Bigin by Zoho CRM Reviews & Product Details

I like the great customization Bigin by Zoho CRM offers and how intuitive it is to use. We can tailor the existing structure to fit our specific business needs and nomenclature. I also appreciate the ability to create unique stages in our pipeline and add tags to track specific customer types. Additionally, the initial setup was very easy and was completed within a matter of hours. Review collected by and hosted on G2.com.

The email functionality could be improved, especially the ability to send mass emails to a group of customers in different stages of a pipeline. We would like if we could email customers in one pipeline stage, and email another set of customers in another stage separately. Right now we can only email customers one at a time, all together, or by grouping them manually. Review collected by and hosted on G2.com.

Bigin by Zoho CRM is an excellent solution for small and mid-sized teams looking to manage their sales pipelines efficiently without the complexity of traditional CRMs. Its clean and intuitive interface makes it easy to set up and start tracking deals within minutes.

The platform strikes a perfect balance between simplicity and functionality — features like customizable pipelines, workflow automation, email integration, and mobile accessibility make it highly practical for growing businesses. The integration with other Zoho apps and third-party tools is seamless and adds great flexibility.

The mobile app deserves a special mention for its smooth user experience and real-time updates, allowing teams to stay on top of their deals on the go. Support from the Zoho team has also been prompt and helpful whenever needed.

Overall, Bigin offers great value for money, especially for startups and small businesses that want a lightweight yet powerful CRM to organize their sales process and boost productivity. Review collected by and hosted on G2.com.

Some users may find the learning curve a bit steep when exploring advanced automation or integrations for the first time. Review collected by and hosted on G2.com.

What we like most about Bigin by Zoho CRM is its simplicity and clarity. It allows us to manage both leads and channel partners on a single platform without complexity. The pipeline view makes it very easy to track lead movement, partner activity, and loan disbursal progress. We can clearly monitor team performance, partner-generated leads, and overall business flow in real time. It is easy to use, well-organized, and perfectly suited for growing loan and finance businesses. Review collected by and hosted on G2.com.

Currently, there are limited advanced customization and reporting options compared to full-scale CRMs. Some automation features are basic, and deeper analytics would be helpful as the business scales. However, for small to mid-sized teams, Bigin still performs very well and keeps the CRM simple and easy to manage. Review collected by and hosted on G2.com.

I liked the ease of set-up, and we have a pretty heavily custom set-up. It's easy for our team to add and manage opportunities in the pipeline. I also really like the visual drag and drop, and the pricing. Review collected by and hosted on G2.com.

Setup process was a little challenging and there were some bugs, but once I got through it it works perfectly. Review collected by and hosted on G2.com.

Pipelines that just work — easy to build, easy to navigate.

Automations anyone can set up — follow-ups, tasks, emails, all no-drama.

Smooth imports — data mapping is clear and organized.

All-in-one communication — calls, emails, and web forms live inside the CRM. Review collected by and hosted on G2.com.

A cap on custom fields: You’re limited to 50 custom fields, (Bigin 360 level) and only one formula custom field can be used to trigger another formula field.

Limited automation/workflow depth: You’ll find basic “if this, then that” rules, but not deep conditional logic or multi-step automations.

It’s still a little too expensive for what you get at this tier. Review collected by and hosted on G2.com.

The software is a SaaS-based application that is similar to Pipedrive, with the same functionalities—or even more advanced options—especially when it comes to integrations with other applications in the Zoho environment or any other API-enabled application. Review collected by and hosted on G2.com.

It’s more focused on deal management and feels like a simpler version of Zoho CRM. It does have a few limitations right now, but those may get resolved with regular updates. Overall, it’s a strong competitor to applications like Pipedrive and others. Review collected by and hosted on G2.com.

It’s very easy to set up and get started with, especially for small businesses. Review collected by and hosted on G2.com.

I expected the support to be better, but I was on the trial version. Hopefully, support will improve when I move to the paid version. Review collected by and hosted on G2.com.

Ease of setup is really impressive and worry free Review collected by and hosted on G2.com.

Nothing yet. I found what it does what I needed to do in every case. Review collected by and hosted on G2.com.

Contacts and payment are streamlined, and most importantly, it’s the best for calls. Review collected by and hosted on G2.com.

Not more support for Cold Calling and Salesline Review collected by and hosted on G2.com.

I use Bigin by Zoho CRM for tracking sales, leads, and campaigns, and I store customer information for easy access. I appreciate its customizability for tweaking pipelines and lead generation techniques according to my needs. The mobile application is great because I can access data on the go. The user interface is simple but effective, on both desktop and mobile apps. I value the customer support, as they're always ready to help with anything. It offers multiple app integrations like Shopify, Zapier, Google Workspace, and Outlook, which make tasks easier. I also find it very affordable for the features it provides. Review collected by and hosted on G2.com.

There are limitations on the number of records I can add, the number of pipelines I can create, and the number of automations I can perform. Also, there are some missing features like a target meter. Review collected by and hosted on G2.com.