- Features
- Sheet View
Combining the familiarity of spreadsheets with the functionality of a CRM
Spreadsheets are accessible, easy to use, and inexpensive. No wonder they're the go-to tool for every budding business! But as your business grows, spreadsheets alone won't cut it; you need a CRM capable of managing every aspect of your business. So we decided to combine the tried and tested method of storing information in an accessible manner with the advanced, user-friendly features that Bigin brings to the table!
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- View your data in an organized manner
- Update different fields in different records—but in the same view
- Compare and edit multiple records without downloading or exporting data
- Easily browse through your database
- Track the status of each record
Data: organized neatly, accessed effortlessly
With Bigin's Sheets View, you can organize your data systematically with trusty rows and columns. Store a wide range of data types, from names and phone numbers to email IDs and pipeline stages. With the Sheets View, you can eliminate the need to export your data from your CRM every time you need to view or edit it in a spreadsheet format.
Update fields with ease
New customers are acquired every day, existing contacts may get new phone numbers, and companies sometimes move to new offices. Whatever the change may be, you can locate the record and update it effortlessly. All you have to do is double-click on the cell and enter the new values. Bigin's Sheet View is handy when you have to make bulk edits or compare multiple records before making edits.
Track the status of all your deals, contacts, and products
In Bigin's Sheet View, you'll find data that indicates the number and status of records in every module. For instance, in the Pipelines module, you'll find the number of total and open deals, along with an updated count of successful and failed deals
Improve data integrity, accuracy, and privacy
Ensure that you always have all the data you need by mandating important fields. Additionally, fields like Email, Date, and URL, which carry essential information that follows a particular format, are validated by default. With Bigin, you'll always be able to store and access the required data in the desired format.
When it comes to the security of your data, Bigin has the upper hand over spreadsheets. It's both GDPR- and HIPAA-complaint, thus ensuring that your data is collected, stored, and processed transparently and securely. As part of our privacy-first policy, we don't sell your data to third parties or run ads, and have removed all third-party trackers from our website. Additionally, by exporting and importing data, Bigin's Sheet View fortifies your data.
FAQs
Sheet View lays out your records in rows and columns, the same way a spreadsheet does, but inside your CRM. It's built for people who are used to working in a grid and want that familiar format without giving up what Bigin can do with the data.
You can keep a wide range of information in Sheet View, from names and phone numbers to email addresses and pipeline stages. It's meant to hold the everyday details of your contacts and deals in one organized grid.
Yes. To update a record, you double-click the cell you want to change and type in the new value. That makes quick fixes fast, whether a contact has a new phone number or a company has moved offices.
Yes. Because you can see many records at once, Sheet View is handy when you need to make edits across several of them or compare a few records before deciding what to change. You do it all in the grid instead of opening each record individually.
No. Sheet View gives you that spreadsheet layout right inside Bigin, so you can view, compare, and edit your records without downloading or exporting anything. Your data stays in the CRM at all times.
Yes. When you edit a cell, you're updating the real record in your CRM, not a separate copy sitting in a spreadsheet. That means there's nothing to reconcile later—your data stays consistent wherever you view it.
Yes. Sheet View shows record counts by number and status in each module. In the Pipelines module, for example, you can see your total and open deals, along with an up-to-date count of those that were won or lost.
Yes. Bigin is GDPR- and HIPAA-compliant, so your data is collected, stored, and processed securely and transparently. On top of that, Bigin follows a privacy-first policy: It doesn't sell your data or run ads, and it has removed third-party trackers from its site.
Yes. Fields that follow a set format, such as Email, Date, and URL, are validated automatically, so entries have to match the expected format before they're accepted. That keeps your data clean and consistent as you fill it in.
Trusted by 7,500 small businesses globally
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.
Store, retrieve, and view data efficiently.
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