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Simplify sales tracking with Bigin
Sales tracking is key to growing revenue, but for many small businesses,
it's needlessly complex and costly—until now. Bigin offers an easy yet powerful tracking system built for small teams. With intuitive dashboards and in-depth reports, you get full sale visibility without the steep learning curve or high price tag of enterprise tools.
Do you face these challenges in
sales tracking?
If you can relate to the challenges mentioned below, it’s time to upgrade from spreadsheets to a purpose-built sales tracking solution like Bigin. Get a clear view of your pipeline, improve team efficiency, and never miss a sales opportunity again.
Manual Data Entry
Hours are wasted on entering and updating sales data by hand, reducing team productivity.
Lack of Deal Clarity
It's unclear which salesperson closed which deal—or for how much—causing confusion and lack of accountability.
Missed Customer Interactions
Important communications like calls and emails slip through the cracks, affecting customer relationships.
Disorganized Client Tracking
Tracking performance across multiple clients and deals feels overwhelming and scattered.
Missed Follow-Ups
Unstructured follow-up processes lead to missed opportunities and stalled deals.
Limited Reporting
Basic or no reporting features make it harder to analyze performance and make informed decisions.
Sales tracking made easier
with Bigin reports and dashboards
Track your field sales reps' data
Monitor your field sales team's real-time activities, including client visits, call logs, and deal progress. Know exactly where each rep is in their sales journey without constant check-ins or cumbersome status reports.
Total sales across clients
Sales reps often struggle to track total sales across multiple clients due to disorganized data, which makes it difficult to assess overall performance. Bigin centralizes this data, giving you instant visibility into how each salesperson is performing across their entire client portfolio.
Total sales with individual clients
Tracking sales with specific clients can be challenging without centralized, real-time data, which limits opportunities for upselling or relationship-building. Bigin's client-specific tracking helps you identify your most valuable customer relationships and spot opportunities for growth.
Total sales for a specific client by salesperson
When multiple salespeople are involved, it's hard to see the total sales you've made for a client. This hinders collaboration and strategy. Bigin gives you a comprehensive view of all interactions with a single client, regardless of which team member handled the sale.
Team performance metrics
Get instant access to key performance indicators that matter: conversion rates, average deal size, sales cycle length, and more. Compare performance across team members' and identify coaching opportunities with easy-to-understand visual dashboards.
Task and activity tracking
Never let an important follow-up fall through the cracks again. Bigin tracks all customer interactions, automatically logs calls and emails, and reminds you of pending tasks to ensure consistent customer engagement.
More Bigin features that make sales tracking more efficient
Team Pipelines
Visualize your entire sales process from lead capture to deal closure with customizable pipeline views. Drag and drop deals through stages and instantly see where your revenue opportunities stand.
Lead management
Capture, organize, and nurture leads effectively. Assign leads to the right team members and track their progress through your sales funnel with automated workflows.
Sales automation
Streamline repetitive tasks with custom workflow automations. Set up automatic follow-up reminders, status updates, and notifications to keep your sales process moving efficiently.
Integration capabilities
Connect Bigin with the tools you already use, including your email client, calendar, and marketing automation platforms. Create a seamless workflow without switching between multiple applications.
Customization capabilities
From custom fields to personalized workflows, empower your team with a CRM that adapts to your specific requirements.
Multi-channel
communication
Bigin integrates with various communication channels like email, phone calls, WhatsApp, social media, forms, and meetings.
Mobile accessibility
Access your sales data anytime, anywhere with Bigin's mobile app. Update deals, log activities, and check reports on the go to ensure you never miss an opportunity—even when you're out of the office.
- Team Pipelines
Visualize your entire sales process from lead capture to deal closure with customizable pipeline views. Drag and drop deals through stages and instantly see where your revenue opportunities stand.
- Lead management
Capture, organize, and nurture leads effectively. Assign leads to the right team members and track their progress through your sales funnel with automated workflows.
- Sales automation
Streamline repetitive tasks with custom workflow automations. Set up automatic follow-up reminders, status updates, and notifications to keep your sales process moving efficiently.
- Integration capabilities
Connect Bigin with the tools you already use, including your email client, calendar, and marketing automation platforms. Create a seamless workflow without switching between multiple applications.
- Customization capabilities
From custom fields to personalized workflows, empower your team with a CRM that adapts to your specific requirements.
- Multi-channel communication
Bigin integrates with various communication channels like email, phone calls, WhatsApp, social media, forms, and meetings.
- Mobile accessibility
Access your sales data anytime, anywhere with Bigin's mobile app. Update deals, log activities, and check reports on the go to ensure you never miss an opportunity—even when you're out of the office.
Who is sales tracking software meant for?
