Bigin by Zoho CRM Erfahrungen

Simple easy to use UI. Navigation is awesome. Straight up pipeline focused with necessary workflows automation

Contact to account look up is available the vice versa isnt there hence there is difficulty while selecting a contact during deal creation

Easy to implement. Easy to navigate. Easy to use. Easy to onboard

A lot of features are paid and integration required seperate purchases. Webform can be better

The pipeline is simple to manage, but it's clear that this is not a CRM system that was designed for financial services.

Bigin is very inflexible and amends or additions to your setup come at a cost. The system is also very basic and clunky: for example, dashboard reports cannot be exported as a view of the whole report, instead you only have the option to export an individual graph at a time.

As a seasoned user of multiple CRM tools, I have found that Bigin by Zoho is one of the most efficient and user-friendly options available. It offers a comprehensive range of features that help businesses streamline their customer relationship management processes.One of the standout features of Bigin is its intuitive user interface. The dashboard is easy to navigate, and the tool's features are clearly labeled and logically organized. This makes it easy for users to find the information they need quickly, and it reduces the learning curve for new users.Another great aspect of Bigin is its ability to manage customer interactions across multiple channels, including email, phone, and social media. This is particularly useful for businesses that want to provide a seamless customer experience across all touchpoints.The reporting and analytics features in Bigin are also top-notch. It provides insightful data on sales performance, customer behavior, and other key metrics. This information can be used to make data-driven decisions and improve business processes.Bigin also offers a great level of customization options. Users can customize their pipelines, fields, and workflows to match their specific business needs. Additionally, Bigin offers integration with other Zoho apps as well as popular third-party apps like Mailchimp, Zapier, and Google Workspace.One area where Bigin could improve is in its mobile app. While the desktop version is excellent, the mobile app could use

Nothing bad abot the crm tool Nothing bad abot the crm tool

Bigin CRM is very useful for me as this a startup company...The features and fields are very easy to customise

While Exporting the datas in Excel ..The datas are not exported properly

The usability and customization is the best part of this system.

The current system that we at our organization follow was a bit difficult to be implemented in the system.

It was easy to import massive amounts of contacts from CSV files into the Bigin database. It is equally easy to assign contacts to team members for lead generation. Because our organization uses already other Zoho products, the learning curve for Bigin is modest.

During the free trial, missing features became not apparent. IF we find out that our requirements outpace Bigin, we will upgrade to another Zoho CRM.

Ease of implementation, Simple Pipeline process, Trial

There is always some trade-off between simplicity and scale of functionalities. We were particularly missing that we could not directly create GOOGLE CALENDAR MEETINGS from the platform.

Simple interface with all the otptions to get to way around the CRM.

Not able to receave emails in "CC" mode in which contains the contact in yor contacts.

I recommend. Works great All issues in the company are resolved

I didn't find any problems. Everything works great.

You have various templates to choose from, you can setup your CRM system within a few minutes.

Everything we needed thus far was solved within Zoho Bigin

The Sales Pipeline is very intuitive and simple. We always pull up the Bigin Sales Pipeline on our weekly sales call as the team discusses current sales opportunities.

Little tricky to find things sometimes. For example, today I tried to figure out how to merge multiple contacts into one contact to eliminate duplicates. Was pretty intuitive in ZoHo CRM, but not as easy to do in Bigin.

I being the director of a financial Institution, highly recommend Bigin Zoho CRM for all startups and SMES, it gives you ease of your data and sales pipeline management.

Nothing as such i can say i did not like.

Love that I can customize workflows, and store e-mail templates to reduce the time cost of doing everyday things with more precision.

Would be great if the tasks sent reminders for the day they were due rather than on the day they are set.

easy to create workflows and to manage contacts

the webinar was useful, but I did not like that I had to sign up for it and wait almost a week to join a live one. I would have preferred a pre-recorded tutorial

The feature of migration from Bigin to Zoho CRM with just a click without losing a single bit of data and without tech expertise.

I didn't see anything disappointed me. It is a CRM for small businesses. I won't complain if it lacks a feature or two that just the big corporations need.

Perfectly designed, and user friendly CRM

Email Marketing is a bit challening product

Gave us an easy way to import or organize data from multiple spreadsheets. Gave me visibility of all sales activities in one place replacing calls and emails to the sales team.

At this point we are still learning about the features. So far Bigin meets our needs.

lead management, transaction management, client notes, timelines, profiling, cr log, task delegation, multiple team management

support is ok ok, need some external third party to design/ customise pipelines

I'm absolutely in love with Zoho Bigin. I was looking for a tool to manage the sales team in our small business but there wasn't any simple tool to help an SME in managing their team, every other tool was complicated. They are simple to use, easy to set up and have everything you need.

I am unable to edit the last name on the CRM under contacts, some fields are uneditable and I wish they work on giving an option to edit.

Ease of Access & editing to your needs this is what i loved

it needs a connection with WHATSAPP & MESSENGER many people are following up these days their business on these messaging tools, we need an integration fast so that the deals to have data from these platforms also and have a complete picture

ease of use for new learners and keeping follow up instead of complicated softwares

importing and product creation is some what least preferable because it does have mendatort field doesnt required in our insudtry

I'm still on the trial fase. But I used Zoho, i find this one easier.

I'm still on the trial fase. So I'm not sure.

Very easy to set up and use. Also, the app is very good.

Not as easy to understand how to use the calendaring and email functionality. Would like it integrated with LinkedIn vs. Twitter for social integration.

The possibility of integration your emails and workflows within the CRM are priceless! This saves me so much time.

Sending emails from the software doesn't give the same look and feel as from my mail software.