• For Businesses
  • For Teams
For Businesses
  • Real Estate
  • Software Consulting
  • Education
  • Insurance
  • Legal
  • Used Car Sales
  • Recruitment
  • Nonprofit Donations
  • Facility Maintenance
  • Patient Referral Management
  • Freelancers
For Team
  • Sales Pipeline
  • Customer Onboarding
  • Customer Testimonials
  • Order Fulfillment
  • Website Launch
  • Press Release
  • Event Sponsorship
  • Startup Fundraising
  • Customer Support
  • Refund Processing
  • Content Planner
  • Employee Onboarding
  • Issue Tracker
  • IT Requests
  • Marketing Campaign Management
  • Product Roadmap
  • Project Tracker
  • Reimbursment Claims

Templates for businesses

bgntemp Real Estate

Manage your real estate properties, clients, and prospects from one single database. Keep track of all deals from inquiries to closing, never missing the teeniest of details.

bgntemp Software Consulting

Bring all your clients, and your products into one CRM and easily manage your deals from start to finish.

bgntemp
Education

A CRM template just for schools, colleges, and other educational institutions to diligently monitor students' admission from applications to enrollment.

bgntemp
Insurance

Bigin's template for Insurance makes no mess. It sets in order your clients, companies, policies, and activities, with neatly laid out stages in the form of Inquiries, plans, and payment.

bgntemp
Used Car Sales

Monitor sales with ongoing deals, cars and negotiations, all visualized while using other pipelines to follow up on procuring more used cars for your business.

bgntemp
Recruitment

An easier alternative to an ATS, recruiters can use Bigin's recruitment template to organize and scrutinize applications, shortlist candidates, and ultimately hire the right fit.

bgntemp
Patient Referral Management

Standardize and organize the patient referral process. Using this template, healthcare organizations and primary care providers can track patient referrals and efficiently communicate with patients throughout the care cycle.

Maintaince work
Facility Maintenance

Don't compromise on the safety and comfort of your working environment. With this template, your operations team can track, access, and manage all facility maintenance activities.

Non-profit donations
Nonprofit Donations

Bigin's template for Nonprofit organizations helps you collect donations from sponsors and volunteers.

Freelancer working
Freelancers

Bigin's template for Freelancers is designed to help you manage your clients' projects seamlessly. Hustling is easier when you have Bigin on your side!

Templates for teams

Sales pipeline Sales Pipeline

Land more customers and manage ongoing deals with Bigin's Sales Pipeline. Visualize the sales cycle and gain a real-time view of each prospective customer's place in the buyer's journey.

Onboarding customers via phone Customer
Onboarding

Oversee the onboarding new customers and walk them through your product. From demos to implementation, leave no stone unturned.

Testimonals from happy customers Customer
Testimonials

Track customers' for testimonials easily with Bigin. Reach out to happy customers, ask for reviews and testimonials to go on your website. A win for both you and your customer!

Handin a customer their order Order
Fulfillment

Monitor the entire cycle from receiving orders from customers to delivering them. Fits any business or industry no matter how big or small.

Hot air balloons depicting website launch Website Launch

Do you build websites? Easily track your multitude of sites in your pipeline in stages with clients from ideation to launch easily.

Press meet Press Release

Streamline your PR process for your clients, companies or endorsements. Be it social, press or however you like it. Create pipelines for different operations and knock 'em out.

A crowded event Event Sponsorship

Add potential sponsors as you brainstorm and follow up on everyone until you land the right sponsor. Pitch, negotiate, and agree to sign. Simple and air-tight.

Fundraising meeting for a startup Startup Fundraising

Startups can follow up a list of potential investors, until they get picked by a VC or funded. With so much likely to go back and forth, using Bigin to keep track of progress is your best bet!

Employee onboarding Employee Onboarding

Simplify the employee onboarding processes for your HR team. Track your new employees' progress as they get acclimated to your company's work culture and values.

Product raodmaps Product Roadmaps

Easily make your product plans a reality. With Product Roadmaps, you can manage backlogs and monitor products as they move through various stages of development.

Processing IT requests IT Requests

Don't keep employees and customers waiting for IT assistance. Adopt the IT Requests template so your IT team can easily track and fulfill requests.

Customer support
Customer Support

Never compromise on customer satisfaction! Adopt Bigin's Customer Support template, designed for managing tickets and streamlining issue resolutions.

Managing marketing campaigns
Marketing Campaign Management

Ensure that your marketing campaigns are executed as planned! Oversee the entire campaign process, from planning to execution, using Bigin's Marketing Campaign Manager.

Content planning
Content Planner

Set and attain marketing goals with Bigin's Content Planner template, specially designed for streamlining the content creation and publishing processes.

Processing reimbursement claims
Reimbursement Claims

With Bigin, your finance teams can audit and process expense reimbursements faster.

Can't find an exact match to your needs?
Don’t worry, Bigin dances to any tune.

Flexible beyond bounds, Bigin's modules and fields can be customized to
truly resonate the sound of your business.

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