Easy and efficient
August 26, 2024

Easy and efficient

Marcela Santana | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Premier

Overall Satisfaction with Bigin by Zoho CRM

We use it to manage our leads in the pre-sales and sales
stages and also to improve our customers' experience in the post-sales phase.
We have three pipelines with their child pipelines.

Pros

  • The interface is very intuitive, making it easy for beginners to configure the CRM, even without experience.
  • It has forms that can be embedded anywhere (landing page, website, etc.)
  • Its price is very attractive, considering everything it offers.

Cons

  • I would like to link the same contact to more than one company.
  • I would like to be able to use only the name field, but I need to use first and last name
  • I would like to have a plan where there is no limit on the number of customizable fields
  • We managed to reduce the average service time by 40%
  • 18% increase in sales
For me, the main point of Bigin is its ease of use, especially in the configuration functions. In other CRMs, it took me longer to set up my funnels.
It is easier to set up and use than other systems on the market. I do not have advanced experience in configuring CRMs. And I managed to set up three pipelines and even automations on my own. In other CRMs I needed to ask the support team for help and even then I still had difficulties.

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

The cost-benefit is really excellent. Mainly due to the ease of use, which motivates the time to keep the CRM updated. The fact that it has API integration greatly increases the possibilities for automation. With a little planning and low cost, it is possible to assemble a powerful mechanism that facilitates lead management and increases sales.

Bigin by Zoho CRM Feature Ratings

Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Interaction tracking
Not Rated
Lead management
10
Email marketing
10
Task management
10
Reporting
10
Pipeline visualization
8
Customizable reports
8
Custom fields
7
Role-based user permissions
8
Single sign-on capability
10
Marketing automation
9
Mobile access
10

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