Bigin by Zoho CRM Reviews 2022

Browser Notifications are missing. The Email templates can improve a little bit, and the default system notifications can´t be modified. Dashboards do not have pdf export option. Can´t determine incoming IMAP messages dates, it just grabs everything that the Inbox connected haves.

As I said it is very basic, I would have liked to be able to manage a product catalog and be able to quote from the software. I would also like it to have an area to manage a service ticket with a history of requests

The following happens. If you have never used a CRM, at the moment of experimenting, you are left wanting more. You have to understand the concept of this CRM to later grow and improve to the broader version. I like being able to see the finances of the clients but I would also like to be able to register the payments. I would like the social network to be LinkedIn instead of Twitter.

Maybe we can have more filters to segregate the user’s view and edit part, although it is a lot compared to what others are offering.

Also the task manager can have a calendar like setup which can be dragged and drop for the team members

What problems is Bigin by Zoho CRM solving and how is that benefiting you?

Simple sales following, if data quality is monitored by admins, the lecture of the movements becomes easier. Out company have a better view of what is happening across sales deparments.

The problem of following up on customer quote requests in a very simple way was solved due to its pipeline design, which is very simple and intuitive.

He also organized the customer database for us

The ease of tracking in a single system is one of the most powerful features of CRMs. We no longer have to keep track of separate systems. We have everything that is most important in one place.

The major problem solved are as follows

1. workflow effectiveness

2. sales performance

3. project tasks and communication among the team.

4. Business can see growth

Features

LEAD MANAGEMENT FEATURES

• Lead Capture
• Lead Segmentation
• Campaign Management
• Lead Nurturing
• Pipeline Management
• Source Tracking

OTHER FEATURES

• Alerts/Notifications
• Customer Database
• Opportunity Management
• Contact Database
• Marketing Automation
• Mobile Access
• Reminders
• Sales Pipeline Management
• Contact Management
• Data Import/Export
• Lead Management

  

Pros

“I loved having the full featured free trial to completely test things out before making a purchase.”

“Overall experienece is good enough to keep the records and experience.”

“So far so good, fast end easy upgrade from using spreadsheets for everything. Great next step to operational excelency.”

“Overall I have been very satisfied. There are a couple of key features that are needed to make this a true small business CRM solution but what is there works very well.”

Cons

“Limited number of custom fields, no email templates and difficult to create email templates on my own.”

“The worst is it does not integrate with Zoho Books, there is not point. I spent time exporting contacts from books and importing to Bigin and then realised this is foolish to do.”

“No automated lead allocation is something I hated most.”

“It broke down several times. However, it finally worked.”

Pricing

Starting From: 

$0 /month

Pricing Model: Per User

Yes, has free trial

Yes, has free version

PRICING DETAILS (Provided by Vendor):

Bigin offers a 15-day free trial for new users, after which the software is available in 2 versions across 2 pricing tiers for each version. Pricing and functionality – outlined below – scales with the number of users. Free: Available to users for free Express: – Monthly – $9/user/month – Annually – $7/user/month Premiere – Monthly – $15/user/month – Annually – $12/user/month