Bigin - great for small business simple to set up and use.
March 26, 2026

Bigin - great for small business simple to set up and use.

Tyler Opsahl | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Premier

Overall Satisfaction with Bigin by Zoho CRM

We use Bigin as a simple, day-to-day sales and contact management system for our small consultancy business. We primarily use it to keep track of leads, follow-ups, deals in progress, and existing relationships.
The business problem it solves for us is custom stages for our unique pipeline stages, and ease of use. It beats out Monday (previously used as CRM) and, of course, Google Sheets. Our use case is fairly focused. We are not using it as a giant enterprise system with a huge implementation. We use it primarily for pipeline management, contact management, activity tracking, notes, and follow-up reminders. It helps us stay consistent in how we handle incoming leads and ongoing client communication.

Pros

  • Bigin does a great job of simplifying our pipeline management by making it visual (and drag and drop).
  • Keeping everything for a prospect or client in one place.
  • Structure and accountability.

Cons

  • The interface is clean, but I can see how, as we get into more complex workflows, it may be limited, whereas a heavier CRM may be necessary at that point.
  • Mobile app works pretty well, it isn't quite as smooth as the web app.
  • Reporting could be a little more robust, but it does what we need.
  • Has improved follow-up and accountability.
  • Saves time by keeping everything organized.
  • Pipeline management without the overhead of a more complex system.
Pretty easy to set up, and if set up well, it's a breeze to manage. The mobile app makes it easy to use on the go or check in on things, though it's a little limited compared to the desktop/web app version.
Close is a good product. But it's more complex and less approachable for some salespeople. Monday can be finagled to work as a CRM, but it's a lot of workarounds, and no interaction tracking or reporting. Salesforce is just cost-prohibitive and heavy for our current use case.

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

Small businesses and startups that need a straightforward way to manage their leads without the complexity of a Salesforce or heavier CRM. Perhaps less appropriate for highly complex sales processes, advanced reporting, or large teams with complex automation needs.

Bigin by Zoho CRM Feature Ratings

Customer data management / contact management
8
Workflow management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
5
Interaction tracking
6
Lead management
5
Email marketing
4
Task management
8
Reporting
4
Pipeline visualization
10
Customizable reports
4
Custom fields
10
Role-based user permissions
10
Marketing automation
4
Mobile access
6

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