Bigin by Zoho CRM
Simple yet powerful CRM for small businesses to manage customer-facing operations.
Executive Summary
Bigin by Zoho CRM is a lightweight, affordable, and pipeline-centric CRM designed specifically for small businesses and startups. It helps organize contacts, track deals through visual pipelines, automate workflows, and manage customer interactions across various channels. Its key value lies in simplifying CRM functionality to avoid overwhelming small teams, enabling quick setup and efficient management of sales and customer relationships.
Use Cases
- Managing sales pipelines and tracking deals from lead to close. [1, 7, 9]
- Organizing and centralizing customer contact and company information. [3, 13]
- Automating routine sales tasks and follow-ups to improve efficiency. [2, 13, 29]
- Capturing leads from websites using customizable webforms. [2, 6]
- Streamlining customer communication through integrated email and WhatsApp. [1, 29]
- Monitoring sales performance and business metrics with customizable dashboards. [2, 20]
Features
Visibility
- Pipeline Management: Visualize and manage sales processes with customizable pipelines and sub-pipelines, allowing for clear tracking of deals from start to finish. [1, 7, 9, 13]
- Customizable Dashboards: Create and customize dashboards with charts and KPIs to monitor sales performance, track leads, and analyze various business metrics in real-time. [2, 14, 20]
- Activity Tracking: Manage and track all customer-related activities including calls, tasks, events, and notes within a centralized calendar. [13, 14]
- Sheet View: Organize data in a familiar row and column format, enabling easy addition, updating, and comparison of multiple records. [19]
Intelligence
- Workflow Automation: Automate repetitive tasks and set up instant workflows to trigger specific actions, such as sending follow-up emails or assigning tasks. [2, 9, 13, 14, 29]
- Stage Transition Rules: Set up rules and checkpoints for moving deals between pipeline stages to ensure a structured and compliant sales process. [2]
- Email Parser: Automatically extract information from incoming emails to create or update records within Bigin. [8]
Support
- Multi-channel Support: Access support via phone, live chat, email, and a comprehensive knowledge base. [2, 32]
- Onboarding Assistance: Standard 30-day onboarding period with phone, live chat, and email support, with options for dedicated implementation. [2]
- Video Tutorials & Webinars: Extensive self-help resources including videos, product tours, and webinars to guide users. [32]
- User Community: Access to a user community for peer support and shared knowledge. [32]
Technical Specifications
- Architecture
- Cloud-native SaaS, Multi-tenant cloud
- Deployment
- Cloud/SaaS
- Authentication
- SSO, MFA, OAuth 2.0
- API Available
- Yes
- MCP Server
- No
Infrastructure
- Zoho Data Centers
AI/ML Stack
- Machine Learning
Integrations
- Zoho Apps
- Gmail
- Outlook
- Zoom
Security & Compliance
Certifications: GDPR, HIPAA
Encryption: AES-256 at rest (recommended for PHI fields), TLS 1.2/1.3 in transit
Pricing
- Model
- Per user/month, Tiered subscription
- Starting Price
- Free tier available; Express $7/user/month (billed annually), $9/user/month (billed monthly); Premier $12/user/month (billed annually), $15/user/month (billed monthly); Bigin 360 $18/user/month (billed annually), $21/user/month (billed monthly). [2, 3, 14, 28]
- Target Customer
- SMB, Startups, Solopreneurs
- Contract Type
- Monthly available, Annual (with discounts), No forced contracts. [2]
- Free Trial
- Yes, 15 days (credit card required)
About Zoho
Zoho Corporation is an Indian multinational technology company specializing in the development and provision of cloud-based business software solutions. It offers a comprehensive suite of over 55 integrated applications designed to streamline operations for small to large enterprises, covering areas like CRM, productivity, collaboration, and business management.