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.
$9
per month
monday sales CRM
Score 8.6 out of 10
N/A
monday sales CRM provides control over the entire sales funnel and helps users close deals faster by automating manual work and streamlining sales activities from A-Z.
Our needs were basically two: to keep track of our offers and to be able to send emails in a more automated and massive way. Considering these two needs, we evaluate several platforms (Mailchimp, Monday, ZohoCRM...). All of them met our needs, but Bigin by Zoho CRM was clearly …
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.
I think that for a sales team that already has a digital driven culture its a great tool, and even for people that want to manage projects after the sales. But for teams that are new to digital sales tools, it may cause some deals to fall behind in the beggining, just because the usual way people work is to register what has been done and not to schedule what to do next, and there's other CRM tools that help this to be a automated requirement in the usage os the system.
Perhaps individual archive boards for individual boards - sometime's it's difficult to locate an archived item to account when something is done so until projects are finished, I often leave items on the board when it could be 'cleaner'
More color shades for groups and labels
Keep adding new widgets for dashboards to provide an even greater overview
It has some great functions that are very easy to use and user-friendly, however overall it is not a very robust system and the fact that it only does sales and not the rest of the cycle for an organization makes it very limiting. There are a lot of functions that are very basic, but for the price it does offer a lot of value for a smaller company that just needs basic functions to track.
It is very simple and does not take very much or very long to understand how the entire software works. I think it took less than a week for me to be very confident in using and even teaching other people how to use the site. Moreover, the ability to be able to color coordinate every file makes it very easy to see and use.
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.
When I have requested customer service from monday.com account the person who I spoke with was really helpful but the set up to get a hold of someone in customer service was a little complicated and time-consuming. I had to get a ticket in an email and then wait for a specific person to call me back at a certain time, that's why I gave a six.
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.
monday sales CRM was much more customisable and flexible for our needs. We could use monday sales CRM to enhance what we do but Zendesk basically wanted us to change how we work to their style which is not what we wanted. I also found zendesk to be extremely expensive for what you were getting.
Reaching more possible customers quickly and with less effort. The fact of being able to automate sending to our contact database, which has previously been tagged and categorized, has allowed us to send information in a more agile way (previously we simply used Outlook, without any type of automation).
Automatically consulting all the email history you have with any of the contacts has allowed us to be more efficient and avoid duplication in communications.
The process of implementing and integrating Bigin in our company, although it was not difficult, we found some difficulties to synchronize the database loaded in Bigin by Zoho CRM with our Office365 account.
Specifically for equipment tracking, we have been able to build an interactive and extensive database tracking all devices owned by the company in a predominantly remote workforce and decreased loss in that area
The onboarding process has been simplified and automated to communicate to all parties involved with minimal interaction. Building out an API would be next! Saves a ton of time in this process and minimizes mistakes.
In a start-up environment with shifting priorities, task management in monday.com makes sure things don't disappear entirely as the landscape changes.
