Bigin By Zoho CRM Review, Feature, Pricing & More!
Bigin by Zoho CRM is a user-friendly software designed for small businesses to manage their sales process, track leads, automate workflows, and collaborate effectively. It integrates with other applications to enhance its functionality and is an affordable CRM solution to help small businesses grow their customer base.
Bigin By Zoho CRM Review
Bigin by Zoho CRM is a customer relationship management software designed specifically for small businesses. It offers a simple and user-friendly interface, making it easy for businesses to manage their sales pipeline and customer interactions. With features such as contact management, deal tracking, and pipeline management, Bigin by Zoho CRM helps businesses streamline their sales processes and stay organized.
Additionally, the software offers integration with other popular tools such as Zoho Mail, Google Workspace, and Microsoft Office 365, further enhancing its functionality. In this review, we will dive deeper into the features and capabilities of Bigin by Zoho CRM to help you determine if it is the right CRM solution for your small business needs.
- User-friendly interface and easy to navigate
- Affordable pricing for small businesses and startups
- Seamless integration with other Zoho applications
- Customizable sales pipelines to fit your business needs
- Automated workflows to save time and increase efficiency
- Real-time customer insights and analytics to make data-driven decisions
- Mobile app for on-the-go access to customer information
- Security features such as two-factor authentication and data encryption
- Limited customization options for reports and dashboards
- Limited third-party integrations compared to other CRM systems
- Limited support for large businesses with complex needs
- Limited customer support options outside of business hours
Bigin By Zoho CRM Benefits
Bigin by Zoho CRM is a CRM software designed specifically for small businesses, providing several benefits that help businesses streamline their sales processes and improve their customer relationships. Here are the benefits of Bigin by Zoho CRM:
One of the most significant advantages of Bigin by Zoho CRM is its affordability. The software is priced affordably for small businesses, making it accessible to businesses with a limited budget. Small businesses can get all the necessary features and functionalities at an affordable price, which helps them manage their customer relationships without breaking the bank.
Easy to Use
Bigin by Zoho CRM offers a simple and user-friendly interface, making it easy for businesses to navigate and use. The software’s intuitive interface makes it easy for users to get started and begin managing their customer relationships quickly. It is designed to be used by anyone, even those who are not tech-savvy.
Streamlined Sales Process
Bigin by Zoho CRM helps businesses streamline their sales process by allowing them to manage their sales pipeline and automate sales processes. It helps to increase efficiency by automating repetitive tasks, such as sending follow-up emails, scheduling appointments, and managing sales pipelines. This helps sales representatives focus on selling, improving sales productivity and performance.
The software is highly customizable, allowing businesses to tailor the software to their specific needs and workflows. Users can customize the interface, fields, and modules to fit their business requirements. This means businesses can get exactly what they need from the software, without paying for features they don’t need.
Comprehensive Reporting and Analytics
Bigin by Zoho CRM provides comprehensive reporting and analytics, allowing businesses to track their sales performance and identify areas for improvement. Users can track sales metrics, such as conversion rates, win rates, and sales cycles. This data can be used to optimize the sales process and improve customer relationships.
In summary, Bigin by Zoho CRM is one of the best small-sized businesses CRM, which is an easy-to-use, and customizable CRM solution that can help them streamline their sales process and improve their customer relationships. With its comprehensive features and integration with other tools, it is a valuable tool for any small business looking to grow and succeed.
Bigin By Zoho CRM Features
Bigin by Zoho CRM is a software designed for small businesses to manage their customer relationships. It offers a centralized contact database for capturing and managing customer data, customizable fields and modules to fit specific needs and deal tracking to manage sales opportunities from initial contact to close. Here are the features of Bigin by Zoho CRM in detail:
The pipeline management feature of Bigin by Zoho CRM enables businesses to view and manage their sales pipeline effectively. The pipeline is a visual representation of the sales process, and this feature allows users to customize and manage it to fit their specific needs.
Bigin by Zoho CRM offers a drag-and-drop interface, enabling users to move deals between different stages of the pipeline with ease. This makes it easier to manage the sales process and track the progress of deals.
