Easy onboarding with Bigin by Zoho CRM
April 08, 2025

Easy onboarding with Bigin by Zoho CRM

Greg Stone | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Free

Overall Satisfaction with Bigin by Zoho CRM

We are typical CRM users - we want to 1) organize sales opportunities and track progress thru a sales pipeline, 2) provide visibility to management re: the sales activities we're undertaking, e.g. calls and meetings, and 3) store information about sales prospects so we can maximize the quality of interaction with customers.

Pros

  • ease of use means quick adoption
  • ease of design means high level of data entry
  • low price point means we can afford to have more people using the tool

Cons

  • there is some confusion about why certain fields are the default landing location when arriving on a new page, e.g. last name instead of first name
  • There are several required fields that we wish weren't required
  • We wish there were ways to coordinate team calendars using the tool
  • We expect a positive ROI from our investment in Bigin by Zoho CRM
  • Morale among salespeople is high because of the tool's quality
Because it's easier to use than other products like Pipedrive.
Bigin by Zoho CRM had the best value proposition in terms of simplicity, cost, and features. We ran free trials with several competitors and Bigin by Zoho CRM stood out as the one most likely to be widely adopted by our sales team. It boils down to the product's look and feel, as well as its intuitive design.

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 can't speak to scenarios where Bigin by Zoho CRM is less appropriate because I only know about our own company. But for us, we were able to bring a bunch of users online quickly and get them trained with minimal effort. They started uploading contacts and customizing the tool to optimize their productivity.

Bigin by Zoho CRM Feature Ratings

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

Comments

More Reviews of Bigin by Zoho CRM

  1. Home
  2. Customer Relationship Management (CRM) Software
  3. Bigin by Zoho CRM Reviews
  4. User Review of Bigin by Zoho CRM