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Digisoft - Your Trusted Zoho Bigin CRM Authorized Partner and Consultant

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Zoho Bigin CRM is a pipeline-centric CRM built to meet small businesses

Are you looking to elevate your customer relationship management to new heights? At Digisoft, we take pride in being a trusted and authorized partner of Zoho Bigin CRM, empowering businesses like yours with seamless CRM solutions.

The Bigin extension for Zoho CRM, you can add contacts, accounts, and deals to Bigin, and manage deals and tasks across modules of Bigin and Zoho CRM. Using this extension, you can make one-way changes in Bigin from within the Zoho CRM

Sales deals, support tickets, customer onboarding, order delivery, customer testimonials, contracts, and everything in between—Bigin is all you need to streamline your customer operations in one platform. Get started in under 30 minutes.

Why Choose Digisoft for Zoho Bigin CRM?

  • Extensive Expertise: With years of experience in ERP & CRM implementations and a team of certified experts, we possess the knowledge to tailor Zoho Bigin CRM according to your unique business requirements.

  • Customization at Its Best: We understand that each business has specific needs. That's why our skilled consultants will customize Zoho Bigin CRM to align perfectly with your workflows, ensuring optimal efficiency.

  • Seamless Integration: Integrating Zoho Bigin CRM with your existing systems is seamless with our technical prowess. Enjoy smooth data migration and synchronization to accelerate your CRM adoption.

Our Zoho Bigin CRM Services:

  • Zoho CRM Implementation:Our certified consultants will guide you through a hassle-free implementation process, setting up Zoho Bigin CRM to cater to your sales and customer service needs.

  • Zoho CRM Customization: Tailoring Zoho Bigin CRM to match your business processes, we ensure your teams can work effortlessly while maximizing productivity.

  • Zoho CRM Training and Support: Get your team up to speed with our comprehensive training sessions and ongoing support. We'll be with you at every step to ensure a successful CRM journey.

  • Zoho CRM Integration: Leverage the power of Zoho Bigin CRM by seamlessly integrating it with your existing systems, such as Zoho CRM or other third-party tools.

Contact Us Today: Join hands with Digisoft, your go-to Zoho Bigin CRM authorized partner and consultant. Let us transform the way you manage customer relationships, drive sales, and achieve business growth.

Pipeline Management

Stay up to date with everything and seamlessly manage your business operations with Bigin's pipelines.


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Team Pipelines

Team Pipelines Unify all your customer-facing operations with team pipelines. Your Bigin account can be the single source of truth for all your customer information, secured by the multiple customer-facing teams

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Connected Pipelines

Keep track of your customers' journeys from start to end by creating workflow automations to monitor their transitions from one stage to the next across team pipelines.

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Task Management

Manage your tasks and activities from your pipelines. Create tasks, follow up, and complete and delete them in a matter of minutes with just a few clicks.

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Products

Create a list of products, automatically associate them with new deals, and keep tabs on your sales.

Customer Management

Leads can come from anywhere and you can't let them slip away. Stay organized, automate, and increase your chances of converting them to your customers.



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Import, export, and migrate

Automatically import data from your spreadsheets into your Bigin account. Export data from your Bigin modules and save it for future reference.

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Forms

Quickly create customized forms, share them across multiple channels and capture a wide range of data from your customers and prospects.

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Stay connected in real time

Enjoy real-time notifications of new emails, missed calls, and other kinds of updates with Bigin's Signals.

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Bigin add-on for Gmail

Automatically capture contacts from your Gmail inbox without switching tabs between applications.

Multichannel Communication

Never miss an opportunity to engage with your customers. Communicate consistently and stay connected with them across multiple channels.



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Built-in telephony

Your leads and customers are just a ring away! Connect with them over calls from within your CRM via Bigin's built-in telephony.

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Email

Automatically associate incoming emails to contacts in your CRM, and analyze the effectiveness of your campaigns with email insights.

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Twitter

Build your business one tweet at a time! Stay connected with your leads and customers on Twitter from within your Bigin account.

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Virtual Communication

Host customer meetings and conferences within Bigin through our integrations with Zoho Meeting, Microsoft Teams, and Zoom.

Automation

Why slog through repetitive activities when you can automate them? With Bigin's automation features, you don't just save time; you also rule out human errors and inconsistencies as you check off your to-do list.



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Workflow Automation

Automate routine tasks and bid farewell to manual work. Track your deals, set up email alerts, and do much more with Bigin's workflows.

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Email-In (Topping)

Get your pipelines to reflect the latest data from your email inbox with this topping.

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Integrate with Zapier and Zoho Flow

Manage the flow of data between your work applications and enjoy the automation of your routine tasks with Bigin's integrations with Zapier and Zoho Flow.

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Free Invoicing

Generate professional invoices, set up automated payment reminders, and get real-time reports—all for free with Bigin's integration with Zoho Invoice.

Team Collaboration

These features help your teams and team members remain in sync and ensure seamless coordination across your organization.



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Activity Management

Maintain an overview of all your important activities, like tasks, calls, and events. Notify your teammates with @mentions and collaborate effortlessly.

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Team Pipelines

Get comprehensive access to customer information and enjoy greater visibility into the operations each of your customer-facing teams are performing with team pipelines.

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Integration with Microsoft Teams

You can now simultaneously manage customer information in your Bigin account while you're on calls, chats, or meetings in Microsoft Teams.

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File Cabinet (Topping)

Share and collect documents from your leads and customers with a single link and make them accessible to all your teams within your Bigin account.

Customization

Make your CRM exclusive to your business. With our list of customization features, your Bigin account can be transformed to suit your unique business requirements.



