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 It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.
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 Sales process management from enquiry to delivery of product This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes The FD loved it The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over Read full review Cons The CRM is majorly for small teams and does not have use cases for bigger organizations It needs to add some add-on features like email automation and journey creation from CRM itself. There is room for improvement in some specific use cases, like adding enrichment to leads manually or API integrated. Read full review There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc. While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet. I am sure that would increase productivity even further (if it's of the same standard as the main environment). Read full review Likelihood to Renew Because it is good.
Read full review the product works. support has been good or great so far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.
Read full review Usability 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.
Read full review Reliability and Availability Workbooks CRM never let me down.
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 Online Training Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
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 We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.
Read full review Return on Investment 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. Read full review Allows us easy management of leads and clear visibility of opportunities for the sales team User levels allows us to lock down various parts of the system to only allow them to view or edit certain areas Allows us to manage customers in one piece of software and avoid having to use separate software for support, sales and operations Read full review ScreenShots Bigin by Zoho CRM Screenshots