Streamline Your Processes with Zoho Bigin’s Team Pipelines
Zoho Bigin’s Team Pipelines feature empowers users to manage different workflows and processes all within one streamlined platform. This guide will walk you through how to set up and customize multiple pipelines in Zoho Bigin, enabling you to efficiently handle diverse operations—like sales, onboarding, and project tracking—tailored to your organization’s needs. What are Team Pipelines […]
Getting Started with Zoho Bigin
While CRM is Zoho’s flagship product, you might be interested in something less complex when starting out. This is where Zoho Bigin comes into play. A lightweight CRM that allows you to track your deal flow, store your contacts, run basic workflow automation, and more. Key Takeaways General Overview of Bigin Inside Bigin, Company is […]
Zoho Bigin June 2021 Updates
Here is what is new this month: Import Tasks Import Different Tags During Import Customize Cards for each Pipeline Delete Bigin Organization Related Emails section in iPhone, iPad, Mac and Android Click here for the full details.
Bigin iOS Adds Related Email Section
In the latest update v1.3.0 now supports emails related to a record inside the mobile app. See the full article here.
Bigin Birthday Updates
Bigin Recently turned one and with that came some very nice updates in this most recent batch. These updates include: Renaming modules Improved search Re-arrange fields in modules Enhanced pipeline view Merge fields are now supported in email template subject Books/Invoice integration Detail view for signals See the full details here. Also see the press […]
Zoho Bigin vs. Pipedrive – Which Is Right for You?
Customer relationship management systems have become a crucial part of earning a sale in today’s world. In the past, companies could often get away with simply using spreadsheets to store basic information about customer accounts. However, today’s customers expect a highly personalized experience. This is only possible when you manage every detail of a client’s […]
How To Migrate Zoho ContactManager to Bigin
In recent news of EOL of Zoho ContactManager, Zoho has provided a Bigin migration guide.
Don’t Get Intoxicated From Bad Leads
When it comes to marketing metrics, most business owners find themselves in one of two camps: They either know their bounce rates, conversions, and marketing ROI by heart Or they track nothing and prefer to go with the “flow” You don’t want to be in the second group. To grow any business, you must be […]
Zoho Bigin Now Supports Tag Management Feature
Bigin iOS app (v1.2.11) and macOS app (v1.0.8) now support Tag Management.
Early Access Release To New Bigin Updates
Bigin adds 4 new updates that are now available for early access: New pipeline view Customizing module names & rearranging fields Enhanced search Zoho Books/Invoice integration