Great CRM and help desk in one
August 26, 2024

Great CRM and help desk in one

Dmytro Nikitin | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Premier

Overall Satisfaction with Bigin by Zoho CRM

We've just started using Bigin recently. Our main goals are to manage our contacts and to handle support cases, which is also possible with Bigin pipelines.

Pros

  • Contact management
  • Pipelines and useful templates
  • CRM and help desk combined

Cons

  • Occasional issues with functionality, such as integrations, etc.
  • Not possible to add users from different regions (if they are part of another Bigin account)
  • limited tags for each user
  • Just started recently, not ready to say
It's great, but sometimes I am confused with certain features, so it would be great to improve UX a bit.

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

It's great for small businesses with relatively few support tickets, where they can combine CRM and help desk in one. Many tools are either help desks or CRMs, not both

Bigin by Zoho CRM Feature Ratings

9.5
Customer data management / contact management
10
Workflow management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
Not Rated
Interaction tracking
Not Rated
Customer Service & Support ()
Not Rated
9.0
Lead management
9
Email marketing
9
10.0
Task management
10
Reporting
10
10.0
Pipeline visualization
10
Customizable reports
Not Rated
9.0
Custom fields
9
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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