Why integrate Zoho Books with Bigin?
Selling, tracking payments, and accounting can be taxing. Not to mention having to switch between your CRM and finance apps to make entries manually, or manage your accounting with spreadsheets. That doesn't help one bit to reduce errors or stay on top of all information.
Team up your Sales and
By integrating Zoho Books with Bigin, you can bring all the information in to one place and allow your sales and finance teams to look at each other's data. With a clear picture of purchase patterns and payment details right next to sales data, you can make more informed, accurate decisions to help you build customer relationships.
Sync your sales and accounting data.
The Zoho Books integration allows you to keep your contacts, companies and products information in your Bigin account in sync with customers and items in Zoho Books, which means every time you update a record in Bigin, the change will be reflected in your Books account as well. The sync is two-way and leaves no room for errors like data duplication.
Create invoices and estimates from Bigin
With sales and finance information available in the same application, your sales force can create estimates, sales orders, and invoices effortlessly right from Bigin.
Automate tasks with Zapier or Zoho Flow
Want to go a step further? With a little more push from Zapier or Zoho Flow you can automate some of your tasks like creating statements with Bigin and Zoho Books. For example, if a new deal is added in Bigin, you can set up a workflow to create an estimate for the deal in Zoho Books automatically.
No room for mess
Accounting is strenuous. Updating record into every application individually adds more problems like duplicate entries and human error. With Zoho Books for Bigin, every contact, every invoice, and every estimate is completely taken care of. Update once and Bigin will set it rolling!
Why Bigin is the go-to CRM
for small businesses
Built specifically for
Bigin is easy to use, has all the essential features for small businesses, and is priced at a pocket-friendly $7 per month per user.
Set up your CRM in under 30 minutes
Simple and intuitive, you can easily set up Bigin and start selling in
under 30 minutes.