- Activity Management
Manage activities and reach out to contacts like a pro!
Activity management in Bigin has its own module, so you can always jump right in to keep up with your customers and prospects. Your activities are categorized as Tasks, Events, and Calls—the things you spend most of your energy on. All your records in Bigin which have activities pinned to them will be displayed here, all neat and organized, saving you time.SIGN UP FOR FREE
Here's how we can help you
- View all your activities and their details in one place
- Never miss a follow-up on prospects with Tasks
- Schedule events and invite attendees directly from Bigin
- Log all your inbound and outbound calls history with details
- Sort and filter activities to find them easily
A complete view of all your activities in one place
Simply click on Tasks, Events, or Calls to open a list of all the activities you've either carried out in the past or have coming up. Clicking on any record in the list will open a detailed overview of the activity.
Never miss a follow-up with Tasks
Tasks are simple. You list everything you need to do and then you get it done. You can assign a task to yourself or any user for any contact or company in your account, as a reminder to get things done. With Tasks in Bigin to back you up, you'll never miss out on an initiation or follow-up again.
Schedule and invite people to your events
Your seminars, trade shows, and webinars are important events that can set you up with future customers. They may sound like a lot of work, but setting them up is effortless with Events. Create or schedule events from Bigin, invite your prospects to attend, and even set automatic reminders!
If you prefer to do all that with Zoho Meeting, you can do that too!
Log calls just like you expect them
Calls are crucial when you are in sales. And logging your calls to record your call history is the bare minimum. With Bigin, you get a complete overview of both inbound and outbound calls, call duration and times, and all the relevant user information.
(Did you know Bigin comes with built-in telephony for all your calls? You can also pick your PBX system of choice from Zoho's Phone Marketplace!)
Sort and filter important activities
Like all modules, Activities has specific filters to sort and find your tasks, events, and calls. Simply pick a filter that best describes an activity to find it easily. For example, to find a call that lasted less than a minute, you could use the Call Duration filter.
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I have been looking for a CRM that was easy-to-learn and use for my sales team which was totally dependent on spreadsheets. With the Bigin, I am able to see the complete view of my sales. We can keep all emails attached to the contacts within CRM making the communications streamlined. I am delighted with the product and super happy with the awesome support team.
We were looking for a simple CRM to manage our contacts and deals and Bigin came to our rescue. Our team loves Bigin for its simplicity and it was exactly what we were looking for. Right from creating a contact to managing workflows and deals, Bigin is so user friendly that our team’s productivity has improved a lot. Just Bigin!
Bigin has become an integral part of our business. It’s absolutely functional, easy to set up, and cost-efficient. It has helped me tighten weekly reviews and build an effective customer follow up strategy. It is ideal for young startups and businesses which require a funnel management system for sales and service.