# Bigin by Zoho CRM Software 2026: Features, Integrations, Pros & Cons | Capterra > Capterra's in-depth exploration of Bigin by Zoho CRM Software's capabilities reveals its suitability for various software needs and provides a comprehensive overview of Bigin by Zoho CRM Software pricing, features, integrations, and potential alternatives. Source: https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM --- # Bigin by Zoho CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 1, 2025 Written byAndrew Blair Andrew Blair Content Analyst Andrew Blair is a content analyst at Capterra, covering marketing, cybersecurity, and emerging technologies across industries. His research and data insights for small and midsize businesses have been featured in SBS Media, IT Brief Australia,... [See bio & all articles](https://www.capterra.com/resources/author/andrew-blair/) Content Analyst Edited byMehar Luthra Mehar Luthra Content Editor Mehar has been a team lead at Capterra for nearly three years, helping shape educational articles, thought leadership research reports, and content designed to help businesses compare software to find the best fit. She's spent nearly a decade... [See bio & all articles](https://www.capterra.com/resources/author/mehar-luthra/) Content Editor Written by [Andrew Blair](https://www.capterra.com/resources/author/andrew-blair/) Content Analyst Andrew Blair is a content analyst at Capterra, covering marketing, cybersecurity, and emerging technologies across industries. His research and data insights for small and midsize businesses have been featured in SBS Media, IT Brief Australia, and Technology Decisions media publications. Edited by [Mehar Luthra](https://www.capterra.com/resources/author/mehar-luthra/) Content Editor Mehar has been a team lead at Capterra for nearly three years, helping shape educational articles, thought leadership research reports, and content designed to help businesses compare software to find the best fit. She's spent nearly a decade in the editorial space, having served as a content writer, editor, editorial head, and now as a team lead. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Key takeaways](#key-takeaways)[Our verdict](#our-verdict)[Alternatives](#alternatives)[Users](#users)[Interface](#interface)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Bigin by Zoho CRM Bigin by Zoho CRM Overview: ### Key takeaways Insights from verified Capterra reviews Bigin by Zoho CRM helps small businesses manage contacts, pipelines, and leads with minimal setup and daily usability. Admin and sales teams in IT, marketing, and real estate often rely on it for day-to-day contact and pipeline management. Users value its mobile parity and visual pipeline tools, though some cite limitations in reporting and customization. Recent updates include AI-powered mobile assistance and built-in payment links. ### Our verdict The platform is useful for small teams that need a structured way to manage contacts and pipelines without investing in complex systems. Its simplicity supports fast onboarding and daily use, but buyers should weigh trade-offs like limited reporting depth and customization. The product’s automation and mobile-first updates show it’s evolving, though teams with more layered workflows may eventually outgrow its scope. Overall rating Based on 726 user reviews Reviews sentiment Positive 98% Neutral 2% Negative 0% Starting price $7 Per User, Per Year Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Bigin by Zoho CRM alternatives Bigin by Zoho CRM may not be ideal for teams seeking deeper reporting tools, broader customization options, or integrations beyond the Zoho ecosystem. Explore other solutions that better align with your workflow preferences, data needs, or platform compatibility. Highest Rated [4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.5 (4,453)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.4 (18,768)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.3 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/alternatives/) ## Who uses Bigin by Zoho CRM? Based on Capterra reviews from the past 2 years Talk to a software expert to get a free software list tailored to your business needs ## Bigin by Zoho CRM's interface The interface is clean and intuitive, with a layout that supports quick navigation and minimal setup. Users consistently mention its clutter-free design, straightforward pipeline views, and mobile parity. Still, some note limitations in customization and reporting depth, especially for growing teams. 1+ Andrew Blair Content Analyst Reviewers say it takes just minutes to understand where key elements sit, making it easy to manage contacts and pipelines without formal training. The mobile app mirrors the desktop experience well, though you can expect minor friction when exporting or customizing views. Ease of Use 4.7 (726) 4.7 Based on 726 reviews ## Key features View by: These features have been rated as most important by users based on their reviews. View by: Get Advice We can help you find the software with the features you need. Andrew Blair Content Analyst These features make it a practical choice for small teams that need fast setup, mobile access, and visual clarity. From contact management to pipeline tracking, it supports workflows with minimal friction, though reporting and customization may be limited. Features 4.5 (726) 4.5 Based on 726 reviews Reviewers rated these Bigin by Zoho CRM features the highest. Our commentary is based on reviewer sentiment and collective feedback from reviews published in the past two years. Contact database 4.4 (164) 164 reviewers rated this feature Enables centralized storage of large contact volumes with customizable fields. It offers