Ready-made CRM templates for any business | Bigin by Zoho CRM

For Businesses
For Teams

For Businesses

Real Estate
Software Consulting
Education
Insurance
Legal
Used Car Sales
Recruitment

For Team

Customer Onboarding
Customer Testimonials
Order Fulfillment
Website Launch
Press Release
Event Sponsorship
Startup Fundraising

Templates for businesses

bgntemp

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.

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bgntemp

Software Consulting

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

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bgntemp

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

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bgntemp

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.

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bgntemp

Bigin's Legal Template for Lawyers and budding law firms to streamline their clients and their cases arrive at closure faster, and easier.

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bgntemp

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.

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bgntemp

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.

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Templates for teams

bgntemp

Customer
Onboarding

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

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bgntemp

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!

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bgntemp

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.

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bgntemp

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

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bgntemp

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.

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bgntemp

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.

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bgntemp

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!

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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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