Bigin by Zoho: a small-business CRM that doesn't need a manual.
Most CRMs are built for big sales teams and priced for them too. Small businesses either pay for a system they use a tenth of, or carry on running sales out of a spreadsheet and their inbox. Bigin sits in the gap. It's a proper pipeline CRM that a small team can pick up in an afternoon, and it costs a fraction of the bigger names.
We're a Zoho partner, and Bigin is the CRM we reach for when a business is small, moving fast, and wants something that works without a three-month rollout. Below is what it does, where it fits, and how we set it up so it earns its place instead of gathering dust.
Want to see Bigin first?
Start a free trial straight from Zoho — no card needed. Have a look, then talk to us about setting it up properly.
It's built around the pipeline, not around paperwork.
Bigin keeps one thing front and centre: where every deal sits and what happens next. Leads move along a pipeline you can see at a glance, calls and emails and WhatsApp chats save against the right person on their own, and the follow-ups you always forget get automated. That's the whole point of a CRM, without the parts small teams never touch.
Everything we build into your Bigin CRM
Pipelines built around your sales
Deal stages that match how your work actually moves, from first enquiry to closed. Multiple pipelines if you run more than one kind of sale.
Channels: email, calls & WhatsApp
Bigin's Channels wired up so every conversation saves against the right contact on its own. No more digging through your phone to find what was said.
Automated follow-ups
Workflows for the things people forget: reminders, follow-up nudges, stage updates, and tasks that create themselves when a deal moves.
Data migration
Your spreadsheet or old CRM brought across cleanly — contacts, deals, and history, matched to the right fields and checked before you rely on it.
Integrations & Toppings
Bigin connected to the rest of your Zoho suite and your other tools. Where there's no native link, we bridge it with n8n, Make, or Zapier.
Training that sticks
Your team shown how to use it for their actual job, not a generic demo. Check-ins early on so it becomes a habit instead of a login nobody uses.
Every call, email, and WhatsApp on the right contact.
The reason things fall through the cracks is that the conversation lives in one place and the deal lives in another. Bigin's Channels close that gap: a call, an email, a WhatsApp reply — each one lands on the contact it belongs to, on its own.
So anyone on your team can open a contact and see the whole story, without asking around or scrolling through a phone.
How we set up Bigin, step by step
Map how you sell
We learn your sales process first — the stages, the handoffs, the follow-ups — before touching the software.
Build & migrate
Pipelines, fields, and automation set up to match, and your existing data moved across and cleaned on the way in.
Connect the channels
Email, calls, and WhatsApp wired in, plus any other tools you rely on, so nothing gets re-typed.
Train & support
Role-based training, early check-ins, and ongoing help so the CRM sticks and keeps paying off.
Bigin is the right call when you're small and want to stay quick. A handful of users, a clear pipeline, and no time for a system nobody learns. That's exactly what it's built for, and it's why we recommend it so often.
When it isn't the fit, we'll tell you. If you need lots of modules, deep customisation, or heavy reporting, you'll outgrow Bigin, and Zoho CRM or HubSpot is the better home. We'd rather point you there than sell you the wrong tool.
Bigin fits neatly with the rest of a small business’s stack. It’s a natural pair with a WhatsApp Business setup for follow-ups and broadcasts, and with workflow automation when you want it talking to tools it has no native link to. If you’ve already outgrown it, our broader CRM and business tech service covers Zoho CRM, HubSpot, and GoHighLevel.
Ready to try Bigin?
Start a free trial from Zoho and see if it fits. When you want it set up around how your team actually sells, we're a message away.