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.

We’ve tried a few CRMs before and Bigin really stands out for how simple and organized it is. It's so simple to set-up pipelines, track deals, and manage contacts. No need for hours of setup or training.

The mobile app is smooth and easy to use, which makes it simple to update deals or check tasks while on the go. It has all the important tools without being too complicated. Perfect for small teams who just want something that works.

Highly recommend it for anyone looking for a clean and reliable CRM. Review collected by and hosted on G2.com.

It was just a bit difficult to segment contacts for email sending. Review collected by and hosted on G2.com.

It’s affordable for a small-business setup. It also offers enough options to handle daily tasks with ease, which makes day-to-day work feel simpler and more manageable. Review collected by and hosted on G2.com.

You may need a bit more training to get started, especially if you’re new to CRMs. Review collected by and hosted on G2.com.