On this page
Bigin by Zoho CRM: crm features and setup
Bigin by Zoho is a CRM for small businesses to manage leads, deals, emails, calls, and WhatsApp in one place, with built-in AI, according to its official website.
Tool by the Otomatzia editorial team · source content checked on
Overview
A small business tracking leads in a spreadsheet eventually reaches the point where it needs a simple CRM. Bigin is described on its official website as Zoho's CRM for small businesses, for managing leads, deals, emails, calls, and WhatsApp in one place, with built-in AI. The number of businesses using it is a self-reported claim, and this guide does not include prices. This is a separate product from Zoho CRM, which already appears in the guide.
Features
- Lead and deal management
- Emails, calls, and WhatsApp in one place
- Built-in AI, according to the official website
Business uses
- Moving from a lead spreadsheet to a simple CRM
- Tracking deals for a small business
Getting started
- Visit the official website and read the current product description.
- Try the service with non-sensitive data before connecting it to a live process.
- Check the official documentation for how to connect and what limitations are published there.
What to check
- This guide's description is based only on the official website; check there for the current status.
- Do not send customer data before checking the official website to see what is stored and what the usage policy is.
Sources to check next
Vendor features and prices change. Confirm details on the linked official pages before you rely on them.