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Bigin by Zoho CRM

Bigin by Zoho CRM

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…

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Recent Reviews

Easy and affordable

9 out of 10
April 04, 2024
Our company has an ERP (exaterra) for small companies in Mexico. We have recommended and installed Bigin to 3 clients so far. At the …
Continue reading
Read all reviews

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

View all 18 features
  • Opportunity management (24)
    8.8
    88%
  • Custom fields (25)
    8.7
    87%
  • Pipeline visualization (25)
    8.6
    86%
  • Workflow management (24)
    8.4
    84%

Reviewer Pros & Cons

View all pros & cons
Marc Metz | TrustRadius Reviewer
Marc Metz
Sales Consultant
Sales Xceleration (Management Consulting, 11-50 employees)
CH
Carlos Hernandez
CEO
Modo Accion SAS (Investment Banking, 1-10 employees)
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Pricing

View all pricing

Express

$9.00

Cloud
per month per user

Premier

$15.00

Cloud
per month

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.bigin.com/pricing.html

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $9 per month
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

8.5
Avg 7.7

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

8.3
Avg 7.6

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

8.5
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

8.3
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

8.7
Avg 7.6

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.

8.5
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

6.9
Avg 7.3

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

8.2
Avg 7.2

Platform

8.9
Avg 7.5
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Product Details

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 manage these customer relationships effectively.

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

Screenshot of Screenshot of Screenshot of Screenshot of

Bigin by Zoho CRM Video

Bigin by Zoho CRM | An introduction to the CRM software built and priced for small businesses

Bigin by Zoho CRM Integrations

Bigin by Zoho CRM Competitors

Bigin by Zoho CRM Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Mobile Web
Supported CountriesWorldwide
Supported LanguagesEnglish (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

Bigin by Zoho CRM starts at $9.

Pipedrive, Insightly, and Freshsales are common alternatives for Bigin by Zoho CRM.

Reviewers rate Lead management highest, with a score of 9.1.

The most common users of Bigin by Zoho CRM are from Small Businesses (1-50 employees).
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Comparisons

View all alternatives
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Reviews and Ratings

(116)

Attribute Ratings

Reviews

(1-25 of 26)
Companies can't remove reviews or game the system. Here's why
April 23, 2024

Zoho Bigin is a great deal

Marc Metz | TrustRadius Reviewer
Marc Metz
Sales Consultant
Sales Xceleration (Management Consulting, 11-50 employees)
Score 9 out of 10
Vetted Review
Verified User
Bigin by Zoho CRM Feature Ratings
Sales Force Automation (6)
78.33333333333333%
7.8
Customer data management / contact management
90%
9.0
Workflow management
90%
9.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
N/A
N/A
Interaction tracking
90%
9.0
Customer Service & Support
N/A
N/A
Marketing Automation (2)
90%
9.0
Lead management
90%
9.0
Email marketing
90%
9.0
CRM Project Management (2)
N/A
N/A
Task management
N/A
N/A
Reporting
N/A
N/A
CRM Reporting & Analytics (2)
80%
8.0
Pipeline visualization
80%
8.0
Customizable reports
80%
8.0
Customization (1)
100%
10.0
Custom fields
100%
10.0
Security (2)
90%
9.0
Role-based user permissions
90%
9.0
Single sign-on capability
90%
9.0
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (1)
80%
8.0
Marketing automation
80%
8.0
Platform (1)
90%
9.0
Mobile access
90%
9.0
April 16, 2024

