Features tailored to the needs of small businesses

Minimal by design and crafted with the utmost importance to functionality, Bigin offers just the right set of CRM features to help small businesses streamline their sales, close more deals, and grow faster.

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  • Engage prospects
  • Manage pipelines
  • Close more deals
  • Data management and security
  • Fully mobile

Engage prospects

Every lead counts. Never miss out on engaging with your prospects. Get a 360-degree view of your contacts with every piece of information neatly arranged in one place. Connect with your business prospects through email, over the phone, Twitter, and web forms. Bigin makes communication easy.

Built-in telephony

Contact your prospects and customers from within your CRM. You won't have to worry about manually updating call records anymore. Make every call more personal and productive with Bigin's built-in telephony features.

Email

Add your own business email account in Bigin and automatically associate incoming emails to your contacts. Send mass emails and analyze the effectiveness of your campaigns with email insights.

Twitter

Build your business one tweet at a time. Get the complete history of your contacts' tweets, follow, like, and respond to their tweets, and keep the conversation going without leaving your CRM system.

Webforms

Bigin helps you capture leads from your website through customizable webforms. Quickly create and embed webforms on your site, and start converting high intent website visitors into contacts.

Email

Twitter

Telephony

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Manage pipelines

How many times have your sales reps ended up losing out on prospects due to poor pipeline visibility? Bigin's clutter-free pipeline management tools will help your team get complete control over your sales pipelines and ensure you stay on top of every deal that matters. Bigin gives you the option to tailor sales stages to fit your business process with a neat drag-and-drop interface for deal management, so you can perfect your sales process like never before.

Pipeline view

Organize your deals visually and intuitively. The pipeline view in Bigin gives you all the key information about your deals at a glance, freeing your sales reps up to spend more time on promising prospects.

Customization

Customize your CRM data by adding unique custom fields. Change the way you view your data through customizable list views, and use smart filters to quickly identify the information you need without going through every record manually.

Multiple pipelines

Your CRM should help you smoothly handle all of your unique business processes. Bigin lets you create and manage individual deal pipelines for each different processes in your day-to-day sales cycle.

Activity management

Maintain a clear overview of all your important activities, like tasks, calls, and events. Notify your teammates with a simple @mention, and work together to close more deals.

Pipelines and Stages

Pipeline View

Task

Kanban view for pipeline management - Bigin Customizable pipeline stages - Bigin small business CRM Task management in CRM - Bigin for small businesses

Close more deals

Shorten your sales cycle by quickly moving deals through your pipeline. Bigin provides the necessary automation for small businesses to eliminate manual work from their sales process, and drastically cut down on the time they need to spend on each deal. With real-time notifications and dashboards to analyze sales numbers, Bigin helps businesses put less effort into managing data, and more on actual work so you can close more deals in less time.

Workflows

Say goodbye to repetitive manual work. With easy-to-create workflows, you can automate routine tasks and maximize your selling time. Create workflows that help you track deal updates, set up email alerts, and more.

Products

Create a list of products, and automatically associate them with new deals. You can also apply discounts and keep tabs on the number of items that you've sold without having to leave the deal information page.

Dashboards

Choose from a list of pre-built dashboards or create your own dashboards instantly to track and measure all your essential metrics in one place. Analyze your sales performance and gain more clarity into your business anytime, anywhere.

Signals

Never let another opportunity fall through the cracks. Signals help you act quickly with real-time notifications and alerts for new incoming emails, missed calls, and other important updates from your prospects and customers.

Bigin  - Small business CRM

Workflows

Dashboards

Signals

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  • Real time notifications - Signals in Bigin
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Data management and security

Managing your data in CRM can be difficult, especially when you're responsible for securing the confidential customer data in your system. Bigin helps you handle and protect your customer data with ease, with its built-in privacy and data security features. Ensure that your important data stays in the hands of the right people, at the right time.

Bigin  - Small business CRM

Roles

Profiles

Audit logs

GDPR

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  • Customizable profiles - Bigin
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Import and export data

Bigin helps you import data from your spreadsheets, automating the process so that you can get up and running faster. Similarly, you can export data from all the modules in your Bigin account and save them for later reference.

Roles and profiles

With custom roles and profiles, you can replicate your organizational structure in CRM, and control who sees what information using profile-based access permissions. Share data with only the people who need it, and ensure your CRM is secure with controlled access of records.

Audit logs

View a chronological log of every action performed within your Bigin account for improved documentation and compliance. Quickly restore any recently deleted information from the recycle bin. Bigin also allows you to make regular data backups.

GDPR

With Bigin, your data is secure and always will be. Hosted on the Zoho platform that puts privacy and data security at the heart of its business, Bigin complies with the EU's latest data protection laws, and helps your business become GDPR compliant.

Fully Mobile

You don't always need to be at a desk to close deals. Manage deals, stay updated with your pipeline, and access key business information in real time with our mobile apps for iOS and Android devices.

Mobile sales tool | Bigin from ZohoFeatures | Bigin from Zoho

Works well with your other apps

Plug-and-play integrations with G Suite, Microsoft 365, and Zoho Desk. Make your data flow seamlessly between platforms using our Zapier and Zoho Flow integrations.

Ready to try Bigin for your business?

Get started in minutes and start selling from day one. Try our 15-day free trial and we promise you'll
never go back to your old spreadsheets.

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