Powerful CRM Features for Small Businesses
Ready-made templates for any type of business
Get started faster with ready-made CRM templates designed for different industries and business models. Choose a template that matches your workflow and instantly access preconfigured modules, fields, sales stages, dashboards, and automation rules.
Each template can be easily customized as your business grows - without building the entire CRM system from scratch. Whether you run a consulting firm, real estate agency, retail business, or professional services company, you can quickly organize customer data, manage daily activities, and keep your team focused on sales.
Multiple conveyors for customer operations
Create separate sales pipelines for different products, services, teams, or customer segments. Each pipeline can include its own customizable stages, fields, activities, and workflows, allowing you to manage every process according to your business needs.
The visual pipeline view helps your team track deals, identify bottlenecks, and understand exactly where each customer is in their journey. From inbound and outbound sales to renewals and service requests, all processes remain clearly organized in one CRM.
Built-in telephony
Make and receive customer calls directly from your CRM without switching between different tools. Your team can purchase business phone numbers, record conversations, configure automatic voice responses, and access each customer’s details while speaking with them.
Every call is automatically linked to the relevant contact or deal, giving your team a complete communication history. Managers can monitor call activity and performance, while sales representatives can schedule follow-ups and add notes immediately after each conversation - helping the business respond faster and deliver more personalized service.
Automate your routine
Save time by automating repetitive tasks and everyday customer interactions. Set simple triggers, conditions, and actions to automatically send welcome or follow-up emails, create tasks, update CRM fields, assign records to team members, or notify employees about important changes.
Workflow automation keeps every process moving without constant manual control. Your team can respond to customers faster, avoid missed follow-ups, and focus more attention on sales and relationship-building while the CRM handles routine administrative work in the background.
Be mobile
Stay connected to your customers and sales processes wherever your work takes you. With mobile CRM apps for iOS and Android, your team can access contacts, update deals, manage tasks, review customer history, and schedule appointments directly from a smartphone.
Field sales representatives can add notes immediately after meetings, call or email customers from their CRM records, and receive reminders about upcoming activities. All changes are synchronized in real time, keeping office and mobile teams aligned and ensuring that no opportunity or important follow-up is missed.
Get the full context of the client
Keep every customer interaction and important detail organized in one place. Each contact record provides a complete overview of emails, calls, meetings, notes, files, social media interactions, open tasks, and current or previous deals.
With the full customer history available at a glance, your team can prepare for conversations faster and provide more relevant, personalized service. Everyone works with the same up-to-date information, helping prevent repeated questions, missed commitments, and communication gaps throughout the customer journey.
What You Get with Professional Setup
A professional Bigin setup helps your team work smarter, automate routine tasks, and build stronger customer relationships.
Optimized Sales Processes
Seamlessly manage sales workflows, ensuring efficient lead tracking and nurturing customized to your business needs.
Custom Business Insights
Access customized dashboards and analytics for real-time insights that drive informed, strategic business decisions
Enhanced Customer Engagement
Utilize a personalized setup that provides a comprehensive view of your customers, enabling improved communications.
Maximized Productivity
Focus more on high-impact activities with expertly automated systems, boosting efficiency and overall team productivity.
Future-Ready Scalability
Ensure your system scales smoothly with your business growth, supporting your expansion without the need for a more complex CRM.
Cost-Effective CRM Setup
Benefit from a cost-effective CRM solution that combines simplicity, affordability, and expert setup for small and medium-sized businesses.
INDUSTRIES WE SERVE
Simple CRM solutions for businesses across industries
CRMOZ adapts Zoho Bigin to your sales process, helping your team manage leads, customers, and daily activities without unnecessary CRM complexity.
Choose the Perfect Setup for Your Business
Basic
from $999
Mostly Chosen by 1-10 employees
Recommended for:
Recruitment,
Non-Profit organizations,
Software Consulting
Standard
$1999
Up to 30 employees
Recommended for:
Legal,
Education,
Used car sales
Advanced
$2199
For fast-growing
companies
Recommended for:
Real Estate,
Insurance
Integrate Zoho Bigin with Your Software Ecosystem
Google Workspace
Sync and manage contacts and calendars between your Bigin and Google Workspace accounts.
Microsoft 365
Sync and manage contacts and calendars between your Bigin and Microsoft 365 accounts.
Microsoft Teams
Enjoy access to your Bigin account and manage your customer information while you're on calls within Microsoft Teams.
Zapier
Connect 2000+ cloud-based third-party apps to your Bigin account, create automatic workflows, and more
Mailchimp
Sync your audience list from Mailchimp with your contacts in Bigin. Send targeted email campaigns from Bigin.
Zoom
Easily schedule and host high-definition video conferences, meetings, webinars, and presentations with Zoom for Bigin
Constant Contact
Sync and manage contacts and calendars between your Bigin and Google Workspace accounts. Keep all your people and plans in one place
Shopify
Take your ecommerce business to the next level! Capture all your Shopify orders in Bigin for timely and hassle-free order fulfilment
Qualtrics
Effortlessly carry out customer surveys! Sync and manage surveys, contacts, and email templates between Bigin and Qualtrics
Zoho Bigin is trusted by Clients and Experts
Leader for Small business
Easiest to Use
for Small business
TOP 50 Sales Products
Join the 30,000+ customers who already love Bigin
George J., Charity Owner
After starting my own charity that helps people around the world find new homes, I spent a lot of time coordinating and managing, but with Bigin, these tasks now take no more than 30 minutes a day.
Michael, Project Manager
Bigin is the easiest CRM I have ever used. It is simple to set up, intuitive for the whole team, and helps us keep customer information and daily tasks well organized. I would recommend it to any small business looking for a straightforward and reliable CRM.
Peter, CEO, Accounting Consultancy
Bigin stands out as incredibly intuitive and easy to use. It’s an ideal choice for those without a technical background, making it simple to get started and navigate. With CRMOZ’s expert assistance during setup and training, adopting Bigin has been a seamless experience, even for someone new to CRM tools. Their support ensured we could maximize the platform’s potential from day one.
Victoria, Founder, Food Start-up
As an early-stage startup, we needed a CRM that was simple to set up, user-friendly, and allowed for flexible customization while staying budget-friendly. Bigin by Zoho CRM provided the perfect solution, striking the ideal balance between functionality and affordability. With CRMOZ’s expertise and hands-on support, the setup process was effortless, and we were able to start seeing results almost immediately.
