Zoho Bigin: the simple CRM for small businesses that sell seriously
Bigin is Zoho's CRM for small teams: pipelines, contacts and follow-up without complications. What it includes, who it is for and when to move up to Zoho CRM.
Doña Marta has a flower shop with two employees. Her customers message her on WhatsApp, call her and stop by the shop. Where does she keep track of who ordered what, for when and at what price? In a notebook, in three different chats and in her memory.
It works… until the day of the wedding arrangement nobody wrote down. That is the exact moment a small business needs a CRM, and Bigin is Zoho's answer for that moment.
What is Zoho Bigin?
Bigin is a simple CRM for small businesses, made by Zoho, that focuses on the essentials: contacts, sales pipelines and follow-up, with a short learning curve. It does not try to do everything: it tries to get your team using it from day one.
What does Bigin include?
Everything you need to leave Excel behind without complications:
- Visual pipelines to see what stage each opportunity is in.
- Contacts and companies with their conversation history.
- Web forms that create contacts automatically.
- Built-in email and telephony to record every interaction.
- Workflows to automate tasks and reminders.
- Toppings: add-ons to bring in features according to what you need.
If you have never built a pipeline, the logic is the same in any CRM; we explain it step by step in how to organize your sales pipeline.
Who is Bigin for?
For small teams with a simple sales process: stores, practices, small agencies, professional services. Businesses like Doña Marta's, where the urgent thing is not to forget anyone.
Watch out: if your sale needs guided processes, assignment rules across several salespeople or advanced reports, Bigin will soon fall short. In that case it is better to start directly with Zoho CRM.
Bigin or Zoho CRM?
Bigin to start with order; Zoho CRM when the process becomes complex.
| If your business… | You should choose |
|---|---|
| Has a small team and a simple process | Bigin |
| Needs order fast without complications | Bigin |
| Has several salespeople with assignment rules | Zoho CRM |
| Needs guided processes and advanced reports | Zoho CRM |
What if almost all your sales happen over chat? Then it is worth comparing with Kommo too: we do it in Zoho CRM or Kommo: which to choose.
How do I implement Bigin without slowing down my business?
- Define your real sales stages.
- Import your contacts from Excel or your email.
- Connect your web form so leads come in on their own.
- Create two or three automations: welcome, reminder and follow-up.
- Connect WhatsApp with the official API if you sell over chat. If you use the app today, you can keep it thanks to WhatsApp coexistence.
Common mistake: wanting to configure everything before using it. Start with the minimum, use it for two weeks and then adjust. A perfect CRM nobody uses is of no use to anyone.
In short
Bigin is the simplest way to move from Excel (or Doña Marta's notebook) to a real CRM without slowing down your business. If you grow, the path to Zoho CRM is open. We implement it and train your team in our Zoho Bigin service.
Frequently asked questions
Is Bigin useful if there are only two or three of us?
Yes, it is designed precisely for that: small teams that need order in their contacts and sales without a complex CRM.
Can I move from Bigin to Zoho CRM later?
Yes. If your operation grows, the information can be moved to Zoho CRM.
Does Bigin connect with WhatsApp?
Yes, with the official WhatsApp API and the right integrations, conversations can be recorded alongside the contact.
How long does it take to implement Bigin?
Since it is a simple CRM, implementation is short: define stages, import contacts, connect the form and create the first automations.
Do not stop at the theory: apply it to your business
We implement Zoho Bigin end to end, with your real operation. The first conversation is free.