Finally! Powerful and affordable CRM for small companies

CH
Carlos Hernandez
CEO
Modo Accion SAS (Investment Banking, 1-10 employees)
Score 10 out of 10
Vetted Review
Verified User
Bigin by Zoho CRM Feature Ratings
Sales Force Automation (6)
75%
7.5
Customer data management / contact management
N/A
N/A
Workflow management
90%
9.0
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
90%
9.0
Interaction tracking
80%
8.0
Customer Service & Support
N/A
N/A
Marketing Automation (2)
N/A
N/A
Lead management
N/A
N/A
Email marketing
N/A
N/A
CRM Project Management (2)
N/A
N/A
Task management
N/A
N/A
Reporting
N/A
N/A
CRM Reporting & Analytics (2)
100%
10.0
Pipeline visualization
100%
10.0
Customizable reports
100%
10.0
Customization (1)
100%
10.0
Custom fields
100%
10.0
Security (2)
50%
5.0
Role-based user permissions
100%
10.0
Single sign-on capability
N/A
N/A
Social CRM (2)
15%
1.5
Social data
30%
3.0
Social engagement
N/A
N/A
Integrations with 3rd-party Software (1)
70%
7.0
Marketing automation
70%
7.0
Platform (1)
70%
7.0
Mobile access
70%
7.0
April 10, 2024

The Best CRM for Small Teams

Aakash Mehar | TrustRadius Reviewer
Aakash Mehar
Co-founder
The Gift Nexus (Packaging & Containers, 1-10 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Bigin by Zoho CRM Feature Ratings
Sales Force Automation (3)
76.66666666666667%
7.7
Workflow management
60%
6.0
Opportunity management
70%
7.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Customer Service & Support
N/A
N/A
Marketing Automation
N/A
N/A
CRM Project Management (1)
100%
10.0
Task management
100%
10.0
CRM Reporting & Analytics (2)
85%
8.5
Pipeline visualization
100%
10.0
Customizable reports
70%
7.0
Customization (1)
70%
7.0
Custom fields
70%
7.0
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
100%
10.0
Mobile access
100%
10.0
April 08, 2024

A must-have CRM tool for small businesses

Verified User
Strategist in Marketing
Information Technology & Services Company, 11-50 employees
Score 10 out of 10
Vetted Review
Verified User
Bigin by Zoho CRM Feature Ratings
Sales Force Automation (5)
96%
9.6
Customer data management / contact management
100%
10.0
Workflow management
90%
9.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Interaction tracking
100%
10.0
Customer Service & Support
N/A
N/A
Marketing Automation (2)
50%
5.0
Lead management
100%
10.0
Email marketing
N/A
N/A
CRM Project Management (1)
100%
10.0
Task management
100%
10.0
CRM Reporting & Analytics (2)
50%
5.0
Pipeline visualization
100%
10.0
Customizable reports
N/A
N/A
Customization (1)
80%
8.0
Custom fields
80%
8.0
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (1)
100%
10.0
Marketing automation
100%
10.0
Platform (1)
100%
10.0
Mobile access
100%
10.0
April 05, 2024

A very good option for small and medium-sized companies. It covers everything necessary that I think a CRM should have.

Javier Enebral | TrustRadius Reviewer
Javier Enebral
Aviation Consultant
Gestió i Promoció Aeroportuària (GPA) (Aviation & Aerospace, 1-10 employees)
Score 8 out of 10
Vetted Review
Verified User
Bigin by Zoho CRM Feature Ratings
Sales Force Automation (4)
75%
7.5
Customer data management / contact management
70%
7.0
Opportunity management
80%
8.0
Integration with email client (e.g., Outlook or Gmail)
70%
7.0
Interaction tracking
80%
8.0
Customer Service & Support
N/A
N/A
Marketing Automation (2)
75%
7.5
Lead management
80%
8.0
Email marketing
70%
7.0
CRM Project Management (1)
80%
8.0
Task management
80%
8.0
CRM Reporting & Analytics (2)
75%
7.5
Pipeline visualization
80%
8.0
Customizable reports
70%
7.0
Customization (1)
90%
9.0
Custom fields
90%
9.0
Security (2)
80%
8.0
Role-based user permissions
80%
8.0
Single sign-on capability
80%
8.0
Social CRM (2)
60%
6.0
Social data
60%
6.0
Social engagement
60%
6.0
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
80%
8.0
Mobile access
80%
8.0
April 04, 2024

