Bigin By Zoho CRM Reviews

Pros

This software is quite simple to handle. I was able to get everything set up quickly without dealing with anything complicated and that simplicity has been the biggest advantage for me.

Cons

At this point, I really haven't run into any major downsides. From my experience, it's working well so far, though I still feel there's always some room for future improvements and added growth.

Pros

It is a simple, workflow-based setup. I've found it really effective for running a small business because it keeps things organized without feeling overwhelming. From my experience, it covers the core CRM needs in a simple and practical way which makes day-to-day work much more manageable.

Cons

team collaboration features are still lacking so working closely with others can feel a bit limited. I also miss having a built-in document library since that would make storing and accessing files much more convenient. On top of that, I feel the Zoho integrations are somewhat limited which can be restrictive if I want to connect it more deeply with other tools.

Pros

It feels convenient from the start. I was able to get it up and running without much effort and the interface felt very user-friendly while I was learning my way around it. Another thing I appreciated was how easily I could adapt the workflow to match my company's own process instead of forcing my team to work around the software. The support videos available at each step were also really helpful and I found them clear, practical and informative. From my experience, the system is simple to configure, the learning curve is short and that made it possible for me to implement it quickly and build a functional sales process in a relatively short time.

Cons

I can only use a single filter at a time on leads, offers and similar records which feels restrictive when I want to narrow things down more precisely. I also found the Facebook ads integration less convenient than I expected since it requires third-party tools like Zapier and that ends up increasing the overall cost. At times, getting specific assistance has been a bit challenging for me as well. On top of that, direct phone support is only offered during limited hours which can be inconvenient when I need help outside that window.

Pros

I found the interface very user-friendly and simple so getting started with it did not take much effort at all. The implementation process felt simple and manageable and I was able to begin using it without dealing with a complicated setup.

Cons

I would still like to see more tutorial videos. Even though I feel the platform is very simple, I'd appreciate having videos that walk me through all of its possible capabilities so I can make the most of everything it offers.

Pros

What stands out to me about Bigin is how visual everything feels so I can quickly understand how my business is progressing with contacts and customers without digging through clutter. The app is very user-friendly to set up and I can add contacts, deals, offers and other details without wasting time. One feature I keep coming back to is the reporting screens because they give me a clear snapshot of how my company is performing. I also really like how well important information is stored since I need that data available at all times. For day-to-day use, I enjoy the simplicity and how quickly I'm able to enter updates about contacts, offers and related records. On top of that, I love that Bigin can automatically track contacts based on specific criteria through the Zapier integration which connects nicely with the other business tools I already use.

Cons

That said, I do notice that Bigin is missing some functionality because it is designed as a simpler program so automation can feel more limited when I compare it with a more full-featured CRM platform. If I could improve anything, I would definitely ask for more custom fields for Contacts, Deals and Companies since that would give me more flexibility in how I organize information. Another thing I'd like to see is a cleaner layout on the deals page because it can be a bit less polished than I want. I'd also appreciate a better way to add notes and make them more visible whenever I open a specific transaction.

Pros

Feels flexible and adaptable for the way I work. It doesn't box me into a rigid process so I've been able to adjust it to fit my workflow instead of changing everything on my side. I've also had a really positive experience with the Gmail integration and from my use, it connects smoothly and helps me keep communication organized without extra effort.

Cons

So far, the main thing I still need to spend more time on is understanding the pipelines better. I can tell the feature is useful but I haven't fully figured out how to make the most of it yet and I'm still learning how to set it up in the best way for my needs.

Pros

Great how clear the whole system feels from the start. I was able to work it into my existing workflow without much effort and the setup felt simple rather than overwhelming. On top of that, I've found the integrations really useful because they make me want to keep using the platform regularly instead of treating it like another tool that gets ignored. Another big plus for me has been the customer support team since whenever I've needed help, I've been able to reach someone quickly and get useful assistance.

