N3 Business Advisors saves over
40 hours each day by adopting Bigin.

The company

N3 Business Advisors is a specialized advisory firm focusing on construction mergers and acquisitions. Established in 2010 by Nitin, a veteran with over 20 years of experience, N3 Business Advisors has grown from a humble home office into a thriving, 20-member team.

Headquartered in Ontario, Canada, the firm maintains a unique specialization in the construction industry and empowers business owners with expert support to buy, sell, and expand their businesses. With a deep understanding of the industry's unique challenges and opportunities, N3 Business Advisors has become a trusted partner for construction companies seeking growth.

The challenge

Managing a growing business was becoming increasingly challenging. With over 100,000 contacts, Microsoft Spreadsheets were no longer practical— a robust and intuitive CRM was what they needed.

In search of a professional solution, Nitin experimented for two months with platforms like Pipedrive and HubSpot. Unfortunately, these tools proved to be too complex for his needs. What he truly wanted was a simple, no-fuss CRM with just the essential features. That's where Bigin stepped in.

The solution

During research, Nitin came across Bigin via a Google search for "small business CRM." A personalized demo from the Bigin team sealed the deal, giving him the confidence to move forward.

Having a huge chunk of data in spreadsheets, he was concerned about the challenges of data migration. However, the process turned out to be effortless, thanks to Bigin's easy import options.

At N3 Business Advisors, the workflow is structured into a three-tier hierarchy: admins, senior advisors, and junior advisors. When the lead is generated, Nitin evaluates it before assigning it to the senior advisors. Depending on the lead's requirements, the senior advisors either handle it personally or delegate it to a junior advisor.

The team manages their sales process using Bigin's Team Pipelines, which spans 15 stages, including lead generation, shortlisting companies, presentation, letters of intent, and signing consulting agreements.

How Bigin's features have streamlined their operations further

Email integration: keeps all communications organized within their CRM. It also aids in data continuity during employee transitions.

Tags: classify leads by buyers, sellers, influencers, or industries.

Custom filters: enable the team to focus on high-priority businesses and tailor their approach.

Dashboards: provide real-time insights into lead progress and overall team performance.

Benefits and ROI

Based on his experience using Bigin, every employee saves two to three hours a day compared to spreadsheets. With the boost in employee productivity, combined with enhanced marketing efforts, N3 Business Advisors has witnessed a substantial increase in revenue.