Easy and affordable

Verified User
Consultant in Information Technology
Chemicals Company, 11-50 employees
Score 9 out of 10
Vetted Review
Verified User
Bigin by Zoho CRM Feature Ratings
Sales Force Automation (5)
90%
9.0
Customer data management / contact management
100%
10.0
Workflow management
90%
9.0
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Interaction tracking
80%
8.0
Customer Service & Support
N/A
N/A
Marketing Automation (2)
90%
9.0
Lead management
90%
9.0
Email marketing
90%
9.0
CRM Project Management (1)
90%
9.0
Task management
90%
9.0
CRM Reporting & Analytics (2)
85%
8.5
Pipeline visualization
90%
9.0
Customizable reports
80%
8.0
Customization (1)
80%
8.0
Custom fields
80%
8.0
Security (2)
45%
4.5
Role-based user permissions
90%
9.0
Single sign-on capability
N/A
N/A
Social CRM (2)
80%
8.0
Social data
80%
8.0
Social engagement
80%
8.0
Integrations with 3rd-party Software (1)
80%
8.0
Marketing automation
80%
8.0
Platform (1)
90%
9.0
Mobile access
90%
9.0
March 21, 2024

Bigin by Zoho CRM: A great Bigining for companies

Verified User
C-Level Executive in Corporate
Veterinary Company, 1-10 employees
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Bigin by Zoho CRM Feature Ratings
Sales Force Automation (5)
96%
9.6
Customer data management / contact management
100%
10.0
Workflow management
100%
10.0
Opportunity management
80%
8.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Interaction tracking
100%
10.0
Customer Service & Support
N/A
N/A
Marketing Automation (2)
90%
9.0
Lead management
100%
10.0
Email marketing
80%
8.0
CRM Project Management (1)
100%
10.0
Task management
100%
10.0
CRM Reporting & Analytics (2)
95%
9.5
Pipeline visualization
100%
10.0
Customizable reports
90%
9.0
Customization (1)
100%
10.0
Custom fields
100%
10.0
Security (2)
85%
8.5
Role-based user permissions
80%
8.0
Single sign-on capability
90%
9.0
Social CRM (2)
75%
7.5
Social data
70%
7.0
Social engagement
80%
8.0
Integrations with 3rd-party Software (1)
90%
9.0
Marketing automation
90%
9.0
Platform (1)
80%
8.0
Mobile access
80%
8.0
March 21, 2024

Great small business tool

Susan MacConnell | TrustRadius Reviewer
Susan MacConnell
President
Diversified Sales Solutions (Management Consulting, 1-10 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Bigin by Zoho CRM Feature Ratings
Sales Force Automation (4)
90%
9.0
Workflow management
60%
6.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Interaction tracking
100%
10.0
Customer Service & Support
N/A
N/A
Marketing Automation (2)
85%
8.5
Lead management
90%
9.0
Email marketing
80%
8.0
CRM Project Management (1)
100%
10.0
Task management
100%
10.0
CRM Reporting & Analytics (2)
100%
10.0
Pipeline visualization
100%
10.0
Customizable reports
100%
10.0
Customization (1)
100%
10.0
Custom fields
100%
10.0
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
100%
10.0
Mobile access
100%
10.0
March 21, 2024

