Bigin by Zoho CRM Reviews & Product Details

This is a very visual software which makes it very easy to understand the progress of your company with your contacts/clients.

As it is a very simple software, there are a few features that Bigin lacks - which make automation difficult as compared to an extensive CRM tool.

We had a challenge with visualizing our data, especially with different stages and statuses of the pipeline. Bigin helped us highly with this.

We started using Bigin by Zoho since last month. Its a brilliant platform, especially for start-ups or SMEs who have small scale operations & don't want to spend too much on bigger platforms like Zoho CRM. Bigin is very well designed, doesn't overwhelm & is easy to setup & use. Has very good features from contact management to lead capturing, making pipelines as per requirement & even doing flow automations, to make few things happen automatically. It also gets integrated with Zoho mail, enabling easy management of emails to customers and Zoho Books, allowing issuing estimates, making invoice, from Bigin itself.

Nothing to dis-like at this stage. As we use it more, maybe than we will have a better insights on the downsides.

Easy to create sales pipleline & move enquiry to different stages. Integration with mails & zoho books is also easy, thus resolving the issue of logging into different platforms. Just from one dashboard of Bigin, everything can be managed.

For someone who was using excel to manage prospects this was a great way to organise all my leads

nothing. Can have more social integrations

Organise my prospect flow , repository for all my sales contacts and can send mails from the crm

Customizable API and Zapier integration Automatizable workflow

I missed the complex automation options.

Assisted with customer service and automated sending of emails

Nice and convinient app, loved simplicit

small access to business limitation of users and others

accounts and management

The product is Super user-friendly and inexpensive.

Does not have a dialer. But, for a free version, I would not necessarily expect it to.

Looking to collect lead sources, create automated campaigns with tasks, and integrate with our phone system.

It is a CRM that clearly helps you organize your deals through a timeline so that you can see the progress you are developing with each of your customers and prospects. It is also an assistant that helps you keep track of emails, calls and all the history of activities you have with each of your customers and prospects, and not only is it also reminding you what activities you have today to make a correct follow-up

Guides to start since when I started there were no tutorials that taught you how to use all the tools that this CRM has, which delayed my learning and the use of this great tool for my team and my business.

The help it gives me to have clarity of the stage in which I am with a client or with a prospect and to be able to give the appropriate follow-up according to the stage in which it is. Assist me with notifications of calls and activities that I have to carry out with each of my clients and prospects. Finally it has helped me to have clarity with what has been done in my business by showing me more clearly what is being done.

Easy to set up and get started with the solution. The learning curve is less and requires no technical knowledge. The features are simple and there are good YouTube videos available.

The UI can be improved along with usability. Some more features can be added which are already available in Zoho CRM to make the solution a more compelling option.

We are currently using an Excel-based tracker and it was not easy with increased data volume. We are planning to make the lead management process streamlined with Zoho Bigin.

I am using Bigin CRM by Zoho to manage my clients and my team working on client projects. It is intuitive and easy to use. The integrations make it easy to attach relevant documents to a project and to automatically add new contacts to my bigin CRM. The team at Zoho has been responsive and helpful when I had questions.

There could be an extended trial rather than 14 days.

Manging pipeline, organizing leads and closing the deals

simple but comprehensive, easy to use and maintain

Need more flexibility on fields, require to fix there hanging issue

using it for Sales Funnels management and emails