Overview of Zoho Bigin

Overview of Zoho Bigin

Zoho Bigin is a simple, pipeline-based Customer Relationship Management (CRM) tool designed for small businesses. At NextBranch Solutions, we recommend Bigin for clients who want to manage leads, track deals, and maintain customer relationships without the complexity of a full-scale CRM.

Key Benefits of Zoho Bigin

  • Pipeline View – Track deals visually as they move through different stages.
  • Contact Management – Keep customer information organized in one place.
  • Activity Tracking – Schedule and track calls, meetings, and tasks.
  • Email Integration – Send and receive emails directly from Bigin.
  • Automation – Automate repetitive tasks with workflows.
  • Mobile App – Manage your pipeline on the go.
  • Zoho One Integration – Works seamlessly with Zoho Campaigns, Desk, and Bookings.


How to Get Started

Step 1: Sign In

  1. Go to Zoho Bigin.
  2. Log in with your Zoho account credentials.


Step 2: Set Up Your Pipeline

  1. Navigate to Pipelines from the main menu.
  2. Choose a ready-made pipeline template (e.g., Sales, Support) or create your own.
  3. Add or edit stages to match your sales or service process.


Step 3: Add Contacts & Companies

  1. Go to the Contacts tab.
  2. Click + Add Contact to enter customer details.
  3. Optionally, create a Company profile and link related contacts.


Step 4: Add Deals

  1. Open your Pipeline view.
  2. Click + Deal and fill in deal details (amount, expected close date, stage).
  3. Assign the deal to a team member if needed.


Step 5: Track Activities

  • Use the Activities tab to schedule calls, meetings, or tasks.
  • Sync with your calendar to avoid double-booking.
  • Mark activities as completed to keep your records up to date.


Step 6: Use Email & Automation

  • Connect your email account under Settings > Email to send and receive within Bigin.
  • Set up simple workflows to:
  • Send welcome emails to new leads.
  • Move deals automatically when conditions are met.
  • Create follow-up tasks after calls.


Managing Data

  • Import Data: Upload contacts, companies, or deals via CSV/Excel.
  • Export Data: Download your records for backup or reporting.
  • Reports & Dashboards: Use built-in analytics to track performance and revenue.


Pro Tips

  • Keep your pipeline stages simple for clarity.
  • Use custom fields to track information unique to your business.
  • Take advantage of the Bigin mobile app (iOS/Android) for on-the-go updates.
  • Integrate Bigin with Zoho Campaigns to send email marketing directly to your contacts.

Need More Help?

For in-depth tutorials and troubleshooting, visit Zoho’s official resources:

  • Zoho Bigin Help Center
  • Zoho Bigin FAQs
  • Zoho Bigin Community


✅ With Zoho Bigin, NextBranch Solutions helps you streamline your sales process, manage relationships, and close deals faster without the complexity of a large-scale CRM.