Bigin by Zoho CRM review

Verified User
C-Level Executive in Product Management
Hospitality Company, 11-50 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Bigin by Zoho CRM Feature Ratings
Sales Force Automation (5)
18%
1.8
Customer data management / contact management
90%
9.0
Workflow management
N/A
N/A
Opportunity management
N/A
N/A
Integration with email client (e.g., Outlook or Gmail)
N/A
N/A
Interaction tracking
N/A
N/A
Customer Service & Support
N/A
N/A
Marketing Automation (2)
N/A
N/A
Lead management
N/A
N/A
Email marketing
N/A
N/A
CRM Project Management (1)
N/A
N/A
Task management
N/A
N/A
CRM Reporting & Analytics (2)
N/A
N/A
Pipeline visualization
N/A
N/A
Customizable reports
N/A
N/A
Customization (1)
N/A
N/A
Custom fields
N/A
N/A
Security (2)
N/A
N/A
Role-based user permissions
N/A
N/A
Single sign-on capability
N/A
N/A
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (1)
N/A
N/A
Marketing automation
N/A
N/A
Platform (1)
N/A
N/A
Mobile access
N/A
N/A
March 21, 2024

If you are a local business owner start with Bigin by Zoho CRM

Verified User
Board Member in Professional Services
Marketing & Advertising Company, 1-10 employees
Score 8 out of 10
Vetted Review
Verified User
Bigin by Zoho CRM Feature Ratings
Sales Force Automation (5)
60%
6.0
Customer data management / contact management
50%
5.0
Workflow management
40%
4.0
Opportunity management
70%
7.0
Integration with email client (e.g., Outlook or Gmail)
70%
7.0
Interaction tracking
70%
7.0
Customer Service & Support
N/A
N/A
Marketing Automation (2)
90%
9.0
Lead management
90%
9.0
Email marketing
90%
9.0
CRM Project Management (1)
30%
3.0
Task management
30%
3.0
CRM Reporting & Analytics (2)
70%
7.0
Pipeline visualization
90%
9.0
Customizable reports
50%
5.0
Customization (1)
10%
1.0
Custom fields
10%
1.0
Security (2)
55%
5.5
Role-based user permissions
50%
5.0
Single sign-on capability
60%
6.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software (1)
70%
7.0
Marketing automation
70%
7.0
Platform (1)
90%
9.0
Mobile access
90%
9.0
March 21, 2024

A Big -Up For Bigin by Zoho CRM

RC
Russell Collins
Owner
Simply Simple Frames (Arts & Crafts, 1-10 employees)
Score 9 out of 10
Vetted Review
Verified User
Bigin by Zoho CRM Feature Ratings
Sales Force Automation (5)
70%
7.0
Customer data management / contact management
90%
9.0
Workflow management
80%
8.0
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
N/A
N/A
Interaction tracking
90%
9.0
Customer Service & Support
N/A
N/A
Marketing Automation (2)
90%
9.0
Lead management
80%
8.0
Email marketing
100%
10.0
CRM Project Management (1)
100%
10.0
Task management
100%
10.0
CRM Reporting & Analytics (2)
100%
10.0
Pipeline visualization
100%
10.0
Customizable reports
100%
10.0
Customization (1)
80%
8.0
Custom fields
80%
8.0
Security (2)
90%
9.0
Role-based user permissions
90%
9.0
Single sign-on capability
90%
9.0
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (1)
N/A
N/A
Marketing automation
N/A
N/A
Platform (1)
90%
9.0
Mobile access
90%
9.0
March 20, 2024

Great CRM for Small team on Budget.

Gregory Lu | TrustRadius Reviewer
Gregory Lu
CEO
PlantaRem (Environmental Services, 1-10 employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Bigin by Zoho CRM Feature Ratings
Sales Force Automation (5)
82%
8.2
Customer data management / contact management
80%
8.0
Workflow management
100%
10.0
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
60%
6.0
Interaction tracking
80%
8.0
Customer Service & Support
N/A
N/A
Marketing Automation (2)
80%
8.0
Lead management
80%
8.0
Email marketing
80%
8.0
CRM Project Management (1)
90%
9.0
Task management
90%
9.0
CRM Reporting & Analytics (1)
90%
9.0
Pipeline visualization
90%
9.0
Customization (1)
100%
10.0
Custom fields
100%
10.0
Security (1)
100%
10.0
Role-based user permissions
100%
10.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
90%
9.0
Mobile access
90%
9.0
March 18, 2024

