Bigin By Zoho CRM Reviews

“excellent and affordable sales pipeline

Pros

The sales pipeline view is excellent as it is very clear and easy to understand and our team uses it all the time. The price is another big plus as overall it is much cheaper than other similar systems.

Cons

One potential limitation is the automation which is not very customizable. It is fine for our small team currently but as we grow we may need more advanced and flexible options.

“Best for handling sales pipeline

Pros

This is an excellent choice for startups. What stands out is how it consolidates our entire sales process and lead nurturing into a single, easy-to-manage system.

Cons

The user interface is decent but it could be improved. I feel like a more modern design would make the platform even easier and more pleasant to use.

“A great deal for our money!

Pros

Bigin by Zoho CRM is a great deal for our money and has good customer support. Plus it gives us all the important customer management tools we need without anything extra we won't use. It also works perfectly with other Zoho apps.

Cons

Being tied into the Zoho ecosystem can feel a bit restrictive. It is not as customizable as some standalone CRMs though its simplicity is also a benefit.

“User-friendly and full-featured CRM

Pros

It is a user friendly and full-featured CRM, perfect for my business. It is also very simple to use while still allowing you to customize a lot of its functions. I highly recommend it.

Cons

I do not have anything negative to say. On the occasions I have contacted customer support, they have always been quick to respond and very helpful.

“Simple, efficient design

Pros

The softwares simple design helped our team get organized immediately. We could manage our entire customer process from day one without any complicated training.

Cons

It is perfect for our basic requirements but I feel like the reporting tools could be more powerful to allow for deeper, more tailored sales analysis.

“Managing leads and sales made easy

Pros

Managing leads and sales is very simple now. Plus my clients understood how to use it quickly without needing to watch any how-to guides.

Cons

My main wish is for more integrated AI capabilities, so clients could get answers from an AI assistant instead of always needing to contact me directly.

“Fast system that saves us time

Pros

The system is fast and easy to use. Adding new leads from emails and website forms is simple too. The Gmail tool saves us time. The tasks and reminders help us stay organized. Even the mobile app works reliably even at events.

Cons

It lacks the advanced automation, reporting and complex workflow tools of the full Zoho CRM. I would also love more detailed field mapping when capturing leads and richer email automation sequences.

“Love the mobile app!

Pros

Bigin's streamlined mobile app is a major plus when I am meeting clients off-site. So I would definitely suggest it to you if you need a flexible tool that is not overloaded with features.

Cons

I do not have any complaints at the moment. I am really looking forward to seeing how the platform develops and grows over the next few years.

“Ideal CRM for small businesses

Pros

It is the ideal CRM for small and expanding businesses. It is also user-friendly, quick to set up and provides a clear pipeline that makes monitoring deals and follow-ups simple.

Cons

It does not have the advanced features of a full-scale CRM like Zoho CRM or Salesforce so it might not be the best fit for very large corporations.

“My favorite tool!

Pros

My favorite part about Bigin is how simple it is to use. Plus it has a mobile app, plenty of integrations and a clean, modern interface with all the essential features built-in.

Cons

I would love more options to customize the system to my needs. And yes it was a bit confusing at the start but it is actually simpler than many other platforms. You just need a little time to get familiar with it.

“easy to setup with a clear pipeline display

Pros

I was really impressed with the simple setup, the clear pipeline display and the user friendly mobile app. It keeps me organized without being confusing. Overall it feels like a tool designed with the user in mind.

Cons

Bigin is missing some more advanced tools and deeper customization which could hold back a growing business. I also noticed that connecting it with other Zoho apps can also be a bit tricky initially.

“Smooth contacts and deals management

Pros

Honestly, this is way too simple to use. It helped me manage all my contacts, follow-ups and deals from a single dashboard. The mobile app is my top feature as it is clean and runs without any issues. It is also ideal for small teams that need to stay organized without a complicated setup.

Cons

Some of the features are pretty basic. So as your company expands, you might find you need to upgrade to Zoho CRM for more functionality. I also think the reporting could be more detailed.

“Very efficient system

Pros

It is very efficient at pulling in leads from various sources and connecting them directly to our sales workflow. We rely on it daily for all our customer management needs.

Cons

We find the restrictions on maintaining certain records to be a bit of a downside especially since you have to pay extra to lift those limits.

“Highly effective design!

Pros

Bigin software's simple, no-fuss design is very effective. I also like that it has a dedicated module for my specific line of work. The activity scheduling tool is particularly useful.

Cons

There are not many things I dislike about it as it does everything I need it to do.

“A great support team

Pros

It is very easy to use. Plus they have a great technical support team and lots of extra features that improve the overall experience.

Cons

I still cannot export the contacts I create in it to my email or my cell phone's address book.

