Bigin by Zoho CRM is a user-friendly CRM software designed for small businesses. The software helps users manage their sales, automate workflows, and improve customer relationships.
Here are some features of Bigin that make it a top choice for small businesses:
- Customization options: Bigin allows users to customize their pipelines, fields, and layouts to match their business needs.
- Automated workflows: The software automates repetitive tasks and sends timely reminders to users, saving them time and effort.
- Contact management: Bigin organizes all customer data, including contact information, interactions, and communication history, in one place.
- Affordable pricing: Bigin offers different pricing plans, including a free and paid plan starting at $7 per user per month.
Bigin might be the perfect fit if you’re a small business looking for simple yet effective CRM software.
Overview of Zoho CRM
Zoho CRM is a comprehensive solution that helps small businesses and enterprises manage customer relationships more effectively. With features such as Lead and Opportunity Management, Sales Automation, Project Management, and more, this software is designed to make managing your customer relationships more accessible and more efficient.
This review will take an in-depth look at Zoho CRM and its features.
What is Zoho CRM, and what problems does it solve?
Zoho CRM is a cloud-based customer relationship management software designed to help businesses of all sizes manage their sales, marketing, and customer support activities efficiently. It is easy to set up and use, with a user-friendly interface and customizable features that can be tailored to meet the needs of various industries.
Zoho CRM solves several problems businesses commonly face, such as disorganized data, inconsistent customer communication, and lack of scalability. By providing a centralized platform to manage customer interactions and automating manual tasks, Zoho CRM streamlines workflows and improves team collaboration.
Furthermore, with the help of its built-in analytics and reporting tools, Zoho CRM provides businesses with valuable insights into their sales pipeline, allowing them to make data-driven decisions and improve their overall performance. In conclusion, businesses looking for an affordable and flexible CRM solution can consider Zoho CRM a great option.
Pro tip: Zoho CRM also offers a basic version called “Bigin” for small businesses with more straightforward needs.
Benefits of using Zoho CRM for your business
Zoho CRM is a powerful tool for small and medium-sized businesses that need an efficient system to manage their customer data and streamline their sales process. Here are some benefits of using Zoho CRM for your business:
- Customizable: Zoho CRM is highly customizable, allowing you to tailor the system to fit your business’s unique needs.
- Affordable: Zoho CRM offers pricing plans that are competitive and affordable, making it accessible even for small businesses with limited budgets.
- Easy to use: Zoho CRM has a user-friendly interface and is easy to set up and use, saving time and improving productivity.
- Comprehensive: Zoho CRM has many features covering all sales process aspects, from lead generation to pipeline management and reporting.
- Integrational Capabilities: Zoho CRM can integrate with other Zoho apps and third-party apps to streamline your workflow and increase efficiency under one dashboard.
If you’re looking for a simple yet powerful CRM system, try Zoho CRM.
Many small businesses in today’s market found Bigin by Zoho CRM’s overview very helpful in understanding the basics of the software while starting.
Key features of Zoho CRM
Zoho CRM is an all-in-one customer relationship management software that helps businesses automate their sales, marketing, and customer support processes.
Some of the key features of Zoho CRM are:
- Sales automation: Zoho CRM automates your sales processes, from lead management to deal closure. It helps you to streamline your sales pipeline and close deals faster.
- Marketing automation: Zoho CRM has built-in marketing tools that allow you to create and execute targeted marketing campaigns. It helps you to generate more leads and engage with your customers effectively.
- Customer support automation: Zoho CRM helps you to manage customer support tickets and resolve customer issues quickly. It allows you to provide personalized support to your customers and improve their satisfaction.
- Customization: Zoho CRM is highly customizable and allows you to tailor it to your business needs. You can create custom fields, workflows, and reports to get the most out of the software.
Zoho CRM is a great choice for small to medium-sized businesses looking for an affordable and robust CRM solution.
Setting up Zoho CRM
Setting up Zoho CRM is a straightforward process. The user-friendly and intuitive interface makes setting up the CRM a breeze. You can easily import data from various sources, configure various integrations, and customize the CRM according to your needs.
Let’s take a look at the steps involved in setting up Zoho CRM:
- Login to your Zoho CRM account and select your preferred language and time zone.
- Configure your company settings, including company name, logo, and address.
- Create and customize lead, contact, and account fields, and map them to your existing data sources.
- Configure deal stages and customize your sales process, including workflows and automation rules.
- Set up email and social media integrations, and customize your notifications and alerts.
- Import your existing data or use Zoho’s migration tools for a seamless transition.
- Configure your security settings and permissions, and set up user roles and profiles.
- Get started with Zoho CRM and manage your leads, contacts, accounts, and deals like a pro!
Creating a Zoho CRM account
Creating a Zoho CRM account is a quick and easy process that can be done in just a few simple steps. Here’s how:
- Go to the Zoho CRM website and click “Sign Up” in the top right corner.
