Bigin by Zoho CRM Review (2023): Best Startup CRM?
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Bonfire Rating: 4.7/5 Bigin is the perfect starting place for businesses looking to get started with CRM and build a strong foundation to further their growth.
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/*! elementor - v3.14.0 - 26-06-2023 */
.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block} As a small business owner, finding the right CRM can feel like an uphill battle. For every wrong one you go with, you’re losing time and money that could be spent on building your business. I’m AJ, and I’ve been there. I’ve spent the better part of a decade growing my business (which I sold for a seven-figure exit) using all kinds of tools. Now my wife and I travel the world, living our dreams while I share my experience with anyone looking to get their ideas off the ground . So, let’s talk business. We’ll dig into one of our favorite CRMs for small businesses—Bigin (by Zoho CRM). We tested the product for three months to bring you the most accurate Bigin by Zoho review possible. Let’s begin (with Bigin)! FYI—we compiled a list of the best CRMs for small businesses to check out when you finish reading.
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You Can Trust Small Business Bonfire Since 2009 Small Business Bonfire has been testing and rating thousands of business software to help you (our small business owners) start & scale your organizations. If you want to know more about how we test, please read this article here.
/*! elementor - v3.14.0 - 26-06-2023 */
.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px} What is Bigin by Zoho CRM?
Bigin by Zoho is a pipeline-centric CRM (customer relationship management) platform designed to manage every aspect of the customer journey (without breaking the bank). It’s essentially Zoho’s answer to pipeline management for SMBs. The small business CRM leverages the power of automation, making it easy for teams to work together, track sales opportunities, and manage contacts—all while fostering customer relationships above all else. Some features included with Bigin CRM are: Pipeline management Team collaboration Workflow automation Dashboards( Reporting and analytics) Multichannel communication Lead capture web forms Mobile app Bigin is perfect for small and midsize businesses (SMBs) because it provides an extremely affordable all-in-one approach to CRM. It’s also a great option for startups looking to get their business off the ground quickly and effectively (with little to no cost).
Pros and Cons of the Bigin by Zoho CRM
It’s important to take the good with the bad, so let’s go over the pros and cons of Zoho Bigin.
Bigin by Zoho CRM Pros
Free forever plan
Tons of productivity automation
Very affordable pricing
User-friendly interface
Pipeline management focused
Mobile app
Bigin by Zoho CRM Cons
Lacks advanced marketing features
Limited support features
Limited to 5 team pipelines
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Visit Bigin by Zoho
Who is Bigin by Zoho CRM Best Suited For?
Zoho Bigin has a ton of use cases, but let’s narrow it down a little. Here’s who we think Bigin is best suited for: Micro businesses – For businesses with a small number of employees, Bigin is a great choice. It’s easy to use and provides all the essential features in one package. Small businesses – Bigin CRM was designed with small businesses in mind, and it shows. With affordable pricing and great customer management tools (like multichannel support), we recommend Bigin by Zoho to small businesses across the board. Midsize businesses – You might think because of the price point that Bigin is too small for midsize businesses, but it’s actually surprisingly robust and feature-rich. The ability to segment each pipeline into different teams means that midsize companies can get organized with ease. Plus, the automation capabilities mean tedious tasks are a thing of the past. Startups – Bigin is perfect for startups looking for a powerful customer-focused CRM that’s easy to use (and completely free).
Who is Bigin by Zoho CRM Not Suited For?
Let’s face it—Bigin isn’t for everyone. Here are some instances we don’t think Bigin by Zoho is particularly well suited for: Marketing agencies – While Bigin packs a punch when it comes to the customer lifecycle, it falls short in terms of the marketing features needed to make a big impact. It’s still an excellent CRM, but we don’t think it has the bells and whistles marketing agencies require. Large enterprises – Bigin is great for smaller teams, but larger enterprises will want more features and customization. If you’re a big business with a complex setup, you’ll need to look into other CRM solutions.
Bigin by Zoho CRM Software Pricing
Bigin offers a free version, along with two paid plans. They are the following: Free – Free forever Express – $7/month (per user) Premier – $12/month (per user)
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How Does Bigin by Zoho CRM Pricing Compare?
