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Bigin by Zoho CRM
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Bigin by Zoho CRM Features
What are the features of Bigin by Zoho CRM?
Platform
- Customization
- Workflow Capability
- User, Role, and Access Management
- Performance and Reliability
Sales Force Automation
- Contact & Account Management
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Desktop Integration
- Product & Price List Management
Marketing Automation
- Email Marketing
- Campaign Management
- Lead Management
Customer Support
- Case Management
- Customer Support Portal
Reporting & Analytics
- Dashboards
Technology Glossary Features
View definitions of the features and discover new technology terms.
Bigin by Zoho CRM Categories on G2
Filter for Features
Platform
Customization | As reported in 304 Bigin by Zoho CRM reviews. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. | 82% (Based on 304 reviews) | |
Workflow Capability | Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. 311 reviewers of Bigin by Zoho CRM have provided feedback on this feature. | 83% (Based on 311 reviews) | |
User, Role, and Access Management | As reported in 311 Bigin by Zoho CRM reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 86% (Based on 311 reviews) | |
Internationalization | Based on 280 Bigin by Zoho CRM reviews. Enables users to view and transact business with the same content in multiple languages and currencies. | 80% (Based on 280 reviews) | |
Document & Content Mgmt. | Based on 232 Bigin by Zoho CRM reviews. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. | 80% (Based on 232 reviews) | |
Performance and Reliability | Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. 295 reviewers of Bigin by Zoho CRM have provided feedback on this feature. | 88% (Based on 295 reviews) |
Sales Force Automation
Contact & Account Management | Based on 343 Bigin by Zoho CRM reviews. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | 87% (Based on 343 reviews) | |
Opportunity & Pipeline Mgmt. | As reported in 349 Bigin by Zoho CRM reviews. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | 87% (Based on 349 reviews) | |
Task / Activity Management | Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. 343 reviewers of Bigin by Zoho CRM have provided feedback on this feature. | 85% (Based on 343 reviews) | |
Desktop Integration | Based on 311 Bigin by Zoho CRM reviews. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. | 82% (Based on 311 reviews) | |
Product & Price List Management | Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. 310 reviewers of Bigin by Zoho CRM have provided feedback on this feature. | 81% (Based on 310 reviews) | |
Quote & Order Management | As reported in 274 Bigin by Zoho CRM reviews. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. | 78% (Based on 274 reviews) |
Marketing Automation
Email Marketing | Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. 300 reviewers of Bigin by Zoho CRM have provided feedback on this feature. | 80% (Based on 300 reviews) | |
Campaign Management | As reported in 294 Bigin by Zoho CRM reviews. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. | 78% (Based on 294 reviews) | |
Lead Management | Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. 322 reviewers of Bigin by Zoho CRM have provided feedback on this feature. | 85% (Based on 322 reviews) | |
Marketing ROI Analytics | Enables analysis of effectiveness of an organizations various marketing activities This feature was mentioned in 285 Bigin by Zoho CRM reviews. | 75% (Based on 285 reviews) |
Customer Support
Case Management | See feature definition | Based on 301 Bigin by Zoho CRM reviews. Tracks issues/help requests reported by customers through the resolution process. | 80% (Based on 301 reviews) |
Customer Support Portal | Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. 298 reviewers of Bigin by Zoho CRM have provided feedback on this feature. | 78% (Based on 298 reviews) | |
Knowledge Base | Based on 292 Bigin by Zoho CRM reviews. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. | 80% (Based on 292 reviews) | |
Call Center Features | Based on 292 Bigin by Zoho CRM reviews. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. | 75% (Based on 292 reviews) | |
Support Analytics | Based on 282 Bigin by Zoho CRM reviews. Enables analysis of customer support activities to optimize customer support professionals, processes and tools. | 80% (Based on 282 reviews) |
Integration
Data Import & Export Tools | As reported in 277 Bigin by Zoho CRM reviews. Ability to input, modify and extract data from the application in bulk through a structured file. | 83% (Based on 277 reviews) | |
Integration APIs | As reported in 268 Bigin by Zoho CRM reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | 78% (Based on 268 reviews) | |
Breadth of Partner Applications | To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. This feature was mentioned in 254 Bigin by Zoho CRM reviews. | 79% (Based on 254 reviews) |
Mobile & Social
Social Collaboration Features | Based on 265 Bigin by Zoho CRM reviews. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone | 77% (Based on 265 reviews) | |
Social Network Integration | Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. This feature was mentioned in 268 Bigin by Zoho CRM reviews. | 74% (Based on 268 reviews) | |
Mobile User Support | Allows software to be easily used on multiple mobile devices include phone and tablet devices. 270 reviewers of Bigin by Zoho CRM have provided feedback on this feature. | 83% (Based on 270 reviews) |