“The top CRM for small business owners!!

Pros

Its no doubt the top CRM for small business owners!! especially those with small teams. It is also great for turning contacts into customers and provides clear visibility into each team member's contribution to sales.

Cons

Importing data from Zoho Books is not a simple process which makes it hard to consolidate all our information in one spot.

“great price for a user-friendly system

Pros

The price is great for what we get. It is very user friendly, uses a drag and drop interface, has a Kanban view for the sales pipeline and the contact list is simple to populate too.

Cons

It can be a bit slow at times but it is not a major issue and a few useful features are locked behind the Premier subscription though they are not essential.

“Flexible and easy-to-use platform

Pros

I love the platform for its flexibility and ease of use. I have been using it for almost four months to monitor my teams sales pipeline and my experience has been very positive overall.

Cons

Figuring out the workflows was a little challenging for me at first but the support team gave me all the help I needed to get up and running smoothly.

“Simple to set up

Pros

What I like most is how simple Bigin is to set up and operate. The interface is clean and logical, focusing only on what small businesses require. The mobile app is excellent too and the pipeline view makes tracking deals incredibly easy.

Cons

It handles all the basics perfectly but you will find some of the more advanced features, like in-depth reporting or certain integrations are limited unless you pay for a higher plan. I think it would be nice to have that extra flexibility without having to move to Zoho CRM.

“was easy to get the hang of it

Pros

It's very easy to use right away, makes sense, has great free learning materials and the sales and support teams are quick to answer our questions.

Cons

We have to pay more to unlock advanced features and setting up complex sales pipelines is confusing.

“effective tool for sales tracking

Pros

I think its very easy to learn and use. It has helped us do exactly what we needed by keeping better track of our sales.

Cons

No real complaints so far. But I feel like it would be useful to attach multiple emails to a single contact but the current method is also manageable.

“Remarkably perfect for the cost

Pros

For the cost, it is remarkably perfect right from the start and can be easily adapted to fit our specific sales stages.

Cons

It is good for the price but it does not have all the advanced features. Some tasks like moving products between linked records, can get pretty complex since they require custom code.

“user-friendly design

Pros

It has a user-friendly design, focuses on the sales pipeline, works great on mobile, is affordable, integrates perfectly with other Zoho apps and allows us for easy customization.

Cons

As per me it has limited tools for expanding teams as you cannot customize everything and the basic plan does not let you manage multiple pipelines.

“Our whole company uses this CRM!!

Pros

Our whole company uses this CRM be it the sales, marketing and customer service teams. About 50 people use it every day. We have set up automatic reminders and marketing messages. Our best employees really like the main dashboard because it helps them track their calls and sales goals.

Cons

The dashboards are great. It would also be perfect if we could also handle rewards, send performance reports and use one shared Zoom link from there. The process for moving deals between stages could also be smoother.

“Powerful and user-friendly for sales teams

Pros

It is powerful for small and medium sales teams and very user friendly, though it could use more advanced analytics. Dragging and dropping deals makes the daily workflow smooth. Setup is quick, taking just minutes as the default fields fit most sales processes and new users can start adding contacts and deals with very little training.

Cons

If your team needs to do complicated data analysis, I would say you will probably need a more advanced system than Bigin.

“Excellent price for a solid, simple CRM

Pros

The pricing structure is excellent. It is a solid, yet simple CRM with a cost that fits small businesses perfectly.

Cons

It does not have all the capabilities of the big CRMs but it is a perfect fit for what we need. If you require a platform with endless options, you should probably look at other solutions.

“Way too easy to customize

Pros

Bigin CRM is user friendly and easy to customize making it ideal for individuals and small teams. I also find the pricing reasonable even for the top-tier plan. Plus it keeps lead and deal management organized and works seamlessly with other Zoho apps. The Signal feature is a nice bonus as it is a reliable choice.

Cons

The filtering and automation tools could be more powerful but for my current use, they work fine.

“Simple for beginners to use

Pros

It is easy for beginners to use for customizing fields, sending emails and setting up automations. We were able to get started and be productive right away.

Cons

We cannot search for contacts and company information at the same time. For example we cannot find all the uncontacted leads who work at large companies in a single search.

“Quick to get started with!

Pros

I was impressed by how quickly I could get started. The interface is very user friendly too and I had my pipelines and custom fields set up in no time. The mobile app is also a major advantage keeping me in the loop on leads no matter where I am.

Cons

Honestly I do not have much to criticize. If I am being picky, it's missing some advanced tools that larger CRMs have but that is also what makes it so clean and simple, it is clearly designed for small teams which suits me perfectly.

“fast and scalable for a startup

Pros

It is quick to set up for a new startup and we can add more modules as our needs grow.

