Overview
What is Bigin by Zoho CRM?
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…
The Best CRM for Small Teams
A must-have CRM tool for small businesses
A very good option for small and medium-sized companies. It covers everything necessary that I think a CRM should have.
Easy and affordable
Bigin by Zoho CRM: A great Bigining for companies
Great small business tool
Bigin by Zoho CRM review
If you are a local business owner start with Bigin by Zoho CRM
A Big -Up For Bigin by Zoho CRM
I can …
Great CRM for Small team on Budget.
Great tool for an amazing price
Boosting Sales Efficiency: My Experience with Zoho Bigin
Bigin by Zoho CRM is a great place to Begin and Grow
A pleasure to use for our size business
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- Opportunity management (23)8.888%
- Custom fields (24)8.787%
- Pipeline visualization (24)8.686%
- Workflow management (23)8.484%
Reviewer Pros & Cons
Pricing
Express
$9.00
Premier
$15.00
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $9 per month
Features
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
- 8.8Customer data management / contact management(22) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 8.4Workflow management(23) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 8.8Opportunity management(23) Ratings
Users can track deals and create quotes.
- 7.9Integration with email client (e.g., Outlook or Gmail)(21) Ratings
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
- 8.2Contract management(1) Ratings
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
- 8.9Interaction tracking(23) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
- 9.1Lead management(19) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 7.5Email marketing(18) Ratings
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- 8.5Task management(22) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
- 8.6Pipeline visualization(24) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 7.9Customizable reports(22) Ratings
Users can create reports and dashboards unique to their needs.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 8.7Custom fields(24) Ratings
Users can create custom fields to store additional information on standard and custom objects.
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
- 8.6Single sign-on capability(18) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 8.4Role-based user permissions(23) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Social CRM
This component of CRM software helps companies leverage social media in engaging with customers.
- 6.7Social data(12) Ratings
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
- 7.2Social engagement(12) Ratings
The software can facilitate and track engagement with customers via social channels.
Integrations with 3rd-party Software
This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.
- 8.2Marketing automation(16) Ratings
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
Platform
- 8.9Mobile access(23) Ratings
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Bigin by Zoho CRM?
Bigin by Zoho CRM Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Opportunity management
- Supported: Integration with email client (e.g., Outlook or Gmail)
- Supported: Contract management
- Supported: Interaction tracking
Marketing Automation Features
- Supported: Lead management
- Supported: Email marketing
CRM Project Management Features
- Supported: Task management
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Pipeline visualization
- Supported: Customizable reports
Customization Features
- Supported: Custom fields
Security Features
- Supported: Role-based user permissions
- Supported: Single sign-on capability
Social CRM Features
- Supported: Social data
- Supported: Social engagement
Integrations with 3rd-party Software Features
- Supported: Marketing automation
Platform Features
- Supported: Mobile access
Additional Features
- Supported: whatsapp integration
- Supported: X Integration
- Supported: telephony
- Supported: Calendar
Bigin by Zoho CRM Screenshots
Bigin by Zoho CRM Video
Bigin by Zoho CRM Integrations
Bigin by Zoho CRM Competitors
Bigin by Zoho CRM Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | Apple iOS, Android, Mobile Web |
Supported Countries | Worldwide |
Supported Languages | English (US), English (UK), French, German, Spanish, Russian, Italian, Japanese, Korean, Portuguese (Portugal), Portuguese (Brazil), Swedish, Chinese (China), Chinese (Taiwan), Arabic (Without RTL ), Danish, Dutch, Polish, Hungarian, Turkish, Vietnamese, Hindi, Croatian, Czech, Thai, Bulgarian, Hebrew, Bahasa ( Indonesia) |
Frequently Asked Questions
Comparisons
Compare with
Reviews and Ratings
(115)Attribute Ratings
Reviews
(1-25 of 25)Finally! Powerful and affordable CRM for small companies
- Multiple pipeline management
- Automation of stages
- Email integration is seamless! (Fabulous feature!)
- WhatsApp integration
- Team/task management
- Task alerts and follow up could improve
The Best CRM for Small Teams
- It helps us organize contacts and company details efficiently
- Bigin by Zoho CRM helps us keep track of daily active conversations with leads and their movement.
- It helps the team keep a track of things and operate efficiently on their mobile devices as well.
- 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.
A must-have CRM tool for small businesses
- Setting up email workflows to trigger an automatic mail whenever a new deal is recorded
- categorizing the deal stages in pipelines without too many complexities
- The last name field must not be mandatory as it causes some difficulty in mapping the 'full name' field from my website form to Bigin by Zoho CRM
A very good option for small and medium-sized companies. It covers everything necessary that I think a CRM should have.
- 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.).
