Great Easy to use CRM for Small businesses
February 26, 2025

Great Easy to use CRM for Small businesses

Laurence Thomas | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Premier

Overall Satisfaction with Bigin by Zoho CRM

We use Bigin by Zoho CRM for all of our systems and processes, from lead generation to management, in facility systems and marketing. The automation functions and gantt view really help our business save time on repititive tasks as well as allow us a quick glance overview of where our orders/sales/jobs are in our pipelines.

Pros

  • Easy to use
  • Basic for anyone
  • Good integrations
  • Quick Response to support questions
  • Consistently innovating and improving systems

Cons

  • Integrated messaging service (which is underdevelopment)
  • Integrated invoicing from products field (you have to manually invoice through their books/invoice software)
  • We have saved a lot of manual labour (at least 5hrs per week)
Some integrations with Bigin by Zoho CRM are difficult to set up, or require additional subscriptions etc Some features you would expect Bigin by Zoho CRM to have native but arent. Overall a very easy to use crm with enormous flexibility for a wide range of businesses
Other Crms are hard to set up or difficult to use, or have limitations like iphone/ios only and this doesnt work for our business. Bigin by Zoho CRM works for us as we are integrated with the Zoho platform so it works extremely well for us.

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

Bigin by Zoho CRM can be customised to most small businesses needs, and fit into functions that all businesses need.

Bigin by Zoho CRM Feature Ratings

8.8
Customer data management / contact management
10
Workflow management
10
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
7
Interaction tracking
7
Customer Service & Support ()
Not Rated
9.0
Lead management
10
Email marketing
8
10.0
Task management
10
Reporting
10
10.0
Pipeline visualization
10
Customizable reports
10
9.0
Custom fields
9
8.5
Role-based user permissions
10
Single sign-on capability
7
7.0
Social data
7
Social engagement
7
10.0
Marketing automation
10
10.0
Mobile access
10

Comments

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