Our Verdict
- Who Bigin by Zoho CRM Is Best for
- Who Bigin by Zoho CRM Isn’t Right for
- What Bigin by Zoho CRM Offers
- Bigin by Zoho CRM Product Details
- Where Bigin by Zoho CRM Stands Out
- Where Bigin by Zoho CRM Falls Short
- How to Qualify for Bigin by Zoho CRM
- Alternative to Bigin by Zoho CRM
- Bigin by Zoho CRM Customer Reviews
Pro Tips
Our Verdict
Choose Bigin by Zoho CRM if you’re starting small but thinking big. It’s the go-to CRM when you want a straightforward, pipeline-centric interface that works out of the box. Go for it if you value mobile optimization and the ability to work seamlessly across devices. Take advantage of its integration with major office suites like Microsoft Office 365 and Google G-Suite for an all-in-one email and scheduling experience.
Embrace Bigin if you’re looking for a user-friendly platform that simplifies your sales workflow without overwhelming you with complexity. Count on its excellent product support to guide you through any challenges. And when you’re ready to level up, transition smoothly to the more comprehensive Zoho CRM.
However, be mindful of its limitations. If you automate lead allocation, an extensive number of custom fields and advanced email template creation are critical for your business, consider your options carefully. Bigin is fantastic for you if you are just starting out, but if these features are non-negotiable, look around to ensure your CRM can grow with your needs.
In essence, choose Bigin if it aligns with your current business stage and future growth trajectory. It’s not just about managing your customer relationships; it’s about doing it in a way that’s as agile and dynamic as your small business deserves to be.
Pros
- Manage your sales pipeline with ease and efficiency.
- Enjoy the simplicity of a user-friendly interface that streamlines your workflow.
- Leverage mobile access to manage customer relationships on the go.
- Benefit from cost-friendly pricing, making it accessible for small businesses.
- Take advantage of excellent features like reports, analytics, and email integration.
Cons
- Be aware of the lack of automated lead allocation which may affect efficiency.
- Consider the limitation of a small number of custom fields available.
- Prepare for challenges when creating email templates on your own.
- Note the absence of advanced reporting and support found in more comprehensive CRMs.
- Remember that while Bigin is cost-effective, it may not offer all the features needed for larger business operations.
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1. Who Bigin by Zoho CRM Is Best for
Choose Bigin by Zoho CRM if:
- You’re a small or micro business looking to streamline your customer operations with a single platform.
- You want to move beyond spreadsheets and manage customer data more effectively.
- You seek an affordable CRM with powerful pipeline management and automation capabilities.
- You need a CRM that’s quick to set up and easy to use, even if you’re not tech-savvy.
- You’re a startup or SMB aiming for rapid growth and need a CRM that can scale with you.
2. Who Bigin by Zoho CRM Isn’t Right for
Bigin by Zoho CRM may not be your right choice if:
- You require a CRM with extensive customization and advanced features to manage complex sales processes.
- You need a CRM that supports a large number of custom fields and modules for specialized data management.
- You’re looking for a CRM with advanced reporting and business process management capabilities.
- You want to send quotes and invoices directly from your CRM platform.
- Your business has outgrown the ‘small business’ category and you need a more robust system to handle increased demands.
3. What Bigin by Zoho CRM Offers
Bigin by Zoho CRM is a pipeline-centric CRM solution tailored for small businesses. It’s designed to be simple, yet powerful, allowing you to manage your customer relationships effectively without the complexity of larger systems. Here’s what Bigin offers:
- Sales Pipeline Management
- Contact Management
- Activity Management
- Automation
- Customizable Dashboards
- Integration with Office Suites
- Developer Platform
- Products Module
- Team Pipelines
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4. Bigin by Zoho CRM Product Details
Sales Pipeline Management
Organize your deals and track them through each stage of the sales process. Bigin’s visual pipeline makes it easy to see where each deal stands at a glance.
Contact Management
Keep all your contacts in one place. Store and manage customer information efficiently, ensuring that your team has access to up-to-date details at all times.
