Bigin by Zoho CRM vs Clari Copilot

HubSpot CRM

Salesforce Sales Cloud

Zoho CRM

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

Commercial Manager

The support team take a long time to attend the problems.

Co-Founder COO

The team is quick to resolve problems and provides clear guidance, which has made onboarding and daily use much smoother for our operations.

Managing Partner

The support team is exceptional, providing personalized attention to ensure you get the most out of the tool.

Bigin is a pipeline-centric CRM that helps small businesses move away from spreadsheets and get started with a CRM system for their business easily.

Access Controls/Permissions

Activity Dashboard

Activity/News Feed

Activity Tracking

Alerts/Notifications

Appointment Management

Appointment Scheduling

Assignment Management

Audit Trail

Automated Scheduling

Billing & Invoicing

Business Card/Badge Scanning

Business Process Automation

Calendar Management

Calendar/Reminder System

Calendar Sync

Call Logging

Call Recording

Campaign Management

Channel Management

Charting

Chat/Messaging

Checklists

Client Database

Client Management

Client/Property Matching

Client Tracking

Collaboration Tools

Commenting/Notes

Communication Management

Compliance Management

Contact Database

Contact Management

Customer Database

Customer Engagement

Customer History

Customer Journey Mapping

Customer Segmentation

Customizable Dashboard

Customizable Fields

Customizable Forms

Customizable Reports

Customizable Templates

Dashboard

Data Import/Export

Data Security

Data Synchronization

Deal Management

Document Management

Document Storage

Drag & Drop

Electronic Signature

Email Management

Email Marketing

Email Templates

Email Tracking

Engagement Tracking

Event Triggered Actions

Field Sales Management

File Management

File Sharing

File Transfer

For Financial Institutions

For Healthcare

For iPad Devices

For Mac Devices

Form Builder

Forms Management

For Real Estate

For Sales Teams/Organizations

For Small Businesses

For Startups

Goal Setting/Tracking

Graphical Workflow Editor

HIPAA Compliant

Interaction Tracking

Kanban Board

Landing Pages/Web Forms

Lead Assignment

Lead Capture

Lead Distribution

Leaderboards

Lead Generation

Lead Management

Lead Notifications

Lead Nurturing

Lead Qualification

Lead Segmentation

Live Chat

Marketing Automation

Medical History Records

@mentions

Mobile Access

Mobile App

Monitoring

Multi-Channel Communication

Multi-Language

Reviews for Bigin by Zoho CRM come from a wide variety of industries, including Information Technology and Services (10% of reviewers), Marketing and Advertising (9%), and Real Estate (5%). The most frequent use case for Bigin by Zoho CRM cited by reviewers is CRM (51% of reviewers).

Users and use cases

Most users consider Bigin by Zoho CRM to deliver excellent value for money due to its affordable, transparent pricing and robust features. Some users say add-ons can make pricing confusing, and upgrades may increase costs unexpectedly.

Value for money

The Bigin by Zoho CRM integrations most frequently cited by reviewers are: Google Workspace (a document management product rated 4.7 out of 5 for its integration with Bigin by Zoho CRM), Zoho Books (an accounting product, 4.8), and Zapier (an integration product, 4.9).

Integrations

Bigin by Zoho CRM is a small business CRM program offering key features such as contact database, contact management, sales pipeline management, lead management, email management, and reporting/analytics, among others.

Bigin by Zoho CRM

Web-based

iPad

Android

iPhone

Pipedrive

monday CRM

Insightly

Freshsales

Odoo 

Bitrix24

Salesforce Starter

Copper

LeadSquared

Zendesk Suite

Express

Premier

Bigin 360 

Founding Partner

the biggest drawbacks of Bigin by Zoho CRM include limited customization options for fields, a lack of advanced automation for complex workflows, and limited third-party integrations

It allows you to structure a sales pipeline, customize stages and fields, and start working quickly without the complexity of larger CRMs.

Office Manager

The Pipeline module is great and allows us to track the process of sales and delivery so management knows where every sale is at with a glance in the Dashboard.

Project Lead

As a small construction business that had struggled with spreadsheets / emails / whatsapp messages etc, Bigin has given our company a single 'point of truth' for our sales / installation teams which has resulted in fewer things falling through the cracks.

Digital Marketing Specialist

Limited advanced features and integrations compared to full CRM platforms, and customization or reporting options can feel restricted for growing teams.

