Worth it for lean CRM
July 19, 2024

Worth it for lean CRM

Jeevan Sebastian | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Free

Overall Satisfaction with Bigin by Zoho CRM

As a small design business we needed something simple. We did not need a hardcore sales oriented tool, but a simple tracker of leads, clients and projects.

Pros

  • Simple setup for small business
  • Reasonable pricing
  • Easy to understand UI

Cons

  • More customization
  • For small businesses, they should allow atleast 2-3 users per subscription
  • We have reached out to older clients for more business
  • The funnel is more streamlined with Zoho Accounts
ClickUp is not mean for this.

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?

Yes

Did implementation of Bigin by Zoho CRM go as expected?

Yes

Would you buy Bigin by Zoho CRM again?

Yes

There are several business out there that need a lean CRM for their business models to be managed by just 1-2 people as a replacement for excel and this was perfect.

Bigin by Zoho CRM Feature Ratings

7.7
Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
6
Contract management
5
Interaction tracking
5
Customer Service & Support ()
Not Rated
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
Not Rated
Task management
Not Rated
Reporting
Not Rated
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Not Rated
Custom fields
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Not Rated
Mobile access
Not Rated

Comments

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