Activity Management
Stay on top of your tasks. Schedule meetings, calls, and follow-ups with reminders to keep your team aligned and productive.
Multichannel Communication: Connect with customers across various platforms. Bigin integrates with email, telephony, and social media, providing a unified communication experience.
Automation
Automate routine tasks to save time. Set up workflows that trigger actions based on certain conditions, helping you focus on what matters most.
Customizable Dashboards
Monitor your business performance with customizable dashboards. Get insights into sales trends, team performance, and more.
Integration with Office Suites
Seamlessly integrate with Microsoft Office 365 and Google G-Suite for an integrated experience with your existing productivity tools.
Developer Platform
Extend Bigin’s capabilities with the developer platform. Connect to external sources and build custom solutions to meet your unique business needs.
Products Module
Manage your products and services with ease. Track the complete life cycle, from procurement to sales, and gain insights to meet demand with supply
Team Pipelines
Unify your operations with team pipelines. Manage not just sales, but also support tickets, customer onboarding, and other customer-facing operations within a single platform.
5. Where Bigin by Zoho CRM Stands Out
Pipeline Management
Dive into Bigin’s pipeline management, which is not just about sales. It’s a comprehensive tool that lets you manage all customer-facing operations from a single customer’s journey and streamline your business streamlines with connected pipelines that offer a clear view of transitions from one stage to the next.
Multichannel Communication
Embrace the power of multichannel communication. With Bigin, you’re always connected, whether it’s through built-in telephony, WhatsApp, email, or social media. Engage with your customers on their preferred platforms and never miss an opportunity to connect.
Automation and Task Management
Automate the mundane and focus on what’s important. Bigin allows you to manage tasks and activities directly from your pipelines. Create, follow up, and complete tasks with just a few clicks, and save yourself precious time every day.
Mobile Optimization
Stay agile with full mobile support. Bigin ensures that you can manage your CRM on the go, offering a mobile pipeline view that keeps you connected with your business anytime, anywhere.
Ease of Use
Get started in under 30 minutes with Bigin. It’s the easiest CRM to set up and use, making it perfect for those ready to move beyond spreadsheets and or replace legacy CRM tools. Pick a template or customize your CRM in minutes and start managing your customer data with ease.
Simplicity in Design
Focus on the essentials. Bigin’s interface has friendly usability, ensuring that you can navigate and manage customer data without a steep learning curve. It’s perfect for you if you run a small business looking to transition from spreadsheets to a more robust system.
Customization Capabilities
Tailor it to your needs. With Bigin, you can customize fields, pipelines, and workflows to match your unique business processes. This flexibility allows you to create a CRM that feels like it was made just for you.
Affordability
Get started without breaking the bank. Bigin offers a cost-effective solution for small businesses, providing powerful CRM features without a high price tag. It’s an investment in your business’s growth that won’t strain your budget.
Integration Ecosystem
Connect with your favorite tools. Bigin integrates seamlessly with a wide range of third-party and Zoho apps, as well as over 5,000 apps through Zapier and Zoho Flow. This connectivity ensures that all your tools work together harmoniously.
Mobile Accessibility
Take your CRM on the go. Bigin’s fully mobile platform means you can access your customer data, manage deals, and follow up on leads from anywhere, at any time. Stay connected to your business even when you’re away from the desk.
6. Where Bigin by Zoho CRM Falls Short
Integration Challenges
Keep in mind that you may hit some bumps when trying to integrate Bigin with other systems. Some users have found this process less than smooth, which could throw a wrench in your workflow if you rely on a lot of different tools.
Learning Curve
Prepare yourself to climb a bit of a learning hill. While Bigin is generally user-friendly, some of its features can take a bit of time to get used to. This isn’t a deal-breaker, but it’s something to consider if you’re looking for a plug-and-play solution.
Customization Limits
Remember, Bigin has its customization boundaries. If your business needs a high level of customization, you may find Bigin’s capabilities a bit limited. It’s great for many, but not for all.
Cost Considerations
Think about your budget. Bigin is affordable, but as you scale up and need more features, the costs can add up. Make sure it’s a financial fit for your business now and in the future.
