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Bigin is ideal for small and micro businesses that are looking to move away from inefficient spreadsheets and other legacy sales tools and better manage their customer relationships.
QuickBooks users, meet Method: the smarter way to manage leads, track sales, improve customer service, and automate tasks. Say goodbye to double data entry and hello to more time for what matters.
The most amazing thing about ZOHO CRM is the responsive user interface. And ease to use functionality.
The worst is it does not integrate with Zoho Books, there is not point. I spent time exporting contacts from books and importing to Bigin and then realised this is foolish to do.
Great, the app is very user friendly and I have a strong feeling it is going to take my business to the next level.
No automated lead allocation is something I hated most.
The pipeline management feature is particularly impressive, offering clear visualizations of sales stages and helping to track progress effectively.
Limited number of custom fields, no email templates and difficult to create email templates on my own.
Its capability to integrate with other Zoho Modules like Zoho Invoice are quite useful for small business. The Most important of when you become big enough you can easily migrate to Zoho CRM.
It broke down several times. However, it finally worked.
I liked the low cost and the clean interface that all looked much nicer than what we had been using. I really liked how tightly it could integrate with QuickBooks Online which saved us a lot of time.
Jobs were no longer being overlooked because of human error. Sales tracking was non-existent before Method.
I love the ability to keep a record of each activity and opportunities. Being able to customize things has been great for our company.
But because of the bad experience of trying to customize it and have the same tracking ability as CiviCRM, I basically wasted 6-months fooling around with it.
It is not just a powerful CRM, but a great way to add any additional trackable data. I have also used it as a platform base to create some amazing custom reports.
I wasn't handed off to someone else, just dropped. Method appears to subscribe to the same LACK of service, the service industry has morphed into.
I love the customizeability of the application and the support to get those things done has been great.
The integrations can be somewhat confusing when you first approach them.
Stephanie: Hi, I'm Stephanie and I'm from Elf Squad Inc. And The BIG Geelong CoWorking Day. And I give Bigin CRM a rating four out of five. Okay. Previously I was using a very large, well-known CRM system and I liked it, but when it came to configuring for custom fields and, really, making the system work for me and for our operation, it was just incredibly difficult. And I spent hours and hours on tutorials and going through all sorts of systems-based academy stuff to try and work out how to make this thing work, and I just never quite got there. And Bigin, I found, and on day one it was just working beautifully. Fantastic. I chose Bigin, mainly, I just saw an ad that popped up on YouTube and it was talking about toppings, and I thought, okay, that sounds great. And I have previously had some familiarity with Zoho CRM, and I was looking at perhaps going back to Zoho, but then Bigin popped up and I thought this could be quite good. It was actually originally for a client who is not as experienced in contact management systems, and I thought, we need something a little straightforward. So I thought, we'll just get him going on that. As soon as I did with him, I thought, wow, this is fantastic. It's just so easy. It just works. That was really my selection process. It was really just trialing it out for someone who had fairly basic requirements, but it was good to know that we had a fairly straightforward way of expanding. And then within hours of working on it for him, I realized this thing is fantastic. I'm going with this for myself. Getting Bigin started was great. It was so easy. It flowed. It integrates beautifully with both Google. So I use the free Gmail service actually as my email client, but I have a variety of different domain name emails because I am involved in quite a few things. And each and every time it's worked, it's not required a great deal of additional sitting down and doing tutorials or reading up on help documents or anything like that. It's been fairly straightforward. Yeah, it's been great. I've really enjoyed it. I do have a marketing and database marketing background, but I have from previous experience realized that doesn't always mean every system is easy to onboard, and this it just slotted in straight away. The only exception was just this week I just started doing mass emails and lead magnet kind of signup stuff, and there was a couple of things that I did need to look into because it wasn't as intuitive, but now I know how that works. Again, very, very simple and straightforward. It was resolved within about five minutes. I highly recommend Bigin CRM. At this point in time I haven't even needed to add in any additional plugins or, as they're called, toppings. So I haven't needed to explore that side of it. Everything that I need it for from the point of view of managing tasks, pipelines, email back and forward, mass emails, all sorts of things, it's just really fantastic. Very, very easy. There is a very well-known system that's popular amongst small business owners and globally well-known, and it's one that I've been very committed to over the years because I just thought one day it will work for me, and I never quite got there. So if you're just feeling like something just isn't working for you, just give Bigin a go because it is a breath of fresh air. It's really straightforward to get going. Even for people who don't have a lot of experience using contact management systems, you can add and adapt and customize fields for your contacts, your records, pretty much everything on the fly. So it doesn't mean you have to stop what you're doing, go in, change a field, and then come back out again. You can pretty much do it all as you're going, and that's fantastic. So for a nimble organization like ours, we really need to just get things done, not make it too complicated, but make sure that it's future-proof and can grow with us and I have every confidence that's what Bigin is. We're just under a month in and I am loving it.
Speaker 1: Hi, my name is Joe. I work in healthcare and sales operations. I give Method a three out of five, for more reviews like this click below. So before we looked into using Method CRM, we were using Infusionsoft CRM, currently that's actually now called Keaps CRM. And the reason why we actually made a move was because we needed something that had better integrations with some of our other softwares, mainly QuickBooks for accounting. And that was one of Method's biggest strong suits. So the biggest reason we chose Method CRM was the fact that it had a really great integration with QuickBooks. We were already using QuickBooks at the time, and so it was just perfect to be able to have a really fluid integration with QuickBooks. Also, the entire customization of the Methods CRM dashboard is actually really great. You can add custom fields, custom objects, the entire layout can be totally customized. You can also customize all the automation. That being said, there are a few issues with it, that we ran into glitches that should be resolved. So getting started with Method CRM was actually pretty difficult. There's definitely a learning curve in terms of building the automation yourself. Now Methods CRM does offer their own consulting services, where you can hire a consultant to do some of the automation and customization for you. However, I felt it was overpriced. And so, a lot of the customization fell on my sales operations team to build out. So I would say it was pretty difficult. So I would recommend considering Methods CRM only if you require it for QuickBooks integration or you have a very simple business without a lot of complexity. I think that it's a great CRM, as long as you don't have tons of complexity that you need to throw at Method CRM. It's great for QuickBooks and accounting, but it's a little bit more difficult as far as integrations. In order to integrate you have to use... go through Zapier, or there's maybe a slew of others that might be actually integrated, but without doing a Zapier integration, you're kind of out of luck. So that's one thing that you should really consider, is how many integrations do I need to do? And am I willing to go through Zapier to get to those. Otherwise, I think that's really all of the considerations you should have.
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Bigin by Zoho CRM
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Bigin by Zoho CRM
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