Bigin by Zoho CRM Reviews & Product Details

I've been involved in CRM and driving customer centricity for over 12 years and worked with various CRM systems. Bigin has proved to be the simplest and most scalable product I have worked with to date. Not only is is easy to set-up, but its ease of integration with other applications such as accounting and Outlook enable easy implementation.

I don't disloke but the user interface could be improved

Understandimng my pipeline and where to prioritise my work programme.

It's easy, I was tired of very complicate CRM. the one that I tried or are too complicate and have too muche feature or they are incomplete. I was looking just for a crm, I didn't need a website a newsletter campaign or other tools. I found just a crm integratable with everything. Aldo thank to ZOHO modules you can implement as much you want in a very easy way, no code or codeless. The customer support is the best very easy to contact thank to their international telephone number. I use it everyday it's a saving life.

i didn't find any dislike. I found it all the feature that I need.

Managing the customer

I love the simplicity and intuitive design. Previously used HubSpot, it had a very complicated interface.

Not a large number of addons. I would like to be able to expand the interaction with other applications more. Although that is enough.

We solve problems with the control of potential leads and email marketing. Also, Zoho Invoice helps us a lot to control invoices.

I appreciate the thoughtful design of this compact CRM, tailored specifically for small businesses. Its simplicity prioritizes ease of use, efficient pipeline management, and affordability. The user-friendly interface enhances its intuitiveness, ensuring a seamless experience, while its mobile compatibility allows for flexibility. Additionally, the inclusion of an email marketing feature adds value to its comprehensive functionality.

While this CRM is well-suited for small businesses, it does have certain limitations. Its scalability is somewhat restricted, and it lacks some advanced features that larger enterprises may require. Notably, the absence of a direct lead import function from LinkedIn Social Network (SN) could be a drawback for users seeking seamless integration. Furthermore, customization options are limited, potentially hindering users who prefer a more tailored approach to fit their specific needs. Enhancements in scalability, advanced functionalities, LinkedIn integration, and customization options could significantly improve the overall appeal and adaptability of this CRM.

Bigin plays a crucial role in managing my lead generation process by providing timely reminders for follow-ups. The visual pipeline feature aids in keeping my leads systematically organized, allowing me to track their progress effortlessly. Additionally, the built-in email automation feature proves invaluable by handling repetitive tasks, ensuring the delivery of personalized messages to nurture leads and maintain their engagement. This comprehensive suite of functionalities significantly streamlines my workflow and enhances the efficiency of my lead management efforts.

I like the interface and ease of using this for managing my deals. Highly recommended for MSMEs to use this tool if you are running agency business. Support is really helpful and swift.

I only do not like the reporting interface rest all is sorted.

My sales data got sorted i can view my all sales and pipeline in a view.

The ease of usage and simple of setup is the best part.

Nothing as of now, but there is always room to grow.

The setup time, long hours spent in customising the data and custom fields.

I like how simple it is to set up and use; it is quite intuitive; you can easily adjust the workflow to your company procedure; and the support films provided at each stage are incredibly clear and informative. This program is simple to parameterize, and because the learning curve is short, it can be installed rapidly and yield a working sales process.

On your leads, offers, and so on, you can only apply one filter at a time, integration of Facebook advertisements necessitates the use of third-party solutions such as Zapier, which doubles your costs, It might be difficult to obtain particular help, and direct phone support is only available within restricted hours.

There is a financial gain since it helps us eliminate lead leaks, channel the sales process efficiently, and parameterize rules in each stage of the deal process, as well as manage contacts and leads. Our business always obtains additional potential clients that enter our portfolio by tracking each sale, Bigin informs the team on the phases that everything is in; it is far more efficient and effective than a spreadsheet.

Really flexible and adaptive CRM Integration with Gmail is also seamless

Need to figure out more regarding pipelines

Helps look at revenue chart at various stages

Its very clean and easy to use with most vital features required in CRM

More integrations with 3rd party tools would have been better

Its useful for Internal B2B CRM

It is clear and easy to use and implement into the workflow, with many integrations that encourage frequent usage. Customer support is readily available and ready to assist

It's designed for freelancers and small agencies, so it lacks small features like a time tracker. Nothing serious

Facilitates workflow and helps me keep results under control. It makes me more efficient

Cost effective and easy to use. The platform has minimal learning curve.

Limited features and upgrade to most required features.

