Great CRM for small businesses
January 15, 2025

Great CRM for small businesses

Parthiv Ravindran | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Premier

Overall Satisfaction with Bigin by Zoho CRM

Bigin by Zoho CRM helps coordinate multi-party teams and pipelines. Automation helps reduce repetitive tasks.

Pros

  • Multi-pipeline management
  • Automation
  • Flexibility & Ease of setup

Cons

  • User Access/Permissions missing functionality/hard to use
  • Assigning multiple owners to deals is not straightforward
  • Knowledge base is left a bit wanting, although customer support is great
  • Increased efficiency by reducing repetitive tasks through automation
  • Increased transparency through reporting
  • Better deal management with tasks and activities
Ease of use and setup, customisability, automations
Ease of setup, customization, multi pipeline management

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?

Yes

Would you buy Bigin by Zoho CRM again?

Yes

Small businesses that want to streamline operations, increase transparency and introduce automation to mundane tasks

Bigin by Zoho CRM Feature Ratings

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

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