Cons

From my experience, Bigin by Zoho CRM is clearly built more for freelancers and smaller agencies so a few minor features are missing. I noticed things like the absence of a built-in time tracker which could be helpful depending on the kind of work I'm managing. That said, for me this hasn't felt like a major issue, just a small limitation worth mentioning.

Pros

Found this program to be very clean and simple to use and it includes most of the core features I actually need from a CRM. From my experience, it covers the vital functions without feeling cluttered or overwhelming which makes managing work much more comfortable.

Cons

I'd like to see broader integration support with third-party tools. In my case, having more external app connections available would make the platform even more useful overall.

Pros

It feels easy to use while still covering a lot of ground. It connects well with QuickBooks which is the accounting software I rely on and that has made day-to-day work much more convenient for me. The interface looks polished and user-friendly so I didn't have to spend much time figuring things out during setup and adoption. In my experience, it gives me a very accessible layout, useful customization options and solid automation features that help me stay on top of sales activity and customer communication without making the process feel complicated. From my perspective, Bigin by Zoho CRM stands out as one of the best CRM tools because it includes features like channel management, multi-channel communication and customer management all in one place. Even with all of those capabilities built in, I've found that it runs reliably without slowing down which has been a big plus for me.

Cons

Mobile app still feels a bit behind the desktop version. When I use it on my phone, I don't get the same level of reporting functionality and some of the data visualizations I can access on desktop are missing there. I also feel that the number of integrations with outside third-party tools is still fairly limited. For me, that could be a drawback for companies that depend on multiple software products and need their data to stay synced across different platforms.

Pros

it delivers good value for the price while still being very simple to use. In my experience, the platform doesn't take long to figure out and I was able to get comfortable with it without much effort. I appreciate that the learning curve feels very minimal which makes it a practical choice for getting started quickly.

Cons

From what I've seen, the feature set is somewhat limited and I would need to upgrade to access some of the functions that feel more necessary for my work. While it covers the basics well, I've noticed that several of the more important features are locked behind higher-tier plans.

Pros

Its amazing how uncluttered and focused the interface feels. The layout stays clear and straight to the point so using it never feels overwhelming. I've also found that it allows a fair level of customization at both the individual user side and the company level which makes it more practical for different teams. Another thing I genuinely appreciate is the mobile app. In my experience, that has been especially useful for the sales team because calls with prospects and customers can be recorded directly from the phone which adds a lot of convenience to day-to-day work.

Cons

Theres a lack of onboarding training being offered at the moment. From my point of view, that can really be a disadvantage for people using a CRM for the first time because they usually need proper guidance and training to actually get the best value out of the system. I also came across an issue with some of the basic add-ons not being fully integrated. For example, I use the Zoho Invoice add-on with Bigin but when I create a quotation inside Bigin through Zoho Invoice, that quotation amount does not automatically appear in the pipeline. As it was explained to me by customer support, getting that to work requires custom code to be written and that service comes at an extra cost.

Pros

What I really like about it is the Kanban view because it helps me track deals and tasks in a much more visual way. I also find the platform very simple to use so I didn't have to spend a lot of time figuring things out. On top of that, the WhatsApp integration has been genuinely useful for how I communicate with contacts and manage conversations inside my workflow.

Cons

bulk WhatsApp sending feature is missing. That's something that should really be included because it would make outreach much more practical and complete for my day-to-day use.

Pros

It is quite userfriendly. I found the pipeline structure very simple and it genuinely made the way I view and manage our processes much simpler. Because of that, our systems feel more organized and easier for me to follow on a day-to-day basis.

Cons

I'd like to see is a built-in Slack integration since that would be really useful for our team. I can still make it work through Zapier but I'd personally prefer having that connection available natively.

Pros

It feels easy from the start. I found it simple to use, quick to integrate and surprisingly flexible for a CRM that looks so simple at first. In my experience, it let me add custom fields that several other CRMs I tested simply did not support and that really stood out to me. I also appreciate how much can be connected inside the system because it gives me a much more complete 360-degree view of my process. On top of that, the mobile app does far more than just let me check information which makes it genuinely useful when I am away from my desk. Another thing I have enjoyed is the Gmail integration since syncing contacts and events is very direct and convenient. The webinar was also helpful and I was especially glad they sent me the recording because I could not attend the live session. Personally, I really like how simple the workflow feature is as well.

