Hello! And welcome back to another round of quarterly updates from the world of Bigin, the easy, affordable, and powerful CRM.
Q2 has been a big one. We've been busy building features that will help you do more without actually doing more (spoiler alert: we have a few AI tricks up our sleeve). Let's dive in!
Meet your new AI-powered digital employees
Let's kick things off with the latest AI updates. We've introduced three Zia Agents that work for you around the clock, essentially your new team members that are laser-focused on a particular task 24/7:
Reply Assistant automatically responds to incoming customer emails sent to your Email-In address, so your team never keeps anyone waiting.
Churn Analyzer jumps in the moment a deal is lost and figures out why, so your sales reps can learn and come back stronger.
CrossSell Genie spots cross-selling opportunities the moment you close a deal and sends recommendation emails to your customers automatically.
Essentially, they are your new team members that are laser-focused on a particular task, 24/7!
Let Zia handle your emails
Open the email composer on any record, tell Zia what you want to say, and it'll generate the email and subject line for you. You can tweak the tone and length to match your style too. And if you prefer writing your own emails, Zia's still got you covered. Use it to rephrase, proofread, translate, or shorten your drafts before you hit send.
Get up to speed on anything, instantly
Running late for a meeting? Just took over a deal from a teammate? Hit the Summarize button and get a full summary of email threads, WhatsApp conversations, notes, and entire records in seconds. No more digging through history.
Turn your product list into a storefront with Product Catalog
Are you already leveraging Bigin's Products module to keep track of the products or services that you offer? Bigin will now turn that into an attractive online page where your customers and leads can browse your offerings, pick what they want, and even make payments! Every order and inquiry lands straight in your pipeline, all ready for quick processing and delivery. Think of it as a low-effort storefront.
Get a clearer picture of your sales process
Leveraging information like the amount of time deals spend in a stage and the products associated with them, you can now create charts to see which pipeline stages your deals get stuck in most often, how long a deal sits in each stage, how many products are tied to active deals, and which products are driving the most orders. Giving you more visibility and driving better decisions.
Automate even more with Workflows
When we say we want to automate every task, we mean it, no matter how small. Now you can send mass emails, create product records, and update fields with dynamic values pulled from related modules, all through workflows, all automatically. We've also made upgrades to how you can manage your workflows too!
Follow up with every form submission over WhatsApp
As soon as someone fills in a form built by Bigin's no-code form builder, a WhatsApp message automatically goes out to them, acknowledging their order, feedback, or complaint and sharing any other information you want. Quick, personal, and zero effort on your end.
Do more from your iPhone
With global search, Bigin now searches the keyword you typed across all modules, surfacing every instance it appears in your CRM, settings included. You can also preview and send instant messages and replies using WhatsApp's interactive templates and Quick Replies, so your customers never get left hanging, even when you're caught up in the thick of things.
With that, we wrap up Q2 2026! We're incredibly proud of everything we've shipped, and honestly, we're just getting started. Keep an eye on our release notes for all updates, past and present, and check out our product roadmap to see what we're building next.
Stay tuned, Q3 has some exciting things in store!
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