17hats vs. Bigin by Zoho CRM

It's great if you want to set up all of your client management so that you don't have to keep manually going through every step. It's so nice for me and my clients to have all of their forms streamlined and automated.

Incentivized

Because Bigin by Zoho CRM focuses more on individualized customer interactions and join that result in relationship prospect growth and sales, it is a good fit for smaller companies of all stripes. It provides you with a taste of Zoho's mass CRM as well. The beginning of your CRM journey

Incentivized

• Invoicing
• Creating online questionnaire

Incentivized

• Easy to use and operate as there are not "23 million" options, but still powerful.
• Integrates with other Zoho products like Zoho Social, Campaigns and Forms.
• Allows deals pipelines with fully customisable stages.

Incentivized

• Prior to this I was using only Stripe for my invoices and I loved that I could see all of my recurring client payments under "subscriptions." There might be a way to do this in 17Hats, but I'm just not sure. I like to be able to quickly see all of my current clients at a glance.

Incentivized

• Making adjustments to some of the templates or template options are tough.
• The ability to reach customer service can be challenging at time as it is mostly international support.

Incentivized

It's been really great to use with my clients, but I cannot speak to setting it up as my VA handled all of that for me. I anticipate using it for a long time.

Incentivized

A solid 8 from my perspective, a tool all small businesses should try out before venturing into the world of larger CRM solutions as this gives you the best entry point into the CRM solution world with ideas about all the modules that are required the most. It can be made a bit more intermediate user friendly by adding a bit more mass approach style features

Incentivized

It's chat based so you have to wait a bit to hear back from them but they have gotten quicker with their responses which I appreciate.

Incentivized

Support team is much knowledgeable and was user friendly. Every querry put before them was resolved in the required time frame.

Incentivized

Bigin by Zoho CRM captures opportunities, and gives the company ways to tap and work towards making them more effective. Also, Bigin integrates/connect with the customers emails, making it friendly or simple to communicate with them immediately. Bigin introduced the single sign on procedure, which boosts the security of the entire system and ensure no attacks in any form.

Incentivized

• ROI - Saves me time on creating invoices and questionnaires.

Incentivized

• The lead conversion right from prospects to revenue generation has increased in our organization.
• Previously the conversion rate was around 40%, now the efficiency has increased.

Incentivized