- Enter your business email address and click on “Get Started.”
- Fill in your personal and business information, including your company name, industry, and the number of employees.
- Choose a sub-domain name for your Zoho CRM account and customize your CRM URL.
- Select the edition of Zoho CRM you want to use, either the Standard or Professional edition.
- Review and agree to the Zoho CRM terms of service and privacy policy.
- Click on “Create Account” to complete the setup process.
Bigin by Zoho CRM is a great tool for small and growing businesses, offering many of the same features as Zoho CRM but with a simpler interface and lower price point.
Pro Tip: Before creating a Zoho CRM account, use the free trial to see how the software can benefit your business.
Adding users and customizing profiles
Adding users and customizing profiles is essential to setting up Zoho CRM’s Bigin to personalize user experience and maximize productivity. Here’s how to do it:
- Adding users – Navigate to the Admin Settings and add users by providing their basic information such as name, email, and phone number. Assigning them roles with specific permissions will ensure security and data privacy.
- Customizing profiles – Profiles determine what a user can and cannot view or edit in the CRM. The administrator can create customized profiles with specific access levels for different employees based on their job roles.
By following these steps, businesses can optimize Zoho CRM’s Bigin to streamline operations, improve team collaboration, and enhance the customer experience.
Setting up the sales pipeline and lead generation
Setting up a sales pipeline and lead generation system is crucial for any business looking to grow and expand its customer base. Zoho CRM’s Bigin is a great solution that can help with this.
Here are some features and benefits of Bigin by Zoho CRM:
- Easy to set up and use: Bigin’s user-friendly interface makes it easy to set up and manage your sales pipeline and lead generation process without technical expertise.
- Lead capture and management: Bigin allows you to capture and manage leads from multiple sources, such as email, web forms, social media, and more.
- Sales pipeline customization: With Bigin, you can customize your sales pipeline to match your business’s unique sales process and track your leads’ progress through each stage.
- Real-time data and insights: Bigin provides real-time data and insights that help you understand your sales performance and identify areas for improvement.
- Cost-effective: Bigin is a cost-effective solution for small and growing businesses, offering powerful features and flexible pricing plans.
Pro tip: Take advantage of Bigin’s integrations with other Zoho apps and third-party tools to streamline your sales process and save time.
Using Zoho CRM
Zoho CRM is a cloud-based platform that offers powerful customer relationship management software for businesses of all sizes. Zoho CRM’s features provide organizations with an easy-to-use and intuitive system to manage their customers and leads, build better relationships and close more deals.
This review will go into more detail about the features and benefits of using Zoho CRM.
Managing contacts, leads, and deals
Managing contacts, leads, and deals can be a challenge for any business, but Zoho CRM’s Bigin is a powerful tool that can help you streamline your workflow and keep track of your business relationships.
The platform offers a user-friendly interface that simplifies managing all your leads, contacts, and deals in one place. With Bigin, businesses can track the progress of each lead and ensure timely responses to their queries. Additionally, the platform provides robust reporting and analytics that help users build insights and better understand their sales process’s performance.
Moreover, Bigin also includes features like task management, email integration, and customization options to tailor the CRM to your organization’s needs. Bigin caters to all industries and company sizes, from small businesses to large enterprises.
In conclusion, if you want to streamline your sales process and manage your leads and contacts effectively, Bigin by Zoho CRM is an excellent tool to explore.
Automating tasks with workflows
Zoho CRM’s Bigin allows for the automation of various tasks through workflows. These workflows can be designed to streamline and optimize business operations.
The following are some ways in which workflows can be used:
- Automate lead generation: With workflows, lead generation can be automated by setting rules for leads to be automatically assigned to respective salespeople.
- Automate follow-up tasks: Workflows can automate follow-up tasks such as sending follow-up emails and setting tasks and reminders for different sales cycle stages.
- Automate contact synchronization: Workflows can automatically synchronize all your contacts across your different marketing channels, ensuring that all contact data stays up-to-date.
- Automate pipeline management: Workflows can also automate pipeline management by ensuring your sales team responds appropriately to new leads and deals at the right pipeline stage.
With workflows, businesses can eliminate repetitive and tedious tasks from their workflow and focus on the more critical aspects of their operations.
Pro tip: Monitor your workflows regularly to ensure they are functioning correctly and making the best use of your resources.
Integrating Zoho CRM with other tools
Zoho CRM can be easily integrated with other tools and platforms to optimize workflow and streamline business processes. By connecting Zoho CRM with other tools, you can enhance the functionality of Zoho CRM and automate various tasks, saving you time and effort.
Here are some of the tools you can integrate with Zoho CRM:
- Zapier: Integrate Zoho CRM with over 2000+ other business tools and automate workflows easily.
