Bigin for Refund Processing
Expedite the validation and processing of
refund requests with Bigin.
Prompt refunds to enhance
customer service and brand image
Unhappy customers are inevitable, but how you handle them makes all the difference. Every business should aim to understand, acknowledge, and process refund requests promptly to turn the situation around.
This process will not only help you understand what went wrong but also encourage them to give your company another chance. With Bigin, you can execute this process in a quick and error-free manner.
A CRM template designed to expedite the process of refunds
Not only does Bigin work great for streamlining the overall functioning of small businesses, but it also adapts exceptionally to smaller teams within larger organizations, making it the ideal tool for your business. With Bigin, you will be able to track, validate, and process refund requests effortlessly.
Take a look at what it can do.
Comprehensive modules for storing all your data
We've curated a set of modules that accommodate the information necessary for verifying and processing refund request as swiftly as possible. Need to add a field that's unique to your process? Well, go ahead; you can customize Bigin's modules to suit your needs.
Track all Requests efficiently
The Requests module visualizes all your refund requests in a pipeline, neatly organized by the stage they're at in your process. You'll be able to record and track every refund request raised by a customer, along with all the related details you need to process them quickly.Keep a repository of all your Contacts
Keep every bit of information associated with your contacts at your fingertips! In order to see your contacts neatly arranged in stages in your pipeline, you need them all to be stored someplace safe. The Contacts module is where you'll find details of every customer, employee, or vendor associated with your business.Use the Companies module to track contacts from the same organization
Bigin gives you the flexibility to work with individual contacts or entire companies—or a mix of both. The Companies module is where you can keep track of the companies you do business with.Keep records of your Products so you always know what you have to offer
Maintain a list of all your products and their pricing, so you never have to scramble for details when a request is raised for a particular product. Made another great product? Add it here, and you're good to go. The Products module holds all the products that you are selling.Track calls, create tasks, and set up events with the Activities module
Set up tasks and events, track your calls, and host and schedule video calls and meetings—all within Bigin.Crunch numbers with Dashboards
Track your performance so you know just how many refunds have been raised and approved. And—what's more—you can even create your own dashboards with a variety of customizable charts and tables.Use pipelines to track the refunds
requested by your customers
Bigin's pipelines have been a huge hit in the small business world, so we decided to double down on our most important feature and provide a pipeline that covers all the key stages involved in processing refund requests.
You can also further customize your pipelines and stages anytime.
Here are the stages of a typical pipeline designed to help expedite the processing of refunds:
Create custom fields to
store all relevant information
One size never fits all, so don't compromise on your needs. Bigin's customizable fields enable you to store information relevant to the way your organization handles refunds.
What's more?
Make calls, send emails, and engage in WhatsApp chats
Need to make phone calls? Check. Need to send emails? Double-check. Sending a WhatsApp message? Hosting an online meeting? Responding to a X post? You can do all that without leaving Bigin!
Set up workflows and let Bigin deal with the daily routine
Here's how you can save even more time: Set up workflows in Bigin to automate a bunch of daily tasks, like assigning refund requests to certain members of your team, sending refund status emails, and much more.
Create multiple pipelines for various operations
Bigin covers other business operations as well. You can create multiple pipelines for different processes like managing sales or providing customer support, so you can monitor and visualize them all at once. And yes—you can customize stages and fields in all your other pipelines, too!
Connect all your favorite apps
Bigin seamlessly integrates with many of the most popular 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.
Process refunds from anywhere
The Bigin app for iOS and Android is easily one of the most useful CRM apps on the market. Track your projects, call your customers, and make moves on the go. With the Bigin app, you can take your business literally anywhere.
Capture refund requests with forms
With Bigin's no-code form builder, you can effortlessly create forms to capture requests directly into your pipeline. These forms can be hosted on your website, sent to your customers, and shared across other channels.
Got a friend looking for a CRM?
Bigin comes tailored for a ton of other businesses! 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 pricingDon't take our word for it;
hear from people just like you.
After conducting some research, I came across Bigin, which seemed like an ideal solution. The simple user interface and reasonable pricing were the decisive factors. From day one, Bigin was straightforward to grasp, with some assistance from my partner during the setup process. I wholeheartedly recommend Bigin to any small business seeking to implement their first CRM.
David Donald, Owner, Hydro Heater
Bigin emerged as an ideal choice for dipping our toes into a CRM integration, and once we became familiar with the Zoho layout, it proved to be straightforward. The availability of a free plan further eliminated any financial concerns, allowing us to streamline our processes without guilt as a budget-conscious small business.
Beth O, Co-Founder, Different Flowers
Bigin helps my business by providing a simple way to stay on top of new contacts, like easily adding them to the database from my Gmail, assigning tags to stay organized, adding notes to personalize future nudges and interactions, and integrating seamlessly with Mailchimp for my newsletter outreach. I'm delighted to have found a flexible CRM solution that can cater to a small creative-industry business like mine!
Sean Kane, Owner, Sean Kane Illustration
Still have more doubts?
Here are the answers to some frequently asked questions!
Yes! With Bigin, managing refund requests is as seamless as handling any other deal in your pipeline.
You can easily capture refund requests, organize them within your stages, assign them to the appropriate team members, and monitor their progress in real time. This ensures that every request is handled promptly
and efficiently.
With Bigin's versatile no-code form builder, you can effortlessly create refund request forms and embed them on your website, or share them with customers via chat or email. Every request submitted through the form is automatically captured in your Refund Processing pipeline, ready for further action.
Bigin’s industry-first Team Pipelines break down your entire refund processing workflow into clearly defined, trackable stages; from capturing the request to issuing the refund. You can monitor the status of each request as it moves through the pipeline, and even customize the stages to align perfectly with your unique process.
Bigin speeds up refund processing by automatically capturing requests, assigning them to the right team, sending real-time updates to customers, and keeping a complete log of every action.
Expedite refund request processing with Bigin.
Give our 15-day free trial a shot. No credit card, no hidden charges, and no questions. Just Bigin.
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