Cons

More native connectors with other Zoho products because that would reduce how often I need to depend on third-party apps. While contact synchronization works automatically, I feel it would be much better if I could also trigger a sync manually whenever I want. I also think the platform would become even more useful if they expanded the social media options available for communicating with clients.

Pros

I recently started using Bigin as the CRM for my real estate group and I've really been enjoying it. From my experience, it's simple to work with, priced very reasonably and overall it feels like a product that delivers a lot of value.

Cons

Add-ons all come with extra charges. Getting the full platform to work the way I'd want means bringing in several extra pieces and each one adds another cost.

Pros

I was able to get comfortable quickly with it, especially since the setup can be adjusted in a very detailed way to fit my own workflow. I appreciate that it doesn't feel overcrowded with unnecessary tools and for a small to midsize company like mine, it covers the essentials I need to track sales in a much clearer way. Considering how many features are included, I feel the pricing is very competitive.

Cons

Browser notifications are not available which would be helpful. I also think the email templates could use a bit more polish and I've been frustrated that the default system notifications aren't customizable. From my experience, the dashboards still don't offer a PDF export option and I can't choose date ranges for incoming IMAP emails because the system pulls in everything from the connected inbox.

Pros

It gives me a lot of flexibility without being expensive. In my experience, it was quick to put in place, simple to tailor to my needs and capable of growing with extra integrations whenever I need them. I can adjust fields on the spot which makes the system feel very practical for day-to-day work and I haven't needed much technical knowledge to use it confidently. The Gmail connection has also worked really well for me so keeping track of emails and contacts feels much more manageable. On top of that, I've found the customer support team responsive whenever I've needed help. I use Bigin daily and honestly, I'm really happy that I finally came across a CRM that works this well for me.

Cons

The one area of Bigin that I still haven't fully figured out is the Pipelines feature. From my side, I don't think I've completely understood the concept yet or the best way to use it in practice. That said, it feels more like something I need to spend a bit of time learning through the tutorials and guides rather than a real flaw in the software. From what I can tell, the module itself looks well structured and thoughtfully organized.

Pros

Zoho Bigin has genuinely impressed me with how capable it is and how well the features come together. From my experience, everything feels polished and reliable and I have not run into any real issues while using it. What stands out most to me is how useful it has been in managing my small business needs. After experimenting with different options like Google Sheets and several other apps, I can honestly say this one has worked far better for me. On top of that, I feel proud knowing it is an Indian product which makes the experience even more satisfying.

Cons

At this point, I am mainly waiting for an update that adds two-way communication on WhatsApp because that would make the platform even more complete for my needs.

Pros

Its nice how simple it was for me to set everything up and actually start using it without a lot of hassle. I found the interface very user-friendly so it didn't take long for me to figure out where things were or how to work inside the system. On top of that, I've had a really positive experience with the customer support team and I also appreciate how well it connects with the other Zoho apps we already use.

Cons

So far, I really haven't run into any major drawbacks. The only thing I'd personally like to see is more control over how the sales pipeline totals are calculated, specifically being able to pull that value from a different column instead of only using the total field.

Pros

It was quick and easy for me to get everything up and running and actually start using it without a lot of effort. I was able to create custom stages in my sales funnel which made the whole process feel much more tailored to how I work. Another thing I appreciate is that it helps me stay focused on every customer individually and I can add personalized notes about their specific needs so nothing gets missed. On top of that, I feel like the pricing is very competitive for what the product offers which makes it even more appealing to me.

Cons

One thing I do feel is missing is payment integration directly inside the funnel, especially for confirming when a customer's payment has been received. That part would make the workflow much more complete for me. I've also noticed that the mobile app could use some improvement when it comes to performance because it doesn't always feel as responsive as I'd like.