Zoho Bigin
The Best CRM Software for Startups and Small Businesses
Zoho Bigin is a CRM for freelancers, individuals, and small businesses that do not require an end-to-end solution. It includes features such as the ability to create multiple customer pipelines and custom stages, integrated telephony for making and receiving customer calls from anywhere, workflow automation to save sales reps time, real-time notification, and analytics with dashboards, charts, and KPIs.
As your company grows, you can quickly track your operations and customers with Bigin.
Zoho Bigin Features
Dash Boards
Contacts Management
Accounts Management
Products and Services
Manage Sales Pipeline
Deals Management
Activities- Calls, Meetings, and Events
Sales Reports
Zoho Bigin Features Explained
Dash Boards
Zoho Bigin’s configurable dashboards with charts and KPIs make it simple to track your progress and performance. Create your own dashboard and, if necessary, share it with your colleagues.
Contacts Management
Automatically import contacts and add them to transactions, contacts, companies, and product modules. With Zoho Bigin, you can keep track of your import history and avoid uploading the same folders over again.
Deals Management
Prioritize urgent tasks, assign contacts to others, and schedule workflows for activities that can be performed later on. You can choose which tasks require immediate attention and set up email notifications to remind you to complete them.
Zoho Bigin is optimized to work well on tablets and smartphones, making it ideal for remote work.
Zoho Bigin Pricing Plans
The Best Application Software at an Affordable Rate.
Free
- 500 Records
- Single Pipeline
- 3 Workflows
- Telephony
Express
- 50,000 Records
- 3 Pipelines
- 10 Workflows
- 10 custom fields/module
Premier
- 100,000 Records
- 10 Pipelines
- 30 Workflows
- 25 custom fields/module
Free
- 500 Records
- Single Pipeline
- 3 Workflows
- Telephony
Express
- 50,000 Records
- 3 Pipelines
- 10 Workflows
- 10 custom fields/module
Premier
- 100,000 Records
- 10 Pipelines
- 30 Workflows
- 25 custom fields/module
Zoho Bigin Frequently Asked Questions
How does one go about importing transactions into Zoho Bigin?
You can import your deals from a spreadsheet, CSV file, or VCF file. A contract is made with a person or a business. Before importing agreements, double-check that the required Contact and Company data are already in Bigin.
You must link each deal to the relevant Contact or Company record during the import process by creating a column in the import file with unique values associated with the Contacts or Companies modules. In these unique reference fields, you might use the company name, company ID, contact name, contact ID, or any other unique information.
In Zoho Bigin, how do I deactivate a user?
Employees take lengthy leave, such as sabbaticals or parental leave. In certain cases, an administrator can deactivate those users and transfer ownership of their records to another Bigin user. After the individual returns to work, the administrator can reactivate the account.
What is the difference between a Zoho Bigin profile and a Zoho Bigin account?
You may define what actions a user can perform using profiles. A Sales Manager, for example, will be performing administrative tasks such as adding new users, importing records, exporting data, and creating workflows, whereas Sales Reps will not require administrative access because their day-to-day responsibilities include adding contacts, sending emails, scheduling meetings, and closing deals.
How much does Zoho Bigin cost?
The price is determined by the subscription edition chosen and the number of user licenses acquired. Bigin offers two different editions: Free and Express. You may find a complete list of our prices here. You can sign up for either a monthly or an annual subscription. If you choose the Express Edition, for example, If you have 10 Bigin users and your Bigin subscription is $9 per month per user, your Bigin subscription will cost $90 per month.
Is it necessary for me to pay Bigin for inactive users?
You will be charged by Bigin for the entire number of user licenses you purchase. When a user is deleted or deactivated, the user license is not automatically canceled. After deleting or deactivating a user, go to the Subscriptions tab to reduce the number of user licenses in your Bigin organization’s add-on.