Bigin for Customer Onboarding

Customer onboarding has never been this easy. So good, they'll thank you for it.

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Top banner image representing Customer Onboarding

Why onboarding is easier with a CRM

Customer onboarding is an important step in encouraging your customers to adopt your product. Product adoption requires your customers to learn about your product, use it, and most importantly, decide they like it. A lot of this relies on how effective the onboarding process was. And a CRM can help you monitor every customer closely, so no customer feels like they received the short end of the stick.

Customer onboarding with Bigin

Get the maximum benefit from the applications you use. With Bigin, you can bring all the different aspects of your business together. All your clients, ongoing deals, and activities are related to each other. So we brought them together into modules, the optimal way to store information and run your business.

All that you need to onboard customers

Get the maximum benefit from the applications you use. With Bigin, you can bring all the different aspects of your business together. All your clients, ongoing deals, and activities are related to each other. So we brought them together into modules, the optimal way to store information and run your business.

Modules in Bigin's Customer-Onboarding template

Requests to onboard

First things first, this is the pipeline that shows you all your prospects and clients organized by the stage they're at in your onboarding process. You'll be able to keep track of all your ongoing deals and immediately see how close to conversion they are in the Requests module.

A list of all your Customers

In order to see your customers neatly arranged in stages on your pipeline, you need them all to be safely stored somewhere. The Customers module is where you'll find every customer you've worked with.

Save Companies

Bigin gives you the flexibility to work with individual customers or an entire company, or a mix of both! This module lets you save all your customers and the companies they work for.

A list of all your Products

Easily keep a list of all the products or services you sell to your customers. You can also link products to customers and to their deals on the pipeline.

Make calls and create tasks and events, with Activities

Set up tasks and events, make calls to your customers, and host and schedule video calls and meetings, all from Bigin.

Crunch numbers with Dashboards

Stay on top of your performance so you know just how much you've been crushing it. Bigin comes with dashboards that accurately report your performance with customizable charts and tables.

A brilliant pipeline to track your deals
from start to finish

Bigin's pipeline is raved about in the small business world. So we decided to double down on our prime feature to provide a pipeline that covers all the main stages of customer onboarding: Starting from making an introduction, then proceeding to gathering requirements, moving on to implementation and confirmation, and ultimately fully onboarding a customer.

Here are the stages of a typical customer onboarding process in a pipeline:

The full pipeline on Bigin's Customer Onboarding template displaying its many stages

Carefully customized fields to store
every last detail!

One size never fits all, so don't compromise on your needs.So we made changes to how you add information to Bigin to help make sure everything has the full context required for you, your customer, and their journey.

More customized fields for the Customer Onboarding template in Bigin

What's more?

Make calls and send emails directly from Bigin

Need to follow up on a prospect or client? Check. Need to make phone calls? Double check. Not only can you make and receive calls through Bigin, but you can also host video calls and presentations without switching apps! Alternatively, if you want to dial it down and keep everything over email, you can do that as well. Bigin comes with both IMAP and POP support, so you can integrate all the most popular email services and send and receive emails directly in Bigin.

Set up workflows and let Bigin deal with the daily routine

If you think all this might still not save you enough time, we have just the thing for you! You can set up workflows to perform a whole load of your day-to-day tasks automatically, like adding a new contact to the client list, sending welcome emails to new clients, and so much more.

Create multiple pipelines for all your operations

Your pipelines shouldn't stop with just your main onboarding process. Maybe you have a whole another business operation or internal process that you need to monitor in stages. Like legal review, maybe? We've thought of that too! Bigin lets you create multiple pipelines alongside your onboarding pipeline to monitor and visualize your other processes. You can even customize the stages and fields to match the operation!

Connect to all your favorite apps

Bigin seamlessly integrates with other top business apps. From Google Workspace to MS Office 365, we have all that you need to natively connect and sell just from Bigin. You can also connect to thousands of more apps with Zapier, Zoho Flow, or our magical developer APIs.

Sell from anywhere with the Bigin app

The Bigin app for iOS and Android is hands down the best CRM app ever made. From monitoring your ongoing deals to crunching tasks, everything is designed to be easy on the go. With the Bigin app for your smartphone, you can take your work anywhere.

Do you have a friend or business
associate looking for a CRM?

Bigin comes tailored for a ton of other industries! Take a look!

All this for only $7 a month per user.

Stop pinching yourself, it's real!

Bigin is priced advantageously for small businesses to give them the right applications to grow and flourish. This will never change. At just $7 per month per user, Bigin provides all that you need and more, which makes it the best small business CRM in the world. Nothing else comes close.

See all pricing

Don't take our word for it,
hear from people just like you.


As a small business with a big vision, having access to accurate and relevant data about customers and prospects is critical! Bigin and their onboarding team assisted us on our journey. Although we are early into using Bigin, we are already experiencing the benefits!


Joel Gustafson Chief Operating Officer, Car Trade Go Inc


Our startup, Invest in Latam, has been growing in the past few years, and we were in need of a powerful yet simple CRM. We found the perfect fit with Bigin. It's easy to use and integrates with the latest tech. We are very happy with our investment!


Rebeca Gonzalez CEO & Co-Founder, Invest in Latam


With multiple pipelines, our team has utmost clarity on the status of deals. For our on-field representatives, the mobile app has been a game changer, to say the least. Daily tasks were never easier, thanks to the activity module and dashboards. We are OBSESSED with Bigin!


Anurag Agarwal Anurag Agarwal, Associate Business Development Manager, RoaDo


Bigin has helped our organization accurately track our transactions and enhanced our communication with our clients and within the organization.


Omobola Ayoola Omobola Ayoola, BDM, Joe Etoniru & Associates


Onboard customers faster and
keep them forever!

Give our 15-day free trial a shot. No credit card, no hidden charges, and no questions. Just Bigin.

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