ease of use across devices, quick import from CSV/XLS, and reliable access to contact-related data. Contact management 4.3 (368) 368 reviewers rated this feature Supports segmentation, tagging, and communication tracking. Users benefit from mandatory custom fields, email integration, and shared access across teams for managing contact lifecycles. Sales pipeline management 4.3 (356) 356 reviewers rated this feature Offers visual Kanban-style pipelines with multiple stream support. Reviewers value its clarity in tracking deals, prioritizing tasks, and forecasting sales. CRM 4.2 (70) 70 reviewers rated this feature Provides a simple interface for managing contacts, deals, and tasks in one place. Users mention reduced training time and customizable layouts that support the full customer journey. Lead management 4.1 (344) 344 reviewers rated this feature Centralizes lead tracking and segmentation with automated workflows. It captures leads from various sources and streamlines follow-ups for faster conversions. Mobile access 4.1 (95) 95 reviewers rated this feature Delivers near-desktop functionality for managing CRM tasks on the go. Users appreciate its smooth performance, strong sync, and utility for field teams. Email-in with aliases 0 reviewers rated this feature Converts incoming emails into pipeline records using pre-installed group aliases. This helps teams capture leads and customer requests directly from email threads without manual entry, streamlining intake and reducing response lag. Advanced automation rules 0 reviewers rated this feature Supports up to 100 custom rules triggered by dates or conditions. These allow teams to automate repetitive tasks, send alerts, and update records based on workflow logic, improving consistency and reducing manual oversight. Stage transition rules 0 reviewers rated this feature Adds checkpoints to pipeline stages, ensuring deals move forward only when predefined conditions are met. This helps maintain process discipline and prevents premature advancement of leads or opportunities. File cabinet 0 reviewers rated this feature Provides 5GB of storage for collecting and organizing customer files via unique links. Teams can centralize documents, contracts, and reference materials in one place, improving access and reducing clutter across systems. Booking pages 0 reviewers rated this feature Automates appointment scheduling by generating no-code pages that sync directly into the CRM. This reduces manual coordination, prevents missed meetings, and centralizes client bookings for better visibility. (Released in Q1 2025) QuickBooks Online integration 0 reviewers rated this feature Connects CRM and accounting workflows by enabling invoice and estimate generation directly from Bigin. This helps streamline financial operations and reduces tool-switching. (Released in Q1 2025) Stripe and PayPal integration 0 reviewers rated this feature Enables secure payment link generation and tracking within the CRM. Teams can close deals faster and monitor payment status across multiple channels. (Released in Q1 2025) On-device AI assistance 0 reviewers rated this feature Adds mobile-native AI tools for drafting emails, translating text, and summarizing records. This boosts productivity for mobile users without relying on cloud processing. (Released mid-2025) All key features (166) An @mention is a way to tag or notify a specific person about a message/post 0% of 0 reviewers... Define levels of authorization for access to specific files or systems 61.11% of 18 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities 87.50% of 8 reviewers that rated this feature as important or highly important Track and document all activities across devices, networks, and other systems 0.00% of 1 reviewers that rated this feature as important or highly important Continuous profile-based stream of news and activity 0% of 0 reviewers... Supports up to 100 custom rules triggered by dates or conditions. These allow teams to automate repetitive tasks, send alerts, and update records based on workflow logic, improving consistency and reducing manual oversight. 0 reviewers rated this feature Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges 44.00% of 25 reviewers that rated this feature as important or highly important Application programming interface that allows for integration with other systems/databases 25.00% of 4 reviewers that rated this feature as important or highly important Manage various aspects of appointments including booking, rescheduling, canceling 0.00% of 1 reviewers that rated this feature as important or highly important Schedule appointments via a calendar 0% of 0 reviewers... Assign issues and tasks based on availability or required skills 33.33% of 3 reviewers that rated this feature as important or highly important A record of all activities within the system, including user access, changes made, etc. 0% of 0 reviewers... Automatically create schedules based on business needs or employee availability and qualifications 0% of 0 reviewers... Create, manage, and send invoices or bills to customers 50.00% of 2 reviewers that rated this feature as important or highly important Automates appointment scheduling by generating no-code pages that sync directly into the CRM. This reduces manual coordination, prevents missed meetings, and centralizes client bookings for better visibility. (Released in Q1 2025) 0 reviewers rated this feature Capture contact information by scanning a physical item and having the system automatically extract data from the scan 50.00% of 2 reviewers that rated this feature as important or highly important Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes 50.00% of 4 reviewers that rated this feature as important or