Lead management
Prioritize your hottest leads and keep track of all prospect interactions in one place. Never miss a follow-up with automated reminders and task management.Workflows
Automate repetitive tasks and streamline your sales process. Set up condition-based actions for follow-ups, emails, and more so you can focus on closing deals while Bigin handles the busywork.Mobile access
Access your sales pipeline on the go. Update deals, add notes after meetings, and respond to leads instantly from your smartphone or tablet, wherever you are.Deal documentation
Store all your sales documents in one secure location. Access contracts, proposals, and pricing sheets instantly, and share them with prospects with just a few clicks.Email integration
Connect your email client directly to your CRM. Track all customer communications automatically and use templates to send personalized messages that drive conversions.Task management
Stay organized with automated task reminders and follow-ups. Prioritize your daily activities and never let important sales opportunities slip through the cracks.Pipeline management
Get a comprehensive view of your team's sales pipeline. Track deal progress across stages, identify bottlenecks, and ensure proper resource allocation to hit targets.Team performance
Monitor individual and team performance with customizable dashboards. Track key metrics like conversion rates, average deal size, and win rates to identify coaching opportunities.Sales forecasting
Create accurate sales forecasts based on pipeline data and historical performance. Adjust projections in real time as deals progress and market conditions change.Activity monitoring
Gain visibility into your team's daily activities. Monitor call volumes, emails sent, meetings scheduled, and follow-up consistency to ensure proper sales execution.Goal tracking
Set and track individual and team quotas. Visualize progress toward targets with customizable dashboards that motivate your team and highlight achievements.Coaching tools
Identify coaching opportunities with detailed performance analytics. Track improvement over time and provide targeted training to help your team reach their full potential.Revenue analytics
Get a comprehensive overview of company revenue performance. Track trends, analyze growth patterns, and monitor progress toward organizational goals in real time.Strategic insights
Gain valuable insights into market trends, customer acquisition costs, and lifetime value. Use data to inform strategic decisions and optimize your go-to-market approach.Department performance
Compare performance across different sales teams, regions, or product lines. Identify top performers and replicate successful strategies throughout your organization.Executive dashboards
Access customizable dashboards with key performance indicators that matter most to leadership. Get high-level insights without needing to dig through detailed reports.Resource allocation
Make data-driven decisions about budget allocation, headcount planning, and territory management based on concrete performance metrics and opportunity analyses.Market position
Track win/loss ratios against competitors and analyze market penetration. Identify emerging opportunities and threats to maintain your competitive advantage.Benefits of sales tracking software
- Boost your revenue.
- Increase conversion rates.
- Retain more customers.
- Make data-driven decisions.
- Streamline your process.
- Enhance team collaboration.
- Close deals faster.
- Forecast with accuracy.
- Reduce administrative work.
- Allocate resources wisely.
- Optimize lead management.
- Get a complete view of performance.
- Identify growth opportunities.
- Improve customer satisfaction.
- Gain competitive advantages.
Trusted by 30,000+ small businesses globally
Implementing Bigin by Zoho CRM at Eori has significantly streamlined our sales and lead management process. As a B2B vegan leather manufacturer, we needed a simple yet powerful tool to track client interactions, manage our sales pipeline, and ensure timely follow-ups. Bigin has provided us with exactly that—an intuitive interface, automation capabilities, and seamless workflow management. It has helped us stay organized, improve response times, and close deals more efficiently. Highly recommended for growing businesses looking for a lightweight CRM solution!
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.
A successful product is all about identifying a space that is unexplored and solves a specific problem. In my professional capacity as a Senior Director, I have worked with numerous sales folks and realized the pain areas of having their own CRM. The problem area is clear as per-user prices are generally too costly, and the natural tendency is to use a free tool. Other CRM vendors provide their tool free with limited access for a limited time frame that does not solve the problem. With Bigin, the barrier to entry is lower, and I'm sure this product will have a wider acceptance.
We had a very elaborate and complex CRM to configure. Bigin allowed us to get back to basics so as not to waste time. Our job is to sell, not to fill databases. Bigin is a simple CRM for sales reps with an app. No dozens of fields and screens to fill in to keep a sales pipeline up to date. We have tried many CRMs. Bigin is simple to set up and use on a daily basis.
Still have more doubts?
Here are the answers to some frequently asked questions!
Salespeople use various software tools to track sales, including customer relationship management (CRM) software, sales tracking tools, and analytics platforms. These tools help manage leads, track deal progress, log interactions, and generate reports for performance insights.
Not necessarily. While CRMs generally include sales tracking features, not all sales tracking software tools function as full CRMs. Sales tracking software focuses primarily on monitoring deals, sales rep performance, and revenue trends, whereas CRMs also help manage customer relationships and automate communication, and often integrate with marketing and support functions. Bigin combines both, offering small businesses a simple yet powerful CRM with built-in sales tracking.
Absolutely. Small businesses often struggle with disorganized sales data, manual tracking, and missed follow-ups. A sales tracking system like Bigin helps streamline sales activities, centralize customer interactions, and provide real-time insights—all without the complexity or high cost of enterprise tools. This enables small teams to focus on closing deals and growing revenue instead of managing spreadsheets.
Yes, reputable sales tracking software tools prioritize data security with encryption, access controls, and compliance with industry standards. Bigin ensures that all customer and sales data is securely stored, protecting it from unauthorized access while enabling seamless collaboration across your team.
The best way to track sales and team performance is with a centralized sales tracking software tool like Bigin, which enables you to monitor individual and team sales in real time, log and track all customer interactions—including emails and calls—without manual entry, and set up automated follow-up reminders.
Yes! Bigin enables you to import data from spreadsheets, existing CRMs, and other sources to ensure a smooth transition. Whether you're moving from manual tracking or another tool, Bigin's import functionality makes it easy to get started without losing historical sales data.
Absolutely. Bigin offers fully customizable sales pipelines that enable you to tailor deal stages to fit your specific sales workflow. You can rename stages, adjust their sequence, and create multiple pipelines to match different sales processes and ensure it's a perfect fit for your business.
The right sales tracking software can help you close more deals, improve team efficiency, and make smarter business decisions. But don't just take our word for it—see the numbers for yourself! Check out Bigin's CRM ROI Calculator to estimate how much value a streamlined sales process can bring to your business.
Over 30,000+ businesses trust Bigin to manage their sales funnel with clarity.
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