Cons

The onboarding process could be smoother. We had some trouble configuring the SPF record for our domain.

“offers pipeline view for easy sales tracking

Pros

My favorite feature is the simple pipeline view that lets any team easily track their sales. It also connects perfectly with Zoho's email tool, letting us use our customer data to send marketing emails. This helps our sales and marketing teams work together much better.

Cons

One of my least favorite aspect is the basic automation especially when you compare it to more powerful systems like the full Zoho CRM. The rules for moving deals between stages are too simple and do not handle complex sales cycles well.

“A budget-friendly CRM

Pros

It is a budget-friendly CRM that includes most of the essential tools a small company like ours needs.

Cons

The automations need to be more advanced. For example we cannot set a custom frequency for recurring tasks as we are stuck with just weekly, monthly or yearly options.

“Has all the important features

Pros

I love how user-friendly it is and that it provides all the important features my small business requires without a high cost.

Cons

It took me some time to set up my email correctly to avoid having my messages flagged as spam. But it is working fine now.

“Very simple to use!

Pros

It is very simple to use but still has every function I need for my small company. I am still testing it out but my first impression is very positive.

Cons

The only minor issue I have found is the slight hassle of having to log in separately to different parts of the Zoho ecosystem.

“Combines ease of use with helpful tools

Pros

Bigin CMR combines ease of use with a lot of helpful business management tools. it also offers great value for the price and I highly recommend it.

Cons

One and only downsides for me are a few integrations that are not available yet and the lack of more personalized customer care.

“simple and no-fuss system

Pros

If you want a simple, no-fuss system, I would say this is the perfect CRM that everyone should try.

Cons

To be completely honest, I have not run into any drawbacks so far.

“feature-rich and integrated platform

Pros

We really like its integration with Gmail, the customizable pipelines and modules and the email tracking feature.

Cons

I do not have many complaints. The platform can feel a bit clunky and has a learning curve, though it is still easier than others. Though I would prefer a simpler dashboard but for the price and features, it is an incredible value.

“The best and most affordable tool for small businesses

Pros

It is the best and most affordable tool for small businesses. I even recommend it to my own clients.

Cons

Well I think it would be better if they offered dedicated support. This is my main suggestion for the team.

“An always-improving and accessible platform

Pros

They are always improving the platform. I love that I can now use it as a dedicated app on my Mac and access it through the Control Center on my iPhone.

Cons

The WhatsApp integration was not what I hoped for. You can only use pre-set templates instead of sending free-form messages.

“Good, efficient tool!

Pros

It is so simple to set up a sales pipeline and I like that it keep track of everything in it.

Cons

I noticed that it runs a little slow on my iPad and iPhone. So I hope they can fix these performance issues soon.

“provides a clean and uncluttered interface for filtering data

Pros

The interface is not cluttered like Hubspot's. It is clean and lets me filter data exactly how I need to for making calls. The price is also very reasonable for the features you receive.

Cons

When I am on a call, I wish I could easily see the previous notes for that contact without having to navigate away.

“User-friendly and customizable

Pros

BIGIN is incredibly user-friendly. Plus I really like that you can customize it to match your specific workflow.

Cons

I do not have any complaints as it is incredibly easy and simple to use.

“clean design for small teams

Pros

It is pretty simple, has a clean design and works perfectly for small teams.

Cons

To be honest I do not have any negative feedback.

“simple yet smooth tool

Pros

This tool makes it very easy to find and delete duplicate phone numbers in our contacts.

Cons

One thing I noticed is that the contact number does not show up in the preview panel.

“Well-organized and customizable platform

Pros

We really like the organized layout and the ability to design and manage different workflows.

Cons

Keep in mind that it requires some time to configure and understand how the CRM system functions.

“A great CRM!

Pros

I find it a great CRM for new and growing companies.

Cons

To me the mobile app interface is not very impressive.

“Efficient tool for our team

Pros

Its simplicity and customization options make it a dependable, efficient and affordable tool for teams that need a simple system to handle customer relationships and sales pipelines.

Cons

The design is not as visually appealing to me as something like�monday.com.

“Solid features

Pros

The software is easy to use, has solid features, scales well and integrates seamlessly with email.

Cons

I like most of the features but my least favorite part is that customers and their contacts have to be assigned to different owners.

“great automation and tools

Pros

It is easy to use, affordable, offers great automation, has a Kanban board for stage management and I like that it provides excellent integration and automation tools.

Cons

I have not found any negative aspects so far.

“Quick to access and easy to set up

Pros

Bigin offers quick access and is easy to set up which in my opinion makes it the perfect CRM for new or small teams.

Cons

While it is simple for my team to start using, some of the more powerful tools feel restricted or need creative solutions to work properly.