Great tool for an amazing price

Verified User
Vice-President in Sales
Financial Services Company, 1-10 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Bigin by Zoho CRM Feature Ratings
Sales Force Automation (5)
100%
10.0
Customer data management / contact management
100%
10.0
Workflow management
100%
10.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Interaction tracking
100%
10.0
Customer Service & Support
N/A
N/A
Marketing Automation
N/A
N/A
CRM Project Management (1)
100%
10.0
Task management
100%
10.0
CRM Reporting & Analytics (2)
100%
10.0
Pipeline visualization
100%
10.0
Customizable reports
100%
10.0
Customization (1)
100%
10.0
Custom fields
100%
10.0
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software (1)
100%
10.0
Marketing automation
100%
10.0
Platform (1)
100%
10.0
Mobile access
100%
10.0
March 15, 2024

Boosting Sales Efficiency: My Experience with Zoho Bigin

DA
Diana Arguello
Sales Manager
New Alliance (Insurance, 11-50 employees)
Score 10 out of 10
Vetted Review
Verified User
Bigin by Zoho CRM Feature Ratings
Sales Force Automation (5)
92%
9.2
Customer data management / contact management
90%
9.0
Workflow management
90%
9.0
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Interaction tracking
90%
9.0
Customer Service & Support
N/A
N/A
Marketing Automation (1)
90%
9.0
Lead management
90%
9.0
CRM Project Management
N/A
N/A
CRM Reporting & Analytics (2)
90%
9.0
Pipeline visualization
90%
9.0
Customizable reports
90%
9.0
Customization (1)
90%
9.0
Custom fields
90%
9.0
Security (2)
95%
9.5
Role-based user permissions
100%
10.0
Single sign-on capability
90%
9.0
Social CRM (2)
45%
4.5
Social data
N/A
N/A
Social engagement
90%
9.0
Integrations with 3rd-party Software (1)
100%
10.0
Marketing automation
100%
10.0
Platform (1)
100%
10.0
Mobile access
100%
10.0
March 14, 2024

Bigin by Zoho CRM is a great place to Begin and Grow

Verified User
Employee in Professional Services
Construction Company, 11-50 employees
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Bigin by Zoho CRM Feature Ratings
Sales Force Automation (5)
82%
8.2
Customer data management / contact management
100%
10.0
Workflow management
80%
8.0
Opportunity management
80%
8.0
Integration with email client (e.g., Outlook or Gmail)
50%
5.0
Interaction tracking
100%
10.0
Customer Service & Support
N/A
N/A
Marketing Automation (2)
70%
7.0
Lead management
90%
9.0
Email marketing
50%
5.0
CRM Project Management (1)
80%
8.0
Task management
80%
8.0
CRM Reporting & Analytics (2)
80%
8.0
Pipeline visualization
80%
8.0
Customizable reports
80%
8.0
Customization (1)
100%
10.0
Custom fields
100%
10.0
Security (2)
50%
5.0
Role-based user permissions
50%
5.0
Single sign-on capability
50%
5.0
Social CRM (2)
50%
5.0
Social data
50%
5.0
Social engagement
50%
5.0
Integrations with 3rd-party Software (1)
50%
5.0
Marketing automation
50%
5.0
Platform (1)
50%
5.0
Mobile access
50%
5.0
March 12, 2024

