Head - Solutions, Content, Delivery and Customer Success at Text and Clicks
Real User
Top 10
Oct 27, 2025
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.
Zoho Developer at KG CRM Solutions LLP - Zoho Authorized Partner
Real User
Top 10
Sep 30, 2025
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.
Senior Learning Solutions Architect at a computer software company with 501-1,000 employees
Real User
Top 5
Apr 11, 2025
I am not currently using Bigin by Zoho CRM ( /products/bigin-by-zoho-crm-reviews ), but I have used it in a previous company for about five years. I often recommend Bigin by Zoho CRM ( /products/bigin-by-zoho-crm-reviews ) to my friends who are starting their businesses as it is very startup-friendly.
CRM solutions are designed to manage and analyze customer interactions and data throughout the customer lifecycle, aiming to improve business relationships and retention.CRM systems provide businesses with a consolidated view of customer data, enabling informed decision-making and personalized customer experiences. A robust CRM solution can streamline communication, automate workflows, and increase productivity. By integrating sales, service, and marketing, businesses can significantly...
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.
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.
I am not currently using Bigin by Zoho CRM ( /products/bigin-by-zoho-crm-reviews ), but I have used it in a previous company for about five years. I often recommend Bigin by Zoho CRM ( /products/bigin-by-zoho-crm-reviews ) to my friends who are starting their businesses as it is very startup-friendly.
Zoho CRM is a flexible solution where we can add pipeline details.