Bigin for Employee Onboarding

Streamline the onboarding process for your new hires with Bigin and set them up for an exciting and prolonged career in your organization.

Try Bigin for free Access Bigin
Top banner image representing Employee Onboarding

Why employee onboarding is easier with Bigin

The employee onboarding process is essential for acclimating your new recruits to your organization's work culture and values. An effective onboarding process can train them to perform basic work-related tasks and build a rapport with their teammates. Bigin's template irons out kinks in the onboarding process and ensures the entire exercise is fruitful and hindrance free.

A CRM template designed for seamless employee onboarding

With Bigin's Employee onboarding template, you can organize and declutter the onboarding process, making it hassle free for you and worthwhile for the participants. Not only does it work great for small businesses, it also adapts exceptionally to smaller teams within larger organizations making it the ideal go-to tool for all onboarding. Don't believe us? Take a look at what it can do.

Everything you need to onboard
new employees and so much more

With Bigin, you can bring all the different aspects of the hiring process together. All your events, upcoming calls, and activities are related to each other. So, we brought them together into modules, the optimal way to store information pertinent to each recruit.

Module containing details of a new hire

Monitor the onboarding process

A pipeline shows you all your new hires organized by what stage they're at in your onboarding process. You'll be able to keep track of all communication over phone and email, access all relevant files, and store important notes about the recruit.

A list of all Contacts

Keep up with your ever-growing list of contacts. In order to see them neatly arranged in stages on your pipeline, you need them all to be safely stored somewhere. The Contacts module is where you'll find your contacts along with.

Save Companies

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

Store all your Products in one place

Keep a list of all your products so you never have to scramble for details. Find another great product? Add it here and you're good to go! Make it easier for your new hires to get acquainted with the products and services offered by your organization.

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 well you've been doing. Bigin comes with dashboards that accurately report your performance with customizable charts and tables.

A comprehensive pipeline to
keep track of the onboarding process

Bigin's pipeline is all the rage in the small business world. So, we decided to double down on our most important feature to provide a pipeline that covers all the key stages of the employee onboarding process from acquiring signed offer letters to orientation, and, finally, giving them access to the payroll.

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

Pipeline with stages of the employee onboarding process

Create custom fields to
store all relevant information

One size never fits all, so don't compromise on your needs. The customizable fields enable you to store information relevant to your organization's onboarding process.

Creating a record of a new hire

What's more?

Make calls and send emails directly from Bigin

Need to make phone calls? Check. Need to send emails? Double check. Not just limited to calls; you can also host video calls and presentations without leaving the app. 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 the most popular email services and send and receive emails directly in Bigin.

Set up workflows and let Bigin deal with the daily routine

Here is how you can save even more time: You can set up workflows in Bigin to automate daily tasks like adding a new customer to your client list, sending testimonial request emails to your customers, and much more.

Create multiple pipelines for all your operations

Bigin covers other business operations as well. You can create multiple pipelines for different processes, like case studies or app reviews, so you can monitor and visualize them all at once. Yes, you can customize stages and fields in all your other pipelines, too!

Connect to all your favorite apps

Bigin seamlessly integrates with many top apps out there. From Google Workspace to Office 365, we have them all. You can also connect to a thousand more apps through Zapier, Zoho Flow, or our magical developer APIs.

Sell from anywhere with the Bigin app

The Bigin app for iOS and Android is easily one of the most useful CRM apps on the market. Track your projects, call your clients, and make moves on the go. With the Bigin app, you can take your business literally 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.


We are happy about what all Bigin has to offer for small businesses! After testing various CRM options available in the marketplace, we made a decision to go with Bigin and we got it right. We liked the simplicity of this application. Anybody without any technical knowledge can get started, it's not heavy on the budget and it integrates well with various applications. We love every feature we have in this application. All the features are very well thought through and it suits most of the business scenarios.


Abhishek Shimoga, Stock Markets Derivatives Trading Coach, Trade2Transform


I'm the founder of a small business in the education industry. After long hours researching on the internet, videos, and stuff I came across BIGIN. Ideal for small businesses like mine, user friendly, pricing just right and it had the right features for me. After 2 months of using it we have increased customer retention, and sales by 25%, we don't miss follow-ups and we can remind customers about their next payment. 10/10 would recommend it for entrepreneurs and small business owners.


Alan Velazquez CEO, Ingl├ęs Personal


Zoho Bigin was easy for us to use from the very start. Within a couple of weeks all users were able to use most features and benefit from them. Quick training and implementation from the Zoho Bigin support team was helpful. Users was immediately able to see the benefit to themselves, to their teams, and to the company as a whole. All this is the value we derive from this very comprehensive, easy, and intuitive application that we use on a daily basis.


Chirag Selarka, Head of Business Development, Simplifie.


Bigin and its affordable pricing has allowed our small business to make more money by giving us access to the tools we need without breaking our bank upfront. Bigin continues to be a crucial part in achieving our financial goals.


Jesse Bublies, Sales Manager, TalentReel Productions ,


Seamlessley onboard employees. Get Bigin.

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

Access Bigin Try Bigin for free