Take on bigger challenges. Automate the rest.

Tons of little tasks go into making a sale. You call, send emails, follow up—the routine is never-ending. That's why Bigin allows you to create and automate workflows. Simply create condition-based actions to perform for a wide variety of tasks. Let Bigin handle it all while you focus on winning deals.

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Here's how it helps

  • Create intelligent workflows in three easy steps
  • Set up automatic email alerts
  • Automatically assign new contacts to your team
  • Setup instant workflows or schedule workflows for later

Create intelligent workflows in just three steps

Bigin is built to reduce your workload and that starts with cutting down on redundant daily work like adding new contacts or updating a deal's progress. You can just create a workflow, and then forget about doing everything manually.

Creating a workflow is a breeze with Bigin. All you have to do is set triggers for the workflow to start, specify a condition for the trigger, and select an action to be performed when the condition is met. No coding required.

Set triggers, conditions and actions to create a workflow in three easy steps in Bigin.

Set up email workflows and automatic email alerts

For example, you want to send welcome emails to all your new customers. It would be a lot of work to send emails manually every time you add a new customer. With Bigin, you can create a workflow to send out standardized welcome emails whenever you have new customers.

You might also want to know instantly when you land a big deal. Simply set up a workflow to alert you when a deal is worth more than a set amount and easily stay on top of your biggest deals.

Create workflows to automate emails whenever a new customer is added in Bigin.

Assign new contacts to other users

Bigin's workflows also help you strategically distribute ownership of records in your CRM among users in your account.

Assign new contacts to users in your account based on a specific criteria in Bigin.

Schedule workflows for later

Some tasks do not have to be done instantly, they make sense to be given some time. In those cases, you can choose to set up workflows the same way, but schedule them for later.

For example, you may want to collect feedback on your product 5 days after purchase. You can easily schedule an email to be sent automatically to your customers after 5 days of purchase.

Additionally, you can even specify when the workflow should be triggered, the date and time, and if the workflow should repeat monthly, yearly or never.

schedule workflows bigin

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kreative design mark company logo

I'm self employed and I need tools that help me automate and track everything that goes on day-to-day. I have been looking for a simple CRM for the last 3 years. When I started using Bigin, I loved how easy it was to use with its clean and organized interface. One of the best things is that they made it affordable.

gofloaters customer company logo

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.

autoprint agri autom customer logo

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.

krista guerrero customer name
Krista GuerreroOwner, Kreative Design/Marketing
shyam sundar customer name
Shyam Sundar Founder, GoFloaters
harshavardhan ashok customer name
Harshavardhan AshokHead operations, Autoprint Agri Automation
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