Bigin by Zoho CRM vs. RedHorse CRM

- 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.

RedHorse CRM is not well suited for organizations that need full web access. It is not currently a SaaS application but can be used with Amazon and similar hosted servers.

• 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.).

• Customer information management - retain complete information about the client, their company, social media conversations, product ownership and so on.
• Sales process drive and automation - integrates with Constant Contact to provide marketing support for your sales team.
• Customer support (Ticketing) - complete time and technology management. Know how many issues are arising and the response time to solutions. Create knowledge base as issues are resolved.
• Integration to QuickBooks - Connects directly to QuickBooks in a manner that is solid and easy to use while maintaining security. Your sales and support team sees just what they need to see.

• No multi-select bulk move in pipeline After a webinar we had 42 cold leads that qualified → wanted to drag them all to “Interested” in one go. You can’t; moved them one-by-one like playing Solitaire.
• Workflows hidden behind pay-wall We needed an auto-survey when deal = “Won”. Works in trial, the day licence dropped back to free the rule simply stopped – zero warning.
• Offline mobile = read-onlyMentor met founder in co-working basement (no Wi-Fi). Took paper notes, re-typed into Bigin back at office → duplicate risk.
• Pick-list values can’t be deactivated, only deletedWe miss-typed “Refferal” instead of “Referral”. To fix, must delete; history of 60 old records then shows empty source.

Incentivized

• Really RedHorse is so full featured that it has few areas that need improvement. One feature that is not present but will be addressed in the future is true SaaS implementations.

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Incentivized

Bigin has really helped us with selling our monitoring services to our customers, which is primarily farmers in the UK. We often need to talk to customers before, during and after a sale, and Bigin helps us keep our contacts and leads organised as we track all these interactions. We recommend it very strongly

Incentivized

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

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.

As a CRM systems provider for 25+ years we have worked with a number of CRM products but so far none have the complete feature set like RedHorse. Salesforce.com gets very expensive for clients very quickly even though it is a good product. MS Dynamics CRM is a reasonable system but is very complex and expensive to maintain and/or customize. RedHorse provides the best of both along with the ease of use and non-complex customization.

• 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

• RedHorse allows our team to focus on producing results for clients in a prompt and accurate manner.
• Information is always available and the system is quick so our team and our clients appreciate the application.
• Quoting a client is a breeze and the system is flexible.