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: 7.5
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

Custom fields
Users can create custom fields to store additional information on standard and custom objects.
Category average: 7.8
Email marketing
This involves the ability to send mass email to groups of people based on particular qualifications.
Category average: 7.1
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

#1 most frequent

Professional, Scientific, and Technical Services

36.8%

25 installations of 68

“It is a great tool which centralized all my client contacts in one place.”
— Business development Manager, Retroflux (1-10 employees)

#2 most frequent

Information

11.8%

8 installations of 68

#3 most frequent

Manufacturing

11.8%

8 installations of 68

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

Eugen Petras

CEO in Manufacturing at Recondis (1-10 employees employees)

Use Cases and Deployment Scope

An application that offers you simplicity in use and does not burden you with useless functions or buttons but at the same time gives you the flexibility you need. It is much more user-friendly than HubSpot and the technical support is at an excellent level. We use it throughout the company including sales, marketing and administration

O aplicatie care iti ofera simplitate in folosire si nu te incarca cu functii sau butoane nefolositoare dar in acelasi timp iti ofera flexibilitatea de care ai nevoie.Este cu mult mai prietenos cu utilizatorii decat HubSpot iar suportul tehnic este la nivel de excelenta Il folosim in toata firma inclusiv vanzari, marketing si administrare

Pros

Excellent integrated functions
Easy customization of fields
Excellent filters
Clean appearance
Functii integrate excelent
Customizare usoara a campurilor
Filtre excelente
Aspect curat

Cons

It could offer automatic filters for recently untouched contacts
Easier integration with LinkedIn
Easier integration with Telegram
Ar putea sa ofere filtre automate pentru contactele neatinse in ultima perioada
Integrare mai usoara cu LInkedIN
Integrare mai usoara cu Telegram

Return on Investment

Good management of sales agents
Increase in field visits
Organizing promotional activities
The database is up to date.
Management bun al agentilor de vanzari
Cresterea vizitelor facute in teren
Organizarea activitatilor de promovare
Baza de date este la zi

Usability

Alternatives Considered

HubSpot CRM

Other Software Used

Zoho Projects, OneNote, Bidsketch

Jeff Tomson

Jeff Tomson in Research & Development at Foxgrid (1-10 employees employees)

Use Cases and Deployment Scope

The software is extremely easy to understand and syncs well with our microsoft suite. Its a much needed upgrade from managing excel files, to keeping a systemised tracking for our clients and our promises. Recommened for all small businesses looking for a good software at a right price. Nothing better is there out there without the hassle of maintenance.

Pros

Pipelines with custom columns
Great value for money
Ability to sync with outlook natively.

Cons

The limits on pipelines couldve been 5 for the middle plan
I wish there were calculators inbuilt for custom Quotes

Return on Investment

Streamlined my workflow, no more worrying about the dates and timelines.
Makes excecution much faster and easier.
Helps me focus on what really matters

Usability

Other Software Used

Adobe Illustrator CC, Zoho Invoice, Microsoft 365

Bigin by Zoho CRM

What is Bigin by Zoho CRM?

Categories & Use Cases

Media

Bigin by Zoho CRM Key Features

Top Performing Features

Pipeline visualization

Single sign-on capability

Role-based user permissions

Areas for Improvement

Custom fields

Email marketing

Contract management

Most Frequent Users

Professional, Scientific, and Technical Services

Information

Manufacturing

Bigin by Zoho CRM Reviews

Use Cases and Deployment Scope

Pros

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Return on Investment

Usability

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

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Return on Investment

Usability

Use Cases and Deployment Scope

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Return on Investment

Usability

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

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Cons

Return on Investment

Usability

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

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Cons

Return on Investment

Usability

Other Software Used

Bigin by Zoho CRM Alternatives