- ALL FEATURES
- Pipeline management
- Customer management
- Multi-channel Communication
- Automation
- Team Collaboration
- Customization
- Analytics
- Data administration
- Integrations
- Mobile applications
- Security
- Compliance
Pipeline management
Stay up to date with everything and seamlessly manage your business operations with Bigin's pipelines.
Team pipelines
Unify all your customer-facing operations with team pipelines. Your Bigin account can be the single source of truth for all your customer information, secured by the multiple customer-facing teams
Learn moreConnected
records
Keep track of your customers' journeys from start to end by creating workflow automations to monitor their transitions from one stage to the next across team pipelines.
Task management from the pipeline view
Manage your tasks and activities from your pipelines. Create tasks, follow up, and complete and delete them in a matter of minutes with just a few clicks.
Products
Create a list of products, automatically associate them with new deals, and keep tabs on your sales.
Learn moreCustomer management
Leads can come from anywhere and you can't let them slip away. Stay organized, automate, and increase your chances of converting them to your customers.
Import, export, and migrate
Automatically import data from your spreadsheets into your Bigin account. Export data from your Bigin modules and save it for future reference.
Learn moreWebforms
Quickly create customized webforms to capture high-intent leads from your website and convert them into contacts.
Learn moreStay connected in real time
Enjoy real-time notifications of new emails, missed calls, and other kinds of updates with Bigin's Signals.
Learn moreBigin add-on for Gmail
Automatically capture contacts from your Gmail inbox without switching tabs between applications.
Learn moreMultichannel communication
Never miss an opportunity to engage with your customers. Communicate consistently and stay connected with them across multiple channels.
Built-in telephony
Your leads and customers are just a ring away! Connect with them over calls from within your CRM via Bigin's built-in telephony.
Learn moreAutomatically associate incoming emails to contacts in your CRM, and analyze the effectiveness of your campaigns with email insights.
Learn moreBuild your business one tweet at a time! Stay connected with your leads and customers on Twitter from within your Bigin account.
Learn moreVirtual
communication
Host customer meetings and conferences within Bigin through our integrations with Zoho Meeting, Microsoft Teams, and Zoom.
Automation
Why slog through repetitive activities when you can automate them? With Bigin's automation features, you don't just save time; you also rule out human errors and inconsistencies as you check off your to-do list.
Workflow automation
Automate routine tasks and bid farewell to manual work. Track your deals, set up email alerts, and do much more with Bigin's workflows.
Learn moreEmail-In (topping)
Get your pipelines to reflect the latest data from your email inbox with this topping.
Learn moreIntegrate with Zapier and Zoho Flow
Manage the flow of data between your work applications and enjoy the automation of your routine tasks with Bigin's integrations with Zapier and Zoho Flow.
Free invoicing
Generate professional invoices, set up automated payment reminders, and get real-time reports—all for free with Bigin's integration with Zoho Invoice.
Team collaboration
These features help your teams and team members remain in sync and ensure seamless coordination across your organization.
Activity management
Maintain an overview of all your important activities, like tasks, calls, and events. Notify your teammates with @mentions and collaborate effortlessly.
Learn moreTeam pipelines
Get comprehensive access to customer information and enjoy greater visibility into the operations each of your customer-facing teams are performing with team pipelines.
Learn moreIntegration with Microsoft Teams
You can now simultaneously manage customer information in your Bigin account while you're on calls, chats, or meetings in Microsoft Teams.
Learn moreFile Cabinet (topping)
Share and collect documents from your leads and customers with a single link and make them accessible to all your teams within your Bigin account.
Learn moreCustomization
Make your CRM exclusive to your business. With our list of customization features, your Bigin account can be transformed to suit your unique business requirements.
Fields and modules
Customize your modules and fields to reflect your business's unique operations.
Tags and notes
Add colorful tags to identify records quickly and leave notes so your team members can stay fully informed.
Multi-currency
Create deals in international currencies based on where your customers are while also setting a home currency for your organization.
Analytics
Evaluate the performance of your marketing and sales efforts with these features and decide future courses of action based on analytics.
Dashboards
Analyze, track, and measure all your essential metrics in one place and gain more clarity into your business anytime, anywhere.
Learn moreIntegration with Zoho Analytics
Transform your customer data into actionable insights with this integration.
Learn moreData administration
Bigin ensures you can properly manage all information collected from customers over the course of business.
Roles and profiles
Secure your customer information by creating profile-based access permissions, ensuring that data is shared only with people who need it.
Learn moreAudit logs
View a chronological log of every action performed within your Bigin account for improved documentation and compliance.
Learn moreStage transition rules
Maintain consistency across deals by setting rules that ensure deals don't proceed to a certain stage until vital details are secured from customers.
Learn more
Integrations
Bigin seamlessly integrates with leading business applications, enabling you to continue enjoying their unique advantages even as you sign up for Bigin as your new CRM solution.
Learn more
Developer platform
Enhance your CRM experience and functionality by building your own toppings, solutions, and integrations with our developer platform.
Learn moreMobile applications
Need some information about your deals, but you're away from your desk? This is never a problem with Bigin. With our mobile app, you can access customer and business information on the go, wherever you are.
Learn moreBigin on Apple Devices
Bigin offers a growing list of useful feature and functionalities for Apple devices on iOS 16, the improved iPadOS 16, and macOS Ventura.
Learn moreBigin on Samsung Galaxy Z Fold4
Bigin has worked closely with Samsung to optimize the app experience with features like flex mode, adaptive layouts, multi-instance view, and more for Galaxy Z Fold4 users.
Learn moreSecurity
Bigin keeps privacy and data security at the heart of its operations and ensures that your data is permanently secure.
GDPR
Bigin helps you stay GDPR-compliant by ensuring the consensual collection and transparent processing of customer information.
Learn moreHIPAA
Bigin offers features that ensure you stay HIPAA-compliant. Mark fields that contain personal health information, restrict access to such data, and encrypt them for additional security.
Learn moreSingle sign-on
As part of the Zoho ecosystem, Bigin offers single sign-on, which enables you to access multiple services with the same login credentials, eliminating the need to maintain multiple credentials.
Multi-factor authentication
By configuring Zoho OneAuth, you can improve the security of your sign-in process by including an additional layer of verification through biometric face ID, touch ID, OTP, or other available options.
Compliance
As a product from the Zoho ecosystem, Bigin is in compliance with several international certifications.