Bigin Review

Bigin is a customer relationship management software designed to help small businesses manage sales pipelines, schedule follow-ups and update customer records. It allows employees to capture and store details of potential customers, including offers, emails, activities, tweets and more in a centralized repository.
The application enables users to create and embed web forms into company sites to capture lead information. Users can also use the built-in telephony system to connect with potential or former customers and automatically update call records. With the task management module, employees can create tasks, schedule calls, create events, and set task reminders. Other features include workflow management, automated notifications, collaboration, data import, audit log, e-mail templates, and more.

BIGIN – TUTORIAL

BIGIN – FEATURES

• Team Pipelines: unify all your customer-facing operations with team pipelines. Your account can be the single source of truth for all your customer information, secured by the multiple customer-facing teams
• Connected: 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: 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.
  Import, export, and migrate: automatically import data from your spreadsheets into your account. Export data from your modules and save it for future reference.
• Forms: quickly create customized forms, share them across multiple channels and capture a wide range of data from your customers and prospects.
• Stay connected in real time: enjoy real-time notifications of new emails, missed calls, and other kinds of updates with Bigin’s Signals.
• Gmail: automatically capture contacts from your Gmail inbox without switching tabs between applications.
• 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.
• WhatsApp Integration: communicate via WhatsApp chats, be equipped with all the necessary information while engaging with a contact and streamline overall contact management.
• Email: automatically associate incoming emails to contacts in your CRM, and analyze the effectiveness of your campaigns with email insights.
• X (Previously Twitter): build your business one post at a time! Stay connected with your leads and customers on X from within your Bigin account.
• Communication: host customer meetings and conferences within Bigin through our integrations with Zoho Meeting, Microsoft Teams, and Zoom.
• Activity Management: maintain an overview of all your important activities, like tasks, calls, and events. Notify your teammates with @mentions and collaborate effortlessly. 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.
• Roles and Profiles: secure your customer information by creating profile-based access permissions, ensuring that data is shared only with people who need it.
• Audit Logs: view a chronological log of every action performed within your Bigin account for improved documentation and compliance.
• Duplicate Management: identify, prevent and remove the occurrence of duplicates and maintain the integrity of your customer data.