Bigin by Zoho CRM Reviews

It is really easy and friendly for tiny companies. I used many different crm-systems but I couldnt understand them. After I used bigin for some minutes, I knew: "This is the crm-system, for our tiny company with 5 people."

This is a really good question. At the moment I have no answer.

It is really convenient to setup and onboard users.
We tried a simplified process for one of our teams instead of using Zoho CRM (full one), but in the end lacked some functionalities here.

Limited customizing options, overall not so useful from mobile in our case.

Where it shines uniquely for me is its ability to be repurposed for any internal process that requires a pipeline - support desk, projects, expense requests, HR onboarding. It achieves this by letting you use any module independently to the others. Say you build a pipeline for HR onboarding. You don't need to associate a deal with a company - which wouldn't make sense in this context. Or a pipeline for projects - there's no requirement to attach a contact.

It is missing an elegant way to generate proposals or live working docs to share with clients but there are workarounds as you can connect Bigin to many of Zoho's other products. I think this is not a deal-breaker considering Bigin is a simplified platform aimed at small business operators who don't have specialised IT knowledge to implement and administrate a CRM.

Level of simplicity and autonomy in customizations

The limit of dashboard elements and lack of conversion rate

Perfect CRM for someone transitioning from excel or no CRM into a very easy to use, intuitive and user friendly CRM. Would highly recommend Bigin to small business owners. The Sales Pipeline interface is super easy

Doesnt allow integration with facebook ads forms

Loved the product and its affordable pricing. It has so many feature required for customer customer and CRM functionality. I am happy choosing the Begin :)

Though it has WhatsApp API looking forward to have WhatsApp Automation to handle initicial customer query

Simplicity of it dashboard, its easy for anyone in you team to see where the workflow pipeline is at.

Nothing for me to be a frustration or issue at present

The simplicity of use. I highly recommend for someone who didn't use a CRM before

Nothing. I liked everything although I needed to check a few tutorials to know how to use it

Simple integration, intuitive and beautiful interface; easy to navigate.

The Contact Module and Email Templates for mass emailing.

Bigin's visual pipeline made it clear where each deal stood, so I never missed a beat.

While Bigin was great, I would have liked more options to customize how I tracked my deals.

I am a sales consultant and have been looking for an affordable and powerful CRM. I think Bigin fits this need very well. Very affordable but has the power to do the things I need to implement to create a great tool and increase the sales team's productivity. I insisst that the CRM needs to be a tool for the team to do thier job better and I believe Bigin is exactly what I was looking for.

Data import of companies and contacts takes a bit of learning. It works, but take the time to understand how it does it.

accessible even for small businesses and individuals without a technical background. The setup process is straightforward, allowing users to get up and running quickly. Its integration with other Zoho applications and third-party tools is seamless, providing a cohesive ecosystem for managing various business operations. The pipeline management feature is particularly impressive, offering clear visualizations of sales stages and helping to track progress effectively. Additionally, the mobile app ensures that users can manage their customer relationships on the go. Overall, Bigin combines simplicity with robust functionality, making it an excellent choice for those looking to streamline their CRM processes without the complexity of larger CRM systems.

What I liked least about Bigin by Zoho CRM was its limited customization options, which made it challenging to tailor the CRM to specific business needs.

Streamlining Customer Management: Bigin consolidates all customer information in one place, making it easy to track interactions, manage contacts, and follow up on leads. This centralization ensures that no customer details are overlooked, leading to better customer service and relationship management.

Automation of Routine Tasks: By automating repetitive tasks such as follow-up emails, appointment scheduling, and data entry, Bigin saves a significant amount of time. This allows me to focus more on strategic activities and less on administrative tasks, improving overall productivity.

Enhanced Sales Pipeline Management: Bigin provides a clear visual representation of the sales pipeline, making it easy to track the progress of deals and identify bottlenecks. This transparency helps in making informed decisions and prioritizing efforts on high-impact activities, ultimately driving higher sales.

The mobile app could be more robust, with some features lacking compared to the desktop version. Additionally, the integration options with other software could be expanded to enhance overall functionality. Despite these minor drawbacks, Bigin CRM is a fantastic tool for any business.

Easy to use, adds a lot of content and makes business management easier

Easy to use, adds a lot of content and makes business management easier

PIPELINE MANAGEMENT
Whatsapp Connection
GMAIL CONNECTION

BULK Whatsapp Function Not Available, Zoho Social Should Also Be Available

Easy to use workflow, the ability to customize the pipelines and makes it easier to manage contacts.

I still have to try the phonecalls and mail features and I haven't found many cons as it has what my small business needs.

We love the CRm for functionality and the fact that I can upload files to each contact and project within the CRM.

I haven't been able to figure out the tasks part but I am having a rep call me again to go through this, they are very good in the service end and helping you as the customer