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Zoho Bigin - Pipeline-Centric CRM | Zolytics

Pipeline-Centric CRM for Small Business

Zoho Bigin helps small businesses manage customers, track deals, and close more sales - all in one simple, affordable platform.

CRM Dashboard

CRM That Fits Growing Businesses—Not the Other Way Around

Built for teams that need clarity without complexity

Many teams outgrow spreadsheets but struggle with complex CRMs. Bigin is designed for businesses that need clarity, structure, and control without heavy customization or long learning curves.

As a consulting firm, we configure Bigin to match how your sales actually works, not how software expects it to work.

Spreadsheet Chaos

Lost deals, missed follow-ups, no visibility into pipeline health or team activity.

Bigin Clarity

Structured pipeline, automated reminders, complete visibility across all deals and activities.

Core Capabilities That Drive Results

Everything you need to manage sales effectively

1

Visual Sales Pipelines

  • Custom deal stages tailored to your process
  • Drag-and-drop deal movement
  • Value-based forecasting and reporting
  • Stage-wise conversion tracking

Our Consulting Approach

We design pipelines that match your real sales journey—enquiry, qualification, proposal, negotiation, closure—so no deal gets lost or stuck.

2

Centralized Contact Hub

  • Complete contact and company database
  • Automatic activity timelines
  • Notes, emails, calls in one place
  • Smart duplicate prevention

Our Consulting Approach

We structure your contact database with the right fields, tags, and views so your team always knows who to contact, when, and why.

3

Never Miss Follow-Ups

  • Tasks, calls, and meeting scheduling
  • Smart reminder notifications
  • Activity-based deal progress
  • Daily agenda view for sales reps

Our Consulting Approach

We build follow-up discipline into the system, ensuring your sales team works from priority-driven task lists, not memory.

4

Communication Tracking

  • Email integration with Gmail & Outlook
  • Call logging and recording
  • Meeting notes and summaries
  • Complete communication history

Our Consulting Approach

We connect Bigin with your email and define communication standards so management always has full visibility into deal progress.

5

Smart Automation

  • Auto-create tasks on stage changes
  • Intelligent follow-up reminders
  • Deal aging alerts
  • Status-based automated actions

Our Consulting Approach

We automate repetitive actions so your team focuses on selling—not updating CRM.

6

Clear Sales Insights

  • Pipeline value reports
  • Deal closure trend analysis
  • Activity performance metrics
  • Sales velocity tracking

Our Consulting Approach

We customize views and reports so founders and managers can review sales health in minutes, not hours.

Why Small Businesses Love Bigin

Built specifically for teams that need simplicity and power

Easy to Use

No complex setup or training required. Get started in minutes with an intuitive interface designed for non-technical users.

Affordable Pricing

Enterprise features at small business prices. Starting at just $7/user/month with no hidden costs or surprises.

Scalable Solution

Grow with confidence. Bigin scales with your business from 2 users to 200 without compromising performance.

No Commitment

Free 15-day trial with no credit card required. Cancel anytime with no penalties or long-term contracts.

How Teams Use Bigin Every Day

Real-world scenarios where Bigin delivers immediate value

Sales Teams

Track Every Lead to Close

Sales teams use Bigin to capture leads from multiple sources, assign them to reps, track all touchpoints, and move deals through stages until closure. No lead gets lost, no follow-up gets missed.

Service Providers

Client Project Management

Consultants, agencies, and freelancers use Bigin to manage client relationships, track project status, schedule deliverables, and ensure timely invoicing—all in one place.

Distributors

Dealer & Partner Network

Distributors use Bigin to manage their dealer network, track orders, monitor payment cycles, and maintain complete visibility into partner performance across regions.

Startups

From First Contact to First Sale

Early-stage startups use Bigin to organize their first customers, build repeatable sales processes, and establish data-driven sales habits from day one.

Our Implementation Process

From setup to success in 4 structured steps

Discovery & Planning

We start by understanding your current sales process, pain points, and goals. We map out your ideal workflow, define stages, and identify automation opportunities.

Discovery & Planning
1

Configuration & Setup

We configure Bigin with your pipelines, fields, templates, and integrations. We import existing data, set up email sync, and build custom views for different team roles.

Configuration & Setup
2

Training & Adoption

We train your team on daily workflows, best practices, and how to use Bigin effectively. We provide documentation, video guides, and hands-on practice sessions.

Training & Adoption
3

Optimization & Support

After go-live, we monitor adoption, gather feedback, and fine-tune the system. We provide ongoing support to ensure your team gets maximum value from Bigin.

Optimization and Support
4

Seamlessly Integrates With Your Favorite Tools

Connect Bigin with the apps you already use

Zoho Books

Zoho Books

Sync customers, invoices, and payments automatically between Bigin and Books.

Zoho Mail

Zoho Mail

Send and receive emails directly from Bigin. Track all communications in one place.

Gmail & Outlook

Gmail & Outlook

Connect your existing email accounts and manage conversations seamlessly.

Zoho Forms

Zoho Forms

Capture leads from web forms and add them directly to your pipeline.

Telephony

Telephony

Make and receive calls directly from Bigin with telephony integrations.

Zoho Analytics

Zoho Analytics

Create advanced reports and dashboards with deeper insights into your sales data.

Why Choose Zolytics for Bigin Implementation

Expert consulting that ensures your CRM investment pays off

Deep Product Expertise

We're certified Zoho partners with years of Bigin implementation experience. We know the platform inside-out and can unlock capabilities most teams never discover.

Business-First Approach

We don't just configure software—we design systems that match how your business actually works. Your processes drive our setup, not generic templates.

Fast Implementation

Most implementations complete in 2-4 weeks. We work efficiently to get you up and running quickly without compromising quality or thoroughness.

Ongoing Support

Implementation is just the beginning. We provide continued support, optimization, and training to ensure long-term success and maximum ROI.