Bigin is a pipeline-centric #CRM built and priced for small businesses with big dreams. Whether you're ready to move beyond spreadsheets or simply replace legacy sales tools, we are here to help you get started.
I am an insurance advisor and I use Bigin to manage my client's data. I receive numerous emails from the insurance company regarding different clients. I can identify which client each email belongs to, and I want the flexibility to manually attach these emails to the correct client contact in Bigin. Currently, the emails from the insurance company seem to automatically attach to the company's contact instead of allowing me to assign them to the appropriate client. I want to manage this process manually so that I can correctly attach each email to the respective client's contact record. Is there a way to customize this in Bigin? Please advise on how I can manually manage and attach emails to different client contacts. Thank you!
Can both Bigin and Zoho CRM integrate with Projects (and other Zoho apps so that if I am working in office I can use Zoho CRM but when I am on the go use Bigin? Will they automatically reflect work done in one app (CRM or Begin) and update the other app and will they update Projects or another integrated app and have the work reflected in CRM and Bigin?
Hey there! We’re really sorry for the inconvenience caused. Our team will be in touch today, just as we discussed. Rest assured, we're here to straighten out things for you!
Hey there! You can easily transfer all your data from Zoho CRM to Bigin in just a few simple steps-the migration process is smooth and straightforward. For a detailed step-by-step guide on how to do it, check out our help document here: help.zoho.com/portal/en/kb/bigin/data-administration/articles/migrate-from-zoho-crm If you have questions for us along the way-we're here to help! Drop us a mail at support@bigin.com
Hey there! Thanks for reaching out to us. You can check this link to learn how we compare with Zoho CRM's free version - www.bigin.com/compare-zohocrm-editions.html If you have more questions for us, we're just an email away! 📧 support@bigin.com
Hey there! Thanks for reaching out to us. Yes, you'll still be able to use WhatsApp Business on your phone as well. You can learn more about our integration over here: help.zoho.com/portal/en/community/topic/integrating-whatsapp-with-bigin
We are using Bigin whatsapp extensively but needs whatsapp flow and chatbot support in it we are waiting for it and if WhatsApp enable in Bigin workflow and automation than it will so helpful for us.
Hey there! Thanks for reaching out to us. We’re excited to share that workflow automation for WhatsApp is currently in the works and should be available soon. 😄 And thanks for your suggestion about WhatsApp flow and chatbot, we've taken it into consideration. :)
Hey there! Thanks for reaching out. We'd love to understand your query in detail. Please drop us an email and our team will love to help you out! ✉️ support@gmail.com
There are some fields that do not work, because of different modules? A simple operation for example, to calculate the commission on a sale. The fields of the associated product (product/price/quantity/discount/total) cannot be selected, so what should I do? If I want to do {price}*{quantity}/{commission rate}, how do I do it?
Hey there! Thanks for sharing your feedback. Currently, cross-module fields cannot be used in a formula. But our team will look into it on how best we can incorporate it within Bigin! If you have more questions, we're just an email away. 📧 support@bigin.com
Hey there! We're really sorry to hear about your experience and appreciate you bringing this to our attention. We'd really like to straighten this out for you. Please drop us an email with more details, and we’ll make sure to address this right away. We're here to help! 📧 support@bigin.com
Hey there! We apologize for the inconvenience you're facing with the telephony integration. While Airtel integration isn't supported just yet, we're always working on expanding our options for our customers. In the meantime, we’d love to find you an alternative solution that works for you. Please drop us an email, and we'll make sure to help you out! 📧 support@bigin.com
Hey there! Thanks for reaching out. We've love to understand your query in detail. Please drop us an email and our team will love to help you out! ✉️ support@gmail.com
Hey there, Mike! You can use DateBetween function to find the number of days between two dates. The syntax is DateBetween(datetime,datetime,string), where two dates are given separated by comma and the string value can be years, months, weeks, days, hours, or minutes. The formula for your query is as follows: DateBetween(${Last Communication},Now(),'days') You can read more about the syntax here: help.zoho.com/portal/en/kb/bigin/customization/articles/formula-field-20-6-2024#DateTime_Functions If you have more questions for us, write to us and we'll be happy to help! 📧 support@bigin.com
Hey there! Bigin allows users to connect and manage multiple email accounts, streamlining communication and ensuring that all relevant emails are accessible from one place. If you need more details on setting this up, write to us at support@bigin.com and our team will be happy to help! :)
Hey, I need a solution to manage repetetive costumers, the task is to track the sales process with the costumer(which I am sure is something bigin can help me with) and once his order is fullfilled, the costumer gets saved to potential customers and after a certain period of time (which I can determine) be put into the pipeline from the first step automatically. Let's take grocery stores as an example.
Hey there! Yes, Bigin can help you manage you entire sales process. And not just that, you can bring all your team processes into your CRM. We'd love to understand more about your requirements. Please write to us at sales@bigin.com and we'll be happy to help you out!
Hey there! You should import the modules in the following order- companies, contacts, products, pipelines, notes and tasks. Purely because a pipeline record is always created in association with a company or contact module. So before you import pipeline records into your Bigin account, you must associate them with their parent module (contacts or companies). Hope this cleared your query. You have more questions? We're just an email away. 📧 support@bigin.com You can also check out our latest video on data importing: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-zA2Y6g3Jk0w.html
Hey there! Apologies for this and thank you for your feedback. We'll ensure to adjust the volume in our upcoming videos. If you'd like to learn more about formula fields, check out our help doc: help.zoho.com/portal/en/kb/bigin/customization/articles/formula-field-20-6-2024
Hey there! We're sorry about this and thank you for your feedback. We'll ensure to adjust the volume in our upcoming videos. If you'd like to learn more about formula fields, check out our help doc: help.zoho.com/portal/en/kb/bigin/customization/articles/formula-field-20-6-2024
Hey there! You can always set up automatic follow up emails with our workflow automations features. Read more about it here: www.bigin.com/features/workflows.html Write to us at support@bigin.com if you have questions for us!
