A CRM that actually gets used.
Set up in days, not months.
Most small businesses do not need a complex CRM. They need something that works from day one, is easy enough for the whole team to use, and gives the owner a clear view of what is coming in. That is exactly what Zoho Bigin does, and we set it up around how your business actually works.
Book a discovery callBuilt for businesses that need a CRM
that works, not one that needs managing.
Zoho Bigin sits between a spreadsheet and a full enterprise CRM. It is designed for small and growing businesses that want visibility of their pipeline, simple automations, and a system the whole team will actually use, without a long implementation project or a steep learning curve.
Quote, win, deliver, invoice
Track every job from first enquiry to completion. See what quotes are outstanding, what is in progress, and what is due for sign-off, all without a spreadsheet nobody keeps updated.
Proposals and client pipeline
Manage new enquiries, track proposals, and keep existing clients active without losing track of who needs a follow-up or which account is up for renewal.
The owner wants to see the pipeline
A single dashboard showing what is coming in, what needs attention, and what has been won. No IT project required and no training week needed before the team can use it.
Relationships and funding pipeline
Track donor relationships, funding applications, and partner conversations in a system simple enough for a small team to keep up to date without a dedicated administrator.
Start right from day one
Get a real CRM in place without overcommitting to a platform that takes months to configure or one the team will quietly stop using within six weeks of go-live.
Bigin connects natively to the rest of your Zoho stack
If the business is already using Zoho Books, Zoho Invoice, Zoho Meeting, or Zoho Campaigns, Bigin sits alongside all of them without third-party connectors or manual data entry between systems.
Most CRM projects fail not because the platform is wrong but because nobody configured it around how the business actually works. With Bigin we fix that in days rather than weeks.
Every part of Bigin set up
to work for your team from day one.
A Bigin implementation covers the full platform, not just the pipeline. Each part is configured around your business specifically so the system reflects reality from the first day the team uses it.
Pipeline and stage design
We map your actual sales or customer process and build the pipeline stages around it using your terminology. Stage names the team recognises, probability weightings that reflect how your business actually closes work.
Contact and company structure
Custom fields on contacts and companies so the data that matters to your business is captured consistently. Required fields at key stages so the pipeline stays clean and useful rather than filling with incomplete records.
Automations and workflows
Follow-up reminders, stage-triggered tasks, email notifications, and lead assignment rules. The things that should never depend on someone remembering to do them are built into the system from the start.
Email and WhatsApp integration
Two-way email sync with Gmail or Outlook so every client conversation is logged automatically. WhatsApp Business connected for teams that communicate with clients through it on a regular basis.
Zoho ecosystem connections
If the business is using Zoho Books, Zoho Invoice, or Zoho Campaigns, we connect them directly so customer data flows between the tools without manual duplication or re-entry between systems.
Dashboard and reporting
A dashboard showing what the owner and team actually need to see: pipeline value by stage, deals at risk of going cold, activity this week, and revenue against target. Built around your business, not a generic default.
From first conversation
to a team using it confidently.
We run a structured implementation process with clear milestones so you always know where things stand and what comes next. For most small businesses the whole process takes less than two weeks from first conversation to go-live.
Discovery — understanding your business
We spend time understanding how your business generates leads, qualifies work, closes deals, and manages clients. Not a questionnaire. A conversation with the people who actually do it day to day. This is the foundation everything else is built on.
Scoping and fixed-price proposal
We send a clear proposal covering pipeline design, integrations, automations, data migration, and training. Fixed price before any work begins. No surprises partway through the engagement.
Build and configuration
We configure the full Bigin environment including pipelines, custom fields, automations, integrations, and dashboards. For most small businesses this takes one to two days of focused build work.
Data migration
Existing contacts and deals migrated in from spreadsheets or another CRM. We clean and structure the data before import so the new system starts with records that are accurate and genuinely useful from the very first day.
Training and go-live
A focused training session for the team covering the workflows relevant to each role. Written documentation provided so everyone has something to refer back to. Two weeks of included support after go-live to handle any questions or adjustments that come up.
What the business looks like
when the CRM actually works.
Not a list of features. The actual difference in how the business operates when the system is configured around how the team really works and everyone uses it consistently.
The whole team can see the pipeline, not just the person who built the spreadsheet everyone stopped updating.
Follow-ups happen automatically. Nothing falls through the gap between one stage and the next.
The owner has a real view of revenue coming in rather than a gut feel at the end of each month.
New team members get up to speed quickly because the system is straightforward enough to use without weeks of training.
Client relationships are tracked properly. Nothing important lives only in one person's email inbox.
The path forward is clear. When the business outgrows Bigin, one-click migration to Zoho CRM means nothing needs rebuilding from scratch.
Questions about
Zoho Bigin implementation.
How long does a Bigin implementation take?
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For most small businesses, a full Bigin setup takes one to two days of build time. Discovery and scoping happen in week one, the build follows in days two and three, and training and go-live come shortly after. Most clients are fully live within five to seven working days of starting the engagement.
Can we migrate from our current spreadsheets or another CRM?
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Yes. Bigin supports direct one-click migration from Pipedrive, HubSpot, and Zoho CRM. For spreadsheets and other systems we import via CSV. We clean and structure the data before import so the new system starts with records that are accurate and genuinely useful rather than carrying over the mess from the previous system.
Do we need technical knowledge to use Bigin after setup?
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No. Bigin is designed specifically for non-technical teams. After the training session most people are comfortable using it independently within a day. The written documentation we provide covers everything the team needs without having to search through help articles or contact support for basic questions.
What if we outgrow Bigin?
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Zoho built Bigin as the entry point into the Zoho CRM ecosystem. When the business needs more, whether that is advanced automation, deeper reporting, territory management, or a larger team, it upgrades to Zoho CRM with one click and all data migrates automatically. Nothing needs to be rebuilt from scratch and no data is lost in the transition.
Is there ongoing support after go-live?
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Two weeks of included support comes with every implementation to handle questions and adjustments in the period immediately after go-live. For businesses that want ongoing help with changes, additional automations, or training for new team members, we offer a retained support arrangement. We can discuss what makes sense based on how the business is likely to evolve.
If you are ready to get a CRM
that actually gets used,
let's find a time to talk.
A straightforward conversation about where you are now, what you need the system to do, and whether Bigin is the right fit for your business. We will give you an honest answer either way.
Want to see what this looks like for your sector?
We'll map your current setup, identify where things are breaking down, and show you what a proper system looks like.
