Bigin by Zoho CRM

Pros

Pipeline is very easy to implement, I am a realtor and the fact I can create several pipelines for each kind of deal is great, it gives you focus on the important deals

Cons

None that I think, maybe the setup for WhatsApp is a little tricky but once you implemented it is great

Pros

SUPER EASY to use...to figure out. My favorite is that you have 10+ custom fields to customize the contact info you require. It's easy to import/export. Creating lists to export, custom views... OVERALL it's pretty amazing and it's perfect for the small business.

Cons

The dashboard is strictly for business forecasting. I haven't been able to set it up where I can see my meeting schedule or client follow-up.

Alternatives Considered

Reasons for Choosing Bigin by Zoho CRM

Reasons for Switching to Bigin by Zoho CRM

Pros

The layout and features are very user friendly and understandable. Being able to input new data and organizing into different categories.

Cons

The training curve and all the bells and whistles

Pros

We love Bigin because we are a small business and it suits our need for a very good price. It is good value for money

Cons

Not having a Microsoft 365 Plugin connector, altought I believe it may have one now

Alternatives Considered

Reasons for Choosing Bigin by Zoho CRM

Switched From

Reasons for Switching to Bigin by Zoho CRM

Pros

Visually it is great with the pipeline style layout

Cons

Uploading leads is not logical at all. You need to upload seperate CSV's for leads and contacts and it makes the relationship between the two. Furthermore it costs you a record for both leads and contacts even though they essentially joint.

Alternatives Considered

Reasons for Choosing Bigin by Zoho CRM

Switched From

Reasons for Switching to Bigin by Zoho CRM

Pros

I spent hours researching CRMs and this is the one I picked for two different clients. It is very customizable and able to automate many different functions, like emails or tasks.

Cons

I wish it had more than 50 customizable fields.

Alternatives Considered

Reasons for Switching to Bigin by Zoho CRM

Pros

nice interface , easy integrations , quick set up

Cons

nothing much , hope that some more analytics were there

Alternatives Considered

Reasons for Switching to Bigin by Zoho CRM

Pros

Bigin by Zoho CRM if good at simplifying pipeline management and activity tracking. Its user-friendly interface allows even non-technical users to get up and running quickly. The mobile app is helpful for managing tasks on the go. It’s a valueable option for small teams that need a lightweight CRM.

Cons

I think it works fine for most of the scope. Iy may lack some advanced customization options. Also, the reporting tools, though adequate, could be more robust and flexible. Syncing with non-Zoho tools sometimes feels a bit limited or requires additional effort to configure

Pros

The Price, great value for money. So much cheaper than others.

Cons

Nothing really, I like the support & the politeness

Pros

This CRM is very easy to use. Perfect for a small business just starting out.

Cons

Nothing really. Its simple to use and navigate.

Pros

Bigin is very powerful given its price point. It offers all the basic functions you would likely need. The bolt ons into other ZOHO applications makes it almost infinitely upgradable.

Cons

The marketing campaign assignment is very limited, and there is limited ways to process sales leads.

Alternatives Considered

Reasons for Switching to Bigin by Zoho CRM

Pros

Hard to beat for the price. I am moving over from hubspot after years of happily using their excellent free service. When I looked at upgrading Hubspot, i found that the USD100 p/m price they charge is the same as 1 YEAR of Bigin. for a Solopreneur like me, I need to save money & streamline my workflows wherever I can, so this just makes sense for me.

Cons

User interface could be nicer - green is a funny colour to use for business

Alternatives Considered

Reasons for Choosing Bigin by Zoho CRM

Switched From

Reasons for Switching to Bigin by Zoho CRM

Pros

We utilize Bigin by Zoho CRM to meticulously monitor and manage our leads on prospective clients and sales. This comprehensive system ensures that our entire organization maintains a clear and up-to-date understanding of who has interacted with each client, the details of those interactions, and the current status of their engagement with our services. It's simplicity is its best asset and the biggest downside i'd say.

Cons

Some of the biggest problem i've seen so far is the implementation of phone calls, wich are not as easily tracked if you don't use their platform to make the call. The customer support is reactive so far, but the lack of different languages can be a downside compared to the competitors on the market. Some advanced feature for integration are missing, but that is to be expected from a product wich is aimed at small teams/enterprises.

