increasing productivity.
  • Product Management: Provides a comprehensive solution for product management. Users can create a comprehensive list of products and automatically associate them with new deals. This enables businesses to effectively monitor sales and stay on top of their product offerings.
  • Customer Management: Ensure no leads slip through the cracks with Bigin’s customer management. Stay organized, automate processes, and maximize your chances of converting leads into loyal customers.
  • Import, export, and migrate: Seamlessly transfer data from spreadsheets to Bigin. Export data from Bigin modules for future reference.
  • Forms: Create customizable forms, share them across channels, and gather diverse customer data quickly.
  • Notifications: Stay connected with real-time updates on new emails, missed calls, and more through Bigin’s Signals.
  • Gmail: Simplify contact management with the Bigin add-on for Gmail. Automatically capture contacts, associate emails, and gain insights for effective campaigns.
  • Built-in cloud telephony: Keep conversations flowing with built-in telephony features. Make and receive calls, enjoy one-click calling, personalized IVR, and automatic call routing for efficient follow-ups.
  • Social Media: Engage with leads and customers on Twitter through Bigin, building your business one tweet at a time.
  • Customization: Tailor your CRM to meet unique business requirements with Bigin’s customization features.
  • Analytics: Evaluate marketing and sales performance, make data-driven decisions, and plan future actions based on analytics.
  • Data Administration: Effectively manage customer information collected over time with Bigin’s data administration tools.
  • Mobile Applications: Access customer and business information on the go with the Bigin mobile app. Stay connected even when away from your desk.
    • Bigin on Apple Devices: Enjoy a growing list of features and functionalities optimized for Apple devices on iOS 16, iPadOS 16, and macOS Ventura.
    • Bigin on Samsung Galaxy Z Fold4: Benefit from an optimized app experience tailored for Galaxy Z Fold4 users, including features like flex mode, adaptive layouts, and multi-instance view.
  • Security & Complince: At Bigin, privacy and data security are top priorities. Your data is safeguarded and permanently secure within our systems.
    • GDPR Compliance: Bigin assists you in maintaining GDPR compliance by enabling consensual data collection and transparent processing of customer information.
    • HIPAA Compliance: Bigin provides features to ensure HIPAA compliance. You can mark fields containing personal health information, restrict access to such data, and apply encryption for enhanced security.

Integrations

This popular customer relationship management (CRM) solution, offers seamless integration capabilities to streamline business processes. Through its robust integration features, Bigin enables organizations to connect and synchronize data from various platforms, enhancing operational efficiency and productivity. The platform seamlessly integrates with a wide range of applications, including email clients, calendar services, project management tools, and communication channels. By integrating these essential systems, businesses can consolidate their customer information, automate workflows, and ensure data consistency across multiple platforms. The Bigin CRM integrations provide users with a unified view of customer interactions, enabling them to make informed decisions and deliver personalized experiences. With its comprehensive integration capabilities, Bigin empowers businesses to optimize their CRM operations and drive meaningful customer engagements.

Is it possible to upgrade to Zoho CRM when your business outgrows Bigin?

Yes, when you outgrow Bigin, it is indeed possible to upgrade to Zoho CRM. Zoho offers a seamless transition, allowing you to easily scale up and access more advanced features and functionalities.

Industries that can use Bigin

Agencies, Consultants, Digital Media, Education, Fashion, Freelancers, Health & Wellness Companies, Legal Firms, Services Industry

Pricing

Bigin ensures transparency and simplicity with no forced multi-year contracts or hidden charges. Users can get started without providing credit card information. They offer three plans.

  • FREE – Key Features: Single Pipeline,500 Records, Instant Workflows, Telephony, Integration with Zapier, Zoho Desk, Zoho Campaigns, and Zoho Forms, Apps available for iOS, iPadOS, Android, and macOS, Developer APIs, Standard Dashboard.15 day free trial is available.
  • EXPRESS & PREMIER 15 day free trials available

All paid plans include:

  1. 30-day dedicated onboarding service
  2. Access to bi-weekly webinars
  3. Basic product training for individuals and team members
  4. Support via phone, email, and live chat
  5. Assistance with data import.

Please note that local taxes (VAT, GST, etc.) will be charged in addition to the mentioned prices.

Pros & Cons

Pros:

  • Affordable pricing.
  • Easy setup process.
  • Simple to maintain and use. It was easy to import massive amounts of contacts from CSV files into the Bigin database.
  • The deal pipeline feature stands out as the best, enabling efficient management and maximizing sales closures.

Cons:

  • Although the integration process with the user’s website and Google Workspace was smooth and hassle-free, there are some concerns, such as the lack of a DRAFT mode for email sending on smart devices, which could be advantageous for users.
  • Lack of calendar feature for monitoring team meetings and activities.

Final Thoughts

Bigin by Zoho CRM is the perfect choice for micro businesses and novice users. It addresses the challenge of user adoption by providing a user-friendly and intuitive platform. With its straightforward design and ease of use, Bigin ensures that users can quickly adapt to the CRM and effectively utilize it in their daily operations.  Try for free for 15 dys