Reporting & Analytics
Reporting | Based on 274 Bigin by Zoho CRM reviews. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. | 83% (Based on 274 reviews) | |
Dashboards | An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance This feature was mentioned in 306 Bigin by Zoho CRM reviews. | 84% (Based on 306 reviews) | |
Forecasting | As reported in 259 Bigin by Zoho CRM reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | 79% (Based on 259 reviews) |
Data Sourcing
Data Sourcing | Compiles data from a breadth of either internal or external sources. 107 reviewers of Bigin by Zoho CRM have provided feedback on this feature. | 78% (Based on 107 reviews) | |
Exporting & Sharing Data | Enables user to communicate data by securely exporting and sharing it. 106 reviewers of Bigin by Zoho CRM have provided feedback on this feature. | 83% (Based on 106 reviews) | |
Multi-Device Data Visualization | Based on 101 Bigin by Zoho CRM reviews. Allows users to view data visualizations on several devices. | 82% (Based on 101 reviews) | |
Interactive Dashboards | Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. 102 reviewers of Bigin by Zoho CRM have provided feedback on this feature. | 83% (Based on 102 reviews) | |
Data Segmentation | Based on 103 Bigin by Zoho CRM reviews. Enables user to segment customer or prospect data in meaningful ways such as by industry or region. | 82% (Based on 103 reviews) |
Predictive Analytics
Lead Scoring | Provides scores or rankings of each prospect based on the data provided. This feature was mentioned in 111 Bigin by Zoho CRM reviews. | 78% (Based on 111 reviews) | |
Opportunity Scoring | As reported in 109 Bigin by Zoho CRM reviews. Provides insights to determine which deals already in the pipeline have the best chance of closing. | 78% (Based on 109 reviews) | |
Risk Analysis | Based on 105 Bigin by Zoho CRM reviews. Warns sales teams of accounts that may be at risk of being lost. | 74% (Based on 105 reviews) | |
Live Forecasting | Provides live customer data so that sales organizations forecasts stay current. This feature was mentioned in 113 Bigin by Zoho CRM reviews. | 79% (Based on 113 reviews) |
Sales Management
Live Pipeline Management | Based on 118 Bigin by Zoho CRM reviews. Updates every time a change is made enabling users to trace a deal through the pipeline. | 89% (Based on 118 reviews) | |
Sales Gamification | Enables competition between a sales team by providing things like challenges and scoreboards. 111 reviewers of Bigin by Zoho CRM have provided feedback on this feature. | 77% (Based on 111 reviews) | |
Account-Based Analytics | Based on 110 Bigin by Zoho CRM reviews. Provides insightful data at the account level to arm salespeople with the most relevant information possible. | 80% (Based on 110 reviews) | |
Activity Tracking | Based on 116 Bigin by Zoho CRM reviews. Enables sales managers to stay on top of their team activities by providing visibility into customer communication. | 84% (Based on 116 reviews) |
Calling
Record Calls | Based on 47 Bigin by Zoho CRM reviews. Records calls for future reference. | 71% (Based on 47 reviews) | |
Generate Location | Generates an area code local to where the user is calling to increase likelihood of pick-up. 46 reviewers of Bigin by Zoho CRM have provided feedback on this feature. | 68% (Based on 46 reviews) | |
Call Types | Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise. 47 reviewers of Bigin by Zoho CRM have provided feedback on this feature. | 73% (Based on 47 reviews) | |
Click-to-Call | As reported in 46 Bigin by Zoho CRM reviews. Gathers contacts from integrated tools, allowing users to call with one click. | 73% (Based on 46 reviews) |
Contacts
Personalization | Retains a log of extraneous contact information such as timezone and contact engagement. 51 reviewers of Bigin by Zoho CRM have provided feedback on this feature. | 81% (Based on 51 reviews) | |
Information Locater | As reported in 48 Bigin by Zoho CRM reviews. Finds and opens saved contact information for reference at the time of a new call. | 78% (Based on 48 reviews) | |
Record Prospect Data | Based on 50 Bigin by Zoho CRM reviews. Allows users to denote which contacts they believe are prospective customers. | 81% (Based on 50 reviews) |
Insights
Notes | As reported in 47 Bigin by Zoho CRM reviews. Allows users to take notes during or after the call for future reference. | 83% (Based on 47 reviews) | |
Daily Summary | As reported in 48 Bigin by Zoho CRM reviews. Delivers users a daily summary of activity. | 82% (Based on 48 reviews) | |
Automated Voicemails | Sends automated voicemails to prospective clients who fail to answer. 46 reviewers of Bigin by Zoho CRM have provided feedback on this feature. | 64% (Based on 46 reviews) | |
Automated Emails | Based on 51 Bigin by Zoho CRM reviews. Sends automated emails to increase engagement with prospective clients. | 76% (Based on 51 reviews) | |
Sorts Prospects | Organizes contacts based on probability of success. 46 reviewers of Bigin by Zoho CRM have provided feedback on this feature. | 78% (Based on 46 reviews) |
Analytics
Open Rates | Records the rate at which emails are opened. This feature was mentioned in 81 Bigin by Zoho CRM reviews. | 81% (Based on 81 reviews) |
Customizations
Email Platform Integration | Based on 86 Bigin by Zoho CRM reviews. Syncs information from other software such as contacts, emails and calls to reduce manual data entry. | 84% (Based on 86 reviews) | |
Email Scheduling | Based on 80 Bigin by Zoho CRM reviews. Allows administrators to schedule out emails in advance. | 80% (Based on 80 reviews) | |
Notifications | As reported in 85 Bigin by Zoho CRM reviews. Reminds administrators to follow-up on emails based on pre-set reminders. | 84% (Based on 85 reviews) | |
Email Categorization | Allows for the categorization of emails. 79 reviewers of Bigin by Zoho CRM have provided feedback on this feature. | 81% (Based on 79 reviews) | |
Templates | Allows for the creation of templates for frequently-sent emails. 79 reviewers of Bigin by Zoho CRM have provided feedback on this feature. | 81% (Based on 79 reviews) |
Incentives
Badges | Assigns achievement badges to high-performing employees based on pre-determined standards. This feature was mentioned in 75 Bigin by Zoho CRM reviews. | 75% (Based on 75 reviews) | |
Triggers | As reported in 81 Bigin by Zoho CRM reviews. Automatically recognizes achievements that should be added to the leaderboard. | 80% (Based on 81 reviews) | |
Commission Calculator | As reported in 77 Bigin by Zoho CRM reviews. Helps users determine sales goals by calculating potential commission rates. | 71% (Based on 77 reviews) | |
Leaderboards | As reported in 77 Bigin by Zoho CRM reviews. Highlights top-performing employees to publicly reward their achievements. | 79% (Based on 77 reviews) |
Personalization
Profiles | Creates user profiles similar to social media pages that display private or public statuses and updates. This feature was mentioned in 84 Bigin by Zoho CRM reviews. | 84% (Based on 84 reviews) | |
Custom Reports | Generates reports with customizable fields to further understand employee performance. 82 reviewers of Bigin by Zoho CRM have provided feedback on this feature. | 81% (Based on 82 reviews) | |
Dashboards | Visualizes individual and team insights such as new leads and outbound calls. This feature was mentioned in 86 Bigin by Zoho CRM reviews. | 84% (Based on 86 reviews) | |
Goal Setting | Based on 79 Bigin by Zoho CRM reviews. Allows teams to set trackable goals within the tool. | 82% (Based on 79 reviews) |
Administrative
Integration | Integrates with CRM and financial systems to help determine goals This feature was mentioned in 79 Bigin by Zoho CRM reviews. | 82% (Based on 79 reviews) | |
Employee Structure | As reported in 77 Bigin by Zoho CRM reviews. Organizes team members by roles, activities and objectives and weighs tasks by importance. | 81% (Based on 77 reviews) |
Integrated Workflows
Task Management | As reported in 137 Bigin by Zoho CRM reviews. Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. | 86% (Based on 137 reviews) | |
Email Tracking/Automation | Based on 142 Bigin by Zoho CRM reviews. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. | 82% (Based on 142 reviews) | |
Calls and Voice | Based on 124 Bigin by Zoho CRM reviews. Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. | 76% (Based on 124 reviews) | |
Other Outreach Options | Based on 118 Bigin by Zoho CRM reviews. Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. | 80% (Based on 118 reviews) | |
CRM Integration | Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach. This feature was mentioned in 132 Bigin by Zoho CRM reviews. | 87% (Based on 132 reviews) | |
Calendar | Integrates with calendar software so users can seamlessly schedule calls. This feature was mentioned in 141 Bigin by Zoho CRM reviews. | 81% (Based on 141 reviews) | |
Shared Records | Based on 130 Bigin by Zoho CRM reviews. Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. | 84% (Based on 130 reviews) |
Repeatability and Reportability
Content Management | Based on 118 Bigin by Zoho CRM reviews. Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. | 79% (Based on 118 reviews) | |
Workflow Management | Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. This feature was mentioned in 129 Bigin by Zoho CRM reviews. | 85% (Based on 129 reviews) | |
Workflow Performance | As reported in 118 Bigin by Zoho CRM reviews. Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members. | 84% (Based on 118 reviews) | |
Gamification | As reported in 112 Bigin by Zoho CRM reviews. Provides gamifaction features to rank sales reps on performance | 69% (Based on 112 reviews) |
AI and Automation
Lead Prioritization | Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. 121 reviewers of Bigin by Zoho CRM have provided feedback on this feature. | 82% (Based on 121 reviews) | |
Lead Scoring | Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage 117 reviewers of Bigin by Zoho CRM have provided feedback on this feature. | 79% (Based on 117 reviews) | |
Best Time of Day Scheduling | Based on 114 Bigin by Zoho CRM reviews. Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations | 73% (Based on 114 reviews) | |
Buyer Intelligence | Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. This feature was mentioned in 118 Bigin by Zoho CRM reviews. | 75% (Based on 118 reviews) | |
Machine Learning | See feature definition | Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers
based on historical buyer behavior. 115 reviewers of Bigin by Zoho CRM have provided feedback on this feature. | 67% (Based on 115 reviews) |
Agentic AI - CRM
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Sales Performance Management
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data |
Agentic AI - Email Tracking
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Sales Analytics
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data |
Agentic AI - Outbound Call Tracking
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data |
Agentic AI - Sales Engagement
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
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