- Zoho Projects: Collaborate with your team and manage your projects efficiently by integrating Zoho Projects with Zoho CRM.
- Zoho Finance: Connect Zoho CRM to Zoho Finance to keep track of your invoices, payments, and expenses in one platform.
- Google Workspace: Integrate Zoho CRM with Google Workspace to streamline your communication and keep everything organized.
Integrating Zoho CRM with these tools can help you manage your tasks, automate your workflows, and improve productivity.
Pro tip: Research your business’s third-party tools and platforms to see if they can be integrated with Zoho CRM to enhance business operations.
Pros and Cons of Zoho CRM
Zoho CRM is an online CRM software that helps you manage customer relationships. It can be used for customer onboarding, marketing, sales, and customer support. It also integrates with other apps and services, allowing you to streamline customer data.
Let’s look at the pros and cons of using Zoho CRM:
Advantages of using Zoho CRM
Zoho CRM is a widely used Customer Relationship Management software that offers many advantages to businesses of all sizes.
Some of the benefits of using Zoho CRM are:
- Easy to use interface: Zoho CRM offers a clean and user-friendly interface that can be easily customized according to business needs.
- Affordable pricing plans: Zoho CRM offers a variety of pricing plans to suit the needs of businesses of all sizes and budgets.
- Robust features: Zoho CRM has many features, including lead management, pipeline management, sales forecasting, and more.
- Integration with other Zoho apps: Zoho CRM can be integrated with other Zoho apps, such as Zoho Books and Zoho Projects, to streamline business processes.
Some of the possible cons or disadvantages of using Zoho CRM are:
- Limited customization: Despite offering extensive customization options, Zoho CRM may not provide the level of customization that some businesses require.
- Limited integrations: While Zoho CRM integrates well with other Zoho apps, it may not provide the same level of integration with non-Zoho apps.
- Unwieldy setup: The setup process for Zoho CRM can be complicated and time-consuming for businesses with large amounts of data.
Overall, Zoho CRM is a reliable CRM software with affordable pricing plans and robust features that can help businesses of all sizes streamline their sales and marketing processes.
Limitations of Zoho CRM
While Zoho CRM is a popular customer relationship management tool, it does come with a few limitations that users should be aware of. These limitations don’t necessarily make Zoho CRM a wrong choice for your business. However, they may affect your decision.
Here are some of the limitations of Zoho CRM:
- Customization limitations: Customization of the platform can be challenging, and it is not easy to make structural changes.
- Integration limitations: Zoho CRM does not integrate with all third-party applications.
- Advanced reporting limitations: Generating advanced reports with custom criteria can be difficult.
- Steep learning curve: The learning curve can be steep, especially for beginners.
Pro Tip: It’s always a good idea to evaluate the requirements you have for your business before choosing any CRM solution. Proper research will help you avoid these limitations and select a tool that meets your needs.
Comparison with other CRMs
Zoho CRM’s Bigin is a lightweight customer relationship management software suitable for small businesses, particularly those without any prior experience with CRM software. Let’s see how it stacks up compared to other popular CRMs.
Pros:
- User-friendly interface – It’s easy to navigate, and even beginners can easily adapt.
- Streamlined features – Bigin keeps the essential features of a CRM, ensuring it doesn’t overwhelm users with unnecessary add-ons.
- Email and call integration – Its phone and email integration helps capture all communications in one location, saving valuable time.
Cons:
- Limited integration – Though it offers direct integration with other Zoho apps, Bigin has limited integration with other platforms.
- Few advanced customization options – Bigin has limited advanced customization options compared to more established CRM software.
- Limited functionality – Advanced features found in other CRM software may be absent.
In conclusion, Zoho CRM’s Bigin might not have the most extensive feature list, but it’s a great starting point for those new to customer relationship management.
Pricing and Plans
Bigin by Zoho is an easy-to-use cloud-based CRM solution ideal for small to medium businesses. It helps businesses manage customer relationships, streamline sales, and gain insights into their operations with features like advanced analytics and custom dashboards.
Let’s examine its pricing and plans to determine if Bigin by Zoho is the right CRM for your business.
Overview of Zoho CRM pricing
Zoho CRM offers a variety of pricing plans to suit different business needs and budgets. Here is an overview of the pricing and plans:
- Free: This basic plan allows up to 3 users and a limited set of features.
- Standard: This plan costs $12/user/month (billed annually) and includes additional features such as workflow automation, social media integration, and more.
- Professional: This plan costs $20/user/month (billed annually) and includes even more features, such as sales forecasting, inventory management, and team collaboration.
- Enterprise: This plan costs $35/user/month (billed annually) and includes advanced features such as multiple currencies, advanced customization options, and more.
- Ultimate: This plan costs $45/user/month (billed annually) and includes all features of the Enterprise plan plus additional storage and support options.
