Bigin by Zoho CRM

Score8.7 out of 10

180 Reviews and Ratings

What is Bigin by Zoho CRM?

Bigin by Zoho CRM is a simplified customer relationship management (CRM) software designed specifically for small businesses, startups and teams. Bigin helps small businesses unify customer-facing operations— marketing, sales, onboarding, delivery, and support, and it offers features that help to manage these customer relationships effectively.

Categories & Use Cases

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Pipeline visualization
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
Category average: 7.6
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
Opportunity management
Users can track deals and create quotes.
Category average: 8.1

Customizable reports
Users can create reports and dashboards unique to their needs.
Category average: 7.7
Email marketing
This involves the ability to send mass email to groups of people based on particular qualifications.
Category average: 7.2
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

Joey Schwartz View profile

owner in Professional Services at Joey the coffee guy (1-10 employees employees)

Use Cases and Deployment Scope

i use Bigin by Zoho CRM with all my other tools on zoho, which are books, desk, sign and forms!! it has been a game changer, the prices are decent and tons of features

Pros

contacts
crms
very easy to use and learn

Cons

more options with popular softwares that others offer
their customer based in the usa should be proper english speaking angents
technicians need to be more familiar with the products they offer

Return on Investment

customer orginasation

Usability

Alternatives Considered

Zoho Desk, Zoho Books and Zoho Inventory

Other Software Used

HubSpot CRM

Jen O'Rourke View profile

Sales and Bookkeeper in Finance and Accounting at Bold Bookkeeper (1-10 employees employees)

Use Cases and Deployment Scope

As the salesperson for a small, service-based business, I love that Bigin offers a free version with most of the features I need to have--contacts and companies, sure, but also pipelines, forms, and activities. I can schedule needed follow up, which is huge to stay on track so no leads fall through the cracks.

Pros

able to schedule activities and follow ups
contact and company layout makes intuitive sense
calendar replaces other free versions for scheduling meetings

Cons

needs more follow up and reminder automations in free version

Return on Investment

much easier to manage lead follow up
easier to share info between remote employees

Usability

Hector Mendoza View profile

Agency Owner in Professional Services at Hector Mendoza Agency (1-10 employees employees)

Use Cases and Deployment Scope

I have started using Bigin by Zoho CRM to automate sales process for my insurance agency, and have been pleased with its functionalities and advanced features to create processes that include marketing drip campaigns using SMS and email, automatic follow up tasks, and others. Such processes include checking and verifying for proper tags such as SMS authorization, language preference, email opt it, etc. It also has an open API for more advanced automation and integration. Currently using it along with RingCentral for phone, and considering switching from Zapier to Zoho Flow for the automation process.

Pros

Send automatic Opt-in SMS
Follow up on a quote - SMS and email drip Campaign
X-Date if quote not sold.

Cons

User interface directly from the application for API token authorization
Two way integration with SMS platform for those not using WhatsApp

Return on Investment

Still testing the total cost. So far seems it will be a great investment

Usability

Alternatives Considered

Zendesk Sell

Other Software Used

Zapier, RingCentral Contact Center, Google Voice

Lauren Throup

Operations Coordinator at Smartbell (11-50 employees employees)

Use Cases and Deployment Scope

Bigin has been so easy for us to set up and immediately start using as our CRM. We were able to easily import our exisitng contacts from the various different places where our records were stored, and combine them in one place with details like tags and effective categorisation to keep them organised.

We were able to follow up effectively with some existing leads, and have already started to move deals down our pipeline.

I cannot recommend Bigin highly enough - it is an ideal mix of customisability and ease of use.

Pros

Segmentation
Customisation
User Friendly

Cons

Email template structure
Form field customisation
Team collaboration

Return on Investment

Leads follow up - POSITIVE
Customer contact - POSITIVE
Pipeline Organisation - POSITIVE

Usability

Pranjal Agrawal View profile

Founder in Marketing at SEFORA HEALTH AND HYGIENE PVT LTD (1-10 employees employees)

Use Cases and Deployment Scope

We use Bigin CRM for desktop as well as mobile use. Our leads were scattered and managing on excel was very tough. Bigin helps us Solve this issue to a great extent. We are able to classify contacts / leads for offline channels, online channels as well as websites. It has systematised our whole sales function in the organisation.

Pros

Lead data segregation
Tasks and notes
Cloud accessibility

Cons

Whatsapp API trial and onboarding
Integration with other platforms
Better explanation of how one can use Bigin for their company

Return on Investment

30% better lead management
100% data accessibility
Better retargeting

Usability

Alternatives Considered

Zoho Books

Other Software Used

Zoho Books, WhatsApp Business, Notion

Bigin by Zoho CRM

What is Bigin by Zoho CRM?

Categories & Use Cases

Media

Key Features

Top Performing Features

Pipeline visualization

Single sign-on capability

Opportunity management

Areas for Improvement

Customizable reports

Email marketing

Contract management

Reviews

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Alternatives Considered

Other Software Used

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