Bigin by Zoho CRM Software

Bigin by Zoho CRM Software

Key Features of Bigin by Zoho CRM Software

Bigin by Zoho CRM is a customer relationship management solution tailored to meet the needs of small businesses and organizations. Its versatile and cost-effective nature makes it a valuable tool for managing leads, enhancing customer relationships, and boosting sales operations. Users appreciate the software for its efficiency in handling customer management needs. It’s equipped with a variety of features such as reports and analytics, mobile access, and email integration. Notable among these are efficient automation tools that save time and enhance productivity, an intuitive user interface, collaboration features, and multichannel communication options​​​​.

Key features of Bigin include:

  1. Contact Management: Centralizing and managing customers, leads, and contacts.
  2. Pipeline Management: Creating and managing sales pipelines for business operations and deal tracking.
  3. Task Management: Managing and scheduling tasks and activities.
  4. Workflow Automation: Automating repetitive tasks like email alerts and follow-ups.
  5. Data Import and Migration: Importing data from spreadsheets and exporting data to CSV files.
  6. Customized Forms: Building customized forms shareable across various channels.
  7. Email Integration: Seamless integration with email services like Gmail, including mass email capabilities.
  8. In-built Telephony: Making and receiving calls within the CRM system.
  9. Multichannel Communication: Integrating communication channels like Gmail, Twitter, and WhatsApp.
  10. Analytics: Performance assessment with integration with Zoho Analytics.
  11. Mobile Applications: On-the-go task performance with mobile apps.
  12. GDPR and HIPAA Compliance: Ensuring data security and privacy standards​​​​​​​​​​​​​​​​​​​​​​.



  1. Contact Management: It simplifies organizing and managing customers, leads, and contacts, aiding in customer engagement and retention.
  2. Pipeline Management: The sales pipeline feature is highly valued for its role in managing business operations and tracking deals.
  3. Task Management: The ability to manage, schedule tasks, and set reminders is beneficial in reaching sales goals.
  4. Workflow Automation: Bigin automates repetitive tasks and allows customization of workflows.
  5. Data Import and Migration: Users appreciate the ease of importing data from spreadsheets and exporting to CSV files.
  6. Customized Forms: Building and sharing customized forms across various channels is straightforward.
  7. Email Integration: Seamless integration with email services like Gmail is a plus.
  8. Multichannel Communication: Integrating various communication channels including social media is a highlight.
  9. In-built Telephony: The telephony functionality within the CRM system is praised.
  10. Analytics and Reporting: The integration with Zoho Analytics offers valuable insights and visualizations.
  11. Mobile Applications: The mobile app enhances flexibility and on-the-go task management.
  12. Security and Compliance: Multifactor authentication and GDPR compliance add to its reliability​​​​​​​​​​​​​​.


  1. Limited Advanced Features: Bigin lacks some advanced features, which could be a concern for rapidly growing businesses.
  2. Offline Support: The absence of offline support, due to its cloud-based nature, limits its use in environments without stable internet access.
  3. Integration Issues: Some users have faced challenges with integrating Bigin with other Zoho products like Zoho Books, and the absence of two-way sync with Google Calendar.
  4. Custom Field Limitations: There are concerns about the limited number of custom fields and difficulties in creating customized email templates​​​​.

In summary, Bigin by Zoho CRM excels in providing a cost-effective, user-friendly CRM solution with a range of beneficial features for small businesses. It stands out for its contact management, workflow automation, and multichannel communication capabilities. However, its limitations in advanced features and integration issues should be considered, particularly for businesses anticipating rapid growth or requiring extensive customization.


  1. Cost-Effectiveness: Bigin offers affordable pricing plans, making it suitable for small to medium-sized businesses. A free version is available for those beginning their entrepreneurial journey​​.
  2. Simple Interface: The software has an intuitive user interface, ensuring a shallow learning curve with ample informational resources​​.
  3. Easy Customization: Features like pipelines, fields, and forms can be customized to match business needs and peculiarities​​.
  4. Workflow Automation: Bigin incorporates workflow automation to boost productivity and improve long-term results​​.
  5. Integrations: The software offers a wide range of integrations, including social media platforms, video conferencing apps, and other CRM platforms like Zoho, enhancing its functionality​​.
  6. User-Friendly UI: The user interface is easy to use, facilitating quick adaptation for new users​​.
  7. Mobile-First CRM: Bigin is designed with a mobile-first approach, emphasizing efficient mobile use​​.
  8. Built-In Telephony: The software includes in-built telephony for effective communication within the CRM system​​.
  9. Security: Enhanced security is provided through two-factor authentication and data encryption​​.


