Bigin by Zoho CRM Features

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. 402 reviewers of Bigin by Zoho CRM have provided feedback on this feature.

Based on 406 Bigin by Zoho CRM reviews. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. 402 reviewers of Bigin by Zoho CRM have provided feedback on this feature.

Based on 367 Bigin by Zoho CRM reviews. Enables users to view and transact business with the same content in multiple languages and currencies.

As reported in 320 Bigin by Zoho CRM reviews. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. 389 reviewers of Bigin by Zoho CRM have provided feedback on this feature.

As reported in 456 Bigin by Zoho CRM reviews. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Based on 465 Bigin by Zoho CRM reviews. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. 450 reviewers of Bigin by Zoho CRM have provided feedback on this feature.

Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. This feature was mentioned in 409 Bigin by Zoho CRM reviews.

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. This feature was mentioned in 407 Bigin by Zoho CRM reviews.

Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. 367 reviewers of Bigin by Zoho CRM have provided feedback on this feature.

Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. This feature was mentioned in 395 Bigin by Zoho CRM reviews.

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. This feature was mentioned in 386 Bigin by Zoho CRM reviews.

Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. 421 reviewers of Bigin by Zoho CRM have provided feedback on this feature.

As reported in 375 Bigin by Zoho CRM reviews. Enables analysis of effectiveness of an organizations various marketing activities

Tracks issues/help requests reported by customers through the resolution process. This feature was mentioned in 387 Bigin by Zoho CRM reviews.

As reported in 386 Bigin by Zoho CRM reviews. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.

Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. 377 reviewers of Bigin by Zoho CRM have provided feedback on this feature.

Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. This feature was mentioned in 376 Bigin by Zoho CRM reviews.

Enables analysis of customer support activities to optimize customer support professionals, processes and tools. 364 reviewers of Bigin by Zoho CRM have provided feedback on this feature.

As reported in 344 Bigin by Zoho CRM reviews. Ability to input, modify and extract data from the application in bulk through a structured file.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. 335 reviewers of Bigin by Zoho CRM have provided feedback on this feature.

As reported in 316 Bigin by Zoho CRM reviews. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Based on 342 Bigin by Zoho CRM reviews. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone

Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. 344 reviewers of Bigin by Zoho CRM have provided feedback on this feature.

As reported in 346 Bigin by Zoho CRM reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Based on 353 Bigin by Zoho CRM reviews. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance This feature was mentioned in 387 Bigin by Zoho CRM reviews.

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. This feature was mentioned in 332 Bigin by Zoho CRM reviews.

Compiles data from a breadth of either internal or external sources. 120 reviewers of Bigin by Zoho CRM have provided feedback on this feature.

Enables user to communicate data by securely exporting and sharing it. This feature was mentioned in 119 Bigin by Zoho CRM reviews.

Based on 113 Bigin by Zoho CRM reviews. Allows users to view data visualizations on several devices.

As reported in 114 Bigin by Zoho CRM reviews. Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.

Enables user to segment customer or prospect data in meaningful ways such as by industry or region. 115 reviewers of Bigin by Zoho CRM have provided feedback on this feature.

Provides scores or rankings of each prospect based on the data provided. 122 reviewers of Bigin by Zoho CRM have provided feedback on this feature.

As reported in 121 Bigin by Zoho CRM reviews. Provides insights to determine which deals already in the pipeline have the best chance of closing.

Warns sales teams of accounts that may be at risk of being lost. This feature was mentioned in 117 Bigin by Zoho CRM reviews.

Provides live customer data so that sales organizations forecasts stay current. This feature was mentioned in 125 Bigin by Zoho CRM reviews.

Updates every time a change is made enabling users to trace a deal through the pipeline. This feature was mentioned in 131 Bigin by Zoho CRM reviews.

Based on 123 Bigin by Zoho CRM reviews. Enables competition between a sales team by providing things like challenges and scoreboards.