Alternatives Considered

Reasons for Switching to Bigin by Zoho CRM

Pros

Simplicity and Visual Management
Bigin excels at providing a visual, drag-and-drop pipeline that allows users to easily manage deals from start to finish with an interface that is intuitive and very easy

Cons

Forms do not allow editing/updating records

Alternatives Considered

Reasons for Choosing Bigin by Zoho CRM

Switched From

Reasons for Switching to Bigin by Zoho CRM

Pros

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

Cons

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

Alternatives Considered

Reasons for Switching to Bigin by Zoho CRM

Pros

Best value for the price compared with all other crms for SMB in 2024. We worked with Pipedrive within the last 5 years. But since we found bigin we switched imediatly.

Cons

Not all plugings for 3th companys (compared to Pipedrive)

Alternatives Considered

Reasons for Choosing Bigin by Zoho CRM

Switched From

Reasons for Switching to Bigin by Zoho CRM

Pros

I like easy it was to use and keep things organized. It takes the stress out of managing projects.

Cons

I am still learning what customization feature I may have for six sigma type projects, but it has been easier for me to use than Asana and some other software.

Alternatives Considered

Reasons for Switching to Bigin by Zoho CRM

Pros

I appreciate the awesome customer service; it was prompt and answered all of my questions. Bigin is simple and easy to use CRM tool for small businesses. It's great that you can start with the basics and add on the different tools that you need as you grow.

Sales pipeline, contact management, as well as task automation features guarantee time-saving and flexibility throughout your business day, your day-to-day business activity will prosper. Bigin for the Win!!

Cons

So far, in the past 90 days of use, I haven't experienced any Cons.

Pros

As a virtual reality company, we find Zoho Bigin an excellent CRM for managing client relationships and tracking our project pipelines. Its customizable pipelines are perfect for managing our VR projects, from initial client inquiries to project delivery stages. The integration with other Zoho tools, such as Zoho Projects and Zoho Desk, helps us streamline communication across teams and track progress effortlessly. Its mobile app allows us to stay updated during client meetings or fieldwork, which is invaluable in our fast-paced industry.

As a virtual reality company, we find Zoho Bigin an excellent CRM for managing client relationships and tracking our project pipelines. Its customizable pipelines are perfect for managing our VR projects, from initial client inquiries to project delivery stages. The integration with other Zoho tools, such as Zoho Projects and Zoho Desk, helps us streamline communication across teams and track progress effortlessly. Its mobile app allows us to stay updated during client meetings or fieldwork, which is invaluable in our fast-paced industry.

Cons

While Zoho Bigin works well for smaller teams or straightforward processes, we occasionally find it limited when dealing with more complex VR project workflows. Features like advanced reporting and in-depth analytics could be improved to better support data-heavy businesses like ours. We’ve also experienced minor challenges when integrating with third-party tools specific to the VR industry, though Zoho's customer support has been responsive.

Pros

First things first, this thing is easy to use. No tech degree required, just point and click. Even my grandma (well, maybe not my grandma...) could probably figure it out. Plus, there's a free plan that's perfect for testing the waters before you dive in.

The paid plans are budget-friendly too, which is a major win for a small business like us. And for the price, you get some cool features like automated emails (lifesaver!) and a system that helps you prioritize leads.

Zoho Begin also plays nicely with other Zoho apps, which is a bonus if you're already part of the Zoho fam. Everything feels connected and streamlined.

Not Quite Perfect

Cons

Now, don't get me wrong, it's not all sunshine and rainbows. Zoho Begin doesn't have all the bells and whistles of some other CRMs. If you're looking for fancy marketing automation or super detailed sales pipeline stuff, you might need to look elsewhere.

Also, the integrations with other Zoho apps can be a bit tricky to set up. It wasn't exactly a walk in the park for our not-so-tech-savvy team.

Pros

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.

Cons

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.

Pros

i use bigin with all my other tools on zoho, which are books, desk, sign and forms!! it has been a game changer, the prices are decent and tons of features

Cons

i think zoho bigin and zoho crm should be one app, there is no need for 2 extra functions,

better customer service that understand the proper english

Alternatives Considered

Reasons for Choosing Bigin by Zoho CRM

Switched From

Reasons for Switching to Bigin by Zoho CRM

Pros

BigIn for Gmail has been a game-changer for managing my emails and sales pipeline efficiently! The seamless integration with Gmail makes it incredibly easy to track leads, manage contacts, and update deals directly from my inbox. It's intuitive, user-friendly, and has streamlined my workflow significantly. Highly recommend this extension for anyone looking to enhance their email and CRM management!

Cons

Not much, didn't face any trouble with it till now

Pros

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.

Cons

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.