- Integration with additional social networks (LinkedIn). We believe that it would be very useful if Bigin by Zoho CRM could integrate in the short-medium term with platforms such as LinkedIn, which is one of the ones we use the most daily to reach our clients. Therefore, it would be an aspect to improve.
Easy and affordable
- is easy to learn and use
- the pipelines and workflows working together are really powerful
- the dashboard is very good
- campaigns with social channels
- complex forms designing
- complex workflows
Bigin by Zoho CRM: A great Bigining for companies
- Lead Creation
- PipeLine creation
- Integration with Whatsapp, Mail
- Maybe allow to not use the default Sales Pipeline
Great small business tool
- Templates easy to creat and look great
- Dashboard is easy to create and use
- Filters to find groups
- Ability to work email with outlook in outlook app
- More tutorials on use cases
Bigin by Zoho CRM review
- Lead management
- Calender management
- Sales initation
- Contact finding
- More easy UI interfacte
- Whatsapp Api Connection
- Include Zoho telephony for India
A Big -Up For Bigin by Zoho CRM
I can email my leads setting up a workflow and pipeline to simplify my sales process.
- Entry of customer details
- Ease of reporting
- Tracking of customer specific emails
- Setting up of workflow
- Use of user multiple email addresses so that emails can be sent from and received by multiple emails
- Better colour control of dashboard
- Haven't gone deep enough to think of more
Great CRM for Small team on Budget.
- Multiple pipelines.
- Easy for crm beginners.
- Good visual view of all your leads.
- Integrate with Zoho emails.
- Integrate with Zoho email contacts so you don't need to add them.
- Better integration with Zoho drive.
Great tool for an amazing price
- Pipeline
- Connecting to other tools
- Storing our clients in one place
- Automation on pipeline
- Contacts should link to the profile inmediatly, not all companies sell to B2B
- Emails are not both ways
Boosting Sales Efficiency: My Experience with Zoho Bigin
- Have an great app movil
- Is userfriedly
- Is easy to setup
- Increased flexibility in customization options for pipelines and fields.
- Enhanced reporting and analytics features for deeper insights.
- Improved integration capabilities with Zoom and my calendar
Bigin by Zoho CRM is a great place to Begin and Grow
- Start Small and Grow
- Support is Great
- Systems to grow business
- So far, I haven't found area's that need improvement
- Support and training are good
- No issues at this point
A pleasure to use for our size business
- Structured Pipeline
- Custom fields
- Movement from Pipeline to Pipeline
- Allow a sub pipeline that is actually subordinate to an existing sub pipeline
Greater detail in stages and transition requirements would help.
Easy to understand tool for your business needs!
- Organizing tasks
- Grouping leads together
- Compiling contact information
- More instructions
- Faster loading time on browser
- More customization options
Soon to be perfect !
- Simple
- Easy
- Quick
- Fast
- Google Calendar sync
- Zoho Contacts sync
Bigin by Zoho CRM is great value for money with all the features most businesses need.
- Simple view of pipeline
- Easy to learn
- Mobile and desktop apps
- Number of pipelines is limited - could be more
- Number of records is limited
Bigin Evaluation for non-profit
- Create tasks related to an entity
- Simple workflows can be created related to dates
- Provides reminders of overdue items
- Main sales pipeline should be removable for non-sales organizations
- Strict relation between contacts and companies should be optional
Great basic program for much of your needs!
- Documentation.
- Ease of use.
- Great app as well for the phone to utilize on the go.
- Making adjustments to some of the templates or template options are tough.
- The ability to reach customer service can be challenging at time as it is mostly international support.
- Lead Management
- Follow up
- Customer Relationship Management
- Mass outreach
- Mass client relations
- Generalised sales approaches
Great tool to have
- Well displayed.
- Organised.
- Pipeline looks better.
- Would rather not have it on a separate platform.
Begin with Bigin By Zoho CRM
- Lead Management: It manages the lead management system quite well.
- Data extraction from different social media platforms like Facebook, LinkedIn.
- It is quite easy for a new user, no training is required you are always ready to go with it.
- The dashboard needs a bit of improvement and the user interface needs to be more user friendly.
Lots of punch in a small package. The perfect place to start
- Easy to use and operate as there are not "23 million" options, but still powerful.
- Integrates with other Zoho products like Zoho Social, Campaigns and Forms.
- Allows deals pipelines with fully customisable stages.
- Share files, notes, emails, etc. between Contacts and Deals.
- More sophisticated workflows, such as some of the features in Zoho Flow.
- More than 20 customisable fields.
Completely Effective Software for CRM and Marketing
- 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.
- Bigin by Zoho CRM fails to efficiently operate on Apple products, which serves a wider market.
- Also, focuses on small and the growing enterprise, and I think the application can even help the big corporations.
- Furthermore, Bigin integration is swayed on Zoho products, and its right to include other external applications.