Users can also create custom deal stages, allowing them to track the progress of deals through specific stages of the sales process. This enables businesses to better understand their sales cycle and identify areas for improvement.
The pipeline management feature also allows users to add notes and set reminders for each deal. This ensures that important information is not missed and enables users to stay on top of their sales pipeline.
Additionally, the software provides a clear overview of the entire pipeline, allowing users to see the status of all deals at a glance. This enables businesses to make informed decisions and prioritize deals that need attention.
The customer management feature of Bigin by Zoho CRM provides businesses with a powerful tool for organizing and managing their customer relationships. This feature offers a centralized contact database to capture and manage customer information, including social media profiles and lead sources. Custom fields can be created to capture additional information relevant to a business.
Additionally, the software provides a comprehensive view of each customer’s interaction with the business, including communication history, notes, and tasks. This feature allows businesses to stay informed about customer needs and preferences, providing personalized service and support. Lead management capabilities enable businesses to track and manage leads, while task and reminder features help ensure customer interactions are not missed.
Moreover, the software offers collaboration capabilities, allowing team members to share customer information, and comprehensive reporting and analytics features to track customer engagement and identify areas for improvement. With these tools, businesses can make data-driven decisions to optimize customer relationships and improve business performance.
Multichannel Communication is a feature of Bigin by Zoho CRM that enables businesses to communicate with their customers through various channels, such as email, phone, chat, and social media, from a single platform. This feature allows businesses to streamline their communication processes, improve their customer experience, and increase their overall productivity.
Here are some of the key features of Multichannel Communication in Bigin:
- Email integration: With Bigin, businesses can integrate their email accounts and manage all their email communication within the CRM platform. This includes sending and receiving emails, tracking email open and click-through rates, and setting up automated email campaigns.
- Phone integration: Bigin allows businesses to make and receive phone calls directly from the CRM platform. This feature includes call recording, call forwarding, and call tracking, which enables businesses to monitor the quality of their customer service and track their sales team’s performance.
- Chat integration: With Bigin’s chat integration, businesses can communicate with their customers in real time through their website or social media pages. This feature includes chatbots, which can help businesses automate their customer service and support operations.
- Social media integration: Bigin enables businesses to manage their social media accounts and engage with their customers through social media messaging. This includes monitoring social media mentions, responding to customer queries, and scheduling social media posts.
In summary, Multichannel Communication is a powerful feature of Bigin by Zoho CRM that enables businesses to manage all their customer communication channels from a single platform. With email, phone, chat, and social media integration, businesses can streamline their communication processes, improve their customer experience, and increase their overall productivity.
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Bigin by Zoho CRM offers businesses powerful automation features to simplify sales, marketing, and customer support processes. Automation frees up valuable time and resources by automating routine tasks such as lead assignment, follow-up emails, and data entry. The workflow automation feature enables businesses to automate sales and marketing processes based on specific triggers or events, while lead scoring helps prioritize leads based on behavior, demographics, and engagement. Sales pipeline automation tracks deals from lead to closure, email automation enables targeted email marketing campaigns, and web form automation captures leads and customer information.
Additionally, businesses can create custom automation workflows to meet unique requirements. In conclusion, Bigin’s automation feature saves businesses time, boosts productivity, and improves efficiency by automating sales, marketing, and customer support processes.
Team Collaboration is a key aspect of Bigin by Zoho CRM, a powerful CRM tool designed for small businesses. With this feature, team members can collaborate more efficiently, share information, and track progress on projects. The Shared Dashboard allows team members to access a unified view of customer interactions, including email conversations, calls, and notes. Activity Streams keeps team members up-to-date with real-time updates on new leads, deals, or customer interactions, and allows them to add comments and notes for other team members.
Customizable Views enables personalized views based on individual preferences. Task Management allows team members to assign tasks and track progress. File Sharing eliminates the need for back-and-forth emails by allowing team members to share important documents and files within the CRM. Team Inbox helps manage email conversations and collaborate on responses, even if the primary contact is unavailable. Overall, the Team Collaboration feature in Bigin by Zoho CRM can help small businesses streamline communication, improve productivity, and provide better customer service.
