Zoho Bigin CRM
Bigin hosts an exclusive range of features focused on the unique requirements of small businesses. While most CRM solutions tend to hyper-focus on sales, Bigin’s features are blended and balanced to serve your business as a whole.
Our Services
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Pipeline Management
Stay up to date with everything and seamlessly manage your business operations with Bigin’s pipelines.
Task Management
Quickly create, track, and complete tasks linked to your pipelines with just a few clicks.
Team Pipelines
Unite all customer operations under one roof. Bigin centralizes your customer data, securely accessible by multiple teams.
Connected Pipelines
Track your customers’ complete journey with automated workflows that coordinate stage transitions across teams.
Customer Management
Leads can come from anywhere and you can’t let them slip away. Stay organized, automate, and increase your chances of converting them to your customers.
Import, export, and migrate
Automatically import data from your spreadsheets into your Bigin account. Export data from your Bigin modules and save it for future reference.
Forms
Quickly create customized forms, share them across multiple channels and capture a wide range of data from your customers and prospects.
Stay connected in real time
Enjoy real-time notifications of new emails, missed calls, and other kinds of updates with Bigin's Signals.
Bigin add-on for Gmail
Automatically capture contacts from your Gmail inbox without switching tabs between applications.
Payment Links
Streamline payment collection and management by integrating Bigin with popular payment gateways.
Booking Pages
Simplify scheduling by creating and sharing an online page that allows your customers to book meetings/appointments with you.
Multichannel Communication
Never miss an opportunity to engage with your customers. Communicate consistently and stay connected with them across multiple channels.
Built-in telephony
Your leads and customers are just a call away! Instantly connect over calls directly from your CRM using Bigin's powerful built-in telephony feature.
WhatsApp Integration
Communicate via WhatsApp chats, be equipped with all the necessary information while engaging with a contact and streamline overall contact management.
Automatically associate incoming emails to contacts in your CRM, and analyze the effectiveness of your campaigns with email insights.
Mass Email
Running email campaigns with Bigin is easy! Create and send mass emails to your audience and gain clear insights into your campaigns.
X (Previously Twitter)
Build your business one post at a time! Stay connected with your leads and customers on X from within your Bigin account.
Virtual Communication
Host customer meetings and conferences within Bigin through our integrations with Zoho Meeting, Microsoft Teams, and Zoom.
Team Collaboration
These features help your teams and team members remain in sync and ensure seamless coordination across your organization.
Activity Management
Maintain an overview of all your important activities, like tasks, calls, and events. Notify your teammates with @mentions and collaborate effortlessly.
Calendar View
Schedule, edit, and keep track of all your tasks, calls, and events easily, while maximizing productivity by streamlining your entire scheduling process.
Team Pipelines
Get comprehensive access to customer information and enjoy greater visibility into the operations each of your customer-facing teams are performing with team pipelines.
Integration with Microsoft Teams
You can now simultaneously manage customer information in your Bigin account while you're on calls, chats, or meetings in Microsoft Teams.
File Cabinet (Topping)
Share and collect documents from your leads and customers with a single link and make them accessible to all your teams within your Bigin account.
Automation
Why slog through repetitive activities when you can automate them? With Bigin’s automation features, you don’t just save time; you also rule out human errors and inconsistencies as you check off your to-do list.
Workflow Automation
Automate routine tasks and bid farewell to manual work. Track your deals, set up email alerts, and do much more with Bigin's workflows.
Email-In (Topping)
Get your pipelines to always reflect the latest data from your email inbox effortlessly with this powerful topping.
Marketing Automation
Boost your marketing and get better returns on your marketing spend with effortless automation.
Integrate with Zapier and Zoho Flow
Manage the flow of data between your work applications and enjoy the automation of your routine tasks with Bigin's integrations with Zapier and Zoho Flow.
Free Invoicing
Generate professional invoices, set up automated payment reminders, and get real-time reports—all for free with Bigin's integration with Zoho Invoice.
Customization
Make your CRM exclusive to your business. With our list of customization features, your Bigin account can be transformed to suit your unique business requirements.
Fields and modules
Customize your modules and fields to reflect your business's unique operations.
Tags and notes
Add colorful tags to identify records quickly and leave notes so your team members can stay fully informed.
Multi-currency
Create deals in international currencies based on where your customers are while also setting a home currency for your organization.
Toppings
Enjoy additional custom features in your CRM while retaining Bigin's simplicity.
Merge Template
Personalising documents is easier than ever with Bigin and Zoho Writer's merge template feature integration.
Sheet view
Sheet view organizes your data in the tried-and-tested format of rows and columns and enables you to add, update, and compare multiple records.