Bigin by Zoho CRM Erfahrungen

Simple easy to use UI. Navigation is awesome. Straight up pipeline focused with necessary workflows automation

Contact to account look up is available the vice versa isnt there hence there is difficulty while selecting a contact during deal creation

You have various templates to choose from, you can setup your CRM system within a few minutes.

Everything we needed thus far was solved within Zoho Bigin

The pipeline is simple to manage, but it's clear that this is not a CRM system that was designed for financial services.

Bigin is very inflexible and amends or additions to your setup come at a cost. The system is also very basic and clunky: for example, dashboard reports cannot be exported as a view of the whole report, instead you only have the option to export an individual graph at a time.

The product is very easy to set up, you can have multiple configurable workflows, up to 10 new custom fields for each object, and an easy-to-configure dashboard.

My only observation is that this product is excellent for small businesses or individual projects. If you are looking to improve your CRM experience or add more value to your current strategy there are other CRMs that are more powerful

The integration was super easy and self-explanatory. Bigin works well with our accounting and marketing systems and there are no data silos.

The data synchronization with Zoho Books sometimes stops working.

Easy to implement. Easy to navigate. Easy to use. Easy to onboard

A lot of features are paid and integration required seperate purchases. Webform can be better

Simple & clutter-free CRM Very easy to use

There aren't anything specific like that

Very easy to use; Flexible; Cost Effective

It could have more free features to start you off with

Ease of implementation, Simple Pipeline process, Trial

There is always some trade-off between simplicity and scale of functionalities. We were particularly missing that we could not directly create GOOGLE CALENDAR MEETINGS from the platform.

This is perfect for small businesses, makes the system pretty easy and is customizable to a good extent.

Wish there were encrypted field on UI end too, to hide sensitive data

I've used nearly every CRM and this lightweight offering from ZOHO is excellent, highly recommended

I would like contacts on a map for routing

The Sales Pipeline is very intuitive and simple. We always pull up the Bigin Sales Pipeline on our weekly sales call as the team discusses current sales opportunities.

Little tricky to find things sometimes. For example, today I tried to figure out how to merge multiple contacts into one contact to eliminate duplicates. Was pretty intuitive in ZoHo CRM, but not as easy to do in Bigin.

Nice CRM for small companies and startups. One user ist free, premium accounts only costs 7 € per month.

Actually I'm just testing around, but it feels nice :-)

Connection to MS 365 isn't hazzle-free. It broke down several times. However, it finally worked.

The Deal stages and Dashboard features are what I use the most. I am able to keep track of my progress and set activities for myself.

Probability feature for each deal stage would be helpful to estimate what I could close off with on the month

Ease of Use
Effective
Applicable for all types of businesses

Segregation of products
Understanding the workflow creation process

The ease of use, scalability for a small business, as well as easy work flow.

I'm not expecting a lot of automation with the cost of this CRM. So no disappointments.

Inexpensive simple platform that can be deployed in no time

The UI is still very old school - can be refreshed for the new design elements.

The most simplest and easiest CRM system for small business. the fact that it is focused enough to get small business starting is exactly what I love about the CRM. no cluster features to confused user off.

the pricing structure is a bit more expensive for the targeted users since its focus to small business owners

So far so good, fast and easy upgrade from using spreadsheets for everything in sales funnel. Reasonable pricing and intuitive UI.

They need to work upon the insights available from all the sales pipelines. Though dashboards are available for review however, for some critical deals, there should be alert mechanism if deal is breaking through

Super intuitive to use
Excellent pricing
Lots of customization options
Easy API

Needs more integrations with other tools

Ease of use and easily customizable. For everything Zoho offers you cannot beat the price. If you are a small company the other CRM's pricing ads up as you ad users.

The interface is not all that stimulating but its clean.

Bigin Zoho CRM makes business achieve organizational aims and objective a lot faster and manageable, from leads creation, marketing ,to finance productivity and eventually sales, every process is captured and monitored. whenever I get called upon for presentation my number one go to CRM is Bigin Zoho because it gives me comprehensive Report of my leads so far, solid email marketing and full automation of tasks when I don't have the time to repeat a task.

Despite the fact that I choose Bigin Zoho CRM, I am of the opinion that some features can be better improved on: Limited customer support, they don't really go the extra mile when one is faced with a problem also the initial set up can be tiring as it requires a lot entry to be done manually.
More also when extracting data from excel sheet and a column or row variation occurs with Bigin Zoho CRM templates, it doesn't self correct rather it extract the data so and this may cause variation in data presentation if one is not careful.

I tend to be a bit disorganized and my colleagues complain about this. Since using BIGIN they are all complimenting me for my newly found organizational skills. Of course I do not tell them why and take the credit.

It was a little complicated at first for me to understand all the features. With practice it became second nature

Bigin is a great compact CRM with lots of functionality. The best part is the deals view and the dashboard. Really easy to track leads!

Limited popular integration options. Contact import requires a specific format.

Its simple and effective for SME business

Some functionalities have been used in CRM and not implemented in Bigin and the email sending limit.