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Customization is a crucial feature of Bigin by Zoho CRM, a customer relationship management tool designed for small businesses. This feature enables users to modify the CRM to suit their specific needs, leading to increased efficiency and effectiveness.
The Custom Fields feature in Bigin by Zoho CRM allows users to create custom fields to track unique data points relevant to their business. This means that users can track specific information about their customers or products and gain deeper insights into their business to make informed decisions.
The Custom Layouts feature enables users to customize the layout of their CRM to make it more intuitive and user-friendly for themselves and their team. The Custom Modules feature allows users to create new modules within the CRM to track unique business processes, while the Automation feature allows users to automate repetitive tasks and workflows within the CRM.
Overall, the Customization feature in Bigin by Zoho CRM empowers small businesses to tailor their CRM to their specific needs and work more efficiently and effectively.
Analytics is a key feature of Bigin by Zoho CRM, a customer relationship management (CRM) tool designed specifically for small businesses. With analytics, users can gain deep insights into their sales pipeline, customer interactions, and overall business performance, allowing them to make more informed decisions.
Here are some of the key aspects of the Analytics feature in Bigin by Zoho CRM:
- Dashboards: With Bigin by Zoho CRM’s Dashboards feature, users can create customized visualizations of their data, including charts, graphs, and tables. This allows them to quickly and easily see trends and patterns in their data, as well as track key performance indicators (KPIs) such as sales revenue, customer acquisition, and lead conversion rates.
Integration with Zoho Analytics: Bigin by Zoho CRM integrates with Zoho Analytics to offer customizable reports, advanced analytics, real-time data syncing, and collaborative analytics. This integration allows small businesses to gain deeper insights into their CRM data, make data-driven decisions, and optimize business performance.
Bigin by Zoho CRM offers a robust Data Administration feature for efficient data management. With Data Import/Export, users can easily transfer data from other systems or back up their data for safekeeping. Automated data backup options ensure that user data is always secure, and advanced security features such as role-based access control and data encryption protect against unauthorized access.
Data Cleanup allows users to remove duplicate or irrelevant data, keeping the system clean and improving performance. Custom fields allow users to store additional data that is specific to their business needs. The Data Administration feature provides small businesses with a powerful tool to manage their data efficiently and keep it organized, secure, and up-to-date.
Integrations are an important feature in Bigin by Zoho CRM, a CRM software designed for small businesses. It allows users to connect their CRM system to other business tools and applications, enabling them to streamline their workflow and increase productivity.
Here are some key aspects of the Integrations feature in Bigin by Zoho CRM:
- Zoho Integrations: Bigin by Zoho CRM offers seamless integration with other Zoho applications, such as Zoho Mail, Zoho Campaigns, and Zoho Desk. This allows users to share data between applications, automate workflows, and enhance collaboration.
- Third-Party Integrations: Bigin by Zoho CRM also integrates with third-party applications, such as G Suite, Office 365, and Zapier. This allows users to connect their CRM system to a wide range of other business tools and services, making it easier to manage their business operations.
- Custom Integrations: Bigin by Zoho CRM also allows users to create custom integrations using APIs. This provides users with the flexibility to create bespoke integrations that meet their unique business needs.
- Mobile Integrations: Bigin by Zoho CRM integrates with mobile applications, such as Zoho CRM Mobile and Zoho OneAuth, enabling users to manage their CRM system on-the-go.
Overall, the Integrations feature in Bigin by Zoho CRM is a powerful tool for small businesses looking to streamline their workflow and increase productivity. With seamless integration with other Zoho applications, third-party applications, custom integrations, and mobile applications, users can connect their CRM system to a wide range of other business tools and services, making it easier to manage their business operations.
Security is an essential feature of any CRM system, and Bigin by Zoho CRM provides advanced security features to ensure the safety and confidentiality of user data. Role-based access control allows users to assign specific permissions to different roles, ensuring that only authorized personnel can access sensitive data. Data encryption protects user data both in transit and at rest, preventing hackers and other malicious actors from accessing it. Two-factor authentication provides an additional layer of security, while IP restrictions limit access to the CRM system to authorized personnel only.