- Bigin: This plan is designed for small businesses, costs $7/user/month (billed annually), and includes basic CRM features such as lead and deal management.
Key features of each plan
Bigin by Zoho CRM offers two affordable pricing plans with unique features designed to cater to the needs of small and growing businesses. Here are the key features of each plan:
- Standard Plan:
-
- Price: $7 user/month (billed annually)
- Perfect for small businesses
- Includes pipeline management, contact management, and deal tracking
- Allows up to 5000 records and ten users
- Integrates with Zoho Mail and Zoho Desk
- Enterprise Plan:
-
- Price: $24 user/month (billed annually)
- Ideal for growing businesses
- Includes custom fields and modules, workflow automation, and team collaboration
- Allows up to 50,000 records and unlimited users
- Integrates with Zoho Marketing Hub, Zoho Books, and other third-party apps
Each plan offers a 15-day free trial to help users determine which plan best suits their needs.
Choosing the right plan for your business
Choosing the right pricing and planning strategy for your business is crucial to attract and retain customers. Here are different types of pricing and plans to consider:
- Flat rate pricing: This plan charges a fixed rate for a specific product or service, regardless of the amount or frequency of use.
- Tiered pricing: This plan offers multiple service levels at different price points, allowing customers to choose the level of service that best fits their needs and budget.
- Usage-based pricing: This plan charges customers based on the amount of a product or service that they use or consume.
- Freemium: This plan offers basic features for free while charging customers for more advanced features or services.
- Pay-as-you-go: This plan charges customers for only their services or products, making it ideal for businesses with limited usage or fluctuating demand.
Consider your target audience, competitors, and business need to choose the best pricing and plan strategy for your business.
Pro Tip: Offer tiered pricing and freemium plans to make your products or services accessible to more customers.
Conclusion
After going through the features, benefits, and drawbacks of Bigin by Zoho CRM, it can be concluded that it is a great CRM solution for small businesses. It is simple to use, has great support, and provides powerful marketing and sales capabilities.
Bigin by Zoho is a great platform to try out if you want a cost-effective and user-friendly CRM solution.
Final thoughts and recommendations
In conclusion, Bigin by Zoho CRM is an excellent solution for small business owners looking to optimize their sales processes and customer relationship management.
Its intuitive interface, easy customization, and affordable pricing provide all the core functionalities needed to streamline your sales operations and grow your business.
However, it may lack some advanced features in more robust CRM solutions and may not be suitable for larger businesses with more complex needs.
We recommend Bigin by Zoho CRM for its user-friendly design, flexibility, and competitive pricing.
Pro tip: Before deciding on a CRM solution, carefully assess your business needs and objectives to select the solution that fits your unique requirements.
Future developments for Zoho CRM
Zoho is constantly improving its Customer Relationship Management (CRM) software to serve its users better. Here are some future developments to look out for in Zoho CRM:
- Advanced Analytics and AI Capabilities: Zoho plans to continue investing in machine learning and AI algorithms to provide users with advanced analytics and predictive insights.
- Enhanced Mobile App: Zoho plans to improve the mobile app by adding new features like offline mode, meeting and calendar integrations, and AI-based voice assistants.
- Integration with Other Zoho Apps: Zoho CRM will be integrated with other Zoho applications like Zoho Finance, Zoho Projects, and Zoho Inventory, providing a seamless flow of information across all Zoho tools.
- More Customization Options: Zoho CRM will offer more customization options for workflow automation, email templates, and web forms, allowing users to tailor the software to fit their specific business needs.
These future developments will undoubtedly make Zoho CRM an even more powerful tool for businesses of all sizes. In conclusion, Bigin by Zoho CRM provides a comprehensive, affordable solution for small businesses with its user-friendly interface, customizable properties, and robust features.
Frequently Asked Questions
1. What is Bigin by Zoho CRM?
Answer: Bigin by Zoho CRM is software designed to help small businesses manage customer data efficiently.
2. What are the features of Bigin by Zoho CRM?
Answer: Bigin by Zoho CRM has features like contact management, deal management, pipeline management, task management, and integrations with other productivity tools.
3. What makes Bigin by Zoho CRM different from other CRM software?
Answer: Bigin by Zoho CRM is specifically designed for small businesses and offers a simple yet effective way to manage customer data. It is affordable and easy to use.
4. Can I use Bigin by Zoho CRM for sales automation?
Answer: Bigin by Zoho CRM includes deal and pipeline management features that help automate the sales process.
5. How much does Bigin by Zoho CRM cost?
Answer: Bigin by Zoho CRM offers a free trial period, and after that, it costs $7 per user per month.
6. Can I customize Bigin by Zoho CRM to fit my business needs?
Answer: Bigin by Zoho CRM allows users to customize fields and workflows to fit their business needs.