Bigin by Zoho CRM Review (2023): Best Startup CRM?

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.

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).

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.

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).

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 selling like hotcakes, and which ones are gathering dust on the shelf.

Keep on top of your stock levels without breaking a sweat, and never run out of a crucial item at the worst possible moment again.

From our three months of testing, we found adding products to be a breeze.

Simply input the following:

• Name
• Price
• Description
• Product code
• Product category

You can even assign products to specific sales reps, making it easy to know who is responsible for what when it comes to your inventory.

Of course, tracking products isn't just about keeping tabs on what's selling. You can also use this feature to generate reports on your products' performance over time.

This helps you identify trends and adjust your sales strategy accordingly. And with Bigin's powerful analytics tools, you can dive deep into your data to gain insights into what's working and what's not.

Are you tired of wasting time on repetitive manual tasks? Zoho Bigin has got you covered!

With its automated workflow feature, you can create efficient and time-saving processes without needing any coding expertise.

Zoho Bigin's workflow feature is incredibly versatile, allowing for the automation of a wide range of tasks.

You can accomplish the following:

• Trigger real time notifications
• Send scheduled emails
• Automate lead capture
• Update custom fields
• Tag or untag records

We got started creating a workflow to send follow-up emails to our affiliate marketing contacts.

Here's what the "create new workflow" screen looked like.

From there, we created a trigger for the workflow, assigned the conditions, and added the "send email" instant action.

The whole process took about 10 minutes to create and left us feeling like automation experts!

When it comes to running a startup, having a CRM tool that helps you keep track of your customer interactions can be an absolute game-changer.

And that's exactly what Bigin by Zoho CRM delivers with its customizable dashboards.

With Zoho Bigin, you can easily sort by the following:

• Overview
• Pipelines Dashboard
• Tasks Dashboard
• Events Dashboard
• Call Analytics
• Email Analytics
• Calls by Users

At Small Business Bonfire, we're big believers in studying our data to make informed decisions. Bigin makes it easy to do just that with its robust reporting and analytics dashboard.

The simple drag-and-drop interface allows you to create custom reports in minutes, so you can get the data you need fast.

You can also analyze your data across different metrics (such as contacts, sales forecasting, deals, tasks, etc.), export your reports into a CSV file, or send them via email.

Zoho CRM offers a fantastic mobile app (available for download on both iOS and Android), allowing your teams to stay connected on their mobile devices.

For the purposes of our testing, we downloaded it for IOS and got started with it.

This app is honestly one of the best that we've tested, providing easy access to our entire CRM platform in the palm of our hands.

Here's our view from mobile.

As you can see, switching between each pipeline is as easy as the tap of a button.

The app was consistently easy to use without compromising the level of detail we had grown accustomed to with Bigin's web interface.