Automated data backup options ensure that user data is always secure, even in the event of a data breach or system failure. These security features in Bigin by Zoho CRM provide small businesses with a robust and reliable tool to protect their valuable data from unauthorized access and data breaches.
Conclusion: Bigin by Zoho CRM
Overall, Bigin by Zoho CRM is a powerful and affordable CRM solution for small businesses. Its intuitive user interface, robust features, and seamless integration with other Zoho products make it an excellent choice for small businesses looking to streamline their sales and customer management processes.
With customization options, collaboration features, analytics and reporting capabilities, and advanced security and compliance features, Bigin by Zoho CRM provides everything a small business needs to manage its sales and customer management operations effectively.
Although there are some limitations, such as the lack of certain advanced features and integrations, Bigin by Zoho CRM remains a strong contender in the market for small business CRM solutions. For small businesses looking for an easy-to-use, affordable, and customizable CRM solution, Bigin by Zoho CRM is definitely worth considering.
Frequently Asked Questions (FAQs) about Bigin by Zoho CRM
Q: What is Bigin by Zoho CRM?
A: Bigin by Zoho CRM is a customer relationship management (CRM) software designed for small businesses. It offers tools for managing contacts, leads, deals, and tasks in a centralized platform.
Q: Is Bigin by Zoho CRM cloud-based?
A: Yes, Bigin by Zoho CRM is a cloud-based software, which means it can be accessed from anywhere with an internet connection.
Q: Does Bigin by Zoho CRM offer mobile access?
A: Yes, Bigin by Zoho CRM offers mobile access through its mobile app, which is available for both iOS and Android devices.
Q: Is there a free trial available for Bigin by Zoho CRM?
A: Yes, Bigin by Zoho CRM offers a free trial for 15 days, which allows users to try out the software before committing to a subscription.
Q: How secure is Bigin by Zoho CRM?
A: Bigin by Zoho CRM takes data security seriously and offers various security features, including SSL encryption, two-factor authentication, and regular backups. It also complies with various data protection regulations, including GDPR and CCPA.
Q: Can I cancel my Bigin by Zoho CRM subscription at any time?
A: Yes, you can cancel your Bigin by Zoho CRM subscription at any time. The cancellation process is straightforward, and you can continue to use the software until the end of your billing period.
Bigin by Zoho CRM offers a range of pricing plans to cater to different business needs and sizes. Whether you are an individual looking for a simple CRM solution or a larger team requiring advanced automation and customization options, there is a plan for you.
In this pricing guide, we’ll take a closer look at the features and pricing of each plan, to help you decide which one is the best fit for your business.
- Free Plan: The free plan is ideal for small businesses or individuals who need a simple CRM solution to manage their sales pipeline. It offers a single pipeline with up to 500 records and allows for instant workflows. It also includes telephony features, integration with Zapier, Zoho Desk, Zoho Campaigns, and Zoho Forms, apps for iOS, iPadOS, Android, and macOS, developer APIs, and a standard dashboard.
- Express Plan: The express plan is designed for small teams who need more advanced features to manage their sales pipeline. It includes team pipelines for up to 3 users, allowing for up to 50,000 records and instant workflows. It also includes email integration, mass emails with email insights, no-code web forms for lead capture, and 10 custom fields per module. Additionally, the plan offers customizable dashboards with charts and KPIs and integration with Zoho Books/Invoice, Zoho Meeting, Google Workspace, Microsoft 365, Zoom Meeting, Mailchimp, and Twitter. The plan also comes with additional capabilities via Toppings, which are add-ons that can be purchased separately.
- Premier Plan: The premier plan is ideal for larger teams or businesses that require more advanced automation and customization options. It includes team pipelines for up to 5 users, allowing for up to 100,000 records. It also includes advanced workflows with up to 30 instant workflows, advanced automation with stage transition rules, and the ability to sell globally with multiple currencies. The plan also offers additional field types, including lookup and user fields, and up to 25 custom fields per module. Additionally, the plan includes increased feature limits to accommodate larger teams and businesses.
Note that all plans come with a 15-day free trial and can be purchased on an annual or monthly subscription basis.
Check Out our comprehensive post on Bigin By Zoho CRM Pricing, where you can find all the information you need to make an informed decision.