Great for Small to Medium Non-Profit Organisations
March 09, 2026

Great for Small to Medium Non-Profit Organisations

Gail Styger | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Free

Overall Satisfaction with Bigin by Zoho CRM

As a non-profit organisation, we have struggled to find a CRM system that can be customised for our specific needs. There are tons of funding opportunities and calls for proposals listed in many places, posts and subscription platforms and it becomes difficult to keep track opportunities with go/no go decisions, proposals submitted, funding timelines and successful / unsuccessful bids.

Pros

  • Customisation for our needs / Using the words we want to use
  • Allowing easy movement of opportunities along the pipeline

Cons

  • We've struggled a bit with finding which package is the most appropriate, specifically being a non-profit where pricing is crucial. Thankfully the local office has made contact with us
  • We have not used the system long enough to be able to give a hard impact number, but just looking at time saved, it has had a very positive impact on my productivity as an executive trustee of the organisation
This is a new system for us, and already it is proving to be a useful tool amongst the management team for analysing and discussion cashflows and proposals. Our Finance Manager is able to look at the pipeline and determine what proposals are submitted, the value, and the potential grant date if we are successful
  • Salesforce Agentforce 360 for Nonprofits
  • Airtable
  • Insightly
Ease of setup, use and cost

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

Definately suited for the non-profit space, especially for small and medium NGO's who do not have large budgets but need a reliable CRM system. I would imagine for a large non-profit with adequate budgets, a larger CRM system would be more suitable. For us, this is just what we need.

Bigin by Zoho CRM Feature Ratings

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

Comments

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