Bigin by Zoho CRM vs. Microsoft 365 Copilot

- 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.

I highly recommend its usage in Teams meetings to prepare a session transcript, meeting minutes,
next steps and recognize speech by person. Also within the meeting recording, there is separation between the people talking at the time. The Copilot image creation is very accurate and useful to
customize my PowerPoint presentations and other documents

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

• 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.).

• Good analysis of the ticket system at the service desk, so that this can be anticipated properly
• For the management of IT environments, quick examples of scripting for desired solutions
• For consultants and managers, they co-pilot a technical report into language understandable to a non-technical client, including a visual summary.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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. TR verified that a representative sample of customers was invited. More Info

• 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.

• The quality of image generation in Microsoft Copilot could be improved. Compared to other AI platforms, Copilot's images often fall short in quality and frequently contain typos.
• When generating agents and chatbots, Microsoft Copilot currently doesn't appear to support file download functionality.
• The email reply function is useful, but the responses can sometimes be overly elaborate. It would be helpful to have more options for adjusting the tone.

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

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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

Absolutely!!! I have a high regard for the product and will use it for years to come.

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

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.

I give this rating because of the utilization I do with the product and the level security it provides which is very good. In our organization it is best suited as we have all other Microsoft tools with us. The offering made by Microsoft is great, I gave 9 out of 10 as sometimes it hallucinates as well.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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. TR verified that a representative sample of customers was invited. More Info

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

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.

We needed a tool where secure data was not submitted to servers to process as we have some health care related data to keep private. We also needed to be able to test this tool without committing first to see if it is a fit and Microsoft provided this easily to us.

• 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

• It is too early to tell at the moment but I can see it as a positive moving forward
• The amount of time saved in creating content will be a huge asset for faculty
• The same holds true for students as they to will be able to safe a lot of time

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