Bigin by Zoho --perfect for the star-up, new realtor, small business!!
January 20, 2025

Bigin by Zoho --perfect for the star-up, new realtor, small business!!

Debbie Santiago | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Free

Overall Satisfaction with Bigin by Zoho CRM

I am a new staff member here. We are a B2B food bank. We have 142 pantries and we are in continuous contact with them. They contact us almost daily to place their food order for either pick up or drop off. We currently use Google Sheets to keep track of everything, however, it is not efficient and we can risk the spreadsheet being deleted as many hands have to 'touch it'. Bigin by Zoho CRM is the perfect tool for us to keep everything in order, at our fingertipes with out the fear of losing our information.

Pros

  • Love the custom fields -- our business is unique
  • Ease of use - I don't read manuals nor watch videos...I just dig in
  • Has everything we need at the moment
  • Integrates with Google Workspace
  • Integrates with MS Office
  • Integrates with Zoho Campaigns

Cons

  • A customizable dashboard regardless of the industry you're in.
  • I'd prefer a dashboard where I can see my calendar, others' calendars as well
  • I'd prefer a dashboard where I can see the upcoming activities or tasks for me to do
  • We are still testing, but I gather, it'll be the best ROI as it's more about security than a return of investment...so, if you want to look at security as a return of investment... then it's a win win.
I love the simplicity of it all. I'm the type of person I like to figure things out without having to watch a tutorial. That let's me know if something is user friendly and this definitely is!! Give it a try...you just might like it. It's perfect for small business, new realtors that want the use of a CRM that is not bulky or complicated.
Ease of use. It was easy for me to navigate. I have a PhD from YouTube University (lol), but I did not have to refer to YouTube to learn how to use it. I just dug right in.

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

I really like the Tag feature. We have clients that get travel reimbursements every year. With Bigin, you can create a tag for every year and later, we can create lists as reports to document the amount of funds that was distributed by year.

Bigin by Zoho CRM Feature Ratings

10.0
Customer data management / contact management
Not Rated
Workflow management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
Not Rated
Interaction tracking
10
Customer Service & Support ()
Not Rated
9.0
Lead management
9
Email marketing
9
10.0
Task management
10
Reporting
10
7.5
Pipeline visualization
10
Customizable reports
5
10.0
Custom fields
10
10.0
Role-based user permissions
10
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
10.0
Marketing automation
10
10.0
Mobile access
10

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