A pleasure to use for our size business

ER
EDWARD ROBERTS
DIRECTOR OF SALES
BOSTON BOATWORKS (Maritime, 51-200 employees)
Score 10 out of 10
Vetted Review
Verified User
Bigin by Zoho CRM Feature Ratings
Sales Force Automation (5)
72%
7.2
Customer data management / contact management
90%
9.0
Workflow management
90%
9.0
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
N/A
N/A
Interaction tracking
90%
9.0
Customer Service & Support
N/A
N/A
Marketing Automation (2)
N/A
N/A
Lead management
N/A
N/A
Email marketing
N/A
N/A
CRM Project Management (1)
80%
8.0
Task management
80%
8.0
CRM Reporting & Analytics (2)
90%
9.0
Pipeline visualization
90%
9.0
Customizable reports
90%
9.0
Customization (1)
100%
10.0
Custom fields
100%
10.0
Security (2)
85%
8.5
Role-based user permissions
90%
9.0
Single sign-on capability
80%
8.0
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (1)
N/A
N/A
Marketing automation
N/A
N/A
Platform (1)
90%
9.0
Mobile access
90%
9.0
March 12, 2024

Easy to understand tool for your business needs!

FB
Franchesca Denise Banayad
Operations Senior Specialist
CHEQ Systems Incorporated (Information Technology & Services, 51-200 employees)
Score 8 out of 10
Vetted Review
Verified User
Bigin by Zoho CRM Feature Ratings
Sales Force Automation (5)
92%
9.2
Customer data management / contact management
100%
10.0
Workflow management
100%
10.0
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
70%
7.0
Interaction tracking
100%
10.0
Customer Service & Support
N/A
N/A
Marketing Automation (2)
90%
9.0
Lead management
100%
10.0
Email marketing
80%
8.0
CRM Project Management (1)
100%
10.0
Task management
100%
10.0
CRM Reporting & Analytics (2)
80%
8.0
Pipeline visualization
80%
8.0
Customizable reports
80%
8.0
Customization (1)
90%
9.0
Custom fields
90%
9.0
Security (2)
95%
9.5
Role-based user permissions
90%
9.0
Single sign-on capability
100%
10.0
Social CRM (2)
85%
8.5
Social data
90%
9.0
Social engagement
80%
8.0
Integrations with 3rd-party Software (1)
80%
8.0
Marketing automation
80%
8.0
Platform (1)
80%
8.0
Mobile access
80%
8.0
March 04, 2024

Soon to be perfect !

ADRIEN DE SOUSA | TrustRadius Reviewer
ADRIEN DE SOUSA
President
ADS (Education Management, 1-10 employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Bigin by Zoho CRM Feature Ratings
Sales Force Automation (5)
86%
8.6
Customer data management / contact management
90%
9.0
Workflow management
80%
8.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Interaction tracking
70%
7.0
Customer Service & Support
N/A
N/A
Marketing Automation (2)
90%
9.0
Lead management
90%
9.0
Email marketing
90%
9.0
CRM Project Management (1)
90%
9.0
Task management
90%
9.0
CRM Reporting & Analytics (2)
100%
10.0
Pipeline visualization
100%
10.0
Customizable reports
100%
10.0
Customization (1)
100%
10.0
Custom fields
100%
10.0
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software (1)
100%
10.0
Marketing automation
100%
10.0
Platform (1)
100%
10.0
Mobile access
100%
10.0
February 28, 2024

Bigin by Zoho CRM is great value for money with all the features most businesses need.

Verified User
General Manager in Corporate
Financial Services Company, 11-50 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Bigin by Zoho CRM Feature Ratings
Sales Force Automation (5)
82%
8.2
Customer data management / contact management
90%
9.0
Workflow management
90%
9.0
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
50%
5.0
Interaction tracking
90%
9.0
Customer Service & Support
N/A
N/A
Marketing Automation (2)
80%
8.0
Lead management
90%
9.0
Email marketing
70%
7.0
CRM Project Management (1)
90%
9.0
Task management
90%
9.0
CRM Reporting & Analytics (2)
70%
7.0
Pipeline visualization
70%
7.0
Customizable reports
70%
7.0
Customization (1)
80%
8.0
Custom fields
80%
8.0
Security (2)
30%
3.0
Role-based user permissions
60%
6.0
Single sign-on capability
N/A
N/A
Social CRM
N/A
N/A
Integrations with 3rd-party Software (1)
50%
5.0
Marketing automation
50%
5.0
Platform (1)
90%
9.0
Mobile access
90%
9.0
February 27, 2024

