Zoho Bigin: Simple CRM Software for Small Businesses

Sep 8, 2022

In the past few years, small businesses have been confronted with a new challenge: the challenge of effectively handling vast amounts of data and paperwork. On the other hand, as a result of the rise of digitization, many business owners have recognized the possibility of streamlining their operations in order to achieve the highest possible level of output.

This will entail interacting with customers in a manner that is friendlier and more personalized, ensuring that your team remains motivated and collaborative, automatically generating invoices and payroll checks, and ensuring that the appropriate small business software is installed across all of your departments so that you can continue to be successful.

The management of clients and the information they provide is the focus of an increasing number of these activities. This is naturally called Customer Relationship Management (CRM).

We will be analyzing how to better place your small business with a business software called Bigin. Bigin by Zoho appears to have been able to provide small businesses—some of which may still be using spreadsheets for contact lists—access to a fully-featured CRM that can help them close sales rapidly.

Companies of all forms and sizes require an orderly structure and a complete set of procedures to operate efficiently and effectively. In other words, if a firm of any size wishes to compete in the global market, it must have a well-structured plan for improving customer management.

Early-stage businesses are manageable without specialized business software, but as your company expands, you need a comprehensive view of its performance. This cannot be obtained using spreadsheets; you will need additional resources. You require a tool with all the capabilities necessary to launch your firm. This software for small businesses is Bigin.

Bigin by Zoho CRM

Bigin by Zoho CRM

Overview of Zoho Bigin

Bigin is a CRM designed and marketed for smaller businesses with a pipeline-centric focus and the intention of enhancing the effectiveness of your sales process. It delivers an out-of-the-box solution for all of your business’s requirements, eliminating the need for spreadsheets and other external, silo-based apps.

Bigin delivers all the tools necessary to manage a business without requiring the use of external resources. Your customer relationships are strengthened and your sales process is streamlined, allowing you to close the deal quickly and efficiently.

Features and Benefits of Bigin


Bigin is a cloud-based small business software that can be accessed from anywhere as long as you have an internet connection. By having your data centralized, you can attend to your customers from anywhere without making them wait. It is cost-effective as you only have to pay for the features you actually need.

Manage your sales pipeline

Before becoming a customer, your prospect must pass through many phases in your sales pipeline. They give you a visual depiction of your business potential, which makes it easier for you to assess and successfully handle your business operations. You can personalize your transaction phases and have options for your various pipelines using Zoho Bigin. Additionally, the processes will reduce the time you and your staff spend on monotonous chores.

Customizable dashboards

As with most Zoho applications, you can choose what you want to see and how you would like it to appear. You can customize your Bigin tool by adding custom fields to your modules and viewing the data that you need to see in different ways.

Capture your website visitors as contacts

Bigin allows you to create web forms and embed them in your website, so interested customers can submit their details and be captured as contacts in your account.

External app integrations

Your company must react rapidly to market demands. Top business programs, including Google Workspace, Mailchimp, Microsoft, Zoom, and several Zoho apps such as Zoho Invoice are supported by external connections in Bigin. All of this is done to make your job easier.

Create and track activities

In order to run your business effectively, you must keep track of many operations. Bigin as a small business software is comprised of activities such as tasks, events, and telephone calls. If your customer requests an on-site demo, you may plan an event, add data about the call with them (such as duration, goal, and conclusion), or create a follow-up task and assign it to a sales representative. You can complete all of these tasks in your Bigin account’s activities module.

Secure sensitive business data

Since all of your data is in one location, security is required. You might want to limit some users’ access to your organization’s data in any business. Bigin’s ‘Roles and Profiles’ can be used for this.

 Automate your business processes

With Bigin as small business software, you can automate your business processes as you perform certain activities and tasks, especially for tasks that are carried out repeatedly, such as following up with customers, alerting the sales manager whenever a new contact is established, or giving follow-up assignments to the salespeople.

Although the activities may be straightforward, completing them repeatedly will grow tiresome, and you risk forgetting to complete them. This is when automating these duties might be useful because you no longer have to perform these monotonous tasks.

Why You Should Try Bigin Today

  • Zoho Bigin includes everything you need to run your small business effectively.

  • Bigin does not require any prior knowledge of CRM to be effective. It is simple to use, so employees or teammates can quickly pick up how to use it.

  • It is more affordable than other apps in it.

  • It is easy to set up and begin using, so you won’t have to waste time configuring it.

  • This small business software will help keep your pipeline active and sales running smoothly.

  • It has solid agility which makes it improve for faster actions and smooth customer experience across mobile and web platforms.

 Bigin is a unique CRM solution for small businesses that should suit the needs of even the smallest businesses while providing a unified pipeline-based structure and workflow. Because of its delightfully easy and modern user interface, we recommend Bigin as a choice option for small business software for customer relationships and team productivity.

As a Zoho Partner, you can contact us to help you create and implement Bigin for your small business.


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