Zoho Bigin
Zoho Bigin CRM is the perfect solution for businesses looking to move from messy spreadsheets to an organized system. Its clean, visual focus enables fast adoption without complicated training.
Challenges faced by small and fast-growing teams
Sales run through spreadsheets, email, and memory
Quotes, contacts, and deal statuses are scattered across spreadsheets and inboxes. No one on the team has a clear view of what stage each deal is in, so opportunities slip through the cracks.
No simple way to track the pipeline
Small teams don’t have the time or resources for complex enterprise CRMs. What they need is a visual, clear view of the sales flow that everyone understands without weeks of training.
Slow setup and high cost of traditional CRM systems
Standard CRM systems require long implementation and expensive upkeep — something micro and small businesses simply can’t afford in their early growth stages.
Our approach to solving challenges
We focus on results that push the boundaries of your business.
01
Current status diagnostics
We analyze how you currently track clients and sales opportunities and define the simplest structure that covers your needs.
02
Rapid implementation
We set up Zoho Bigin with a clear sales funnel (pipeline), fields, and automations tailored to your business — without unnecessary complexity.
03
Team training
Short, hands-on training to get the team using the system independently within the first week.
Challenges faced by small and fast-growing teams
A comprehensive set of enterprise functionalities designed for complete control over the sales cycle and maximizing efficiency.
Visual pipeline for multiple types of processes
Track sales, procurement, or any other process through a simple drag-and-drop view of stages, with the ability to run multiple pipelines at once.
Built-in telephony and communication in one place
Calls, email, and chat are integrated directly into Bigin, so the whole team handles client conversations without switching between tools.
Fast implementation, no technical team required
Bigin is set up in days, not months. Its intuitive interface means the team is up and running almost immediately, without extensive training.
FAQ
Find answers to key questions about the implementation and capabilities of the Zoho Bigin platform.
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How long does it take to implement Zoho Bigin?
Thanks to the system’s simplicity, a standard implementation takes anywhere from a few days to two weeks, depending on the number of users and the pipeline customizations needed.
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Who is Zoho Bigin for, versus Zoho CRM?
Bigin is built for micro and small teams that are moving from spreadsheets to an organized system and need simple but clear sales tracking. Zoho CRM is a more robust solution for companies with more complex, multi-layered sales processes.
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Can we upgrade from Bigin to Zoho CRM later?
Yes. Data is easily migrated into Zoho CRM once your company outgrows what Bigin offers, with no loss of client and deal history.
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Does Bigin support fieldwork and mobile use?
Yes, Bigin has a fully functional mobile app for logging calls, updating deal statuses, and viewing contacts directly from the field.
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Can we connect Bigin with the tools we already use?
Yes, Bigin connects with popular email, telephony, and marketing tools, and we can also set up custom integrations with your other systems if needed.