Bend it like Bigin: Customizable CRM that plays by your rules.
Choose how you collect, store, and retrieve CRM data in Bigin. Customize your fields, search filters, and views in Bigin so you can collect, store, and look up records in a way that makes sense for your business and how you operate.SIGN UP FOR FREE
Here's how we can help you
- Rename modules to suit your business operations
- Create custom fields unique to your business
- Fetch CRM data with advanced filters
- Find and edit records faster with Bigin's Search
- Create custom views for your records
- Organize your records with tags
Rename modules in Bigin
Businesses come in all shapes and sizes and every business has its own terms for different operations. Some talk about "deals" while others call them "projects". Some have "customers" while others have "clients", and we totally understand that. That's why all of Bigin's modules can be renamed to whatever terms you use in your field. That keeps things easy for everyone.
Create fields unique to your business
It doesn't stop with renaming your modules. To better fit your business operations, Bigin lets you create custom fields inside your modules so you can always add more information that's relevant to your business operations.
Fetch CRM data with Advanced Filters
CRM solutions are supposed to save your time so good old searches and filters sometimes don't quite cut it. With Bigin's Advanced Filters you can find your CRM records in no time.
While a normal search filter pulls results based on keywords, Advanced Filters can get you the exact record you were looking for based on precise filters for specific properties. For example, to find a record you've never worked on, simply pick the "untouched record" filter.
Find and edit records faster with Bigin's Search
Bigin's search function is more than a simple search bar. You can find records and edit them right from the results.. The new search auto-suggests as you type, pulls a list of related records on the side, and you can pick records right from the suggestions to send emails, add notes, or edit fields. Want to see your recent searches? Simply click on the search bar and find them listed below!
List and custom views
More records mean more mess when you're looking for a particular record.
That's why Bigin comes with predefined list views. List views help you categorize your records based on unique criteria. For example, if you only need contacts that were added last week, you can change to that specific view, and you'll only see your newest contacts so you can easily send them welcome emails or start a targeted campaign for them.
You can also create your own custom views to display records based on criteria you define. You can either keep your custom views just for yourself or share them with your peers.
Don't forget to pin your favorite views to find things faster!
Stay organized with tags
Add tags to your records in Bigin to find them more easily. This will come handy when you know what you're looking for but don't remember the name. For example, you have a customer called Sandy's Cycles which is a bike shop but you can't remember the name. You can still easily look them up by typing "bikes" in your search bar!
You can add as many tags as you want to any record. More tags only make your life easier!
Here’s what our customers have to say
Now with the ability to customize the pipeline views, stages, module names, fields, the moment one of our salespeople picks up the app, it just works and they love to use it. It requires virtually zero training.
Bigin has become an integral part of our business. It’s absolutely functional, easy to set up, and cost-efficient. It has helped me tighten weekly reviews and build an effective customer follow up strategy. It is ideal for young startups and businesses which require a funnel management system for sales and service.
Bigin is certainly a refreshing new CRM tailor-made for startups and small businesses. For us it was pretty intuitive, and we were off to using it in full swing within 5 minutes of signing up. I also loved the fact that Bigin also has customizations, workflows and integrations for users to grow into the platform slowly and tap in to its power.