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

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

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.

Easy to implement. Easy to navigate. Easy to use. Easy to onboard

A lot of features are paid and integration required seperate purchases. Webform can be better

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.

The Pipeline/Deals has made it easy for my team to get things done and be held accountable.

Sometimes difficult to get help with ZOHO add-ons.

Drag and drop is one of the features that we like the most

Does not sync instantly when you create contacts.

Full Flexibility in adaptation to your businesses needs and requirments In Depth details for clients/businessInterchangeable pipeline requirements

Maybe an additional dashboard for financials To integrate with additional software's that it currently does

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

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.

I tend to be a bit disorganized and my colleagues complain about this. Since using BIGIN they are all complimenting me for my newly found organizational skills. Of course I do not tell them why and take the credit.

It was a little complicated at first for me to understand all the features. With practice it became second nature

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.

Its appeal & user friendliness. It was a big factor for me

Its inability to link to a few things we needed the integrations to do.

Comes with low cost and leads management and workflows are amazing

support for customizing is very difficult.

i like the simple way to show the information super woo

only works with zoho apps its to me the same page as the other options on sales

I like most the now existing way to work on each deal and to know exactly what is on!

regrettably, we're presently having an issue with the proper synchronisation of emails, but the team is intensely working on this problem.