Bigin by Zoho CRM — Simplified CRM for Small Business

Bigin hosts an exclusive range of features focused on the unique requirements of small businesses. Manage pipelines, automate workflows, and centralize customer data effortlessly with this easy-to-use CRM platform.

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All Features

Bigin by Zoho CRM

Bigin hosts an exclusive range of features focused on the unique requirements of small businesses. While most CRM solutions tend to hyper-focus on sales, Bigin’s features are blended and balanced to serve your business as a whole.

Pipeline Management

Stay up to date with everything and seamlessly manage your business operations with Bigin’s pipelines.

Team Pipelines

Unify all your customer-facing operations with team pipelines. Your Bigin account can be the single source of truth for all your customer information, secured by the multiple customer-facing teams

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Connected Pipelines

Keep track of your customers' journeys from start to end by creating workflow automations to monitor their transitions from one stage to the next across team pipelines.

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External Record Sharing

Keep your customers and teammates in the loop about active pipeline records.

Products

Create a list of products, automatically associate them with new deals, and keep tabs on your sales.

Task Management

Manage your tasks and activities from your pipelines. Create tasks, follow up, and complete and delete them in a matter of minutes with just a few clicks.

Customer Management

Leads can come from anywhere and you can’t let them slip away. Stay organized, automate, and increase your chances of converting them to your customers.

Import, Export & Migrate

Automatically import spreadsheet data into Bigin and export module data securely for future reference.

Forms

Create custom forms, share across channels, and capture valuable customer and prospect data easily.

Stay Connected in Real Time

Receive instant notifications for emails, missed calls, and updates with Bigin’s Signals feature.

Bigin Add-on for Gmail

Capture contacts directly from your Gmail inbox without switching between applications.

Payment Links

Integrate with popular payment gateways to streamline payment collection and management.

Booking Pages

Create and share online booking pages that let customers schedule meetings and appointments easily.

Multichannel Communication

Never miss an opportunity to engage with your customers. Communicate consistently and stay connected with them across multiple channels.

Built-in telephony

Your leads and customers are just a ring away! Connect with them over calls from within your CRM via Bigin’s built-in telephony.

WhatsApp Integration

Communicate via WhatsApp chats, be equipped with necessary information while engaging with a contact and streamline contact management.

Email

Automatically associate incoming emails to contacts in your CRM, and analyze the effectiveness of your campaigns with email insights.

Mass Email

Carrying out email campaigns with Bigin is as easy as it gets! Create and send out mass emails to your target audience and get in-depth insights into your campaigns.

X (Previously Twitter)

Build your business one post at a time! Stay connected with your leads and customers on X from within your Bigin account.

Virtual Communication

Host customer meetings and conferences within Bigin through our integrations with Zoho Meeting, Microsoft Teams, and Zoom.

Automation

Why slog through repetitive activities when you can automate them? With Bigin’s automation features, you don’t just save time; you also rule out human errors and inconsistencies as you check off your to-do list.

Workflow Automation
Automate routine tasks and bid farewell to manual work. Track your deals, set up email alerts, and do much more with Bigin's workflows.
Email-In (Topping)
Get your pipelines to reflect the latest data from your email inbox with this topping.
Marketing Automation
Boost your marketing and get better returns on your marketing spend with effortless automation.
Integrate with Zapier and Zoho Flow
Manage the flow of data between your work applications and enjoy the automation of your routine tasks with Bigin's integrations with Zapier and Zoho Flow.
Free Invoicing
Generate professional invoices, set up automated payment reminders, and get real-time reports—all for free with Bigin's integration with Zoho Invoice.

Team Collaboration

These features help your teams and team members remain in sync and ensure seamless coordination across your organization.

  • Activity Management – Maintain an overview of all your important activities, like tasks, calls, and events. Notify your teammates with @mentions and collaborate effortlessly.

  • Calendar View – Schedule, edit, keep track of all your tasks, calls, and events, and maximize productivity by streamlining your scheduling process.

  • Team Pipelines – Get comprehensive access to customer information and enjoy greater visibility into the operations each of your customer-facing teams are performing with team pipelines.

  • Integration with Microsoft Teams – You can now simultaneously manage customer information in your Bigin account while you’re on calls, chats, or meetings in Microsoft Teams.

  • File Cabinet (Topping) – Share and collect documents from your leads and customers with a single link and make them accessible to all your teams within your Bigin account.

Customization

Make your CRM exclusive to your business. With our list of customization features, your Bigin account can be transformed to suit your unique business requirements.

Fields and modules

Customize your modules and fields to reflect your business’s unique operations.

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Tags and notes

Add colorful tags to identify records quickly and leave notes so your team members can stay fully informed.

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Multi-currency

Create deals in multiple currencies easily for global customers and set a home currency for your organization.

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Toppings

Enjoy additional custom features in your CRM while still retaining Bigin’s simplicity and ease of use.

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Merge Template

Personalising documents is easier than ever with Bigin and Zoho Writer’s merge template feature integration.

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Sheet view

Sheet view organizes your data in the format of rows and columns and enables you to add, update, and records.

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Analytics

Evaluate the performance of your marketing and sales efforts with these features and decide future courses of action based on analytics.

Dashboards

Analyze, track, and measure all your essential metrics in one place and gain more clarity into your business anytime, anywhere.

Integration with Zoho Analytics

Transform your customer data into actionable insights with this integration.

Data administration

Bigin ensures you can properly manage all information collected from customers over the course of business.

Roles and Profiles

Roles and Profiles

Secure your customer information by creating profile-based access permissions, ensuring that data is shared only with people who need it.

Audit Logs

Audit Logs

View a chronological log of every action performed within your Bigin account for improved documentation and compliance.

Stage Transition Rules

Stage Transition Rules

Maintain consistency across deals by setting rules that ensure deals don't proceed to a certain stage until vital details are secured from customers.

Duplicate Management

Duplicate Management

Identify, prevent and remove the occurrence of duplicates and maintain the integrity of your customer data.

Mobile Applications

Need some information about your deals, but you’re away from your desk? This is never a problem with Bigin. With our mobile app, you can access customer and business information on the go, wherever you are.

Bigin on Apple Devices

Every fall, we ensure that Bigin is in lockstep with the newest innovations the world of Apple has to offer. The app has received a number of enhancements and features for the Apple ecosystem over the years.

Bigin on Samsung Devices

Given Samsung’s impact in the world of Android, we’ve adapted Bigin to operate seamlessly on the latest Samsung devices, empowering business users
with state-of-the-art tools and technology.

Integrations

Bigin seamlessly integrates with leading business applications, enabling you to continue enjoying their unique advantages even as you sign up for Bigin as your new CRM solution.

Developer Center

Take your CRM experience to the next level by creating custom toppings, smart solutions, and powerful integrations through our developer center with control and flexibility.

Security

Bigin keeps privacy and data security at the heart of its operations and ensures that your data is permanently secure.

GDPR

GDPR

Bigin helps you stay GDPR-compliant by ensuring the consensual collection and transparent processing of customer information.

HIPAA

HIPAA

Bigin offers features that ensure you stay HIPAA-compliant. Mark fields that contain personal health information, restrict access to such data, and encrypt them for additional security.

Single sign-on

Single sign-on

As part of the Zoho ecosystem, Bigin offers single sign-on, which enables you to access multiple services with the same login credentials, eliminating the need to maintain multiple credentials.

Multi-factor authentication

Multi-factor authentication

By configuring Zoho OneAuth, you can improve the security of your sign-in process by including an additional layer of verification through biometric face ID, touch ID, OTP, or other available options.