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Customer relationship software built for small businesses
Your customers shouldn't have to remind you who they are. But when contact details sit in spreadsheets and conversations get buried in inboxes, that's exactly what happens. Bigin is customer relationship software that keeps every contact, conversation, and deal in one place, so your team follows up on time and picks up every thread right where it left off—all without the learning curve or price tag of enterprise CRM tools.
Do you face these challenges in
managing customer relationships?
If the list below feels familiar, it's time to move from scattered spreadsheets and inboxes to purpose-built customer relationship software like Bigin. Get a complete picture of every customer, respond faster, and keep every promise your team makes.
Scattered customer information
Contact details live in spreadsheets, inboxes, and someone's phone. Nobody has the full picture, so simple questions take three people to answer.
Missed follow-ups
Promised callbacks slip and quotes sit unanswered. By the time someone remembers, the lead has gone cold or gone to a competitor.
No conversation history
When a teammate is away, whoever steps in starts from zero. Customers end up repeating themselves—and they notice.
Manual data entry
Hours go into copying details between tools and updating records by hand. That's time your team could spend talking to customers.
Impersonal communication
Without context, every message reads like a template. Customers can tell when you don't remember them.
No relationship visibility
You can't see which accounts are healthy, which have gone quiet, and which are about to leave until it's too late.
Customer relationship management
made easier with Bigin
A complete view of every customer
When teams use multiple tools, it's hard to know who they're really talking to. Bigin gives every contact a single record with deals, emails, calls, notes, and files attached, so anyone on your team can pick up the full story in seconds.
Every conversation on one timeline
Calling a customer without knowing what was last said is a gamble. Bigin logs emails, calls, and notes against each contact in order, so you walk into every conversation knowing exactly where things stand.
Follow-ups that never slip
Most deals are lost to silence, not rejection. Tasks, reminders, and workflow automations in Bigin prompt the right person at the right time, so every inquiry gets a response and every promise gets kept.
Pipelines for every stage of the relationship
Customer relationships don't end when a deal closes. With team pipelines, you can run sales, onboarding, and support pipelines side by side and follow each customer's journey from first inquiry to renewal.
Segments that keep outreach personal
Sending the same message to everyone is how relationships go stale. Tag and filter contacts by industry, deal size, or activity, then reach each group with email that's relevant to them.
Reports that show relationship health
Gut feel doesn't scale past your first 50 customers. Bigin's dashboards show deal progress, team activity, and pipeline value at a glance, so you know which relationships need attention this week.
More Bigin features that make customer relationship management easier
Team Pipelines
Run every customer-facing process in one account. Create separate pipelines for sales, onboarding, and support, drag records through stages, and see instantly where every customer stands with your business.
Contact management
Every customer detail in one organized record: contact information, deals, conversations, notes, and files. No more digging through spreadsheets to find a phone number.
Sales automation
Set up workflows that handle the busywork. Trigger emails, tasks, and record updates automatically, so routine follow-ups happen without anyone needing to remember them.
AI assistance
Bigin's built-in AI, Zia, drafts and proofreads emails and summarizes deals, contacts, and long email threads in seconds. Zia Agents go further and can respond to routine customer inquiries for you.
Multi-channel
communication
Talk to customers where they are. Bigin connects email, telephony, and WhatsApp to each contact record, so every conversation stays in context.
Integration capabilities
Connect Bigin with the tools you already use, from email and Zoho apps to the third-party tools available through the Bigin marketplace.
Customization capabilities
Shape Bigin around how you work by creating custom fields, filters, and dashboards that track exactly what matters to your business.
Mobile accessibility
Update deals, log calls, and respond to customers from anywhere with Bigin's mobile apps for iOS and Android.
- Team pipelines
Run every customer-facing process in one account. Create separate pipelines for sales, onboarding, and support, drag records through stages, and see instantly where every customer stands with your business.
- Contact management
Every customer detail in one organized record: contact information, deals, conversations, notes, and files. No more digging through spreadsheets to find a phone number.
- Sales automation
Set up workflows that handle the busywork. Trigger emails, tasks, and record updates automatically, so routine follow-ups happen without anyone needing to remember them.
- AI assistance
Bigin's built-in AI, Zia, drafts and proofreads emails and summarizes deals, contacts, and long email threads in seconds. Zia Agents go further and can respond to routine customer inquiries for you.
- Multichannel communication
Talk to customers where they are. Bigin connects email, telephony, and WhatsApp to each contact record, so every conversation stays in context.
- Integration capabilities
Connect Bigin with the tools you already use, from email and Zoho apps to the third-party tools available through the Bigin marketplace.
- Customization capabilities
Shape Bigin around how you work by creating custom fields, filters, and dashboards that track exactly what matters to your business.
- Mobile accessibility
Update deals, log calls, and respond to customers from anywhere with Bigin's mobile apps for iOS and Android.
Who is customer relationship software meant for?