highly important Track and manage schedules and meetings via an integrated calendar 0% of 0 reviewers... Synchronize with other calendars to view mutual availability and schedules 36.36% of 11 reviewers that rated this feature as important or highly important Notifications/alerts for upcoming events or tasks 29.69% of 64 reviewers that rated this feature as important or highly important Collects essential call data such as call origin, call destination, call length, and other transaction details 28.57% of 7 reviewers that rated this feature as important or highly important Record the audio of phone conversations for quality assurance purposes 0% of 0 reviewers... Create a collection of marketing actions to complete specific goals and plan and analyze campaign results 50.00% of 8 reviewers that rated this feature as important or highly important Manage various distribution channels, build relations with channel partners, and track their performance 0% of 0 reviewers... Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. 0% of 0 reviewers... Communicate using direct chat or messages within the system 0% of 0 reviewers... An itemized to do list that can be edited as tasks are completed 0% of 0 reviewers... Electronic storage of stakeholder contact information 0% of 0 reviewers... Manage contact details and communication with clients 0% of 0 reviewers... Track all company interactions with current clients 0% of 0 reviewers... Match clients or tenants with suitable properties based on their specific requirements, preferences and budget 0% of 0 reviewers... Provides a channel for team members to share media files, communicate, and work together 0% of 0 reviewers... Leave comments and notes on documents for others to view 100.00% of 1 reviewers that rated this feature as important or highly important Manage and track all internal and external communication conducted via calls, email, text, or chat 0% of 0 reviewers... Track and manage adherence to policies for any service, product, process, or supplier 0% of 0 reviewers... Enables centralized storage of large contact volumes with customizable fields. It offers ease of use across devices, quick import from CSV/XLS, and reliable access to contact-related data. 164 reviewers rated this feature Supports segmentation, tagging, and communication tracking. Users benefit from mandatory custom fields, email integration, and shared access across teams for managing contact lifecycles. 368 reviewers rated this feature Provides a simple interface for managing contacts, deals, and tasks in one place. Users mention reduced training time and customizable layouts that support the full customer journey. 70 reviewers rated this feature A collection of customer information such as contact details, demographics, previous interactions, etc. 150.00% of 4 reviewers that rated this feature as important or highly important Initiate interactions with customers by proactively starting conversations or providing informational content 0% of 0 reviewers... Access previous interactions or concerns to maintain customer relationships 0% of 0 reviewers... Visualize and analyze customer experience across all touchpoints and channels 62.50% of 16 reviewers that rated this feature as important or highly important Process of dividing customers into groups based on common characteristics 0% of 0 reviewers... Alter the layout and content of dashboards 50.00% of 2 reviewers that rated this feature as important or highly important Customize data fields to support various needs and use cases 75.68% of 37 reviewers that rated this feature as important or highly important Customize contracts and forms to collect specific information 0% of 0 reviewers... Alter the layout and content of reports 23.08% of 13 reviewers that rated this feature as important or highly important Pre-designed layouts that can be customized to match preferences and requirements 0% of 0 reviewers... Assembly of graphs and charts for visualizing and tracking statistics/metrics 0.00% of 1 reviewers that rated this feature as important or highly important Import and export data to and from software applications 60.14% of 148 reviewers that rated this feature as important or highly important Protect sensitive data for digital privacy 0% of 0 reviewers... Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency 0% of 0 reviewers... Defines specific deal parameters to negotiate and secure deals 0% of 0 reviewers... Store, manage, and track all electronic documents in a centralized location 57.14% of 7 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system 26.47% of 34 reviewers that rated this feature as important or highly important Assemble applications and processes by dragging over and arranging pre-built components 100.00% of 1 reviewers that rated this feature as important or highly important Digitally sign online documents 0% of 0 reviewers... Manage, store and organize emails within the system or via third-party apps 54.33% of 208 reviewers that rated this feature as important or highly important Create and send email blasts/campaigns 19.35% of 31 reviewers that rated this feature as important or highly important Pre-made examples and templates for emails 0.00% of 1 reviewers that rated this feature as important or highly important Track delivered, received, and opened emails 0% of 0 reviewers... Converts incoming emails into pipeline records using pre-installed group aliases. This helps teams capture leads and customer requests directly from email threads without manual entry, streamlining intake and reducing response lag. 0 reviewers rated this feature Tracks metrics that provide insight into how a user interacts with any interface or product 0% of 0 reviewers... Predefined actions automatically performed on the occurance of specific events 0% of 0 reviewers... Manage or track sales completed by field teams/employees 0% of 0 reviewers... Provides 5GB of storage for collecting and organizing customer files via unique links. Teams can centralize documents, contracts, and reference materials in one place, improving access and reducing clutter across systems. 