I like the exceptional simplicity and user-friendly interface, which allows small businesses to transition away from spreadsheets without the steep learning curve of complex, traditional CRMs.

Head of Corporate Relations

workflow automation, lead stage mapping, cost effective, pipeline management, outreach automation, lead generation

Editorial Head

We finally are moving away from tedious spreadsheets and scattered email threads, and now our whole process; lead management, sales pipelines, and communication; is organized and automated in one place.

Co-Founder

Setting up the automation can be difficult, and there are some restrictions in terms of being able to have multiple pipelines if you have more than just one customer flow.

Vice President

The analytics offer a good view on performance parameters and can be customized easily to meet my organizational requirements

Founder

Lead and pipeline management are simple and effective, and task reminders help ensure no follow-ups are missed.

At times, customizing fields and pipelines for specific real estate needs requires extra effort.

Sales Head

Me and my team are able to manage the leads effectively and as a sales head it is helping me to manage my team effectively.

It makes it easy to manage contacts, track deals, and keep the sales process organized without feeling overly complicated.

The sheer simplicity of its interface allowed our team to get organized and manage our entire customer pipeline from day one without any complex training.

Managing Director

The platform addresses the challenge of organizing our sales activities, ensuring no lead is overlooked, and allowing us to customize features to fit our specific needs.

Overall, it’s a great value-for-money CRM for real estate professionals who want to stay organized, improve efficiency, and scale their business without dealing with complex systems.

The platform allows for significant customization in terms of sales stages, fields, and workflows, enabling businesses to tailor the pipeline to their specific processes.

It learns quickly and helps to organize emails to multiple groups at once.

If I had to pick one area I found less optimized, it would be the depth of third-party integrations, particularly with lesser-known or niche marketing automation tools

the sales team has not been as transparent as i would like them to be and some features are hard to identify making support inevitable

Marketing and Sales Manager

It gives you the ability to set up multiple funnels so your team can handle the job no matter what department they're in or what product/service you sell.

Operations Manager

The interface is clean and user-friendly, making it simple to manage sales pipelines, track customer interactions, and automate routine tasks like follow-ups.

Its mobile app allows us to stay updated during client meetings or fieldwork, which is invaluable in our fast-paced industry.

Property Realtor

For microenterprises or mom-and-pop stores, Bigin offers a lot of essential CRM functionality at lower cost vs “full” CRMs.

Operations Assotiate

Bigin by Zoho CRM offers a simple, affordable, and user-friendly experience, ideal for small businesses or startups needing basic CRM functionality, though it may feel limited for larger teams or more complex requirements.

I like that each patient is showed as a card that can be moved to different stages based on when we call and we can keep detailed call notes.

Its customizable pipelines are perfect for managing our VR projects, from initial client inquiries to project delivery stages.

director

I like Bigin by Zoho CRM for its user-friendly interface, essential features tailored for small businesses, and effective visual pipeline management.

It hits different when you are building your own business and every penny, your penny, counts.

owner

simplicity and customisation  Overall, Bigin CRM is a reliable, efficient, and cost-effective tool for teams that need a no-fuss solution to manage customer relationships and sales pipelines.

A few bugs/glitches or reliability issues appeared (e.g. missing form submissions, contacts disappearing) though not universal.

Some reporting and automation options could be more advanced, and integrations outside Zoho’s ecosystem are a bit limited.

VP - Sales

The support has also been outstanding—whenever I’ve needed help, the support widget has provided quick and effective solutions.  

It has limited advanced automation and customization options.

Owner

Great, I can access from any device, and as a Samsung user, it definitely makes things easier with watch apps.

Scaling Up is a Challenge If a venture has many users, many pipelines, or complex data, Bigin may not suffice long-term.

For small to midsize teams that live in their inbox and need a trustworthy pipeline, Bigin hits the sweet spot on power vs. simplicity.

Operations Director

It is missing an elegant way to generate proposals or live working docs to share with clients but there are workarounds as you can connect Bigin to many of Zoho's other products.

Consultant

This makes it accessible for users with varying levels of technical expertise, reducing the learning curve and allowing teams to get up and running quickly.

Marketing and Sales

Which is i think should be included for a seamless workflow for managing CRM operations.

It has made follow-ups and deal tracking much more organized.

The platform is simple enough for quick adoption, yet effective enough to improve workflow and support business growth.

Bigin by Zoho CRM vs Clari Copilot Comparison (2026)

Bigin by Zoho CRM

Clari Copilot

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives