Great basic program for much of your needs!
May 31, 2022

Great basic program for much of your needs!

Elaina Hancin | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Bigin by Zoho CRM

We utilize it for tracking the nursing homes and staff at the facilities we service. It helps us keep track of our accounts, who we service, what their roles are and contact information and more. Additionally, it is important for us for making notes and updates on the accounts. In the nursing home world the staff turns over a lot and it can be hard to keep track of everything and where they are now at. Additionally, it helps us keep track of our leads, prospects, and former clients so that our business development team can prospect and keep their sales cycles going.
  • 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.
  • Great for keeping our sales team organized.
  • Not great to track their activity in the field for training and counseling.
Bullhorn was a much better platform that Zoho, but Zoho is more affordable. Salesforce was very complicated, but Bullhorn was amazing at customization, specific full cycle tracking, as well as it was an all in one so you could do the recruiting cycle, sales cycle, billing and HR functions all in one whereas with Zoho they don't talk to each other and you have to have a different system for each process so it isn't all-in-one and accessible like other programs.

Do you think Bigin by Zoho CRM delivers good value for the price?

Yes

Are you happy with Bigin by Zoho CRM's feature set?

Yes

Did Bigin by Zoho CRM live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Bigin by Zoho CRM go as expected?

I wasn't involved with the implementation phase

Would you buy Bigin by Zoho CRM again?

Yes

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.
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.
It is great when you have a lot of clients and names to track. It is very easy to update and manage as well as it is great that others can see your notes. It is less appropriate for doing large blasts as it isn't as user-friendly for that. Also tracking each employee's activity is very challenging as a manager it is not very easy to see exactly what their statistics are.

Bigin by Zoho CRM Feature Ratings

Customer data management / contact management
7
Workflow management
7
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
6
Interaction tracking
8
Lead management
8
Email marketing
3
Task management
5
Pipeline visualization
6
Customizable reports
3
Custom fields
6
Role-based user permissions
8
Single sign-on capability
10
Social data
5
Social engagement
5
Marketing automation
Not Rated
Mobile access
10