Feature Set
Lastly, evaluate the feature set. Bigin is fantastic for small businesses, but if you’re a larger organization or have complex needs, you might find it lacking in some areas. It’s all about finding the right tool for the job.
7. How to Qualify for Bigin by Zoho CRM
To qualify for Bigin by Zoho CRM, you should:
- Evaluate your business size. Bigin is tailored for small and micro businesses, so ensure it aligns with your business scale.
- Assess your CRM needs. Bigin is ideal if you’re looking for pipeline-centric CRM solutions that cater to all customer-facing operations.
- Check for compatibility. Ensure that Bigin integrates well with the tools and platforms your business currently uses.
- Understand the features. Familiarize yourself with Bigin’s features like deal management, contact organization, and activity tracking to see if they meet your requirements.
- Consider your budget. Bigin offers a cost-effective CRM solution, so it’s important to consider if it fits within your financial plans.
8. Alternative to Bigin by Zoho CRM
HubSpot Sales Hub
Dive into HubSpot Sales Hub if you’re after a CRM that’s not only user-friendly but also offers extensive sales engagement tools and analytics. It’s a bit more comprehensive than Bigin, so consider HubSpot if you’re ready to scale up your sales processes and want deeper insights into your performance.
Freshsales
Switch to Freshsales for a CRM that promises ease of use without skimping on features. It’s ideal for small businesses looking for a more integrated approach to sales and marketing. Go for Freshsales if you want a CRM that combines simplicity with powerful automation and AI capabilities.
Pipedrive
Opt for Pipedrive if your focus is on sales pipeline management. It’s designed to make sales processes intuitive and is known for its user-centric design. If you’re a visual person who likes to see your sales process laid out in front of you, Pipedrive could be the way to go.
Monday Sales CRM
Try Monday Sales CRM if you’re looking for flexibility and customization. It’s a versatile platform that adapts to various business needs, and it’s particularly good for teams that already use other Monday.com products.
Salesforce Sales Cloud
Consider Salesforce Sales Cloud if you’re in the market for a CRM with a vast ecosystem. Salesforce is a giant in the CRM space and offers a wide range of features and integrations for you if you are ready to invest in a comprehensive system.
9. Bigin by Zoho CRM Customer Reviews
Bigin has an excellent rating of 4.8 out of 5 on Trustpilot, based on 293 reviews. Customers praise its simplicity and functionality, with many finding it a breeze to handle their sales workflow. The users also highlight the ease of use during the free trial period, along with the seamless transition to Zoho CRM for growing businesses.
On TrustRadius, Bigin scores well with an average rating of 8 out of 10 across 93 reviews. Users appreciate the excellent features at good pricing, with particular mention of its utility for small businesses before stepping into the full CRM solution world. G2 Crowd users have shared positive sentiments about Bigin, noting its user-friendliness and ease of learning as significant advantages.
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Pro Tips
When considering choosing Bigin by Zoho CRM, keep these pro tips in mind:
- Assess Your Business Size: Bigin is ideal for small businesses, so ensure it aligns with your business scale and needs.
- Understand the Features: Familiarize yourself with Bigin’s features like pipeline management, contact organization, and activity tracking to see if they meet your requirements.
- Check Integration Capabilities: Make sure Bigin integrates well with the tools and platforms your business currently uses.
- Consider Pricing Plans: Review Bigin’s pricing plans to ensure they fit within your budget, keeping in mind there are no special discounts for non-profits.
- Evaluate Customization Needs: Understand the customization limits of Bigin, such as the maximum number of custom fields per module, to ensure it can accommodate your business processes
Recap
Wrap up your CRM search with confidence. If you’re a small business on the rise, consider Bigin by Zoho CRM. Its designs have your growth in mind, offering a suite of features that are just right for your burgeoning enterprise. Embrace the simplicity of its pipeline management, capitalize on the mobile optimization, and enjoy the seamless integration with your existing tools.
But remember, no solution is one-size-fits-all. Weigh the pros and cons, reflect on your business needs, and choose a CRM that scales with your ambitions. Bigin may just be the partner you need to streamline your operations and boost your sales.