Provides insightful data at the account level to arm salespeople with the most relevant information possible. 122 reviewers of Bigin by Zoho CRM have provided feedback on this feature.

As reported in 128 Bigin by Zoho CRM reviews. Enables sales managers to stay on top of their team activities by providing visibility into customer communication.

Records calls for future reference. 56 reviewers of Bigin by Zoho CRM have provided feedback on this feature.

Generates an area code local to where the user is calling to increase likelihood of pick-up. This feature was mentioned in 55 Bigin by Zoho CRM reviews.

Based on 56 Bigin by Zoho CRM reviews. Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise.

Gathers contacts from integrated tools, allowing users to call with one click. This feature was mentioned in 55 Bigin by Zoho CRM reviews.

Has auto-dialing or predictive dialing functionality.

Based on 60 Bigin by Zoho CRM reviews. Retains a log of extraneous contact information such as timezone and contact engagement.

Finds and opens saved contact information for reference at the time of a new call. This feature was mentioned in 57 Bigin by Zoho CRM reviews.

Allows users to denote which contacts they believe are prospective customers. This feature was mentioned in 59 Bigin by Zoho CRM reviews.

Allows users to take notes during or after the call for future reference. 56 reviewers of Bigin by Zoho CRM have provided feedback on this feature.

Delivers users a daily summary of activity. 57 reviewers of Bigin by Zoho CRM have provided feedback on this feature.

Sends automated voicemails to prospective clients who fail to answer. This feature was mentioned in 55 Bigin by Zoho CRM reviews.

Based on 60 Bigin by Zoho CRM reviews. Sends automated emails to increase engagement with prospective clients.

Organizes contacts based on probability of success. 55 reviewers of Bigin by Zoho CRM have provided feedback on this feature.

Automatically transcribes and summarizes meeting discussions.

Records the rate at which emails are opened. This feature was mentioned in 95 Bigin by Zoho CRM reviews.

As reported in 100 Bigin by Zoho CRM reviews. Syncs information from other software such as contacts, emails and calls to reduce manual data entry.

As reported in 95 Bigin by Zoho CRM reviews. Allows administrators to schedule out emails in advance.

Reminds administrators to follow-up on emails based on pre-set reminders. 100 reviewers of Bigin by Zoho CRM have provided feedback on this feature.

As reported in 92 Bigin by Zoho CRM reviews. Allows for the categorization of emails.

Allows for the creation of templates for frequently-sent emails. This feature was mentioned in 92 Bigin by Zoho CRM reviews.

Assigns achievement badges to high-performing employees based on pre-determined standards. This feature was mentioned in 90 Bigin by Zoho CRM reviews.

Based on 96 Bigin by Zoho CRM reviews. Automatically recognizes achievements that should be added to the leaderboard.

As reported in 92 Bigin by Zoho CRM reviews. Helps users determine sales goals by calculating potential commission rates.

As reported in 92 Bigin by Zoho CRM reviews. Highlights top-performing employees to publicly reward their achievements.

As reported in 98 Bigin by Zoho CRM reviews. Creates user profiles similar to social media pages that display private or public statuses and updates.

Generates reports with customizable fields to further understand employee performance. This feature was mentioned in 96 Bigin by Zoho CRM reviews.

Visualizes individual and team insights such as new leads and outbound calls. 100 reviewers of Bigin by Zoho CRM have provided feedback on this feature.

As reported in 94 Bigin by Zoho CRM reviews. Allows teams to set trackable goals within the tool.

Integrates with CRM and financial systems to help determine goals This feature was mentioned in 94 Bigin by Zoho CRM reviews.

As reported in 92 Bigin by Zoho CRM reviews. Organizes team members by roles, activities and objectives and weighs tasks by importance.

Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. 166 reviewers of Bigin by Zoho CRM have provided feedback on this feature.

Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. 171 reviewers of Bigin by Zoho CRM have provided feedback on this feature.

Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. 149 reviewers of Bigin by Zoho CRM have provided feedback on this feature.

Based on 141 Bigin by Zoho CRM reviews. Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more.

Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach. This feature was mentioned in 160 Bigin by Zoho CRM reviews.

Integrates with calendar software so users can seamlessly schedule calls. This feature was mentioned in 172 Bigin by Zoho CRM reviews.

As reported in 155 Bigin by Zoho CRM reviews. Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on.

Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. 146 reviewers of Bigin by Zoho CRM have provided feedback on this feature.

Based on 158 Bigin by Zoho CRM reviews. Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.

Based on 145 Bigin by Zoho CRM reviews. Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.

Provides gamifaction features to rank sales reps on performance This feature was mentioned in 137 Bigin by Zoho CRM reviews.

Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. 148 reviewers of Bigin by Zoho CRM have provided feedback on this feature.

As reported in 144 Bigin by Zoho CRM reviews. Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage

Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations This feature was mentioned in 140 Bigin by Zoho CRM reviews.

Based on 143 Bigin by Zoho CRM reviews. Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls.

Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior. 140 reviewers of Bigin by Zoho CRM have provided feedback on this feature.

Based on 69 Bigin by Zoho CRM reviews. Capability to perform complex tasks without constant human input

Based on 68 Bigin by Zoho CRM reviews. Ability to break down and plan multi-step processes

Works across multiple software systems or databases This feature was mentioned in 69 Bigin by Zoho CRM reviews.

As reported in 68 Bigin by Zoho CRM reviews. Improves performance based on feedback and experience

Engages in human-like conversation for task delegation 69 reviewers of Bigin by Zoho CRM have provided feedback on this feature.

Based on 69 Bigin by Zoho CRM reviews. Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives 71 reviewers of Bigin by Zoho CRM have provided feedback on this feature.

As reported in 12 Bigin by Zoho CRM reviews. Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation This feature was mentioned in 11 Bigin by Zoho CRM reviews.

Anticipates needs and offers suggestions without prompting This feature was mentioned in 12 Bigin by Zoho CRM reviews.

Based on 13 Bigin by Zoho CRM reviews. Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes This feature was mentioned in 13 Bigin by Zoho CRM reviews.

Based on 13 Bigin by Zoho CRM reviews. Works across multiple software systems or databases

Improves performance based on feedback and experience 13 reviewers of Bigin by Zoho CRM have provided feedback on this feature.

As reported in 13 Bigin by Zoho CRM reviews. Engages in human-like conversation for task delegation

As reported in 13 Bigin by Zoho CRM reviews. Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives 12 reviewers of Bigin by Zoho CRM have provided feedback on this feature.

Capability to perform complex tasks without constant human input 11 reviewers of Bigin by Zoho CRM have provided feedback on this feature.

Works across multiple software systems or databases 11 reviewers of Bigin by Zoho CRM have provided feedback on this feature.

Based on 11 Bigin by Zoho CRM reviews. Improves performance based on feedback and experience

As reported in 11 Bigin by Zoho CRM reviews. Engages in human-like conversation for task delegation

Based on 11 Bigin by Zoho CRM reviews. Anticipates needs and offers suggestions without prompting

Based on 10 Bigin by Zoho CRM reviews. Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation 10 reviewers of Bigin by Zoho CRM have provided feedback on this feature.

Based on 23 Bigin by Zoho CRM reviews. Capability to perform complex tasks without constant human input

As reported in 22 Bigin by Zoho CRM reviews. Ability to break down and plan multi-step processes

As reported in 23 Bigin by Zoho CRM reviews. Works across multiple software systems or databases

Based on 22 Bigin by Zoho CRM reviews. Improves performance based on feedback and experience

Engages in human-like conversation for task delegation 20 reviewers of Bigin by Zoho CRM have provided feedback on this feature.

Based on 22 Bigin by Zoho CRM reviews. Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives 24 reviewers of Bigin by Zoho CRM have provided feedback on this feature.