0 reviewers rated this feature Create, save, and store files 0% of 0 reviewers... Public or private sharing of digital files such as documents, audio/video, images, and more 0% of 0 reviewers... Move files across different systems or networks 0% of 0 reviewers... Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. 0% of 0 reviewers... Software designed for the healthcare industry 0% of 0 reviewers... Operate/access software on iPad Devices 0% of 0 reviewers... Operate/access software on Mac Devices 100.00% of 1 reviewers that rated this feature as important or highly important For realtors, real estate investors, property managers, and other real estate professionals. 0% of 0 reviewers... Caters to sales teams 66.67% of 12 reviewers that rated this feature as important or highly important Designed for small businesses 66.35% of 104 reviewers that rated this feature as important or highly important Primarily serving startup companies 44.44% of 18 reviewers that rated this feature as important or highly important Adds a customizable form to the landing page, usually for the purposes of lead generation 0% of 0 reviewers... Store, manage and track all forms in a centralized location 0% of 0 reviewers... Establish measurable goals and objectives and track their progress over a specific period of time 0% of 0 reviewers... Create, design and modify the flow and processes of tasks in a project 0% of 0 reviewers... Compliant with HIPAA, which sets standards for sensitive patient data protection 0% of 0 reviewers... Track interaction history by documenting conversations for contacts 36.67% of 60 reviewers that rated this feature as important or highly important Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response 0% of 0 reviewers... Visualization tool to organize and optimize tasks and track their status at every stage of workflow 0% of 0 reviewers... Create landing pages or online forms designed to capture new leads and prospects 0% of 0 reviewers... Manually or automatically assign leads to sales reps 0% of 0 reviewers... Automatically identify and save contact information of potential customers 73.53% of 102 reviewers that rated this feature as important or highly important Route and distribute your leads to third party buyers 50.00% of 2 reviewers that rated this feature as important or highly important Manage the process of attracting and converting business prospects into leads 52.27% of 44 reviewers that rated this feature as important or highly important Centralizes lead tracking and segmentation with automated workflows. It captures leads from various sources and streamlines follow-ups for faster conversions. 344 reviewers rated this feature Real-time alerts or notifications that inform teams about new leads or prospects 100.00% of 1 reviewers that rated this feature as important or highly important Engage with a lead throughout the sales process by actively providing information 0% of 0 reviewers... Score a lead on their quality or likelihood to buy based on certain behaviors 33.33% of 3 reviewers that rated this feature as important or highly important Divide leads into buckets based on predefined criteria and routing rules 64.29% of 14 reviewers that rated this feature as important or highly important Boards that use custom metrics to show how leading performers compare to other individuals/teams 0% of 0 reviewers... Ability to chat online in real time 58.33% of 12 reviewers that rated this feature as important or highly important Automate workflows and trigger campaigns based on customer actions 65.52% of 58 reviewers that rated this feature as important or highly important Records of patients' medical history 0% of 0 reviewers... Delivers near-desktop functionality for managing CRM tasks on the go. Users appreciate its smooth performance, strong sync, and utility for field teams. 95 reviewers rated this feature Access the system via a mobile application 0% of 0 reviewers... Observe and track the demand, usage, progress or quality of a system, product, or user 0.00% of 1 reviewers that rated this feature as important or highly important Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. 0.00% of 1 reviewers that rated this feature as important or highly important Manage and support multiple languages 0% of 0 reviewers... Drag and drop/visual interfaces that allow non-tech users to build without writing code 50.00% of 4 reviewers that rated this feature as important or highly important Using different methods or channels to connect with customers 0% of 0 reviewers... Adds mobile-native AI tools for drafting emails, translating text, and summarizing records. This boosts productivity for mobile users without relying on cloud processing. (Released mid-2025) 0 reviewers rated this feature Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service 100.00% of 2 reviewers that rated this feature as important or highly important Create new forms and/or use ready-made online form templates 0% of 0 reviewers... Accept and process online payment transactions 0% of 0 reviewers... Track all opportunities for potential sales and convert them into recurring revenue 20.00% of 10 reviewers that rated this feature as important or highly important Allow communication between the company and patients via messages, SMS, emails, phone, and more 0% of 0 reviewers... Managing and tracking patient health, progress, communication, and treatment plans 0% of 0 reviewers... A set of indicators that tracks the performance of networks, applications, systems, teams, etc. 50.00% of 2 reviewers that rated this feature as important or highly important Adjust communications based on previous interactions or personal preferences 0% of 0 reviewers... Track and organize physician schedules and pertinent information 0% of 0 reviewers... Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. 65.63% of 64 reviewers that rated this feature as important or highly important Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. 0% of 0 reviewers... Arrange tasks based on the level of priority or urgency 0% of 0 reviewers... Streamlining repetitive tasks and activities through automated and predefined workflows 0% of 0 reviewers... Present a catalog of inventory that customers can view 0% of 0 reviewers... Reporting on how each user, task or process has advanced since its initiation 85.71% of 7 reviewers that rated this feature as important or highly important Plan and coordinate all the resources, costs and time needed to execute assignments 0% of 0 reviewers... Connects CRM and accounting workflows by enabling invoice and estimate generation directly from Bigin. This helps streamline financial operations and reduces tool-switching. (Released in Q1 2025) 0 reviewers rated this feature Generate quotes or estimates for customers 20.00% of 15 reviewers that rated this feature as important or highly important Preview and make real-time changes in the web content 0% of 0 reviewers... Receive data and information in real time 52.38% of 21 reviewers that rated this feature as important or highly important Notifications that are delivered to users as soon as an event occurs 200.00% of 1 reviewers that rated this feature as important or highly important Ability to record, store, update, and retrieve information 0% of 0 reviewers... Log and store the source of contacts/leads 0% of 0 reviewers... Timed notification for any upcoming task, deadline, appointment, or activity 55.56% of 9 reviewers that rated this feature as important or highly important Collection, analysis, and representation of numerical data and generation of reports to understand various patterns 41.67% of 12 reviewers that rated this feature as important or highly important You get basic but useful reporting and analytics, including customizable dashboards and integration with Zoho Analytics. Reviewers appreciate the quick performance snapshots, but some say they want deeper analysis, more filters, and easier customization. 53.88% of 245 reviewers that rated this feature as important or highly important Set & manage permission levels based on user roles and restrict access to only authorized individuals 0% of 0 reviewers... Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work 0.00% of 1 reviewers that rated this feature as important or highly important Define, track, and/or automate sales activities and sales processes 65.52% of 29 reviewers that rated this feature as important or highly important Offers visual Kanban-style pipelines with multiple stream support. Reviewers value its clarity in tracking deals, prioritizing tasks, and forecasting sales. 356 reviewers rated this feature Reports specific to sales analysis for trends and strategies 0.00% of 2 reviewers that rated this feature as important or highly important Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. 60.00% of 5 reviewers that rated this feature as important or highly important Plan availability and assign specific time slots for tasks and resources 0% of 0 reviewers... Search and filter data across systems to locate required information by entering keywords or certain criteria 66.67% of 60 reviewers that rated this feature as important or highly important Securely stores data to prevent data loss or breaches 0% of 0 reviewers... Group leads or contacts based on their specific characteristics 0% of 0 reviewers... Share contacts with other applications like Gmail and CRM 50.00% of 2 reviewers that rated this feature as important or highly important Allow users to access multiple services after entering their login credentials once 0% of 0 reviewers... Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. 15.00% of 20 reviewers that rated this feature as important or highly important Use your computer as a phone device to make calls over the internet 0% of 0 reviewers... Adds checkpoints to pipeline stages, ensuring deals move forward only when predefined conditions are met. This helps maintain process discipline and prevents premature advancement of leads or opportunities. 0 reviewers rated this feature Track the status over time for a request, process, asset, or transaction 0% of 0 reviewers... Enables secure payment link generation and tracking within the CRM. Teams can close deals faster and monitor payment status across multiple channels. (Released in Q1 2025) 0 reviewers rated this feature Gauge satisfaction and receive information for improvement and success 0% of 0 reviewers... Attach digital tags to documents and assets for identification, search, or monitoring purposes 0% of 0 reviewers... Create, manage and track all task activities and progression 51.19% of 168 reviewers that rated this feature as important or highly important Track the status and progress of tasks 100.00% of 1 reviewers that rated this feature as important or highly important Track and manage the scheduling of tasks 0% of 0 reviewers... Create, save, and re-purpose templates for emails, forms, etc. 0.00% of 1 reviewers that rated this feature as important or highly important Sample files or documents that could be customized as needed or used as is 0% of 0 