Pipeline visualization
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
Cat avg: 7.5
Top Performing Features
Single sign-on capability
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
Cat avg: 8.3
Role-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Cat avg: 8
Opportunity management
Users can track deals and create quotes.
Cat avg: 8.1
Worst Performing Features
Contract management
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
Cat avg: 7.8
Email marketing
This involves the ability to send mass email to groups of people based on particular qualifications.
Cat avg: 7.1
Customizable reports
Users can create reports and dashboards unique to their needs.
Cat avg: 7.7
Bigin by Zoho CRM Features from Reviews
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
8.0+4%
Customer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Category average: 8.6
Workflow management
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Category average: 7.3
Opportunity management
Users can track deals and create quotes.
Category average: 8.1
Integration with email client (e.g., Outlook or Gmail)
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
Category average: 7.8
Contract management
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
Category average: 7.8
Interaction tracking
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
Category average: 8
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
7.7+5%
Lead management
This includes lead generation, scoring, qualification, routing, and nurturing.
Category average: 7.7
Email marketing
This involves the ability to send mass email to groups of people based on particular qualifications.
Category average: 7.1
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
8.1+6%
Task management
This includes the ability to plan, track, collaborate and report on tasks.
Category average: 8.4
Reporting
Software provides a broad range of standard and the ability to build custom reports.
Category average: 7.5
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
8.2+9%
Pipeline visualization
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
Category average: 7.5
Customizable reports
Users can create reports and dashboards unique to their needs.
Category average: 7.7
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
7.8+9%
Custom fields
Users can create custom fields to store additional information on standard and custom objects.
Category average: 7.8
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
8.5+5%
Single sign-on capability
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
Category average: 8.3
Role-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Category average: 8
Integrations with 3rd-party Software
This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.
8.0+3%
Marketing automation
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
Category average: 7.4
Platform
8.1+5%
Mobile access
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Category average: 7.7
Bigin by Zoho CRM Features from the Vendor
Sales Force Automation
Vendor-contributedCustomer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Workflow management
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Opportunity management
Users can track deals and create quotes.
Integration with email client (e.g., Outlook or Gmail)
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
Contract management
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
Interaction tracking
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
Marketing Automation
Vendor-contributedLead management
This includes lead generation, scoring, qualification, routing, and nurturing.
Email marketing
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
Vendor-contributedTask management
This includes the ability to plan, track, collaborate and report on tasks.
Reporting
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Vendor-contributedPipeline visualization
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
Customizable reports
Users can create reports and dashboards unique to their needs.
Customization
Vendor-contributedCustom fields
Users can create custom fields to store additional information on standard and custom objects.
Security
Vendor-contributedRole-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Single sign-on capability
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
Social CRM
Vendor-contributedSocial data
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
Social engagement
The software can facilitate and track engagement with customers via social channels.
Integrations with 3rd-party Software
Vendor-contributedMarketing automation
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
Platform
Vendor-contributedMobile access
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Additional Features
Vendor-contributedwhatsapp integration
X Integration
telephony
Calendar