Zoho Bigin

Bigin is a pipeline focused CRM from Zoho, built for small businesses that need to manage contacts and deals without the complexity of a full scale CRM. It suits small teams moving off spreadsheets or email for the first time.

What Bigin does

Bigin tracks prospects as they move through defined pipeline stages, keeps activities, calls and emails against each record, and automates repetitive follow up tasks, all from a simplified interface.

Main capabilities

• Visual pipeline management for tracking deals through stages.
• Multiple pipelines for different processes, such as sales or onboarding.
• Web forms to capture website visitors as contacts.
• Workflow automation for follow ups and task assignment.
• Role based access to control who can see or edit records.

Topics covered in this section

This knowledge base section covers setting up and using Bigin to manage contacts, pipelines and day to day sales activity.

Frequently asked questions

Is Bigin the same product as Zoho CRM?

No. Bigin is a separate, simpler pipeline focused CRM built and priced for small businesses, rather than the full Zoho CRM.

Can Bigin handle more than one type of pipeline?

Yes, you can create multiple pipelines for different processes, such as sales, onboarding or support.

Can I capture leads from my website into Bigin?

Yes. Web forms can be embedded on your site so visitors are added as contacts automatically.

Need help?

Need help setting up Bigin for your team? Contact support@thoughtlogik.com or see our Zoho implementation services.