About Bigin by Zoho CRM
Overview
Bigin is a CRM built for small businesses with 1 to 20 employees, including agencies, consultancies, real estate firms, schools, clinics, retailers, and ecommerce brands. It brings leads, deals, customer conversations, and follow-ups into one organized workspace, replacing scattered spreadsheets, inboxes, and chat threads.
More than 50,000 businesses run on Bigin across sales, onboarding, operations, customer service, and marketing. A built-in AI layer powered by Zia writes replies, summarizes records, and flags upsell and churn signals without a separate subscription.
Key Benefits
- 360° customer view: track conversations, plan follow-ups, and keep all customer data in one place
- Visual pipelines track deals through every stage of your business
- Emails, calls, WhatsApp, and social channels live in a single record per customer
- Zia AI writes email replies, summarizes threads, and surfaces upsell suggestions
- Automations trigger email sequences, schedule actions, and assign tasks
- Native mobile apps for iOS, iPadOS, Android, and macOS keep you connected anywhere
How It Works
Sign up for free and set up your account in about 30 minutes without a credit card. Import contacts from spreadsheets or migrate from HubSpot, Salesforce, Pipedrive, or Zoho CRM, then build pipelines for your customer-facing processes and connect email, phone, and WhatsApp channels.
Use Cases
- Sales teams track leads and deals with full pipeline visibility and automated follow-ups
- Onboarding teams send customized email flows and sync calendars with Google and Outlook
- Operations teams connect QuickBooks and Zoho Books, collect payments, and run multiple pipelines
- Customer service teams manage tickets and share status externally with Zoho Desk integration
- Marketing teams sync Meta, LinkedIn, and TikTok ad leads and run mass email campaigns
Why Choose This Product
Bigin targets the gap between spreadsheets and complex enterprise CRMs, so small teams get running without IT help or heavy training. It runs on Zoho's certified infrastructure (ISO 27001, GDPR, SOC 2, HIPAA), and every plan includes phone, email, and live chat support.
Key Features
Pipeline Management
Team pipelines with customizable stages unify sales, onboarding, and operations, and connected pipelines track customers as they move between stages.
Multichannel Communication
Express+Emails, calls, WhatsApp messages, and social media conversations appear in a single record per customer with full history.
Zia AI Assistant
Zia summarizes deals, emails, and threads, writes and proofreads email drafts, and identifies upsell and churn signals.
Workflow Automations
All plansWorkflow rules trigger email sequences, schedule actions, and assign tasks, with 3, 30, or 50 automations depending on the edition.
Dashboards and KPIs
All plansBuilt-in and customizable dashboards show charts, KPIs, and target meters for tracking business performance.
App Integrations
Bigin connects with QuickBooks, Zoho Books, Zoho Desk, Mailchimp, ad platforms, and 2,000+ apps through Zapier.
Mobile Apps
iOS, iPadOS, Android, and macOS apps include call logging, business card scanning, and on-device AI features.
Payment Links
Collect payments from customers via Stripe, PayPal, Razorpay, and Paytm directly from Bigin records.
Forms and Booking
No-code webforms capture leads from websites, and booking pages let customers schedule meetings and appointments.
Bigin by Zoho CRM Pricing
View full pricing →- Single pipeline with customizable stages
- 500 records across pipelines, contacts, and activities
- Contacts, products, and activity management
- 3 workflow automations
- Built-in phone with call recording and routing
- iOS, iPadOS, Android, and macOS apps
- 3 team pipelines, with add-ons for more
- 50,000 records
- Email and WhatsApp Business integration
- 30 workflow automations
- Mass emails with email insights
- Payment links via Stripe, PayPal, Razorpay, and Paytm
- 5 team pipelines, with add-ons for more
- 100,000 records
- Advanced field types: lookup, formula, and user fields
- 50 advanced automations and stage transition rules
- Global selling with multiple currencies
- 25 custom fields, duplicate cleanup, and data enrichment
| Feature | Free Free | Express $9/mo | Premier $15/mo |
|---|---|---|---|
| Multichannel Communication | |||
| Workflow Automations | |||
| Dashboards and KPIs |
Pricing extracted from the product website and may change. Check the source for current details.