Zoho Bigin is a pipeline-focused CRM software designed for small businesses and micro-entrepreneurs. Part of the Zoho CRM suite, it provides a simple, affordable, and quick-to-set-up solution to effectively manage sales and customer relationships.

Ideal for small teams, it centralises contacts, communications, and processes without unnecessary complexity. Its main strengths lie in intuitive pipeline management, multichannel communication, workflow automation, and seamless integration with other tools — all beneficial compared to bloated traditional CRMs.

What are the main features of Zoho Bigin?

Pipeline management

Pipeline management allows users to visualise and track sales opportunities through each stage — from prospecting to closing. It helps understand the sales cycle, identify bottlenecks, and improve forecasting.

• Clear visualisation of pipeline stages.
• Tracking of deal values, closing probabilities, and assigned reps.
• Filtering by team, sales rep, or region.

Customer management

Enables storing and organising all information related to customers, companies, and contacts. It supports personalised interactions and consistent customer relationships.

• Shared communication history.
• Quick access to contact, company, and interaction data.

Multichannel communication

Centralises customer interactions across multiple channels (email, phone, etc.) into a unified interface.

• Integration with email, phone calls, and notifications.
• Access to full communication history in one place.

Customisation

Adapts to the specific operational needs of each business.

• Custom fields, tailored pipelines, and flexible dashboards.
• No technical skills required for setup.

Analytics

Provides decision-making insights through reports and dashboards.

• Tracks KPIs, sales performance, and pipeline health.
• Graphical visualisation for easier analysis.

Data management

Tools to efficiently manage data within the system.

• Bulk import/export, backups, duplicate cleaning.
• Permission control, audit logs, and storage limits.

Integrations

Smooth connectivity with business applications.

• Two-way sync with Zoho CRM.
• Integration with Google Workspace (contacts/calendar).
• Workflow automation with over 1,000 apps via Zoho Flow.

Mobile apps

Secure access to all features via the mobile app, allowing users to manage activities from anywhere.

Security and compliance

Provides data privacy and compliance standards tailored for small business needs.

Why choose Zoho Bigin?

• Ease and speed of implementation
  Designed to be up and running within minutes, with no complex training required.
• Affordable pricing for small teams
  Offers a powerful CRM without the high costs or complexity of enterprise-level solutions.
• Effective pipeline-centric model
  Focused on managing sales opportunities, tailored to the needs of small and micro businesses.
• Automation and time savings
  Reduces manual tasks through rules, alerts, and intelligent integrations.
• Controlled scalability
  Enables feature expansion through integration with Zoho CRM, Google Workspace, or Zoho Flow — while remaining simple and cost-effective.