Features
Team Pipelines

Thinking of multiple processes for your business? Think Team Pipelines!

Here's the feature that redefines CRM for businesses. Gone are the days when your CRM was only meant to manage sales operations. Team Pipelines unifies all your customer-facing operations - say marketing, sales, onboarding, delivery, and support - within a single Bigin account. Your CRM solution can serve as the sole source of truth for customer information.

Here's how we can help you

Create a distinct set of pipelines for all your customer-facing teams.
Set up multiple sub-pipelines within each main pipeline to manage specific operations.
Establish your Bigin account as the single source of truth for all customer information.
Fully equip your customer-facing teams to manage customer relations.
Customize your pipelines to make them operation-specific.
Enjoy a comprehensive CRM that goes beyond just sales.
AI-generated smart summaries
Native AI agents for sales assistance

Team Pipelines and sub-pipelines

You can now create distinct pipelines for each of your business' customer-facing operations. Each pipeline displays different records based on the operations it represents: leads in the marketing pipeline, tickets in the support pipeline, testimonials in the customer feedback pipeline, and so on. Each of these pipelines can have further sub-pipelines with different stages. For example, your pipeline for customer feedback can have a sub-pipeline for testimonials from individual clients and another for testimonials from corporate clients.

Sales Pipeline
Customer Onboarding
Customer Support
Customer Testimonials

Outbound Sales
Inbound Sales

User Adoption
License and Agreement

Technical Assistance
Email Request

Testimonials
Case Study

A single repository of all customer information

Since the pipelines in your Bigin account are predominantly used by the sales team, your other customer-facing teams have to rely on different tools to track and organize their operations. As a consequence, your customer information is scattered and fragmented, and your teams rarely have all the context they need while interacting with customers—which often results in miscommunications that can be fatal to long-lasting customer relationships. Team Pipelines accommodates all your business operations within a single Bigin account, making it the single source of truth for all customer information.

Pipelines,
enhanced by AI

Record Summaries

Everything you need to know about your leads, deals, customers, support tickets, or any other pipeline record, just a click away. Zia generates clear, easy-to-read summaries so you always have the context you need before a meeting or conversation.

Zia Agent - CrossSell Genie

Whenever you close a deal, CrossSell Genie identifies cross-selling opportunities and automatically sends recommendations to the customer or their sales rep.

Zia Agent - Churn Analyzer

Just lost a deal? The Churn Analyzer Agent scrutinizes every lost opportunity and shares its findings with sales reps or their managers.

Fully equipped customer-facing teams

With all the customer information stored in your Bigin account, your customer-facing teams have ready access to all the details they need in order to handle customers. For instance, before trying to upsell to a customer, your marketing team can first check the status of any tickets the customer has submitted. If customers feel that they're interacting with well-informed team members, they achieve a sense of trust. Trusting customers are more likely to pay more for your products and services.

Make your pipelines operation-specific through customization

Team Pipelines and sub-pipelines can be customized at every stage—from how records and fields are named to the number of stages in each pipeline. Make each pipeline exclusive to the business operation it serves. You can also assign access to specific team members, thereby retaining control over your customers' data.

Experience a comprehensive CRM

Team Pipelines is an industry-first. While pipelines in other CRMs cater only to sales, Bigin is the first small business CRM that promises to be a comprehensive solution for all your customer-facing teams. After all, customer satisfaction is not something you earn instantly with just one sale; it's the result of consistent and coordinated efforts from all of your teams.

Pick a template to get started

Exert full control over what each user can
see and do

With Team Pipeline permissions, you can completely define the level of access every user has to a particular Team Pipeline.

Let's take the case of the Customer Support pipeline; a support agent must be able to add and edit their support tickets and view everyone else's, but a salesperson only needs to view the tickets raised by customers they've converted. You can easily demarcate every user's control over each pipeline by setting appropriate permissions!

Setting the level of permissions for different profiles

Still have more doubts?
Here are the answers to some frequently asked questions!

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What are team pipelines in Bigin?

Team pipelines let more than one person work the same set of deals together, with shared visibility into where each one stands. They suit small teams who hand off prospects or collaborate on the same accounts.

How are team pipelines different from a regular pipeline?

A regular (generic) pipeline is a single, step‑by‑step visual representation of one business process and one record type (for example, only “Deals” in a sales process). It gives you a linear set of stages that every record follows, and all records in that pipeline share the same fields and structure, which works well when you only need to manage one kind of customer operation in your CRM. Team Pipelines, on the other hand, are multidimensional pipelines that let you manage multiple different business processes (such as sales, service, refunds, testimonials, test rides, etc.) in the same Bigin account. Each Team Pipeline can have its own record type, its own fields, its own stages, and its own access permissions, and can even contain sub‑pipelines with different stage sets inside the same process. This lets you centralize all customer‑facing operations in one tool, while still tailoring each pipeline to how that specific team actually works.

Can I control what each team member can see or do?

Yes. You can assign roles so some people manage deals while others only view them. This keeps the pipeline organized as your team grows.

Are team pipelines good for handoffs between people?

They work well when a lead moves from one person to another, since the history and notes stay attached to the deal. The next person picks up with full context.

Can I see who is responsible for each deal?

Yes. Each deal can be assigned to an owner, so it is clear who is handling what. This reduces the chance of a prospect slipping through the cracks.

Do team members get notified about updates?

Yes. Bigin can notify relevant team members about activity on their deals, such as new tasks or approaching dates. Notification options are set in your account.

Can I use team pipelines on mobile?

Yes, you can view and update team pipelines from the Bigin mobile app. Some setup actions stay on the web version.

Which plan includes team pipelines?

Availability depends on your Bigin edition, since some collaboration features sit on higher plans. The pricing page shows the current breakdown.

How many people can work in one pipeline?

The number of users depends on your plan and the seats you have. You can add team members from your account settings.

Can I keep some pipelines private to certain teams?

You can limit access so a pipeline is visible only to the people who need it. This helps separate sales, support, and other functions.

Trusted by 30,000+ small businesses globally

Brilliant feature! At present, Bigin not only has sales pipelines, but several pipelines catering to multiple industries. A single organization can now handle multiple teams with multiple goals—within one CRM system.

We have been using Bigin to manage our sales for more than a year now, and Bigin has introduced a lot of value-added features that have made our business processes so much easier. Ever since Bigin launched its new Team Pipelines feature , we've been able to excel in other business operations as well , like project management, marketing, and after-sales. This intuitive new feature has made it possible for our teams to have a 360-degree view and to use a single platform for all our business management and communication needs. Great work, Bigin!

The new Pipeline system is fantastic. It helps us assign tasks in the sales and support cycles, while keeping all team members and stakeholders informed and up-to-date. Go Team Zoho, once again!

The inclusion of the new class of non-sales pipelines is a great idea by Bigin. We can now also manage the development stages and support activities of the agency's services within Bigin. I'm very happy with this new update and I can't wait to get access to the next big updates. Bigin is my current and definitive CRM!

Apratim BanerjeeTechnology Head, Cleanomatics Solutions

Dawid RouxCEO, V4 Creative

Shuaib MerchantPartner, Alishan Trading LLC

Henrique FelixCEO, Agencia Planner

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Pipelines not just for your sales, but for your whole business.

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