Bigin by Zoho CRM Reviews

With Bigin by Zoho CRM, I made a customization for a solar company that is just a lead and deal management system. Bigin by Zoho CRM is a very limited application. We cannot customize it as we want. Basically, they manage their leads, and once the lead is qualified, that lead will go into a deal, and after that, that deal's pipeline is the business pipeline. So that customer will be through with those deal pipelines.

I have used Bigin by Zoho CRM's pipeline management, which is the same as the business or deal deals pipeline. That is also the same in Bigin by Zoho CRM and also the same in Zoho CRM.

The pipeline management has helped to streamline the sales processes in that I can develop the business pattern where we can send automated emails and automated calls at different stages. For example, when a lead enters a system, we can automatically generate welcome emails. Once any modification in the lead is done, such as when it's qualified, we can send them qualified emails or acknowledgment emails based on the business pipeline.

This user-friendly interface has helped my customers adapt quicker to Bigin by Zoho CRM as, after customization or completion of the project, I will make a Loom video to train the clients through the sessions, and through the Loom videos and SOPs, they can adapt easily to Bigin by Zoho CRM. They can also adapt to all the applications.

The issue with Bigin by Zoho CRM is that we cannot create a custom function directly in the system. We need to use an extension or Sigma. With the help of Bigin by Zoho CRM, we can integrate other applications; directly we cannot integrate, just as with CRM or Creator.

I would like to see improvements in Bigin by Zoho CRM, maybe with the Sigma extensions, where we can make widgets and integrations.

I worked with Bigin by Zoho CRM approximately eight months ago.

My experience with the customer service team and technical support team is positive. I have two more people on my team. I can develop the business through Zoho Flow as a Zoho consultant. I can make your workflow and do the customization. If you need any kind of IT support or consultation, I am available and my team is available. That is not an issue. I work from 5:00 PM to 2:00 AM IST.

Regarding the technical support of Zoho as a vendor for Bigin by Zoho CRM, I haven't escalated any questions to the tech support.

Neutral

The initial setup of Bigin by Zoho CRM depends on the requirement. Everything is dependent on what the customer wants and how they want to manage things. If they want an extreme level of customization and automation, we face difficulties. On the other hand, if we are going with smaller customizations such as lead management, contact management, and deal management, then we can proceed with this, and there is no difficulty.

Regarding ROI, Bigin by Zoho CRM saves time and costs. There are multiple benefits, but there are also negative points. We cannot customize it as we want, and we cannot customize the interface and the UI/UX.

I know a little bit about Odoo and Salesforce, not at an extreme level.

I prefer Zoho because, in the market, it is an application where we can customize as we want. They have their own whole business solutions; we can use Zoho Sheet, Zoho Creator, and Zoho CRM. If you compare it to Salesforce, there are also limitations for a few things. We cannot segregate things such as leads, deals, and contacts, but inside Zoho CRM, we can segregate all these things, and we can also customize the modules.

What I appreciate about Bigin by Zoho CRM is that it is mostly a low-budget application. I primarily work with Zoho Creator and Zoho CRM. Bigin by Zoho CRM is a very limited application, but if some customers need a low-budget application, then we can opt for it where they want a small management system for lead and deals management.

The benefits of Bigin by Zoho CRM are that it's a low-cost option. The second point is that it is a limited application where we cannot customize. The third factor includes predefined features such as automated lead-to-deal and deal-to-business pipeline management. For smaller businesses, we have to develop smaller kinds of customization.

Regarding the UI, as an IT professional, I appreciate that UI because the interface for CRM and Bigin by Zoho CRM is almost identical.

Given my rich experience with Zoho technologies and Bigin by Zoho CRM, my advice to other organizations considering it is that if they want to use it, my recommendation is they can go with Zoho Creator because Zoho Creator is also a low-cost application where we can develop anything we want.

I rate Bigin by Zoho CRM seven out of ten.

In my previous organization, we used Bigin by Zoho CRM for vendor onboarding, payments, and everything. In the present organization, we are only doing the billing. Since we are a very small organization at present, I do everything from vendor payments, limiting it only to invoicing and payments.

