Bigin by Zoho CRM Reviews: 4.5/5 — Highly Rated

Simple and quick to set up, excellent GUI and uncluttered. Good integration with Google services.

Needs a more generous custom field allowance. Easier integration with other Zoho apps is required as set-up can get bitty and confusing.

Team sharing of email and sales pipe overview.

Ease of use and the dashboard. Tracking and keeping the contacts in loop.

I am evaluating the usage yet. The platform could do better in terms of reports on mass emails.

Keeping the contacts in loop and having everything tracked in real time.

Clear design, mac os app, and many integrations (mailchimp and google, for example). Competitive prices and a free version with only minor cuts. actually, it's all that I need for a start.

Sometimes app on the mac os works slowly. No just-in-time synchronisation.

i had no problem jet.

Easy to see which stage a lead is in. and can drag and drop to the next category

It works well for the way we use it; others may have differing opinions.

In our Management Meeting, we need to see which leads are at which level. This helps us to track expected cash flow.

We were seraching a solution to manage our leads. Our primary goal was to create a database of the leads and after reviewing a few other softwares like freshsales and pipedrive, on the basis of cost, we have chosen Zoho. I liked it as it is simple to understand but offers a very limited feature. Out target was to run automation but we still are unable to figure that out about how to run them. The dashboard is nice and segregate the quarters performance on different parameters. They are upgrading it constantly as i have recentry figured out and hope this will serve the purpose.

The dislikes are several but i think the cost we are paying is not enough to expect more. For now this is value for what we are paying to them. One of the thing that i want to highlight is about you support team. They promised to reach out for an integration that will help me to automate my emails but they ghosted me. Sometimes it disintegrate from gmail by itself and I need to do that again, but still not a very big problem.

1) we are creating a database of the leads that come through our website or from our outbound efforts. 2) we are trying to segregate leads based on their industry and requirement so pater they can be assigned to industy experts. 3) Telephony is working well for us as well as we call our prospects often.

A tool that allows us to have the whole team working in one place, share contacts, track tasks, send emails and create notes. In addition, we can have all the activities of our customers, suppliers and contacts in a single address book. Know everything that happens with our contacts, be able to visualize all the activities from the same tool. We can see up to the information of the emails sent within our contacts. We receive instant notifications, we can quickly review all tasks and offers from the initial panel through notifications. Also post notes and share them with the team or send direct messages about upcoming meetings.

There is nothing that I do not like this system at the moment, however you can identify that at the beginning I had some setbacks to merge the contacts, but the rest has been easy and very useful. I would like to be able to sort the custom fields or even mix them with the fixed fields in a different way to the alphabetical order and maybe it would be nice to have more integrations.

Zoho ContactManager is a perfect tool to manage contacts, tasks, agreements, emails and collaborative activities in a simple but effective way. We can track tasks by following them completely. This correct contact management helps us make better decisions and therefore, we get better results.

We can have all our team working in one place, share contacts, track tasks, send emails and create notes in one place. In addition, we can have all the activities of our customers, suppliers and contacts in a single address book. Knowing everything that happens with our contacts, is in our hands. We can visualize all the activities from the same tool. We can see up to the information of the emails sent within our contacts. We receive instant notifications, we can quickly review all tasks and our offers from the initial panel through notifications. Post notes and share them with the team or send direct messages about upcoming meetings.

I could really say that we have not presented problems with this tool so far, the only thing that could be mentioned is that it has too many options and this could be overwhelming at first.

With this tool we have been able to improve productivity by using a wide range of task templates and email. We have been able to maintain communication with our colleagues in real time through the same application, assign tasks, share information, tag colleagues. And basically we can say that it is a great advantage to synchronize mailing lists, send and track campaigns from Zoho ContactManager.

I really like using this software because it is very easy to use, because of this my team can share their contacts in a flexible way, which makes it very pleasant to work with it, it also adapts to our needs and we allow easy tracking of tasks and offers. I love that I can include notes, photographs, because when working with so many clients, it is difficult for the staff to remember so many things, but with this system the clients can be treated in a more personalized way, because those data help the staff to be more effective I can note that this system has an excellent technical service, very friendly and diligent.

Actually, there is nothing that I do not like about this system, I only had some problems to merge the contacts since I had other software, but the rest has been easy and very useful.

It has been great to be able to work with Zoho, because it has allowed the company to manage the information of the contacts of potential clients, as well as regular clients in one place, generating greater control and at the time of accessing it or needing it for a business meeting, be it in a faster way. Thanks to this system, we have been able to achieve a greater follow-up, tracking and management of possible businesses and investments because, through its different options and versatility, we not only keep contacts but also valuable information to carry out business.

It enhances your ability to keep track of current and potential customers / Clients.

Sometimes with so many suites, it can be a daunting process to get it tailored to your needs. Fortunately, they have great support.

