Bigin for
Reimbursement Claims

Simplify, fast-track, and foolproof the processing of expense reimbursements with Bigin.

Bigin for reimbursement claims Access Bigin
Top banner image representing reimbursement claim

Efficient reimbursement processing for improved
employee satisfaction and policy compliance

Keeping track of employee spending and reimbursement claims is a big part of every finance team's responsibilities. However, recording and verifying each and every claim manually is tiring, inefficient, and error-prone. Bigin's template can help you streamline this process and make sure that all claims are processed in a timely and appropriate manner.

A CRM template designed to expedite the processing of expense claims

With Bigin's Reimbursement Claims template, you can track, verify, and process each expense claim effortlessly, thus reducing the dependency on another tool for managing a significant part of your business.

Comprehensive modules for
housing all your data

We've curated a set of modules that accommodate the information necessary for verifying and processing claims as efficiently 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.

 Record containing details of an expense request

Track all Claims efficiently

The Claims module visualizes all your expense claims in a pipeline, neatly organized by the stage they're at in your process. You'll be able to record and track every reimbursement request your employees submit, 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 so you never have to scramble for details. 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 much you've been crushing it and how many claims 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 every expense
claim employees submit

Bigin's industry-first pipelines will cover all the key stages involved in processing reimbursement claims. You can manage these claims more efficiently by creating dedicated sub-pipelines for different types of claims; the claims raised for business trip expenses can be tracked separately from the claims involving money spent on office supplies. The best part? These pipelines and stages are highly customizable!

Here are the stages of a typical pipeline designed to help expedite the processing of reimbursements:

 Pipeline with stages involved in processing a reimbursement claim.

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 expense claims.

Creating a record for a new claim

What's more?

Make calls and send emails directly from Bigin

Need to make phone calls? Check. Need to send emails? Double check. And you're 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 with 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

Here's how you can save even more time: Set up workflows in Bigin to automate a bunch of daily tasks, like adding a new customer to your client list, sending claim status emails to your employees, 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.

Resolve reimbursement claims 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.

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.

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

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 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


Expedite expense claim resolution with Bigin.

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

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