Bigin by Zoho CRM Reviews

Simple easy to use UI. Navigation is awesome. Straight up pipeline focused with necessary workflows automation

Contact to account look up is available the vice versa isnt there hence there is difficulty while selecting a contact during deal creation

I've used nearly every CRM and this lightweight offering from ZOHO is excellent, highly recommended

I would like contacts on a map for routing

Very well packed, satisfying in using day to day activity

could have been more featured equipped than it has

The pipeline is simple to manage, but it's clear that this is not a CRM system that was designed for financial services.

Bigin is very inflexible and amends or additions to your setup come at a cost. The system is also very basic and clunky: for example, dashboard reports cannot be exported as a view of the whole report, instead you only have the option to export an individual graph at a time.

Perfectly designed, and user friendly CRM

Email Marketing is a bit challening product

You have various templates to choose from, you can setup your CRM system within a few minutes.

Everything we needed thus far was solved within Zoho Bigin

The Sales Pipeline is very intuitive and simple. We always pull up the Bigin Sales Pipeline on our weekly sales call as the team discusses current sales opportunities.

Little tricky to find things sometimes. For example, today I tried to figure out how to merge multiple contacts into one contact to eliminate duplicates. Was pretty intuitive in ZoHo CRM, but not as easy to do in Bigin.

Ease of use, affordable, works very well. It's built very well.

I wish it had customer billing built in with a customer portal.

We liked the most how fast we could get the CRM going. Furthermore the price is just fine.

We were really missing integration with Google Calendars.

Super easy to set up and great tools to build your CRM the way you want to do it!

Too many options and a bit overcrowded. I would have liked it to have a few fewer options to make it easy to use it. But overall it's a great tool to start.

While trying to lower our costs derived from the health crisis, we searched for CRM alternatives and ultimately we choose Bigin, due to their clean interface and the functionality they offer, as well as their low price (but great value overall)

Limited number of custom fields, no email templates and difficult to create email templates on my own.

Love that I can customize workflows, and store e-mail templates to reduce the time cost of doing everyday things with more precision.

Would be great if the tasks sent reminders for the day they were due rather than on the day they are set.

The Deal stages and Dashboard features are what I use the most. I am able to keep track of my progress and set activities for myself.

Probability feature for each deal stage would be helpful to estimate what I could close off with on the month

easy to create workflows and to manage contacts

the webinar was useful, but I did not like that I had to sign up for it and wait almost a week to join a live one. I would have preferred a pre-recorded tutorial

Simplicity and signals features. Good integration with CRM.

Email integration should be easier. Unable to send invitations to new users

The ease of use, scalability for a small business, as well as easy work flow.

I'm not expecting a lot of automation with the cost of this CRM. So no disappointments.

Inexpensive simple platform that can be deployed in no time

The UI is still very old school - can be refreshed for the new design elements.

Ease of Access & editing to your needs this is what i loved

it needs a connection with WHATSAPP & MESSENGER many people are following up these days their business on these messaging tools, we need an integration fast so that the deals to have data from these platforms also and have a complete picture

ease of use for new learners and keeping follow up instead of complicated softwares

importing and product creation is some what least preferable because it does have mendatort field doesnt required in our insudtry

I'm still on the trial fase. But I used Zoho, i find this one easier.

I'm still on the trial fase. So I'm not sure.

Very easy to set up and use. Also, the app is very good.

Not as easy to understand how to use the calendaring and email functionality. Would like it integrated with LinkedIn vs. Twitter for social integration.

The possibility of integration your emails and workflows within the CRM are priceless! This saves me so much time.

Sending emails from the software doesn't give the same look and feel as from my mail software.

Zoho Bigin is a start-from-the-go solution and is very easy to set up and get running.

The UI for the application can be improved

This product is extremely easy to use!! The out of the gate functionality is very intuitive to use and begin leveraging.

The only thing is to have a feature that lets you 'test' the functionality in a 'sandbox' before just jumping in with clients. We created a work around the just add our team as 'clients' and see how the functionality works before subjecting clients to 'learn as we go'.

Integrates with ZOHO while keeping it simple for sales

Can't reorder pipelines but can reorder stages within pipelines