reviewers... Addition of necessary external data, applications, tools, or features 0% of 0 reviewers... Set up connections to third-party platforms to improve business processes 70.59% of 17 reviewers that rated this feature as important or highly important Transfer queries and organize messages between agents 0% of 0 reviewers... Connect with meeting participants remotely over video 0% of 0 reviewers... Track visitors and purpose of visits 0% of 0 reviewers... Web form that allows users to enter data that is sent and processed for different reasons 0% of 0 reviewers... SaaS, web-based, online deployment 100.00% of 1 reviewers that rated this feature as important or highly important Alter the default workflow to meet your organization's needs 70.37% of 27 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks 31.48% of 54 reviewers that rated this feature as important or highly important Get Advice We can help you find the software with the features you need. Andrew Blair Content Analyst These features make it a practical choice for small teams that need fast setup, mobile access, and visual clarity. From contact management to pipeline tracking, it supports workflows with minimal friction, though reporting and customization may be limited. Features 4.5 (726) 4.5 Based on 726 reviews ## Pricing Value for money 4.7 (664) Bigin’s Express plan costs $9 per user, per month, or $7 billed monthly on an annual plan—well below the average small and midsize business (SMB) budget of $35 to $70 per user, per month. The Premier plan is priced at $15 monthly or $12 billed annually, while Bigin 360 costs $21 monthly or $18 billed annually. All plans scale per user with no seat minimums listed. Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/pricing/) Express $7.00 Per User,Per Year It includes: - 10 Custom Fields/Module - 10 Workflows - 3 Pipelines - 50000 Records - WhatsApp Business Integration - Developer APIs - Email Integration - 3rd Party Integrations - Additional Records - Add-on: Additional File Storage - Approve Records - Attachments in Email Premier $12.00 Per User,Per Year It includes: - 100000 Records - 10 Pipelines - 25 Custom Fields/Module - 30 Workflows - Add-on: Additional File Storage - Notify Record Owner - Pipeline View (Kanban View) - Profiles - Zoho Mail Add-on - Duplicate Cleanup - Target Meters Bigin 360 $18.00 Per User,Per Year It includes: - 15 Pipelines - 1,000,000 Records - 100 Advanced Automation Rules - Email Integration - WhatsApp Business Integration - In-Built Telephony - Payment Collection - Multi-Currency Support - Standard And Custom Dashboards - Charts, KPIs, and Target Meters - Audit Log - Automatic Lead Assignment Value for money 4.7 (664) 4.7 Based on 664 reviews ## Integrations It connects with a mix of native and third-party tools across communication, finance, productivity, and marketing. These integrations help unify workflows and reduce manual updates across systems, especially for small teams managing multiple platforms. Popular integrations [ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[ WhatsApp](https://www.capterra.com/p/180345/WhatsApp/)[ Zoom Workplace](https://www.capterra.com/p/144037/Zoom-Video-Conferencing/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Andrew Blair Content Analyst Linking Bigin with tools for email, accounting, and scheduling helps your finance lead avoid double entry, your sales team track leads faster, and your ops manager centralize updates without toggling between disconnected systems. Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.5 (639) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.5 (639) 4.5 Based on 639 reviews ## User reviews Overall rating 4.7 Based on 726 reviews Filter by rating 5(539) 4(169) 3(16) 2(0) 1(2) Mentioned topic Sorted by most recent SC Shourya C. Founding Partner Real Estate ### "Easy to Use Beginner CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 9, 2026 Overall, my experience with Bigin by Zoho CRM has been very positive. It's simple, reliable, and effective for managing day-to-day CRM Pros I like the exceptional simplicity and user-friendly interface, which allows small businesses to transition away from spreadsheets without the steep learning curve of complex, traditional CRMs. Cons the biggest drawbacks of Bigin by Zoho CRM include limited customization options for fields, a lack of advanced automation for complex workflows, and limited third-party integrations Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. IP Ibrahim P. Manager Real Estate ### "Simple, Effective, Sales Tool for SME's" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 April 7, 2026 I have searched a lot of simple, sales pipelines tools, with automations, Bigin by Zoho is the easiest and best in terms of value, and improvements in features, every quarter. Pros Price is great for SME's Sales Pipeline feature keeps it Simple Connects with Email & Messaging Apps Cons I found it challenging to connect to the Telephony or maybe i dont know how. The UI can be more smooth Switched from [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Price was affordable Had the same, deal pipelines, Alternatives considered [Kommo](https://www.capterra.com/p/120048/amoCRM/) Reasons for choosing Bigin by Zoho CRM Value Pricing, Lots of Features, Easy to Use Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AU Anonymous User Founder Real Estate ### "A Reliable CRM for Real Estate Professionals" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 4, 2026 Overall, it’s a great value-for-money CRM for real estate professionals who want to stay organized, improve efficiency, and scale their business without dealing with complex systems. Pros It helps me stay organized, never miss follow-ups, and manage all client interactions in one place. The mobile app is also very helpful when I’m on field visits. Cons At times, customizing fields and pipelines for specific real estate needs requires extra effort. Rest it is an amazing CRM to go for. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VB Valentin B. Resp Co Food & Beverages ### "J'adore ce CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 1, 2026 Bigin nous permet d'avoir un suivi complet de la prospection jusqu'au réassort pour tout nos partenaires commerciaux. Commerce et ADV l'utilise quotidiennement. Pros Ce CRM est réellement top. Il permet d'avoir un suivi excellent de nos clients et prospects. Simple d'utilisation, je recommande pour toutes personnes/ entreprises Cons Honnêtement, aucun aspect négatif pour le moment. Il est complet, que ce soit au niveau des fiches contacts/ entreprise que les pipelines de ventes. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. WS Wayne S. director Computer & Network Security ### "easy to use, and keeps your pipeline organized" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 31, 2026 excellent it works - easy to use, and keeps your pipeline organized without unnecessary complexity. The interface is clean, automation features are helpful, and it covers everything you need to manage deals efficiently. Perfect if you want a lightweight CRM that just works Pros Bigin by Zoho is a great choice for small teams or solo operators. It’s simple to set up, easy to use, and keeps your pipeline organized without unnecessary complexity. The interface is clean, automation features are helpful, and it covers everything you need to manage deals efficiently. Perfect if you want a lightweight CRM that just works Cons nothing - easy to use, and keeps your pipeline organized without unnecessary complexity. The interface is clean, automation features are helpful, and it covers everything you need to manage deals efficiently. Perfect if you want a lightweight CRM that just works Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Federico V. Director Computer Software ### "Your team only will use a CRM if it's simple and easy to use" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 30, 2026 Very good functionality without complex UI. Covers the basic needs for opportunity follow-up. The best way your team will use a CRM is if it's simple. Pros It's simple and easy to use. The UI is very straight forward, which makes it easy to use and efficient. Your team won't have to make a masters degree to learn how to use it. Cons Don't have support in Spanish. Lack of support for unified inbox (have to get an additional product) Alternatives considered [Freshsales](https://www.capterra.com/p/155563/Freshsales/) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reasons for choosing Bigin by Zoho CRM Best UX and ease of set up. Competitive pricing. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. NG Nabil G. CEO Education Management ### "The Perfect Bridge Between Spreadsheets and Enterprise CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 30, 2026 Bigin is the perfect 'Goldilocks' CRM—not too complex, not too basic, but just right for small teams focused on closing deals rather than managing software. Pros What I liked most was the uncluttered, pipeline-focused interface. It takes the headache out of CRM management by focusing purely on moving deals forward, and the built-in telephony means I never have to leave the app to close a sale Cons While the simplicity is its greatest strength, the limited reporting depth and strict caps on custom fields mean that fast-growing teams might outgrow the platform's capabilities relatively quickly Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Lukasz B. CEO Business Supplies and Equipment ### "Simple, intuitive, and great for small business sales management" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 March 20, 2026 My overall experience with Bigin by Zoho CRM has been very positive. It is easy to use, intuitive, and helps keep contacts, deals, and daily sales activities well organized. The platform is simple enough for quick adoption, yet effective enough to improve workflow and support business growth. Pros What I liked most about Bigin by Zoho CRM is how simple and intuitive it is. It makes it easy to manage contacts, track deals, and keep the sales process organized without feeling overly complicated. The interface is clean, the setup is quick, and it’s a very practical solution for small businesses Cons What I liked least is that some advanced CRM features are more limited compared to larger, more complex platforms. However, for a small business or a team looking for simplicity and ease of use, this is usually not a major issue. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AU Anonymous User Digital Marketing Specialist Hospital & Health Care ### "Simple and Efficient CRM for Small Teams" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 March 16, 2026 My overall experience with Bigin by Zoho CRM has been good. It’s simple to use, helps manage leads and sales pipelines efficiently, and is ideal for small teams, though some advanced features are limited. Pros User-friendly interface, easy lead management, and seamless integration with other Zoho tools—making it simple to track deals and organize customer interactions efficiently. Cons Limited advanced features and integrations compared to full CRM platforms, and customization or reporting options can feel restricted for growing teams. Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) I switched from Zoho CRM to Bigin by Zoho CRM because I needed a simpler and more streamlined CRM focused mainly on managing leads and sales pipelines. Bigin offers an easier interface and quicker setup, which works better for small teams and straightforward sales processes. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Mahesh K. Founder CEO Capital Markets ### "Fast and Intuitive CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 4, 2026 After using many CRMs, zeroed down to Bigin. Must say this is what we wanted intuitive for the senior members to use and fast for rest. Pros Fast and Intuitive. Thank you Zoho! Keep producing and helping entrepreneurs with such great tools to maximise efficiency. Cons Yet to figure out. However, feel that Zoho should provide a comprehensive tutorial video of using all features which can maximize the rate of adoption of Bigin. Alternatives considered [folk](https://www.capterra.com/p/251534/folk/) Reasons for choosing Bigin by Zoho CRM Fast and intuitive at right price point. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) ## FAQs Bigin by Zoho CRM starts at $9 per user, per month for the Express plan, or $7 billed monthly on an annual plan. Premier costs $15 monthly or $12 billed annually, and Bigin 360 is priced at $21 monthly or $18 billed annually. Yes. Bigin supports both native and third-party integrations across email, accounting, marketing, and productivity tools. These include apps from the Zoho ecosystem and external platforms like Google Workspace and Microsoft 365. Yes. Bigin allows users to import data from spreadsheets, other CRMs, and Zoho apps. You can map fields, undo imports, and view detailed import history to ensure accuracy and avoid duplication. Yes. Bigin offers mobile apps for iOS, Android, and macOS devices. The app supports pipeline navigation, contact management, call logging, and real-time updates, making it suitable for on-the-go sales teams. Bigin includes workflow automation for email alerts, record creation, field updates, and follow-ups. Users can set triggers and conditions to streamline repetitive actions and improve consistency. Support is available via email, toll-free phone numbers, live chat, and a self-service portal. Users can also access help guides, webinars, and personalized training through the Bigin resources center. Bigin is designed for small teams and may lack advanced analytics, deep customization, and extensive modules found in enterprise CRMs. It’s best suited for businesses with straightforward CRM needs. ### Have more questions? Connect with one of our advisors for a free consultation and save time in your software search. ## Sources - **Capterra reviews data:** Capterra reviews are collected from verified users for individual software products. [Learn more about how we source our data](https://www.capterra.com/resources/proprietary-data-research/). - **Capterra Shortlist:** Capterra Shortlist identifies the top products in our software categories based on a proprietary blend of user ratings and popularity. [Read the complete methodology here](https://www.capterra.com/resources/proprietary-data-research/#capterra-shortlist-methodology). - This product information came from Bigin by Zoho CRM’s own online content in September 2025, including the product's website and its social media channels. ## Related reading ### [What Is CRM Software?](https://www.capterra.com/resources/what-is-crm-software/) Published August 5, 2024 by [Lauren Spiller](https://www.capterra.com/resources/author/lspiller/) and [Kathryn Todd](https://www.capterra.com/resources/author/kathryn-todd/) ### [5 Top-Rated CRM Software for Small Businesses](https://www.capterra.com/resources/crm-software-for-small-business/) Published October 29, 2024 by [Barkha Bali](https://www.capterra.com/resources/author/bbali/) and [Mehar Luthra](https://www.capterra.com/resources/author/mehar-luthra/) ### [How To Scale Your Customer Service Operations: A CX Pro’s Roadmap](https://www.capterra.com/resources/ai-powered-customer-service/) 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Sharma](https://www.capterra.com/resources/author/parul-sharma/) ### [As Support Demand Rises, Technology is Boosting Customer Satisfaction for 63% of U.S. Businesses](https://www.capterra.com/resources/how-technology-helps-to-improve-customer-satisfaction/) Published July 30, 2024 by [Laura Burgess](https://www.capterra.com/resources/author/laura-burgess/) and [Caroline Rousseau](https://www.capterra.com/resources/author/caroline-rousseau/) Popular comparisons [HubSpot CRM vs Bigin by Zoho CRM](https://www.capterra.com/compare/152373-204998/HubSpot-CRM-vs-Bigin-by-Zoho-CRM)[Salesforce Sales Cloud vs Bigin by Zoho CRM](https://www.capterra.com/compare/61368-204998/Salesforce-vs-Bigin-by-Zoho-CRM)[Zoho CRM vs Bigin by Zoho CRM](https://www.capterra.com/compare/155928-204998/Zoho-CRM-vs-Bigin-by-Zoho-CRM)[Kylas Sales CRM vs Bigin by Zoho CRM](https://www.capterra.com/compare/204998-210630/Bigin-by-Zoho-CRM-vs-Kylas)[Dynamics 365 vs Bigin by Zoho 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Bigin by Zoho CRM](https://www.capterra.com/compare/204998-245800/Bigin-by-Zoho-CRM-vs-Monday-CRM)[Meritto vs Bigin by Zoho CRM](https://www.capterra.com/compare/204998-250169/Bigin-by-Zoho-CRM-vs-Comprehensive-Admission-Suite)[Brevo vs Bigin by Zoho CRM](https://www.capterra.com/compare/132996-204998/brevo-vs-Bigin-by-Zoho-CRM)[OpenCRM vs Bigin by Zoho CRM](https://www.capterra.com/compare/129881-204998/OpenCRM-vs-Bigin-by-Zoho-CRM)[Act! vs Bigin by Zoho CRM](https://www.capterra.com/compare/175860-204998/Act-vs-Bigin-by-Zoho-CRM)[Mailchimp vs Bigin by Zoho CRM](https://www.capterra.com/compare/110228-204998/MailChimp-vs-Bigin-by-Zoho-CRM)[Copper vs Bigin by Zoho CRM](https://www.capterra.com/compare/141642-204998/Copper-vs-Bigin-by-Zoho-CRM)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)