Lead management
Capture leads from webforms, email, and social media channels, then prioritize the hottest ones. Every prospect interaction stays in one place.Email integration
Connect your inbox to send, receive, and track emails inside Bigin. Templates help you reply quickly without sounding canned.Deal tracking
Drag deals through pipeline stages and see the value, stage, and next step for every opportunity at a glance.Task management
Automated task reminders tell you who to contact and when, so no deal dies from silence.Mobile access
Update deals, add notes after meetings, and respond to leads from your phone or tablet, wherever the day takes you.Activity logging
Calls and emails log against each contact automatically, so records stay current without end-of-day data entry.Support pipelines
Track customer issues through clear stages the same way sales tracks deals, so nothing sits unresolved.Shared customer context
See the full sales history before you respond. Customers never have to explain who they are.Onboarding workflows
Move new customers through a defined onboarding pipeline, with tasks created automatically at each stage.Multichannel replies
Respond over email, phone, or WhatsApp from one place, with every exchange saved to the contact record.Email templates
Answer common questions in seconds using templates personalized with each customer's details.Connected pipelines
When a deal closes in the sales pipeline, you can create a record automatically in your onboarding or support pipelines—so handoffs never drop context.One view of the business
Dashboards show pipeline value, deals won, and team activity, so you know how the business is doing without chasing updates.Team accountability
See who's working on what and where every deal stands—without another status meeting.Quick setup
Bigin is simple enough to set up without consultants or a training budget. Most teams are up and running the same day.Straightforward pricing
Start free and upgrade when you're ready. Paid plans cost a fraction of enterprise CRM prices.Room to grow
Start with one pipeline, then add more pipelines, automations, and users as the business grows.Data security
Customer data is encrypted and access is controlled on Zoho's infrastructure, and Zoho doesn't sell your data or show ads.Benefits of customer
relationship software
- Keep every customer detail in one place.
- Respond to new leads faster.
- Never miss a follow-up.
- Make every conversation personal.
- Eliminate manual data entry.
- Close deals sooner.
- Retain more customers.
- Hand off customers without losing context.
- Spot upsell opportunities early.
- Keep sales and support on the same page.
- See team performance clearly.
- Forecast revenue with confidence.
- Onboard new team members faster.
- Make decisions with real numbers.
- Turn first-time buyers into repeat customers.
Trusted by 30,000+ small businesses globally
One of the most impactful features for us has been the pipelines. They have enabled us to clearly map out and track each stage of our business process in a visual and organized manner. Automation is another feature that has truly transformed the way we work. Additionally, features like forms and other built-in tools have added great value to our operations. Whether it is collecting information from external sources or managing internal processes, these features have simplified the entire process and reduced errors.
At Victoria International, our employees regularly use several key features of Bigin that have significantly improved our day-to-day operations. Some of the most frequently used features include: Pipelines, Email integration, Tasks and Activities, Contacts & Companies module, and Automation. Since implementing Bigin, we have witnessed several benefits, including improved lead tracking, better team collaboration, increased visibility into our sales pipeline, and more consistent customer follow-ups.
I love the integration with the Zoho ecosystem, the opportunity to integrate it with Make.com and Meta Ads. Once everything is correctly implemented, the process is smooth. Specifically, I love the opportunity to open whatsapp message directly from the contact info of the prospect. I am about to explore the whatsapp business integration. The lead calling process is super streamlined and the email templates really help you to be fast and process more leads. It is intuitive to use for new team members and I love that you can keep track of everything in the notes. It is just the perfect CRM for us at the moment.
What I like most is the pipeline view, it lets me see exactly where each person is in the process at a glance (new inquiry, follow-up needed, booked, completed, etc.). That clarity has improved our response time and follow-through because I’m not guessing who needs attention next. It also makes it easier to prioritize urgent requests and stay on top of day-to-day operations.
Still have more doubts?
Here are the answers to some frequently asked questions!
Customer relationship management (CRM) software helps businesses store customer information, track every conversation, and manage deals in one place. It gives your team a shared view of each customer, automates follow-ups and routine tasks, and produces reports that show how relationships and revenue are progressing.
Yes. CRM stands for customer relationship management, so the two terms describe the same category of tools. Whichever name you use, the job is identical: Organize customer data, track interactions, and manage deals. Bigin is a CRM built specifically for small businesses.
The core functions are contact management, interaction tracking, pipeline management, task automation, and reporting. Together, they give your business one organized system for finding customer information, following up on time, and understanding how deals are progressing.
Yes, and small businesses often benefit most. Relationships are their edge over bigger competitors, and the right software protects that edge as the customer list grows. Bigin is built for exactly this: It sets up quickly, costs little, and doesn't need a dedicated administrator.
Prices range widely, from free plans to hundreds of dollars per user each month for enterprise platforms. Bigin offers a free plan, and paid plans start at $7 per user per month (billed annually). There are no forced contracts, and you don't need a credit card to sign up.
Yes. Bigin runs on Zoho's own infrastructure, with encryption for data in transit and at rest, as well as role-based access controls. Zoho doesn't sell customer data or show ads in its products.
Yes. You can import contacts and deals from spreadsheet files in a few clicks, and Bigin includes migration options if you're moving from another CRM. Most small teams have their data in and their first pipeline running within a day.
They're separate products for different needs. Bigin is built for small businesses that want to manage customer relationships without complexity, while Zoho CRM serves larger teams with advanced requirements. Bigin isn't a trimmed-down version of Zoho CRM; it's designed from the ground up for small business workflows.
50,000+ businesses trust Bigin to build lasting
customer relationships. It's your turn now!
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