A Simpler CRM Built Around
Your Business.
Organize customer information, manage pipelines, automate follow-ups, and keep your customer-facing operations connected with Zoho Bigin.
What is Zoho Bigin?
Zoho Bigin is a pipeline-centric CRM designed for small businesses to manage customer information, sales and other customer-facing operations without the complexity of a traditional CRM.
Create and manage pipelines for sales and other customer-facing processes.
Keep contacts, companies, activities and interactions organized in one place.
Automate repetitive actions, follow-ups, assignments and notifications.
Bring communication and business tools together around customer records.
Bigin keeps CRM simple while giving teams the flexibility to manage sales, onboarding, support, marketing and other customer-facing workflows.
Turn Bigin Into a CRM That Fits Your Workflow
We help you move beyond a basic CRM setup by mapping your processes, configuring pipelines, automating repetitive work, and connecting Bigin with the tools your team already uses.
We first understand how your team handles leads, customers, follow-ups and other customer-facing operations before designing the Bigin setup.
- Process analysis
- Team requirements
- Pipeline planning
We configure pipelines, stages, fields, forms, roles and permissions to match the way your business actually operates.
- Pipeline & stage setup
- Custom fields & forms
- Roles & permissions
We build practical automation for follow-ups, notifications, assignments and stage-based actions so important work does not depend on manual reminders.
- Workflow automation
- Follow-up tasks
- Notifications & stage actions
We connect Bigin with relevant communication, accounting, support and other tools so your customer data and workflows stay connected.
- Zoho integrations
- Email & communication setup
- Data migration & synchronization
We train your team on the configured workflows and provide ongoing support to help you refine Bigin as your business grows.
Simpler CRM.
More Organized Operations.
With the right Bigin configuration, small businesses can bring customer information together, make pipelines easier to manage, automate routine work and keep customer-facing teams aligned.
Give your team a clear view of opportunities and customer processes with pipelines designed around the way your business works.
Automate routine assignments, notifications and follow-up actions so your team can spend more time with customers.
- Follow-up tasks
- Record notifications
- Stage-based actions
- Lead assignments
Bring contacts, companies, activities and customer interactions into a connected workspace instead of managing scattered records.
Connect Bigin with communication, accounting, support and other business tools to reduce disconnected customer workflows.
Bigin is most effective when its pipelines, automation and customer records are configured around the real processes your team follows every day.
Everything You Need to Manage
Customer Operations
Bigin brings customer data, pipelines, activities, automation and communication into one practical CRM environment for small businesses.
Create dedicated pipelines for sales, onboarding, support and other customer-facing processes.
Organize customer and company information in a centralized workspace.
Capture the information your team needs with customized fields and web forms.
Automate recurring actions, notifications, assignments and stage-based processes.
Connect supported email, phone, messaging and other communication channels with customer workflows.
Monitor pipeline activity and business performance with reports and dashboards.
Keep customer and pipeline information accessible while working away from the office.
Connect Bigin with Zoho and third-party applications used across your business.
Start with the processes you need today and expand your pipelines, automation and integrations as your customer operations become more complex.
Questions About Zoho Bigin?
Find answers to common questions about Bigin implementation, pipeline setup, automation, integrations and working with Zovysys.
We're Here to Help
Get practical answers about Zoho Bigin and how Zovysys can configure it around your business processes.
Get practical guidance for your CRM workflows
Configuration based on how your team works
Keep improving Bigin as your business grows
Bigin is a pipeline-centric CRM designed for small businesses. It can be used to manage contacts, companies, sales pipelines, activities and other customer-facing operations in one system.
Yes. Bigin supports multiple pipelines that can be used for different customer-facing operations such as sales, onboarding, support, marketing and other business processes.
Yes. We can configure pipelines, stages, custom fields, forms, roles, permissions and workflows around your specific business process.
Yes. We can help plan and execute migration from spreadsheets or another CRM, including mapping existing records to the appropriate Bigin structure and checking the migrated data.
Yes. Bigin supports workflow and stage-based automation. We can map your existing follow-up process and configure appropriate tasks, notifications, assignments and other automated actions.
Yes. Bigin supports integrations with Zoho and third-party applications. We can assess your current tools and configure the integrations that are appropriate for your workflow.
Yes. We can train your team on the configured Bigin workflows and provide ongoing support as you refine your processes or expand your CRM usage.
Ready to Get More from
Zoho Bigin?
Let's discuss how Zovysys can help you implement, customize and optimize Zoho Bigin for a simpler, more connected customer operation.