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Zoho Bigin Overview

Mastering Zoho Bigin: Your Complete Guide to Streamlined CRM Solutions

Looking for a way to simplify your customer relationships and streamline your sales process? Bigin is a CRM (Customer Relationship Management) software designed specifically for small businesses like yours.

Zoho Bigin is a streamlined customer relationship management (CRM) software designed specifically for small businesses. It serves as a centralized hub for managing customer interactions, organizing leads, and tracking deals through various stages of the sales pipeline. With its user-friendly interface and customizable features, Zoho Bigin empowers small business owners and sales teams to efficiently manage their customer relationships without the complexity often associated with larger CRM solutions.

  • Simple and Easy to Use: No need to waste time learning complicated software. Bigin is intuitive and user-friendly, so you can get started quickly.
  • All-in-One Solution: Ditch the spreadsheets and multiple apps! Bigin keeps all your customer data, tasks, and communication in one place.
  • Focus on What Matters: Stop wasting time managing data and focus on building relationships with your customers. Bigin automates repetitive tasks and helps you stay organized.
  • Manage Your Sales Pipeline: Visualize your sales process and track deals from start to finish.
  • Multiple Pipelines: Create separate pipelines for different sales processes, keeping everything organized.
  • Customize Your CRM: Tailor Bigin to fit your specific needs. Add custom fields and views to see the data that matters most to you.
  • Capture Website Leads: Easily convert website visitors into leads with Bigin’s web forms.
  • Automate Tasks: Save time and effort by automating repetitive tasks like follow-up emails and notifications.
  • Stay Connected: Manage all your customer interactions – email, calls, social media – in one place.
  • Secure Your Data: Keep your customer information safe with role-based access controls.

Bigin is cloud-based, so you can access your data from anywhere, anytime. This is perfect for small businesses with remote teams or salespeople on the go.


Zoho Bigin simplifies the process of managing customer relationships by offering key features such as lead management, contact management, pipeline management, and deal tracking. Users can easily capture and organize leads, track communication histories, schedule follow-ups, and prioritize tasks. Additionally, Zoho Bigin provides insights and analytics to help users make informed decisions about their sales strategies and priorities. Overall, Zoho Bigin streamlines sales processes, improves team collaboration, and enhances customer engagement, ultimately leading to increased efficiency and revenue for small businesses.

Zoho Bigin offers different roles to users based on their responsibilities and access levels within the CRM system. The main roles include Administrators, who have full control over the system settings and user permissions, Users, who have access to the CRM functionalities based on their assigned permissions, and Viewers, who have limited access to view CRM data without the ability to make changes. By assigning appropriate roles to team members, businesses can ensure data security, streamline collaboration, and maintain accountability within their sales teams.

Yes, users have the option to upgrade from Zoho Bigin to Zoho CRM as their business grows and requires more advanced CRM capabilities. Zoho offers a seamless transition process, allowing users to migrate their data from Bigin to CRM without losing any information. By upgrading to Zoho CRM, users gain access to a wider range of features and integrations, as well as advanced customization options to meet their evolving business needs.

Integrating Zoho Books with Zoho Bigin allows businesses to streamline their sales and accounting processes. To integrate the two applications, users can navigate to the Zoho Bigin settings and select the “Integrations” tab. From there, they can choose Zoho Books and follow the prompts to connect the two applications. Once integrated, users can automatically sync customer and transaction data between Zoho Bigin and Zoho Books, enabling seamless communication between sales and finance teams. This integration enhances efficiency, reduces manual data entry, and provides a holistic view of customer interactions and financial transactions within the CRM system.

Key Features

1. Contact leads and deals management.

2. Deals tracking​

3. Mobile application​

4. Email integration​

5. Pipeline management including team pipelines. ​

6. Multichannel Communication ​

7. Workflow automation and integration​

Why Businesses choose Zoho Bigin?

The advantages of Zoho Bigin for small businesses

  • Ease of Use: Bigin is designed to be intuitive and user-friendly, even for those who are not familiar with CRM software. This means you can get started quickly and easily, without having to invest a lot of time in training.
  • Right Features: Bigin offers a variety of features that are specifically designed to help small businesses manage their sales and customer relationships. These include things like lead management, opportunity tracking, contact management, and built-in communication tools.
  • Affordable: Bigin is priced very competitively, making it an affordable option for small businesses. There’s even a free plan for single-user teams.
  • Focus on Simplicity: Bigin avoids the complexity of some larger CRMs, making it easier for small teams to adopt and use without getting overwhelmed.
  • Mobile CRM: Bigin has a mobile app that allows you to access your CRM data and stay connected with your customers on the go. This is essential for today’s mobile workforce.
  • Integrations: Bigin integrates with a variety of popular business applications, such as Google Workspace, Zapier, and Constant Contact. This allows you to connect your CRM with other tools that you are already using.

Overall, Zoho Bigin is a great CRM option for small businesses that are looking for a user-friendly, affordable, and feature-rich solution.

Ready to take your customer relationships to the next level? Try Bigin today!