Alternatives Considered

Reasons for Switching to Bigin by Zoho CRM

Pros

It's scaling properties and simplicity of use and set up. It offers great contact tracking and pipeline abilities

Cons

Doesn't integrate with Zoho Books on the free version

Pros

Bigin's simplicity and user-friendly interface make it easy to set up and navigate. The seamless integration with other Zoho apps and email platforms enhances productivity. The customisation options and pipeline management tools are perfect for small to medium-sized businesses, ensuring efficient tracking of sales and client interactions.

Cons

While Bigin is fantastic, it could benefit from a few more advanced reporting features for power users. Additionally, a broader variety of integrations with third-party tools would make it even more versatile.

Pros

What I liked most about Bigin by Zoho CRM is how incredibly easy it is to set up and use. The visual sales pipeline makes tracking deals a breeze, and the automation features save a lot of time by handling follow-ups and communication updates. It’s also a cost-effective solution that offers great value for small to mid-sized teams. The simple, intuitive interface makes it easy for any team member to quickly adapt, streamlining our sales workflow and keeping everything organized.

Cons

What I liked least about Bigin is the limited document handling functionality. There's no option to upload or store documents such as quotes, contracts, or invoices directly in the CRM, which would have been a helpful feature. Additionally, for more advanced reporting or scalability, the platform might feel a bit constrained as your business grows. Some additional customization options in reporting would make it even more powerful.

Pros

I recently started using Bigin CRM, and I have to say, it has completely transformed the way I manage my customer relationships and sales processes. As a small business owner, finding a CRM that is both powerful and easy to use has been a challenge, but Bigin CRM has exceeded all my expectations.

Cons

integrations with other tools are generally seamless, there are a few third-party applications that I wish Bigin supported.

Alternatives Considered

Reasons for Choosing Bigin by Zoho CRM

Switched From

Reasons for Switching to Bigin by Zoho CRM

Pros

Importing leads into the CRM was straightforward with a few hiccups but it also allowed me to manage my leads and deals better.

Cons

Finding the right way to import the leads to the system was not as simple as I expected. A little tweaking of the import file was needed to get things right. It would be better if a failed import would give me specific feedback.

Alternatives Considered

Reasons for Choosing Bigin by Zoho CRM

Switched From

Reasons for Switching to Bigin by Zoho CRM

Pros

One of the standout features of Bigin by Zoho is its simplicity combined with powerful functionality. The interface is clean and intuitive, making it easy to navigate, even for those new to CRM tools. I especially appreciate the pipeline view, which gives me a clear visual of all my leads and customer interactions, helping me manage my workflow efficiently. The integration with other Zoho apps is seamless, and it’s an affordable choice, offering great value for small businesses like mine. Overall, Bigin has made organizing and tracking customer data a breeze!

Cons

While Bigin by Zoho has been fantastic overall, I found that some advanced features, like custom reporting options and more in-depth automation tools, are somewhat limited compared to larger CRM systems. Also, a bit more flexibility in customization would be useful for tailoring the platform to specific business needs. However, for a CRM focused on small businesses, it still offers a great balance of simplicity and functionality.

Pros

Bigin by Zoho CRM has been a game-changer for our organization, helping us manage customer relationships, track sales pipelines, and automate follow-ups seamlessly. The platform addresses the challenge of organizing our sales activities, ensuring no lead is overlooked, and allowing us to customize features to fit our specific needs.

Cons

We are aware of Bigin's role in the market and its not the full fledged CRM solution but we wished the email function was part of the Free version, at least the basic function of sending mails.

Pros

It offers a great contact management system, import functionality, emailing, integration with Woocommerce

Cons

Nothing so far, but during the trial it would have been helpful to be able to add a second user to work out some of the sharing details

Alternatives Considered

Reasons for Choosing Bigin by Zoho CRM

Switched From

Reasons for Switching to Bigin by Zoho CRM

Pros

I like the ease of use and the integrations that Bigin offers. The interface is intuitive, making it simple to manage client relationships effectively. Additionally, the semi-personalization options available allow for a certain level of customization that suits our firm's needs.

Cons

What I like least about Bigin is that it is not fully personalizable. While it offers some degree of customization, there are limitations that prevent it from being tailored entirely to our specific workflow and preferences.

Alternatives Considered

Switched From

Reasons for Switching to Bigin by Zoho CRM

Pros

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.

Cons

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.

Alternatives Considered

Reasons for Choosing Bigin by Zoho CRM

Switched From

Reasons for Switching to Bigin by Zoho CRM

Pros

Simplicity and ease of use and features to help a young company manage market outreach very well and track teams across boundaries.

Cons

Nothing so far. I believe the only thing is the billing for US companies is not very intiutive.

