Sales & CRM
Bigin by Zoho CRM solutions set up the way you work.
A pipeline-first CRM for small businesses, with team pipelines, built-in calling, WhatsApp and payment links in one simple workspace.
- Web Forms
- Phone
- Booking Pages
- X (Twitter)
Bigin by Zoho CRMSales & CRM- Team Pipelines
- Follow-ups
- Payments
About Bigin
What Bigin by Zoho CRMdoes.
The core of what Bigin by Zoho CRM offers, based on Zoho's official product documentation. It gives small teams one place to run pipelines, conversations and follow-ups without the weight of a full enterprise CRM.
- SimplerDaily selling
- ClearerTeam pipelines
- FewerMissed follow-ups
01Team pipelines
Give every customer-facing team its own pipeline and link them so a customer's journey continues across teams.
- Team Pipelines
- Connected Pipelines
- External Record Sharing
02Customer management
Bring contacts in from forms, Gmail and spreadsheets, then keep records complete and free of duplicates.
- Forms
- Data Enrichment
- Duplicate Management
- Gmail add-on
03Multichannel communication
Call, email, message and post from inside Bigin so every interaction stays on the contact.
- Built-in telephony
- Mass Email
- X
04Workflow automation
Let rules move deals, send alerts and keep stage changes consistent without manual updates.
- Workflows
- Stage Transition Rules
- Email-In
05Zia AI (Early Access)
AI that summarizes deals and conversations, drafts emails and runs follow-ups, currently offered as Early Access.
- Zia Agents
- Smart Summaries
- Email Assistance
- MCP for Bigin
06Products & payments
List what you sell, share a catalog, take bookings and collect payments against the right deal.
- Products
- Product Catalog
- Payment Links
- Booking Pages
07Customization
Add the fields, modules and extra features your business needs while keeping the CRM easy to use.
- Fields and modules
- Toppings
- Multi-currency
- Sheet view
08Dashboards & control
Track goals and pipeline health in dashboards, and control who can see or change customer data.
- Dashboards
- Roles and Profiles
- Audit Logs
How Xevort helps
Making Bigin work your way.
What our team can set up, customize and connect in Bigin by Zoho CRM.
Setup
Team pipelines, stages, users and profiles laid out to mirror how your small team already works.
Customize
Fields, modules, tags and toppings added only where they help, so Bigin stays quick to use.
Automate
Workflows, stage transition rules and reminders that move deals along and flag what needs attention.
Integrate
Bigin linked with Zoho Invoice or Books, email, calendars and the other tools your team relies on.
Telephony
Built-in calling or a telephony provider configured so calls are logged against the right contact.
WhatsApp setup
WhatsApp Business connected to Bigin, with templates and conversations tied to contacts and deals.
Payments
Payment gateway, payment links and product catalog set up so deals can be paid for from Bigin.
CRM upgrade
A planned move from Bigin to Zoho CRM when your processes outgrow it, keeping records and history.
Integrations
Connect Bigin by Zoho CRMwith the tools you use.
We can connect Bigin with other Zoho apps and the services you already use, so records move between them without anyone re-typing them.
- Native Zoho connectionsZoho apps that share data with each other out of the box.
- Delivered by XevortIntegrations our team has built on client projects.
- Officially supportedConnectors Zoho provides, set up and mapped to your process.
Why choose Bigin by Zoho CRM
A CRM sized forsmall teams.
Bigin keeps pipelines, customer conversations and follow-ups simple, so a small team can stay organized without a heavy setup.
- One workspacePipelines, contacts, calls, emails and payments live together.
- Teams in syncTeam pipelines and @mentions keep every group on the same customer view.
- Fits how you workStages, fields and toppings adjusted to your business, not the other way round.
- Clear dashboardsGoals, deal progress and payment metrics visible at a glance.
- Less routine workWorkflows and Zia features in Early Access handle repetitive follow-ups.
- Privacy built inProfiles, audit logs, MFA and GDPR and HIPAA tools protect customer data.
FAQ
Bigin by Zoho CRMquestions, answered.
Straight answers on setup, migration, integrations and timelines before you start.
Still have questions?
Tell us about your Bigin by Zoho CRM setup and our team will get back to you.
Bigin fits small teams that need clear pipelines and simple automation. If you need territories, complex approval processes or heavy customization, we usually point you to Zoho CRM instead.
Yes. We clean and map your contacts, companies and deals, import them into the right pipelines and check the results before your team starts using Bigin.
Yes. Bigin has built-in telephony and integrations for WhatsApp and payment gateways such as Stripe, Razorpay and PayPal. We set these up and confirm which options your region and plan support.
Yes. We connect Bigin with Zoho Invoice or Books, email and calendar tools, and other apps through native integrations, Zoho Flow or custom API work.
Yes. When your processes outgrow Bigin, we plan the move to Zoho CRM, map your pipelines and fields, and migrate records and history.
This depends on the systems involved, API availability, data complexity, testing requirements and business rules. These are typical Xevort project estimates, not fixed delivery commitments.
Free Zoho consultation
Ready to get more from Bigin by Zoho CRM?
Tell us how your business works, what you want to improve, and where Zoho fits today. We'll recommend the right approach, with no obligation.
- Reply within 1 business day
- New or existing Zoho setups
- Fixed-scope proposals