Bigin by Zoho CRM is an absolute game-changer! It's solving the age-old issue of complexity in managing customer relationships for small businesses. With its simplified interface and powerful features, it's like having a personal assistant dedicated to organizing everything seamlessly. First off, the streamlined nature of Bigin makes managing customer data an absolute breeze. No more drowning in spreadsheets or getting lost in a labyrinth of information. It's all neatly organized and easily accessible, saving me heaps of time and sparing me from those dreadful data-entry headaches. What's more, its user-friendly design allows me to focus on what truly matters: nurturing relationships. The ability to track interactions, follow-ups, and deals all in one place helps me stay on top of my game. It's like having a cheat code to supercharge my productivity! The icing on the cake? Bigin's affordability. As a small business, cost-effectiveness is crucial, and Bigin delivers top-notch functionalities without burning a hole in my pocket. It's like having a premium CRM experience without the premium price tag. The benefits are immense! Not only does it enhance my efficiency and organization, but it also boosts my confidence in managing client relationships. When your CRM does the heavy lifting, you're free to focus on providing stellar service and growing your business. In a nutshell, Bigin by Zoho CRM isn't just a tool; it's a game-changer that simplifies my work life, empowers me to nurture customer relationships effectively, and ultimately contributes to the success and growth of my business. It's like having a trusted ally by my side, and that's priceless!

The UI is clutter free and absolutely to the point. Decent amount of customisation is possible at user/company level. Also the fact that there is an app for the phone is very helpful specially for sales team for recording their calls to prospects and customers.

The downside that I have seen so far is that their is no onboarding training on offer currently. This in my opinion is a flip side for first time CRM users as they need some decent amount of training to be given to use the CRM to their benefit. Also I noticed that some bare basic things like their add-ons are not exactly integratable. For ex. I have zoho invoice add-on on bigin. but if I create a quotation from within bigin in zoho invoice, the quotation value doesn't reflect in the pipeline. In order to make it, some codes need to be written as per their customer support. And that service is chargeable.

I am still in evaluation stage. But once implemented, it will help us capture immense amount of data and give us insights about Win-loss scenarios, potential opportunities etc etc. Right now there is no CRM in place within the organization. Once data capture happens properly, even dashboards will get built up which will help the management in taking better informed decisions. Also the add on of zoho invoice has made the job of preparing quotations and invoices very easy and in a presentable format.

CanBan View, Easy To USE Whatsapp Integration

BUlk Whatsapp Sender Not Included - ITs A Must

Organising & Tracking Sales Team

Easy to use. The pipeline structure to processes is very simple and in fact simplifies the way we look at our systems.

A native integration with Slack would be good for us (though it can be achieved via Zapier).

It provides a simple and highly visual way for us to manage workflows.

I just recently started using Bigin as my CRM for my Real Estate Group and I love it. Its easy to use, very affordable and overall a great product.

I dislike that all the add-on's come with additonal fees, and the onyly way to make your full platfrom run properly is to add in all the moiving poarts at an additional cost for each.

They are making the aease of runing my RE Group easier and more streamlined.

The short learning curve for users and the granular setup options you can customize for own purposes. No clutter or non-used ítems, it has the things you need for a primary to medium company looking to follow their sales more clearly. For the number of features, the price is super competitive.

Browser Notifications are missing. The Email templates can improve a little bit, and the default system notifications can´t be modified. Dashboards do not have pdf export option. Can´t determine incoming IMAP messages dates, it just grabs everything that the Inbox connected haves.

Simple sales following, if data quality is monitored by admins, the lecture of the movements becomes easier. Out company have a better view of what is happening across sales deparments.

Bigin by Zoho CRM is an affordable yet flexible and adaptable CRM system. It is eas to implement and customise and cane be extended with multiple integrations. Fields can be customised on the fly and it's a highly intuitive system that requires little tech expertise. The integration with Gmail is also seamless and makes managing contacts and emails very easy. Customer support is also responsive. I use Bigin every day and am thrilled to have found such a great system, at last.

The part of Bigin that I haven't quite msatered is Pipelines. I'm not sure that I have fully grasped the concept or how best to sue them. This would be a simple matter of reading up on the tutorials etc to manage this side effectively. It looks like a well organised module.

Bigin by Zoho CRM has enabled me to get my contact management system under control, with minimal time investment to set up. I can also add and change fields as I go, as needs crystalise. It's a great tool and is excellent value for money.

Inexpensive CRM, that capable of integrating with Zapier and ease of use.

Do not find any negatives, perhaps more features linked to Sales Ordering.

CRM and Customer Management

The simplicity in setup and getting to work, the intuitive interface, great customer support, plugs into our other zoho apps easily

Havent found any downsides yet, but i would like to be able to manage how sales pipeline totals are calculated, to be pulled from a column other than total

making CRM usage easy and accessible to small business owners, friendly for beginners also

Begin is easy to use, has great features and works across all devices. It is fearture rich, easily intergrates with my Zoom phone. Our company uses begin on a daily basis and is quickly implemented across the team. Custumer support is on que.

Its hard to answer as the Zoho Plus and begin are targeted to different business classes. So far I have come acrosss nothing that I find annoying

Ease of information and processes across an international team.