If you’re a small business owner, you know how important it is to have a customer relationship management (CRM) solution in place. Managing your customers, their data, and their interactions with your business is essential to maintaining brand loyalty and making sales. Zoho CRM is a popular option for businesses of all sizes, but not every business needs all the features that Zoho CRM offers. That’s why Zoho created Bigin, a streamlined CRM solution designed specifically for small businesses. In this article, we’ll take a closer look at Bigin by Zoho CRM.
What is Bigin by Zoho CRM?
Bigin is a CRM solution designed for small businesses that don’t need the full suite of features offered by Zoho CRM. With Bigin, you can manage your contacts, track deals, and automate your sales process. It’s an affordable solution that’s easy to set up and use, even if you have no prior experience with CRM software.
Key Features of Bigin
Here are some of the key features that you’ll find in Bigin:
- Contact Management: You can easily manage your contacts by importing them or adding them manually. You can view all your contacts in one place and keep track of their information, including their phone numbers, email addresses, and social media profiles.
- Deal Management: You can manage your deals by creating different stages and moving deals through the pipeline. You can also set up custom fields to track the information that’s important to your business.
- Activity Management: You can keep track of all the activities related to your deals, including calls, meetings, and emails. You can also set up reminders and notifications to make sure you follow up with your leads in a timely manner.
- Automation: You can automate your sales process by creating workflows that trigger actions based on specific conditions. For example, you can automatically send an email when a deal is moved to a certain stage in the pipeline.
- Reporting: You can generate reports to track your sales performance and identify areas for improvement. You can also create custom dashboards to view your data in a way that’s most meaningful to you.
How Bigin Compares to Zoho CRM
One of the main differences between Bigin and Zoho CRM is the number of features. Zoho CRM offers a wide range of features, including marketing automation, inventory management, and project management. Bigin, on the other hand, focuses primarily on sales management.
Another difference is the pricing. Zoho CRM offers a range of plans starting at $12 per user per month. Bigin, on the other hand, starts at just $7 per user per month, making it a more affordable option for small businesses.
Despite these differences, both Bigin and Zoho CRM are designed to help businesses manage their customer relationships more effectively. Which solution you choose will depend on your specific needs and budget.
Setting Up Bigin
Setting up Bigin is a straightforward process. Once you sign up for an account, you’ll be prompted to import your contacts. You can either upload a file or connect to your email service or Google account. From there, you can start creating deals and moving them through the pipeline.
You can also set up workflows to automate certain actions, such as sending an email or creating a task. You can choose from a variety of triggers and actions, and set up conditions to ensure the workflow only triggers when certain criteria are met.
Integrations
Bigin integrates with a variety of popular tools, including Google Workspace, Mailchimp, and Slack. You can also use Zapier to connect Bigin to over 1,500 apps.
Support
Zoho offers a variety of support options for Bigin users, including a knowledge base, user forums, and email support. You can also contact Zoho’s support team directly by phone or live chat.
Conclusion
Bigin by Zoho CRM is a great choice for small businesses that need a simple, affordable CRM solution. With its streamlined features and easy-to-use interface, Bigin makes it easy to manage your contacts, track your deals, and automate your sales process. If you’re in the market for a CRM solution, give Bigin a try.