AllProWebTools vs. Bigin by Zoho CRM

It works very well for my cooking business.

- Multiple pipelines let me organize processes like sales, marketing, customer support, and assets clearly. - The forms builder allows me to gather leads, sign-ups, and customer requests from my website directly into the Bigin by Zoho CRM. - Integrations with Zapier and Make connect website orders and data from other sources smoothly. - Email templates make it easy to send professional, branded communications. - Automations handle repetitive tasks like managing customers, orders, and team tasks, saving me time.

• The CRM holds all of my contacts and it is already integrated with all of my other tools.
• The Email Management system is already integrated with all of my other tools. This means that I do not have to download CSVs and upload them to a separate email program everytime I want to send out an email blast.
• I can take payments in the same system that has my email marketing and CRM. This means that I can create tags and send different email campaigns depending on if I have received payment or not.
• The website hosting means that I can use the same software to update my blog and gallery of food pictures.
• I can sell tickets to my cooking classes from the same software that manages everything else that I do in my business.
• I use the task manager that is built in to remind me of things I need to do. I really like that it is tied into my CRM so I can tag tasks to specific clients.
• The built in timecard system allows me to "clock in" to whatever client that I am working on so that my time and hourly rate are automatically calculated for me. My invoices are sent automatically on the first of each month.

• Manage big databases. We have a large database of contacts and partners (more than 5,000 contacts), which are updated day by day, as a result of our participation in conferences, webinars, etc. For this reason, we needed a platform that would allow us to always have our database up to date, and accessible and editable by any member of the company.
• Pipelines. Pipelines are very necessary in our daily lives, since we present many service proposals to different clients, and until now we control the status very manually. With Bigin by Zoho CRM, we can have all this information centralized in a single place, and know at all times the status of the service proposals we present (sent, pending decision, lost, won...).
• Product definition. The product definition block has allowed us to further structure our typologies of products and services. At least, it has allowed us to reflect on them and what is the best way to package the service offered.
• Control panel. The control panel has been very useful for us to be able to quickly see the main indicators (offers presented, next actions to be taken, etc.).

• QuickBooks Integration
• More email templates
• They do not have an app

• The interface is clean, but I can see how, as we get into more complex workflows, it may be limited, whereas a heavier CRM may be necessary at that point.
• Mobile app works pretty well, it isn't quite as smooth as the web app.
• Reporting could be a little more robust, but it does what we need.

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Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Zoho Bigin has been almost perfect in almost every sense of the word. It has been very easy for us to use. Onboarding new staff has been a breeze, and we have never had to retrain them on how to use it, as they get the hang of it on the very first attempt. It has also saved us a lot of money compared to what it would have cost if we had used other CRM tools.

The support is all international and it takes a while to get support as you have to go through chats and set up times, not as easy to just call and get the support you need. They are very nice when you do finally connect with someone and they are knowledgeable, just challenging being international sometimes.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I used to use Microsoft Excel to organize my business - but it got pretty crazy pretty fast.

Simplicity Without Sacrificing Core Features
Unlike full-scale CRMs that often feel overwhelming, Bigin by Zoho CRM provides a focused set of features that are perfect for managing deals, contacts, and activities. It’s not bloated, and that was exactly what we needed for a lean, fast-moving team.

• It just makes it easier for me to track what is going on in my business.
• I like having everything in one place, instead of a bunch of different programs.

• Zero deals closed yet – earliest expected close is +6 weeks away.
• No marketing-source conversion data – will need 2-3 months of traffic to quote real CAC or ROMI
• No paid automation – manual follow-ups still dominate, so time-saving metrics are anecdotal, not measured.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info