It really makes sure that contacts are not being left behind. I think that we are realizing that there are a couple of lost opportunities out there, and that this is really help

I'm using it as a market platform to reach potential customer and keep track of the development of communications

I'd like to sync data to crm zoho for task and deals sections

syncronizing with task calendar in google or zoho

The possibility to integrate ZOHO with Mailchimp

at the moment of my review was not possible to have automatical update of mailchimp subscribers

mailchimp subscribers

Versatility - Many options to customize and can setup many user defined fields

Too many options... Can be overwhelming at first to get through all of them

Keeping track and communicating with all members of our organization

This is a great CRM platform for all companies. No matter if your technical or not, this works.

It could look a little more appealing. It is however very user friendly

None, that I know of.

i am using for test to sync all my contacts

not yet able to sync all gmail contacts. i will try and update you all

it's nice cloud working with 100% uptime

I like the simplicity of the system. The best thing about it is when you use the mobile app your experience is the same as it is on the browser a lot of companies miss that key piece.

I can't find anything so far that i dislike.

Ive realized that email systems along aren't enough and I also realized that you don't need anything that will keep you from doing what you love. If you spend more time filling in your CRM than running your business something is wrong. I found the perfect combination in this CRM. It gives me exactly what i need with options to expand.

Centralization of the database, Multiple access to the data, Data updation by multiple users. Much better than Excel.

There are certain features missing & sometimes it takes too long for the pages to get loaded. The data that is ignored and duplicates is not visible.

Effective Database Management. We were able to centralise the data & give multiple access to the data at the same time.

I really like the general framework of Zoho Contact manager. It is nice and streamline and go to use overall. It really helps enhance your ability to follow up with, and track future interactions with potential businesses. I think across users it really helps what you are looking to achieve.

I think that some of the things could be improved upon. I think that it should have the ability for managers to track and generate reporting based on the success that users have with reaching out to specific contacts.

It really makes sure that contacts are not being left behind. I think that we are realizing that there are a couple of lost opportunities out there, and that this is really help

Centralized repository of informations like contacts,revenues

Tipsto use ZOHO contact manager are not provided in the begining.

Transactions to corresponding customers

Ease of use. Deal and Lead alignments. Pipeline updates

Lack of new features. Bugs. Lack of proper Support

It allows me to maintain and update potential leads and convert them to clients.

I had always been a big fan of (then) 37Signals' Highrise CRM and had never found anything that quite matched up. A simple CRM for small businesses that just helps collaboration between a few people. So far, Bigin seems to be the closest I've found to that experience and I'm hopefull this will sit in that sweet spot between a manual system (spreadsheet, Trello, etc.) and a full-blown CRM—which are often too feature-loaded or expensive for our needs.

It lacks a bit of UX/UI polish overall when compared to other SaaS products, and unfortunately requests unfettered access to your Gmail account in order to integrate with email. This has stopped me from being able to take advantage of the email integration.

When more than one person is in a team, helps us have a shared view of the current state of our deals/leads. Because it has a sales-specific structure it's a better way to store information when compared to a spreadsheet or generic list/card.

Price. Pipelines. Google workspace integration.

I would like the ability to segement the contacts. Haven't been able to do this yet.

Centralized emails for clients. Visualization/tracking sales pipeline, client intake, and client lifecycle.

In built template optiona are good available

Nothing yet it has all avilable feature for startup

Small Program

Custom pipeline creation Integration with several other platforms Sharing with other in your organization (or outside)

Not the most intuitive platform I've ever used Sync between desktop & mobile seems slow

Spreadsheets just aren't dynamic enough (without loads of unique coding). Zoho CRM solves that by combining pipepline tracking, contact information & communication channels.

The pricing! It undercuts most of the CRMs out there. I was browsing for a good CRM for less cost and couldn't find a better fit that Bigin, it offers most of the basic features of a good CRM for the fraction of cost.

There aren't too many integrations with other apps as of now. Also can't send mail merges for leads. But given the pricing, I can live without these. But the moment I break the budget barrier and want to scale up, that will be the last day of me in Bigin.

For anyone who wants a good CRM without costing a fortune, Bigin is the one.

Really helpful product. It was a really well thought-out and easy UX CRM

Lack of customablity in setting times for the tasks.

Reminder and creating sales pipelines

Easy to use and includes all the features you need but doesn't include a million bells and whistles that you don't need.

I can't log in seperately from other Zoho accounts.

Introducing CRM to small businesses and solo entrepreneurs by removing the price and complexity barriers common with other CRMs.

It's fairly easy to use and set up. Also, it tracks email opens.

I wish it integrated lead sources, so I didn't have to manually input.

Keeping track of leads. Storing lead info.

ease of use, and ability to easily analyse information

having to post a review of the product I haven't used extensively to get a free trial

Ease of tracking potential clients and reminders - getting out of excel

The interface of Bigin crm is really simple

It is hard to dislike Bigin, maybe some more function for the free plan would be good

Trying to get an efficient crm for my company

Its UI & fantastic sales were tracking features.

The long name of the software confuses the users sometimes.

sales pipeline tracking & lead monitoring became very much easier with it & I like it the most.