Let’s see how Bigin stacks up to the CRM tools regarding pricing and features. We’ll compare starter plans of some of the most popular CRMs on the market to give you a comprehensive view. Bigin – $7/month (per user) Free plan Pipeline management focused 10 workflow automations Custom fields Pipedrive – $14.90/month (per user) No free plan Pipeline management focused Limited automations for the basic plan No custom fields for the basic plan HubSpot CRM – $50/month (2 users) Free plan Basic pipeline management 10 workflow automations Custom fields Less Annoying CRM – $15/month (per user) No free plan Basic pipeline management Limited automations Custom fields When it comes to which of these is most affordable, Bigin easily takes the cake. At $7/month (per user), Bigin is a steal when you consider you’re getting automation, team pipelines, great contact management, and multichannel support. The affordable CRM solution also comes out on top (in our opinion) regarding overall pipeline management capabilities. There are a ton of use helpful pipeline templates, collaboration tools, and customization options available with Zoho Bigin. The takeaway here is that if you’re looking for an affordable CRM that’s surprisingly powerful under the hood , you can’t go wrong with Bigin.
Bigin by Zoho CRM Pricing Tips
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Annual Plans Save By paying upfront for an annual plan, users can save up to 35%. Plus, you get the added benefit of being able to budget your business expenses further in advance.
Free Trial Bigin offers a 15-day free trial on both of their paid plans. This means you can try out everything the platform offers without ever committing with your wallet.
Free Plan Bigin by Zoho CRM offers a free forever plan with great pipeline management. This can be a game changer for small and micro businesses that are just starting out and don't want to spend a dime.
Bigin by Zoho CRM Core Features
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Team Pipelines
When it comes to pipeline management, Bigin's got you covered with their Team Pipelines feature. With Bigin, you can easily create and track opportunities from start to finish (across multiple teams). Some great use cases we found for Bigin's pipeline management include the following: Real Estate Sales teams Software Consulting Education Insurance Customer Onboarding Recruitment To really test the platform over three months, we used Zoho CRM to manage our affiliate marketing partnerships with Small Business Bonfire. We found it extremely easy to create a pipeline for the following teams: Sales Marketing Service Here's the "new team pipeline" interface to show you how easy it was. They offer many templates to help you get started (which we thought was awesome for anyone new to CRM). Some templates they offer include: Sales pipeline Customer support Press release Product roadmap Event sponsorship It requests We went with "Sales Pipeline" for our sales team, "Customer Support" for our service team, and "Press Release" for our marketing team. Here's an example of some affiliate marketing deals in our sales pipeline. The best thing about this feature is the amount of collaboration it allows for. Every team member can easily add, update, and manage their opportunities in the same place. Plus, it gives managers a bird's eye view of every aspect of the customer lifecycle . We've reviewed a lot of fantastic pipeline management over the years while testing CRMs, and Bigin might be the best .
Multichannel Communication
Zoho Bigin lets you quickly and easily communicate with customers through multiple channels. They offer the following channels: Email Social Phone Signals This means that you can easily keep track of all customer conversations in one place—regardless of where they happen. We tested the multichannel communication feature by sending emails to our customers through Bigin and were pleasantly surprised with how easy it was to get started. All we had to do was connect our email address (shown below), and Bigin took care of the rest. Plus, since every message is tracked in the interface, you can easily keep track of customer conversations without ever leaving the platform .
Lead Capture Forms
Bigin allows you to easily create lead capture web forms with just a few clicks. We got started by navigating to the forms section in our settings. We were able to choose a form type between contact or pipeline forms. We went with contact forms and could easily customize the fields of our form. We were able to add fields such as: Company name Job title Website address Here's what we were able to set up in just a few minutes. Once we had our form set up, we added it to our website (with a simple embed code). The leads started flowing in almost instantly! We would have liked the ability to add our logo or customize the colors of our form, but overall the web form creation with Bigin gets the job done ( and it's very beginner friendly ).
Activities
The activities feature is a game-changer for businesses of all sizes because it gives you a top-down view of the day-to-day activities within your business. With the activities feature, you can easily create and manage the following: Tasks Events Calls This means that you can keep track of your meetings, calls, and other important activities, all in one place. This feature is a lifesaver for businesses that are always on the go because it allows you to stay organized and on top of your game. At Small Business Bonfire, we decided to test out the activities feature to see if it's worth all the hype. We added some typical onboarding tasks to see how the feature would perform, and we were blown away by how easy it was to use . Here's how it looked with our tasks added. The interface is incredibly intuitive , and the dashboard view of all your activities is incredibly flexible, allowing you to customize it to suit your needs. The fact that a pipeline-focused platform includes this level of detail with its activity management is just the icing on the cake as far as we're concerned.
Contact Management
When it comes to CRM software, contact management is key. Bigin's contact management is easy to get started with (and surprisingly robust). Bigin allows you to import contacts (via document or another CRM) as well as create your own. We got started by adding some of our Small Business Bonfire B2B contacts related to affiliate marketing. Here's how our interface looked (to give you a better idea). As you can see, everything is laid out in a way that's very intuitive (and customizable for your specific business).
Products
With Bigin's product management feature, you can seamlessly integrate your inventory management into your CRM . This makes it simple to track which products are selli
