Bigin by Zoho CRM vs. Stackby

- 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.

Based on my experience, I can provide specific scenarios where Stackby is well suited and others where it may be less appropriate: Project Management: Stackby is an excellent choice for project management scenarios. Its ability to create custom databases, track tasks, assign responsibilities, and collaborate in real-time makes it highly effective for managing and monitoring project progress. CRM and Sales: Stackby is well suited for managing customer relationships and sales processes. Its customizable database structure allows for organizing customer information, tracking leads, managing deals, and generating reports. The ability to integrate with other tools further enhances its usefulness in CRM and sales workflows. Content Planning: Stackby is a great fit for content planning scenarios. Users can create databases to manage editorial calendars, track content ideas, assign tasks to team members, and monitor content performance. Collaboration features facilitate seamless content collaboration and ensure timely publishing.

• 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.).

• Ability to collaborate with team members on the same spreadsheet
• Ability to integrate multiple tools for centralized utilization (i.e. Facebook, Google Analytics, project management, etc.)
• Ability to send SMS and messages using integration with Twillio and Whatsapp
• All spreadsheets/databases securely saved in the cloud instead of on local hard drive(s)

• 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

• Implement the same views available on desktop into the mobile app
• Internal automations (like Airtable)
• Ability to implement and display info as a dashboard (like Airtable)
• Polish up the formatting of formulas, inputting them causes user frustration due to the formula input cursor jumping around
• Better intelligence and ease of inputting data in bulk i.e have the fields automatically identify what data is being input and format appropriately (like Airtable does)

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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

Stackby is overall pretty easy to use, especially if you're used to something like Airtable or SmartSuite. Some of the pages seem like near exact clones (though they put their own creative spin on things). I'd prefer a slighty fresher interface (like SmartSuite), but I'm willing to sacrifice that for the better price and great customer service.

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

Extremely responsive, helpful, and friendly support (unlike many other SAAS teams out there).

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.

I have also tried Ora.Pm. Infinity has better graphical interface, but nowhere near as many features and the UI isn't as effective (i.e, moving around with keys). Grist has a much more technical interface and it comes from being more of a database/interactive spreadsheet vs Stackby. Grist has much more functionality in terms of formulas, but is much harder to learn to use and less other functionalities. Ora.PM is more of a test at a task management app, and doesn't compare - Stackby is much better.

• 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

• Positive impact on organising my marketing so I contact advertisers in an appropriate time frame and don't lose hours figuring out what's happening.
• Positive impact on organising challenges so that people feel more connected and supported, leading to future sales.
• Positive impact on understanding data so that I can use it more effectively.