Likelihood to Recommend Bigin by
Zoho CRM is suitable for medium-size or small-size companies. In our case, being a small company, all the functions that Bigin by
Zoho CRM offers are more than enough. If in the future we need features that are not currently covered by the platform, we will evaluate the possibility of migrating to
Zoho CRM . But for the moment (until now we had never used a CRM), everything that Bigin by
Zoho CRM offers us fits our needs perfectly. Perhaps for other very large companies, Bigin by
Zoho CRM surely does not cover all needs, although I couldn't give examples.
Read full review If you are a small service-based business owner looking for a CRM to automate your customer journey then this is for you. This platform is very customizable and can be really powerful once you set it up fully. This is like putting puzzle pieces together. First you need to setup all the pieces like scheduler, lead capture form, proposal, packages, invoices, contract and then setup the workflow automation. It will be helpful if you map your process in a mind-mapping tool first so it’s easy to see on high level what you need accomplished. This platform is not suitable for big companies or SaaS industry because the tagging system is not robust.
Read full review Pros Bigin by Zoho CRM has embedded the marketing automation feature in its operations. Also, Bigin supports CRM, through social media engagement and other working platforms. Bigin provides the management team with customizable reports, after extensive analysis from the entire market segment. Read full review Invoicing & expense reporting all in one place! I don't have to spend hours poring over my bank account transactions to find my biz expenses anymore! The built-in call scheduler is awesome! I can create various appointment schedulers with multiple availabilities, and collect payments right up front, too! Dubsado also has a sweet Client Portal where my clients can login and see all their activity with me at a glance. Read full review Cons I would like to link the same contact to more than one company. I would like to be able to use only the name field, but I need to use first and last name I would like to have a plan where there is no limit on the number of customizable fields Read full review the task list feature is very basic the UI is a little clunky more integrations with other software such as Clickup Read full review Likelihood to Renew Because it is good.
Read full review There are some similar programs out there that are offering ambassador accounts.
Read full review Usability Its easy to use. The interface is simple. Having tried different CRM tools this is probably the easiest to use when starting a business. Its easy to get taken in by all the bells and whistles but starting off we don't need those yet. In fact we simply want to know our contacts, prospects and customers.
Read full review There is a learning curve to Dubsado, however, you can create a basic setup easily using the training videos provided by the platform
Read full review Support Rating 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.
Read full review The support with Dubsado is outstanding! Always so helpful, prompt to answer and always understands the issue. It always feels like I have talking to an actual person behind the scenes
Read full review Alternatives Considered The price is much more attractive than equivalent tools. Pipe drive is as good, but the cost is a big factor when you are a small company, especially at the beginning. So that is why we chose BIgin, and we are delighted with it. With five members, it saves a few hundreds of euros a year.
Read full review Dubsado is more customizable and with robust features. Also, the user interface is visually pleasing but definitely has steep learning curve. Once you get the hang of it, it’s very easy especially with other developers helping users create beautiful form, proposals with ease without needing to know how to code.
HoneyBook is not available for people outside USA & Canada. I haven’t used
17hats for a very long time but the user interface is pretty much the same
Read full review Return on Investment I was able to migrate from Hubspot CRM easily saving me hours of time I have recieved 5 x replies to the email sequence i set up since i started using it I have improved lead conversion by 5% so far Read full review Clients are excited to hire me because my onboarding process is so professional Easy of use makes collecting payment from clients easy Streamlined process allows me to charge more for my services Read full review ScreenShots Bigin by Zoho CRM Screenshots