I tried to book appointment through cystercare website which was for consultation only worth rs 599/- it directed me to do payment first and money got deducted still i didnt get any call from them for appointment. Even i tried to reach on their number through google they didnt answer
Hey there! Yes, Bigin's built-in telephony lets you record all incoming and outgoing calls. 😁 Read more about it here: help.zoho.com/portal/en/kb/bigin/channels/phone/articles/call-recording
Hello! I have a very basic but possibly complicated question. I have a client that brought ZOHO to me as I’ve worked with other CRM systems in the past and this is their preferred system they want to now move forward with. However, I’m not sure how the ownership or admin works if I set it up with my own email then transfer ownership like I have with other systems. Or, should I walk them through the setup process so that they’ll have to initially start with their own email address. My only worry is that they’ll have access to the system before everything is setup, I’m sure they’ll get email alerts about everything I trigger and test, etc. Any advice is much appreciated!
Hey there! Thanks for reaching out to us. There are two options you can resort to: 1. Set up the Bigin account using your email, customize everything for your customer, and then add them as a super admin. They can remove you from the account afterward. 2. Have the customer sign up directly on Bigin and then add you as a user with permission to customize. Hoping this helps you out. 😁 🙌 If you have more questions for us, drop us an email and we'll help you out. 📨 support@bigin.com
Hi, if Bigin handles my company domain emails, how does Bigin deal with emails that are not related to clients for example I have an admin@ email account for other things that are not related to any pipeline, they are usually of general business admin nature. Do you still access emails via gmail too? to see the inbox? or only get all emails from the Bigin interface? Thank you.
Hey there! You can view all emails linked to a contact in Bigin, but those that aren’t won’t be visible. But we'd love to understand your requirement in detail. Do drop us an email and our team will connect with you. 📧 support@bigin.com
Glad I found this. The Bigin help docs tell you how to do it, but they don't actually tell you how to access it. I couldn't find it anywhere. Now I know to go to settings.
Hey there! Thanks for your feedback. We're glad you found what you needed and we'll ensure the help docs are easier to access! You can always access them via our home page as well: help.zoho.com/portal/kb/bigin Need a hand with anything else? We're just an email away. 📧 support@bigin.com
I can't see my Google calendar events in Bigin, is this possible? I linked Bigin with my Gmail but still the calendar events in Google are not viewable in Bigin.
Hey there! Thanks for reaching out. It sounds like there might be a syncing issue with your Google Calendar. But no worries, we'll get this fixed. Please write to us at support@bigin.com and our team will straighten this out for you.
Hey there! Our developer doc should help you dive deep into Bigin's APIs. 👇www.bigin.com/developer/docs/apis/v2/ Got more questions for us? We're just an email away! 📧 support@bigin.com
I'm a Marketer and advertiser myself. But i never searched for any ads to view, But this one!, guys you literally made a masterpiece love this creativitym best regards
Hey there, Anders! These handy help docs will show you how to create and build email templates in Bigin. help.zoho.com/portal/en/kb/bigin/faqs/emails/articles/how-to-create-an-email-template-in-bigin help.zoho.com/portal/en/kb/bigin/channels/email/articles/create-email-templates If you still have questions for us, drop us an email. Our team is here to help! 📧 support@bigin.com
It's comments like this that make our day. Thanks a ton for the glowing feedback. ☺️✨ We're eager to hear more about your experience with Bigin and we'd love to collaborate on a case study to showcase your success story. 🙌 And plus, we've got a bunch of rewards waiting for you in return! Drop your interest here: forms.zohopublic.com/zohocorporation/form/Submityourinterestform/formperma/WxY3aCEA_lSGpLpKS91MrKK3HuIDpzC61_wneRCiR9c
Absolutely! Our CRM solution is priced with small businesses like yours in mind, starting at only Rs.400/month. We also have a free plan for single users. 🙌 Learn more about it here: www.bigin.com/pricing.html
Question: Why is it not possible to have more than one Stage Automation per stage with different criteria? My goal: based on a field of the ticket I want to send an email in language english or in an other language.
Hey, @SOT-we7ey , Stage Automation was introduced to create workflows in Kanban view in Team Pipeline. However, creating duplicate rules in Stage Automation is restricted for now. A workaround to help you out - you can create another workflow based on the criteria or requirement. Let us know if we've clarified your query. We're just an email away for more help. 📧 support@bigin.com
Hey, @gauravgupta23! You can integrate Bigin with MyOperator, an Indian telephony provider. Learn more about our integration over here: www.bigin.com/integrations/myoperator.html
Hey, @scientificapproach6578! We have removed the additional step of addition by users, and to further simplify it, Bigin will now add all confirmed email domains to deliverability settings by default. We hope all the domains used by you and your users in the email organization are added to the list based on this help doc: help.zoho.com/portal/en/kb/bigin/channels/email/articles/email-deliverability#Step_2_Validate_the_Domain If in case you aren't able to view, please reach out to support@bigin.com and we'd be happy to help!
