Track ongoing projects easily by switching between multiple Team Pipelines
Sub-pipelines let you categorize operations within a main Team Pipeline
- Content Management
- Website Requirement
- Social Promotions
Why do freelancers need a CRM solution?
It's a common misconception that only big companies need CRM solutions to manage their data and track their day-to-day progress. For any venture to succeed, operations must be managed, organized and tracked in an efficient manner. If you're a freelancer, this can get pretty hectic, since it's mostly a one-man job. It can become strenuous when clients and their work requirements increase. And it is near impossible to maintain all your leads and other data in a spreadsheet with limited features.
That's why you need Bigin.
Bigin is the best CRM solution
Bigin simplifies and streamlines your work with user-friendly features to help you manage different day-to-day operations—all in one place. This CRM software is specially built for micro businesses like yours, and can be a freelancer’s best friend when it comes to performing various time-consuming tasks. Since you earn wages on a per-job or per-task basis, it is essential to keep a proper record of your opportunities. To help you do this, there's no tool better than CRM software.
Track multiple projects with Pipelines
Keeping track of different tasks for different clients can be challenging if your data is not organized properly. With Bigin's Pipeline feature, you get a complete, clutter-free view of all your deals in their different stages. As deals progress, you can easily drag them from one stage to the next.
Increase your efficiency with
Stage Transition Rules
Stage transition rules make certain fields mandatory for a project to meet the requirements to progress to the next stage. For example, for an initial proposal to go to the final stage, the stage transition feature will make it mandatory to enter the proposal amount. If you do not enter the amount, the proposal will not be moved to the final stage.
Automate daily repetitive tasks with workflows
Following up with clients can be extremely time-consuming.It is difficult to complete this task when you have other work to complete.The workflow feature in Bigin effortlessly handles the follow-up process for you, so you can simply focus on being the best at what you do.
With workflows, you can automate tasks, send emails, update fields, and add tags to records when certain conditions are met. This saves time and helps you eliminate repetitive tasks.
You can automate
- Instant action
- Scheduled action
Connect your email accounts from almost
any email service provider
If you have a lot of potential and current clients, follow-up emails can help you with conversion and retention. But sending out all these emails manually can be overwhelming, and you may find yourself avoiding the task altogether.
Bigin easily integrates with your email platform so you can send mass emails to all your potential customers to build and maintain strong relationships. You can even arrange for Bigin to send automatic updates whenever you complete a project. With the email insights feature, you can quickly check whether a recipient has opened, clicked, or ignored your message.
Make and receive calls from your CRM software
As a freelancer, you might use a separate phone to communicate with your clients and to store their contact information. With Bigin's built-in telephony feature, you can make and receive calls directly from your CRM system.
The Interactive Voice Response lets you communicate with your clients by personalized languages according to their preference with the built-in IVR feature. Keep clients up to date about their projects by automating calls. Use the IVR feature to enhance communication by making the experience more personalized. If you already have a phone system, you can easily integrate it with Bigin.
Track your progress with dashboards
Visually monitoring your progress can help you develop better strategies for your business plan, which can eventually boost your sales. As a freelancer, it is essential to see a simplified version of your sales and progress.In Bigin, you can choose pre-built dashboards and charts to monitor your metrics. Data can be much easier to comprehend when presented as infographics.
Integrate with Zoho's finance apps
It can be frustrating to have to message and remind every client to pay their invoice when you are done with their project. But when you integrate Bigin with Zoho Books and Zoho Invoice, you can take advantage of your CRM's free invoicing capabilities. An automatic invoice will be sent to your clients, and you won't have to stress about not getting paid on time. And there's great news—Zoho Invoice is completely free!
Bigin + your favourite tools
As a freelancer you will be using multiple tools for your work. With Bigin as your CRM software you can integrate your favourite tools with Bigin using Zapier and automate your work.
When a payment is done, it will be reflected in your Bigin account
Bigin by Zoho CRM + PayPal
Triggers a call when a new lead is created in Hunter
Bigin by Zoho CRM + Hunter
Creates a brand new folder when a company is created
Bigin by Zoho CRM + Dropbox
Creates a task when a card is added
Bigin by Zoho CRM + Trello
Creates a task in Bigin when a new task is added to the project in Asana
Bigin by Zoho CRM + Asana
Trusted by 7,500 small businesses globally
I'm self-employed and I run a design, printing, and marketing business. I wear all the hats when it comes to my business, so I need tools that help me automate and track everything that goes on day-to-day. I have been looking for a simple CRM for the last 3 years. During that time, all I found were apps with way too many features that came with a hefty price tag. When I started using Bigin, I loved how easy it was to use, and it had a clean and organized interface. The ability to sync my other apps with it using Zoho Flow was a big plus. One of the best things is they made it affordable. I look forward to being seeing how Bigin evolves and helps me run my business better.
Bigin is easy to use for a growing organisation like Ammacus. The platform is very intuitive and saves time on double entering information and has saved us many hours in lost productivity. As an early adopter of Bigin, we look forward to continued new applications & developments to make the platform even better than it is today. In addition, we have received fantastic client support when it was required.
Bigin is exactly what we needed at our growing real estate company. We had looked into many CRM services but all of them were either too costly with features we didn’t yet need; too complicated to set up; or too simplistic. Zoho Bigin has been amazing. I watched one instruction video from the YouTube channel and I was ready to set up. It’s so simple to navigate that we were up and running on day 2. Customer support has also been great. I’ve received quick responses to all my queries. Just stellar all the way.
I am a huge fan of Bigin. I have literally spent years trying to find a solution like this so that I could track all of my clients. I have two different business entities with differing needs for each. This has made it challenging. I tried different apps that are made for larger businesses and they were not as user friendly as Bigin. Plus, the costs were too high for me. I recommend Bigin to everyone I know. I have been a customer since October of 2020 and I could not be happier with this application.
I have been using Bigin since almost it was launched and I must say this is one of the most simple yet very effective tools for entrepreneurs. The Deals module helps me stay on top of my plans and closures. The leads are easy to add, track and follow-up, due to which I feel much in control of my marketing process. Assigning tasks and calls have taken my follow-ups to the next level. I love Bigin's web, Mac and iOS interfaces and I find them very intuitive and easy to use. Thank you Zoho for creating this CRM and making my life so simple.
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