Bigin Evaluation for non-profit

RL
Richard Lang
None
Habitat (Non-profit Organization Management, 11-50 employees)
Score 8 out of 10
Vetted Review
Verified User
Bigin by Zoho CRM Feature Ratings
Sales Force Automation (5)
62%
6.2
Customer data management / contact management
80%
8.0
Workflow management
80%
8.0
Opportunity management
70%
7.0
Integration with email client (e.g., Outlook or Gmail)
N/A
N/A
Interaction tracking
80%
8.0
Customer Service & Support
N/A
N/A
Marketing Automation (2)
35%
3.5
Lead management
N/A
N/A
Email marketing
70%
7.0
CRM Project Management (1)
70%
7.0
Task management
70%
7.0
CRM Reporting & Analytics (2)
40%
4.0
Pipeline visualization
40%
4.0
Customizable reports
40%
4.0
Customization (1)
80%
8.0
Custom fields
80%
8.0
Security (2)
N/A
N/A
Role-based user permissions
N/A
N/A
Single sign-on capability
N/A
N/A
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (1)
N/A
N/A
Marketing automation
N/A
N/A
Platform (1)
N/A
N/A
Mobile access
N/A
N/A
May 31, 2022

Great basic program for much of your needs!

EH
Elaina Hancin
Director of Talent Acquisitions
Wound Care Specialists LLC (Medical Practice, 11-50 employees)
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Bigin by Zoho CRM Feature Ratings
Sales Force Automation (5)
56%
5.6
Customer data management / contact management
70%
7.0
Workflow management
70%
7.0
Opportunity management
N/A
N/A
Integration with email client (e.g., Outlook or Gmail)
60%
6.0
Interaction tracking
80%
8.0
Customer Service & Support
N/A
N/A
Marketing Automation (2)
55%
5.5
Lead management
80%
8.0
Email marketing
30%
3.0
CRM Project Management (1)
50%
5.0
Task management
50%
5.0
CRM Reporting & Analytics (2)
45%
4.5
Pipeline visualization
60%
6.0
Customizable reports
30%
3.0
Customization (1)
60%
6.0
Custom fields
60%
6.0
Security (2)
90%
9.0
Role-based user permissions
80%
8.0
Single sign-on capability
100%
10.0
Social CRM (2)
50%
5.0
Social data
50%
5.0
Social engagement
50%
5.0
Integrations with 3rd-party Software (1)
N/A
N/A
Marketing automation
N/A
N/A
Platform (1)
100%
10.0
Mobile access
100%
10.0
May 17, 2022

Perfect tool for small businesses before stepping into the CRM solution world.

Verified User
Manager in Sales
Information Technology & Services Company, 11-50 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Bigin by Zoho CRM Feature Ratings
Sales Force Automation (5)
86%
8.6
Customer data management / contact management
90%
9.0
Workflow management
80%
8.0
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Interaction tracking
80%
8.0
Customer Service & Support
N/A
N/A
Marketing Automation (2)
80%
8.0
Lead management
90%
9.0
Email marketing
70%
7.0
CRM Project Management (1)
80%
8.0
Task management
80%
8.0
CRM Reporting & Analytics (2)
85%
8.5
Pipeline visualization
90%
9.0
Customizable reports
80%
8.0
Customization (1)
80%
8.0
Custom fields
80%
8.0
Security (2)
80%
8.0
Role-based user permissions
80%
8.0
Single sign-on capability
80%
8.0
Social CRM (2)
75%
7.5
Social data
70%
7.0
Social engagement
80%
8.0
Integrations with 3rd-party Software (1)
70%
7.0
Marketing automation
70%
7.0
Platform (1)
90%
9.0
Mobile access
90%
9.0
November 09, 2021

