Bigin by Zoho CRM is a tailored Customer Relationship Management (CRM) solution designed specifically for small businesses, offering a balanced and comprehensive set of features to manage customer relationships and streamline business operations.
What Bigin Does
Bigin is a pipeline-centric CRM that simplifies the management of customer interactions, sales processes, and various business operations. It aims to replace cumbersome spreadsheets and legacy CRM tools with a user-friendly, affordable, and highly functional platform. Bigin helps small businesses unify their customer-facing operations, ensuring that teams can work together seamlessly to provide the best possible customer experience.Key Features and Functionality
Pipeline Management
Bigin allows you to create and manage individual deal pipelines for different business processes, enabling you to track your deals and sales cycles efficiently. This includes multiple pipelines and stages to handle various aspects of your sales cycle.Customer Management
The platform provides a 360-degree view of your customers, storing all relevant information in one place. This includes contact details, communication history, and other customer interactions, ensuring your teams have a comprehensive understanding of each customer.Multichannel Communication
Bigin supports communication across multiple channels, such as:- Built-in Telephony: Make and manage calls directly from the CRM.
- WhatsApp Integration: Engage with customers via WhatsApp chats.
- Email Management: Automatically associate incoming emails with contacts, send mass emails, and analyze campaign effectiveness.
- Social Media: Interact with customers on platforms like X (formerly Twitter).
Automation
Bigin automates routine tasks to save time and reduce errors. Key automation features include:- Workflow Automation: Automate tasks, set up email alerts, and track deals.
- Integrations with Zapier and Zoho Flow: Automate data flow between various applications.
- Free Invoicing: Generate professional invoices and set up automated payment reminders through integration with Zoho Invoice.
Customization
The platform is highly customizable to fit your business needs:- Custom Fields and Modules: Tailor your CRM to reflect your unique business operations.
- Tags and Notes: Use colorful tags and notes to quickly identify records and keep team members informed.
- Multi-currency Support: Manage deals in international currencies.
- Sheet View: Organize data in a rows and columns format for easy management.
Team Collaboration
Bigin enhances team collaboration through features such as:- Activity Management: Track tasks, calls, and events, and notify teammates using @mentions.
- Roles and Profiles: Control access to information using profile-based permissions to ensure data security.
Data Administration
The platform ensures robust data management with features like:- Audit Logs: View a chronological log of all actions performed within the CRM.
- Stage Transition Rules: Ensure deals do not proceed to the next stage without vital details.
- Duplicate Management: Identify, prevent, and remove duplicate records to maintain data integrity.
Integrations
Bigin seamlessly integrates with various business applications, including:- Microsoft Teams: Access customer information and update CRM data directly from Teams.
- Zoho CRM: Sync data between Bigin and Zoho CRM for a more comprehensive CRM experience.
- Zapier and Zoho Flow: Integrate with over 5,000 apps to automate workflows.