  1. Limited Functionality for Large Enterprises: Bigin lacks some advanced features, making it less suitable for larger enterprises and raising scalability concerns​​.
  2. Absence of Offline Support: The software requires a stable internet connection for use, limiting offline work capabilities​​.
  3. Limited Mobile Integrations for Android: Some mobile integrations are not available for Android devices, potentially affecting Android users’ experience​​.
  4. Limited Advanced Features in Free Version: The free version of Bigin lacks advanced features, which may be a limitation for some businesses​​.
  5. Restricted Customization for Dashboards: Users face limitations in customizing dashboards according to specific needs​​.
  6. Constrained Third-Party Integrations: The extent of third-party integrations is limited compared to other CRM solutions​​.
  7. Restricted Customer Support Outside Business Hours: The availability of customer support is limited for non-business hours, which could be an issue for some users​​.

In summary, Bigin by Zoho CRM stands out for its affordability, user-friendly interface, and effective integration capabilities, particularly suited to small and medium-sized businesses. However, its limitations in advanced features, offline support, and customization options could be potential drawbacks for larger enterprises or those with more complex CRM needs.


Bigin by Zoho CRM has been widely recognized for its comprehensive features tailored to small and medium-sized businesses. It emerges as a cost-effective alternative in the CRM market, especially for businesses that find leading CRM solutions financially burdensome. Bigin stands out for its stellar collaboration features, team pipelines, workflow automation, and a range of other functionalities. As a scaled-down version of the renowned Zoho CRM, it’s a perfect fit for smaller businesses seeking quality CRM software without a hefty price tag.

Key advantages of Bigin include its affordability, simple and intuitive user interface, ease of customization, robust workflow automation, and a broad spectrum of integrations. These integrations span social media platforms, video conferencing apps, and email services, enhancing the software’s utility and efficiency.

On the other hand, the software’s limitations are particularly notable in terms of advanced features and scalability, making it less suitable for larger enterprises. Its reliance on a stable internet connection, due to its cloud-based nature, limits offline functionality.

Despite these limitations, Bigin’s overall efficiency and competitive pricing make it a highly recommended choice for small businesses. It offers essential CRM features at an affordable rate, with capabilities further enhanced by various integrations. For small businesses, especially those just starting, Bigin by Zoho CRM provides a balance of functionality and affordability that is hard to match. The majority of user reviews reflect satisfaction with its features and performance, underscoring its suitability for small business contexts​​.


  1. What is Bigin by Zoho CRM?

    Bigin by Zoho CRM is a customer relationship management software specifically designed for small to medium-sized businesses. It offers a range of features including contact management, pipeline management, workflow automation, and multichannel communication.

  2. How does Bigin by Zoho CRM support small businesses?

    Bigin supports small businesses with its cost-effective pricing, simple user interface, easy customization options, and efficient workflow automation. It helps in managing customer relationships, improving sales operations, and boosting overall productivity.

  3. Can Bigin by Zoho CRM integrate with other applications?

    Yes, Bigin by Zoho CRM offers integration with various applications including social media platforms, email services like Gmail, and video conferencing tools like Zoom and Microsoft Teams, enhancing its functionality for comprehensive business management.

  4. Is there a mobile app available for Bigin by Zoho CRM?

    Yes, Bigin by Zoho CRM provides a mobile application available on both iOS and Android platforms. This app allows users to manage their CRM activities on the go, including making calls, scheduling activities, and accessing sales pipelines.

  5. What are the limitations of using Bigin by Zoho CRM?

    The primary limitations of Bigin by Zoho CRM include its lack of advanced features for large enterprises, limited offline functionality due to its reliance on an internet connection, and some constraints in customization and third-party integrations.

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