Great tool to have

HR
Hassan Rahman
General Manager
Green Formwork Group (Construction, 11-50 employees)
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Bigin by Zoho CRM Feature Ratings
Sales Force Automation (5)
84%
8.4
Customer data management / contact management
90%
9.0
Workflow management
90%
9.0
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
70%
7.0
Interaction tracking
80%
8.0
Customer Service & Support
N/A
N/A
Marketing Automation (2)
80%
8.0
Lead management
80%
8.0
Email marketing
80%
8.0
CRM Project Management (1)
80%
8.0
Task management
80%
8.0
CRM Reporting & Analytics (2)
90%
9.0
Pipeline visualization
90%
9.0
Customizable reports
90%
9.0
Customization (1)
70%
7.0
Custom fields
70%
7.0
Security (2)
80%
8.0
Role-based user permissions
80%
8.0
Single sign-on capability
80%
8.0
Social CRM (2)
80%
8.0
Social data
80%
8.0
Social engagement
80%
8.0
Integrations with 3rd-party Software (1)
80%
8.0
Marketing automation
80%
8.0
Platform (1)
80%
8.0
Mobile access
80%
8.0
October 15, 2021

Begin with Bigin By Zoho CRM

FARHAAN SHAIKH | TrustRadius Reviewer
FARHAAN SHAIKH
Management Trainee
Kent RO Systems Ltd. (Marketing & Advertising, 501-1000 employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Bigin by Zoho CRM Feature Ratings
Sales Force Automation (5)
78%
7.8
Customer data management / contact management
90%
9.0
Workflow management
70%
7.0
Opportunity management
80%
8.0
Integration with email client (e.g., Outlook or Gmail)
80%
8.0
Interaction tracking
70%
7.0
Customer Service & Support
N/A
N/A
Marketing Automation (2)
80%
8.0
Lead management
70%
7.0
Email marketing
90%
9.0
CRM Project Management (1)
70%
7.0
Task management
70%
7.0
CRM Reporting & Analytics (2)
80%
8.0
Pipeline visualization
80%
8.0
Customizable reports
80%
8.0
Customization (1)
70%
7.0
Custom fields
70%
7.0
Security (2)
35%
3.5
Role-based user permissions
70%
7.0
Single sign-on capability
N/A
N/A
Social CRM (2)
80%
8.0
Social data
80%
8.0
Social engagement
80%
8.0
Integrations with 3rd-party Software (1)
90%
9.0
Marketing automation
90%
9.0
Platform (1)
80%
8.0
Mobile access
80%
8.0
August 18, 2021

Lots of punch in a small package. The perfect place to start

CC
Chris Christoff
DIrector, IT and Marketing
Recruit 50Plus (Staffing & Recruiting, 1-10 employees)
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Bigin by Zoho CRM Feature Ratings
Sales Force Automation (5)
74%
7.4
Customer data management / contact management
80%
8.0
Workflow management
60%
6.0
Opportunity management
70%
7.0
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Interaction tracking
70%
7.0
Customer Service & Support
N/A
N/A
Marketing Automation (2)
40%
4.0
Lead management
40%
4.0
Email marketing
40%
4.0
CRM Project Management (1)
50%
5.0
Task management
50%
5.0
CRM Reporting & Analytics (2)
70%
7.0
Pipeline visualization
70%
7.0
Customizable reports
70%
7.0
Customization (1)
70%
7.0
Custom fields
70%
7.0
Security (2)
80%
8.0
Role-based user permissions
80%
8.0
Single sign-on capability
80%
8.0
Social CRM (2)
20%
2.0
Social data
20%
2.0
Social engagement
20%
2.0
Integrations with 3rd-party Software (1)
80%
8.0
Marketing automation
80%
8.0
Platform (1)
90%
9.0
Mobile access
90%
9.0
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