Alternatives Considered

Reasons for Choosing Bigin by Zoho CRM

Switched From

Reasons for Switching to Bigin by Zoho CRM

Pros

•Simple and intuitive interface
•Affordable pricing
•Focused on essential CRM features
•Great integrations (e.g., Outlook)

Cons

Limited advanced marketing tools available, which might not work for larger companies.

Pros

The simplisity and the purpose it serves. Just right.

Cons

Very restricted when it comes to migration and whatsapp modules are a pain for sure.

Pros

Easy to use and set up, ideal for SME companies. I use it myself and recommend it to others as well as a starter one. Great app and simple automations.

Cons

Importing leads is a bit tedious process, can be done in 3 steps with 3 different files (first company, then contact, then lead)

Alternatives Considered

Reasons for Switching to Bigin by Zoho CRM

Pros

Easy to setup with industry specific template, in our case we used the "Education" template, easy to upload data from spreadsheets, and from forms on our Website.

Cons

Would like a way to better organize files for each customer.

Alternatives Considered

Reasons for Choosing Bigin by Zoho CRM

Switched From

Reasons for Switching to Bigin by Zoho CRM

Pros

Bigin is easy to use and pretty user-friendly while still providing a lot of the needs that most companies will be looking for in a CRM. It gives you the ability to set up multiple funnels so your team can handle the job no matter what department they're in or what product/service you sell.

Cons

Setting up the automations and workflow can be a little confusing at first when you're looking to create something a little different than their templates.

Alternatives Considered

Reasons for Choosing Bigin by Zoho CRM

Switched From

Reasons for Switching to Bigin by Zoho CRM

Pros

It's light and made uniquely for small and medium businesses.

Cons

It's developing, some integrations are required more to power the game.

Pros

Very simple, clean, great for contact management and lead follow-up

Cons

It's a "lite" CRM, which is great if you're solo like I am, but your mileage may vary if you have a larger organization

Alternatives Considered

Reasons for Choosing Bigin by Zoho CRM

Switched From

Reasons for Switching to Bigin by Zoho CRM

Pros

Its price: meant for small businesses.
Its ease of use.
Automation features.
Possibility to set up various pipelines, not only for sales but also for other operations (support, admin etc).

Cons

No synchronization with LinkedIn. It's a shame as data enrichment and updates are critical in a CRM.

Alternatives Considered

Reasons for Choosing Bigin by Zoho CRM

Switched From

Pros

Its very easy dashboard to tracking leads within few minutes

Cons

Can not tracking whatsapp messages by specific keywords but overall good

Pros

We've launched our Agent Portal, a key development in Global Medical Trip's quest to streamline medical tourism. Our aim to recruit 100 agents demanded a cost-effective, efficient system for handling patient inquiries. Our platform of choice, Zoho, offered a solution that fit our needs perfectly: Zoho Bigin.

Cons

This tool seamlessly integrates with our CRM, providing a robust environment for agent operations. Within a day, we set up Zoho Bigin, enabling our first agents to connect to the platform and start processing patient requests. This quick setup underscores our commitment to providing fast, reliable medical tourism services.

Pros

I love that it fits my small business and doesn't overwhelm or clutter with tools I don't need.

Cons

There is really no feature that wasn't useful in some way.

Alternatives Considered

Reasons for Switching to Bigin by Zoho CRM

Pros

Salespipeline, Dashboard & Customization of Pipeline

Cons

Payment system they have to integrate some easy UPI option.

Pros

There is so much I love about this app. It's pretty simple to use, has a lot of great features, probably everything I need, to be honest. After they work out the bugs, I think it will be pretty great.

Cons

There are bugs, as in some things don't even work, important things. I've reported enough to make me feel like we're beta testers. But though it reveals something about their dev team, I'm still hopeful they'll eventually get it right because they do try hard.

It's obvious they put a lot of time and money into their support team, but as hard as they try to get this right, they really need to train them better. Sometimes I end up having to find answers myself and then train them. They also need to have a team in the U.S. as they are very difficult to understand through the thick Indian accent on the phone.

Pros

Ease of setup & implementation
Automation
Pipelines
Customisation

Cons

User access/permissions functionality is not very detailed
Assiging multiple owners to a deal is not straightforward

Alternatives Considered

Reasons for Switching to Bigin by Zoho CRM

Pros

The most favourite part of mine is the mobile application of the Bigin's CRM. Being a Sales person, I would always be clinging to my mobile rather than my laptop. Which has a very easy interface and it also helps me call logs of my every leads.

Cons

We find hard to import csv files in the modules. The data often gets skipped and it's very hard to find the origin of the issue. That's the only thing I found difficult.