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Fields and modules

Customize your modules and fields to reflect your business's unique operations.

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Tags and notes

Add colorful tags to identify records quickly and leave notes so your team members can stay fully informed.

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Multi-currency

Create deals in international currencies based on where your customers are while also setting a home currency for your organization.

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Toppings

Enjoy additional custom features in your CRM while retaining Bigin's simplicity.

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Mail Merge

Personalising documents is easier than ever with Bigin and Zoho Writer's mail merge feature integration.

Analytics

Evaluate the performance of your marketing and sales efforts with these features and decide future courses of action based on analytics.



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Dashboards

Analyze, track, and measure all your essential metrics in one place and gain more clarity into your business anytime, anywhere.

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Integration with Zoho Analytics

Transform your customer data into actionable insights with this integration.

Data administration

Bigin ensures you can properly manage all information collected from customers over the course of business.



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Roles and Profiles

Secure your customer information by creating profile-based access permissions, ensuring that data is shared only with people who need it.

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Audit Logs

View a chronological log of every action performed within your Bigin account for improved documentation and compliance.

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Stage Transition Rules

Maintain consistency across deals by setting rules that ensure deals don't proceed to a certain stage until vital details are secured from customers.

Integrations

Bigin seamlessly integrates with leading business applications, enabling you to continue enjoying their unique advantages even as you sign up for Bigin as your new CRM solution.



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Developer Center

Enhance your CRM experience and functionality by building your own toppings, solutions, and integrations with our developer center.

Mobile Applications

Need some information about your deals, but you're away from your desk? This is never a problem with Bigin. With our mobile app, you can access customer and business information on the go, wherever you are.



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Bigin on Apple Devices

Bigin offers a growing list of useful feature and functionalities for Apple devices on iOS 16, the improved iPadOS 16, and macOS Ventura.

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Bigin on Samsung Galaxy Z Fold4

Bigin has worked closely with Samsung to optimize the app experience with features like flex mode, adaptive layouts, multi-instance view, and more for Galaxy Z Fold4 users.

Security

Bigin keeps privacy and data security at the heart of its operations and ensures that your data is permanently secure.



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GDPR

Bigin helps you stay GDPR-compliant by ensuring the consensual collection and transparent processing of customer information.

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HIPAA

Bigin offers features that ensure you stay HIPAA-compliant. Mark fields that contain personal health information, restrict access to such data, and encrypt them for additional security.

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Single sign-on

As part of the Zoho ecosystem, Bigin offers single sign-on, which enables you to access multiple services with the same login credentials, eliminating the need to maintain multiple credentials.

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Multi-factor authentication

By configuring Zoho OneAuth, you can improve the security of your sign-in process by including an additional layer of verification through biometric face ID, touch ID, OTP, or other available options.

Compliance

As a product from the Zoho ecosystem, Bigin is in compliance with several international certifications.



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ISO/IEC27001

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ISO/IEC27701

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ISO/IEC27017

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ISO/IEC27018

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SOC 2 TYPE II

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SOC 2+HIPAA

Use Cases of Zoho Bigin CRM

  • For Businesses
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    Real Estate

    Manage your real estate properties, clients, and prospects from one single database. Keep track of all deals from inquiries to closing, never missing the teeniest of details.

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    Software Consulting

    Bring all your clients, and your products into one CRM and easily manage your deals from start to finish.



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    Education

    A CRM template just for schools, colleges, and other educational institutions to diligently monitor students' admission from applications to enrollment.

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    Insurance

    Bigin's template for Insurance makes no mess. It sets in order your clients, companies, policies, and activities, with neatly laid out stages in the form of Inquiries, plans, and payment.

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    Legal

    Bigin's Legal Template for Lawyers and budding law firms to streamline their clients and their cases arrive at closure faster, and easier.


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    Used Car Sales

    Monitor sales with ongoing deals, cars and negotiations, all visualized while using other pipelines to follow up on procuring more used cars for your business.

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    Recruitment

    An easier alternative to an ATS, recruiters can use Bigin's recruitment template to organize and scrutinize applications, shortlist candidates, and ultimately hire the right fit.

  • For Teams
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    Sales Pipeline

    Land more customers and manage ongoing deals with Bigin's Sales Pipeline. Visualize the sales cycle and gain a real-time view of each prospective customer's place in the buyer's journey.

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    Customer Onboarding

    Oversee the onboarding new customers and walk them through your product. From demos to implementation, leave no stone unturned.



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    Customer Testimonials

    Track customers' for testimonials easily with Bigin. Reach out to happy customers, ask for reviews and testimonials to go on your website. A win for both you and your customer!


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    Order Fulfillment

    Monitor the entire cycle from receiving orders from customers to delivering them. Fits any business or industry no matter how big or small.


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    Website Launch

    Do you build websites? Easily track your multitude of sites in your pipeline in stages with clients from ideation to launch easily.


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    Press Release

    Streamline your PR process for your clients, companies or endorsements. Be it social, press or however you like it. Create pipelines for different operations and knock 'em out.

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    Event Sponsorship

    Add potential sponsors as you brainstorm and follow up on everyone until you land the right sponsor. Pitch, negotiate, and agree to sign. Simple and air-tight.


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    Startup Fundraising

    Startups can follow up a list of potential investors, until they get picked by a VC or funded. With so much likely to go back and forth, using Bigin to keep track of progress is your best bet!

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    Employee Onboarding

    Simplify the employee onboarding processes for your HR team. Track your new employees' progress as they get acclimated to your company's work culture and values.


Contact Us Today: Join hands with Digisoft, your go-to Zoho Bigin CRM authorized partner and consultant. Let us transform the way you manage customer relationships, drive sales, and achieve business growth.