Bigin by Zoho CRM

What is Bigin by Zoho CRM?

Bigin by Zoho CRM is the ultimate solution for small businesses looking to streamline their customer operations. With features like sales deals, support tickets, customer onboarding, and more, Bigin by Zoho CRM offers a comprehensive platform to manage all your customer interactions in one place. The best part? You can get started in under 30 minutes, making it the easiest CRM to manage your customers. Say goodbye to spreadsheets and hello to Bigin by Zoho CRM!

One of the standout features of Bigin by Zoho CRM is its Team Pipelines, which allow you to manage not just sales, but also customer onboarding, support, and testimonials all within the same platform. This industry-first innovation provides a 360-degree view of your customers, ensuring that your customer-facing teams have all the information they need at their fingertips. With multichannel communication, automation, and fully mobile access, Bigin by Zoho CRM empowers you to stay connected and engaged with your customers at all times.

Not only is Bigin by Zoho CRM easy to use, but it's also easy on your pocket. Priced at just $7 per user per month, this CRM solution offers great value for small businesses looking to enhance their customer relationships. And with a 15-day free trial (no credit card needed!), there's no reason not to give Bigin by Zoho CRM a try. Join the 20,000+ satisfied customers who have already made the switch and see why Bigin by Zoho CRM is the best CRM for small businesses.

How to Use Bigin by Zoho CRM?

Step 1: Sign Up for Bigin by Zoho CRM

• Visit the Bigin by Zoho CRM website.
• Click on the 'Get started for free' button.
• Fill in your details including name, email, and password.
• Click on 'Sign Up'.
• Verify your email through the verification link sent to your email.

Step 2: Set Up Your Bigin Account

• Log in to your Bigin by Zoho CRM account using your credentials.
• Choose to either start with a pre-defined template or customize from scratch.
• Select a template that closely matches your business needs or click on 'Start From Scratch'.
• Follow the on-screen prompts to input your business details and preferences.

Step 3: Configure Your Pipelines

• Navigate to the 'Pipelines' section on the Bigin by Zoho CRM dashboard.
• Use the 'Sales Pipeline', 'Customer Onboarding', 'Customer Support', or 'Customer Testimonials' templates or create your own pipeline.
• Add stages to your pipeline by clicking 'Add Stage' and naming each step in the process.
• Drag and drop stages to arrange them in the desired order.

Step 4: Add and Manage Contacts

• Go to the 'Contacts' section in your Bigin by Zoho CRM account.
• Click on 'Add Contact' to manually input a new contact’s information.
• Import contacts from a CSV file by selecting 'Import Contacts' and following the upload prompts.
• Organize your contacts by categorizing them into various groups or lists.

Step 5: Track Sales Deals

• Navigate to the 'Deals' section of Bigin by Zoho CRM.
• Click 'Add Deal' to create a new sales opportunity.
• Enter all necessary details such as the deal name, contact, value, and expected closing date.
• Move deals through the stages of the pipeline as progress is made.

Step 6: Automate Tasks

• Go to the 'Automation' section in Bigin by Zoho CRM.
• Click 'Create Workflow' to start automating tasks.
• Select triggers, conditions, and actions to build your automation flows.
• Save and activate your workflow to automate routine tasks.

Step 7: Utilize Multichannel Communication

• Navigate to the 'Settings' section in Bigin by Zoho CRM.
• Go to 'Communication Channels' and configure email, phone, WhatsApp, social media, and other channels.
• Synchronize your calendars to schedule and log meetings.
• Use Bigin by Zoho CRM to make calls, send emails, and manage interactions from multiple channels.

Step 8: Monitor and Report

• Access the 'Dashboard' section in Bigin by Zoho CRM.
• Customize your dashboard to display critical metrics and key performance indicators (KPIs).
• Generate reports by selecting 'Reports' and choosing the type of report you need.
• Analyze data to make informed business decisions.

Step 9: Integrate with Other Applications

• Go to the 'Integrations' section in Bigin by Zoho CRM.
• Select from built-in integrations with third-party applications or Zoho apps.
• Alternatively, use Zapier or Zoho Flow to connect with over 5,000 additional applications.
• Follow the integration steps provided for each application to sync your data.

Step 10: Use Bigin on the Go

• Download the Bigin by Zoho CRM mobile app from the App Store or Google Play.
• Log in using your Bigin by Zoho CRM credentials.
• Access all your business information, make updates, and respond to customer inquiries from your mobile device.
• Enable push notifications to stay updated on important activities.

Bigin by Zoho CRM Features

Feature 1: Easy Setup and Customization

Bigin by Zoho CRM offers an easy setup process that allows users to get started in under 30 minutes. This feature is significant as it eliminates the need for lengthy and complicated implementation processes, making it accessible to small businesses and users with no prior CRM experience.

Function Detail

• Users can choose from pre-defined templates for various industries or start from scratch to customize the CRM according to their specific business needs.
• The platform is designed to be intuitive and user-friendly, allowing for quick customization without the need for technical expertise.

Feature 2: Customer Pipeline Management

Bigin by Zoho CRM streamlines customer operations by offering comprehensive pipeline management for sales deals, customer onboarding, support tickets, and more. This feature is essential for organizing and tracking customer interactions throughout the entire lifecycle.

Function Detail

• Users can easily track progress through different stages of the sales pipeline, ensuring timely follow-ups and informed decision-making.
• Team pipelines and sub pipelines provide a 360-degree view of customer interactions and enable better collaboration among different teams within the organization.

Feature 3: Multichannel Communication

Bigin by Zoho CRM supports seamless communication with customers through multiple channels, including email, phone calls, WhatsApp, social media, meetings, and forms. This feature ensures that users can stay connected with customers across various touchpoints.

Function Detail

• Users can engage with customers through their preferred communication channels, enhancing customer experience and satisfaction.
• The platform enables users to track and manage all customer communications within the CRM system, improving efficiency and organization.

Bigin by Zoho CRM Frequently Asked Questions