Features expertly balanced to meet the unique needs of your small business.
Bigin offers an exclusive range of features tailored to the unique needs of small businesses, providing a balanced approach that goes beyond just sales to support your entire business.
Pipeline Management
Keep everything up to date and effortlessly manage your business operations using Bigin’s streamlined pipelines.
Team Pipelines
Streamline all your customer-facing operations with team pipelines, making your Bigin account the central hub for securely managing customer information across multiple teams.
Connected Pipelines
Track your customers' journeys from start to finish with workflow automations that seamlessly monitor their transitions between stages across team pipelines.
Task Management
Efficiently manage your tasks and activities directly from your pipelines. Easily create, track, complete, or delete tasks in just a few clicks, saving time and boosting productivity.
Products
Effortlessly create product lists, automatically link them to new deals, and track your sales progress seamlessly.
Customer Management
Leads can come from anywhere, and you can’t afford to let them slip through the cracks. Stay organized, automate your processes, and boost your chances of turning them into loyal customers.
Facilitate importing, exporting, and migrating data seamlessly
Effortlessly import data from your spreadsheets into your Bigin account, and export data from Bigin modules to save for future reference.
Forms
Easily create tailored forms, distribute them across various channels, and capture diverse data from both customers and prospects.
Stay instantly connected in real time
Stay instantly informed with Bigin's Signals, receiving real-time notifications for new emails, missed calls, and other important updates.
Bigin Gmail Add-on
Seamlessly capture contacts from your Gmail inbox without the need to switch between applications.
Payment Links
Simplify payment collection and management by connecting Bigin with leading payment gateways.
Multichannel Communication
Ensure you never miss a chance to engage with your customers by maintaining consistent communication across multiple channels, keeping your connection strong and reliable.
Built-in telephony
Your leads and customers are always within reach! Easily connect with them directly from your CRM using Bigin’s integrated telephony system.
WhatsApp Integration
Seamlessly communicate through WhatsApp, access all essential information during interactions, and enhance contact management for a more efficient workflow.
Automatically link incoming emails to CRM contacts and evaluate your campaign performance with detailed email insights.
Mass Email
Running email campaigns with Bigin couldn't be easier! Effortlessly create and send mass emails to your target audience while gaining detailed insights into your campaign performance.
X (Previously Twitter)
Grow your business, one post at a time! Stay connected with leads and customers on X, all directly from your Bigin account.
Virtual Communication
Easily host customer meetings and conferences in Bigin by integrating with Zoho Meeting, Microsoft Teams, or Zoom.
Automation
Why waste time on repetitive tasks when you can automate them? Bigin’s automation features not only save you time but also eliminate human errors and inconsistencies, helping you breeze through your to-do list with ease.
Workflow Automation
Streamline routine tasks and eliminate manual work with ease. Use Bigin's workflows to track deals, set up email alerts, and accomplish so much more.
Email-In (Topping)
Keep your pipelines up-to-date with the latest data from your email inbox using this powerful add-on.
Seamlessly connect with Zapier and Zoho Flow for enhanced automation and workflow efficiency
Streamline data flow between your work applications and automate routine tasks effortlessly with Bigin's integrations through Zapier and Zoho Flow.
Free Invoicing
Create professional invoices, automate payment reminders, and access real-time reports—completely free with Bigin's seamless integration with Zoho Invoice.
Team Collaboration
These features keep your teams aligned and promote seamless coordination throughout your organization.
Activity Management
Keep track of all your key activities, including tasks, calls, and events, while easily notifying teammates with @mentions for seamless collaboration.
Calendar View
Plan, edit, and track all your tasks, calls, and events to boost productivity by simplifying your scheduling process.
Team Pipelines
Gain full access to customer information and enjoy enhanced visibility into the activities of your customer-facing teams with streamlined team pipelines.
Integration with Microsoft Teams
Now, you can seamlessly manage customer information in your Bigin account while handling calls, chats, or meetings in Microsoft Teams.
File Cabinet (Topping)
Easily share and collect documents from your leads and customers using a single link, ensuring seamless access for all your teams within your Bigin account.
Customization
Tailor your CRM exclusively to your business. With our extensive customization features, you can transform your Bigin account to perfectly meet your unique business needs.
Fields and modules
Tailor your modules and fields to perfectly align with the unique needs of your business operations.
Tags and notes
Easily add colorful tags to quickly identify records and leave notes to keep your team fully informed.
Multi-currency
Tailor deals to international currencies based on your customers' locations, while maintaining a designated home currency for your organization
Toppings
Experience enhanced customization in your CRM without losing the simplicity of Bigin.
Merge Template
Customizing documents has never been easier, thanks to the seamless integration of Bigin with Zoho Writer's merge template feature.
Sheet view
Sheet view organizes your data in the familiar, reliable rows-and-columns format, making it easy to add, update, and compare multiple records seamlessly
Analytics
Assess the effectiveness of your marketing and sales efforts using these features, and make informed decisions for future actions based on detailed analytics.
Dashboards
Effortlessly analyze, track, and measure all your key metrics in one centralized platform, giving you real-time clarity into your business from anywhere, at any time.
Integration with Zoho Analytics
Unlock actionable insights from your customer data with this seamless integration.
Data administration
Bigin helps you efficiently manage all the customer information gathered throughout your business interactions.
Roles and Profiles
Safeguard customer information by setting profile-based access permissions, ensuring data is shared exclusively with those who need it.
Audit Logs
Track a detailed, chronological log of all actions within your Bigin account, enhancing documentation and ensuring compliance.
Stage Transition Rules
Ensure consistency across deals by establishing rules that prevent them from advancing to the next stage until all essential customer details are obtained.
Duplicate Management
Ensure the integrity of your customer data by identifying, preventing, and eliminating duplicates.
Integrations
Bigin effortlessly integrates with top business applications, allowing you to retain their unique benefits while transitioning to Bigin as your new CRM solution.
Developer Center
Elevate your CRM experience and capabilities by creating custom features, solutions, and integrations through our developer center.
Mobile Applications
Need information about your deals while you’re away from your desk? With Bigin’s mobile app, you can easily access customer and business information on the go, no matter where you are
Bigin on Apple Devices
Each fall, we make it a priority to align Bigin with the latest innovations from the Apple ecosystem, incorporating numerous enhancements and features that have been added over the years.
Bigin on Samsung Devices
Considering Samsung's influence in the Android ecosystem, we have optimized Bigin to function seamlessly on the latest Samsung devices, equipping business users with cutting-edge tools and technology.
Security
Bigin prioritizes privacy and data security in its operations, ensuring that your data remains permanently protected.
GDPR
Bigin ensures GDPR compliance by facilitating the consensual collection and transparent processing of customer information.
HIPAA
Bigin provides robust features that help you maintain HIPAA compliance by marking fields with personal health information, restricting access to this sensitive data, and encrypting it for enhanced security.
Single sign-on
As a member of the Zoho ecosystem, Bigin provides single sign-on functionality, allowing you to access multiple services with one set of login credentials, thereby eliminating the hassle of managing multiple accounts
Multi-factor authentication
Configuring Zoho OneAuth enhances your sign-in security by adding an extra layer of verification through biometric Face ID, Touch ID, OTP, or other available options.
Compliance
As a member of the Zoho ecosystem, Bigin adheres to multiple international certifications.
Experience Bigin today and say goodbye to spreadsheets for good!
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