In the previous organization, we did vendor onboarding, integrating it with other systems such as Salesforce. We had a learning management system for internal users and vendors. As a consulting company, when small organizations did not have an LMS, we would give them Bigin by Zoho CRM, customize it, and deliver it to them. It was very easy, and I didn't have to spend much time teaching clients how to use it. Taking them through once was sufficient.

We implemented bill uploading to avoid physical documents and prevent fraud. We provided access to every client with their email ID. They would log in, submit their invoice, and we would receive a reminder that the invoice had arrived at the finance department. A workflow was created where it would come to me for approval and then proceed to finance. The workflow process in Bigin by Zoho CRM was very straightforward.

At present, we are working on integrating Bigin by Zoho CRM with other applications, particularly an HR HRIS system. However, this is a long-term project planned for 2026 end.

Currently, I rely minimally on Bigin by Zoho CRM's analytics for decision making due to our small organizational size. However, in my previous organization, we generated numerous reports with customization assistance from Zoho.

When compared to SAP and Oracle products, Bigin by Zoho CRM is very affordable.

The workflow of Bigin by Zoho CRM is exceptionally efficient. Once created, the workflow manages itself. When something gets triggered and the workflow is updated, everything proceeds automatically. The system sends reminders automatically when configured properly.

We had minimal reliance on Bigin by Zoho CRM's user-friendly interface. For comparison, implementing SAP's suite of products, including LMS, took almost three months for setup and customization. With Bigin by Zoho CRM, we spent about a week. Their representative, Srikanth, explained the system to each function - finance, procurement, and others. Within 15 days, it was operational, requiring less than a month total for implementation.

With AI becoming prevalent, Bigin by Zoho CRM needs AI updates, which I heard they are working on. Additionally, their commercial model based on slabs is not easily comprehensible. The sales representatives should be better equipped to explain the slab structure in a simpler manner. This was my main concern during discussions with Zoho.

I have been using Bigin by Zoho CRM for about two and a half years now.

I have not experienced any problems with Bigin by Zoho CRM in the last three years.

I have limited experience with the scalability of Bigin by Zoho CRM. The largest implementation I've worked with for the LMS was about 500 people, and for finance, only about 25 to 30 people. I have heard it is scalable, but I cannot provide detailed information about its scalability capabilities.

Their support system is exceptional. We had a dedicated independent sales support and customer support representative we could call directly for assistance.

During our initial setup of Bigin by Zoho CRM, we needed to process payments for approximately 18 vendors, including a government vendor. A support representative from Chennai conducted a Teams call with my finance team, sharing screens and providing step-by-step guidance.

For the learning management system, we had local support for a major client's onboarding process. This project involved about 20 batches weekly, with approximately 20-25 batches going live monthly. It was a three-month training program combining physical training with e-learning modules on Bigin by Zoho CRM. Their representative, Karthik, provided hands-on support for four weeks, conducting presentations and teaching users about tool usage, login procedures, admin access, and timeout settings.

Positive

We were using SAP before implementing Bigin by Zoho CRM.

Their customer support and slow adaptation to change prompted our switch from SAP to Bigin by Zoho CRM. While working with SAP LMS, I provided numerous suggestions for improvement as their platform had limitations. For instance, uploading Skillsoft content was problematic, and they lacked knowledge about their own system. I invested time exploring solutions, such as discovering how to integrate Skillsoft, which is still referenced by Skillsoft representatives today. Despite creating excellent products, SAP's lack of product support was a significant issue.

We completed the entire setup in slightly less than a month.

We evaluated several options before choosing Bigin by Zoho CRM, including Oracle and two other vendors who presented their products.

We are currently working on integrating Bigin by Zoho CRM with other applications, particularly an HR HRIS system, though this is planned for 2026 end.

Bigin by Zoho CRM saves considerable time compared to Tally or SAP because it is comprehensive and complete. It offers various modules including procurement, SCM, and finance. As companies grow, adding new modules is straightforward - simply request the needed module from them.

I rate Bigin by Zoho CRM an 8 out of 10.

Neutral

Zoho CRM is a flexible solution where we can add pipeline details. 

We can add users and products to the workflows. 

Zoho CRM needs to incorporate HRM. 

I have been using the product for a year. 

Zoho CRM is stable. 

Zoho CRM's deployment is easy. Anyone can do it without learning. 

I rate the solution an eight out of ten.