Bigin Prémium: nueva edición con multidivisa, flujos de trabajo avanzados y mucho más

Bigin Prémium: nueva edición con multidivisa, flujos de trabajo avanzados y mucho más

¡Hola a todos!

Nos complace anunciar la nueva edición de Bigin que contiene varias funciones nuevas, como la multidivisa, los flujos de trabajo avanzados, los campos de búsqueda personalizados y mucho más: la edición Prémium.




Ahora Bigin está disponible en tres ediciones: Gratis, Express y Prémium

¿Qué es la Edición Prémium?
La Edición Prémium tiene características adicionales en comparación con la Edición Express, y está dirigida a empresas que necesitan funciones más avanzadas. Estas son las nuevas características: 

Multidivisa
Cualquier empresa que trate con clientes de distintos países necesita realizar sus transacciones en la moneda local. Pero convertir la moneda manualmente es un proceso tedioso y complejo. Ahí es donde la Multidivisa de Bigin puede ahorrarte tiempo y te permite realizar estas conversiones fácilmente. Con la Multidivisa puedes definir diferentes divisas para diferentes registros de transacciones, y Bigin se encargará de las conversiones de los tipos de cambio.








Para saber más sobre la multidivisa, haz clic aquí.

Campos de búsqueda personalizados
Un campo de búsqueda permite vincular dos registros en módulos diferentes. Supongamos que quieres vincular la empresa de tu proveedor y la del cliente a una transacción. Aquí puedes crear un campo de búsqueda personalizado para vincular el módulo Empresas con el módulo Tratos.

         


Para más información sobre los campos de búsqueda, haz clic aquí.

Reglas de flujo de trabajo avanzadas
Ahora puedes configurar desencadenantes basados en fecha y hora en las reglas de flujo de trabajo. Por ejemplo, puedes configurar una regla para que se cree una tarea en la que un usuario tenga que hacer el seguimiento de un trato, en caso de que esté inactivo durante más de 15 días.



Para más información sobre las reglas de flujo de trabajo avanzadas, haz clic aquí.

Reglas de transición de las etapas
Algunos de los datos capturados en el canal de ventas son información importante que ayudan a cerrar un trato. Estos datos deben ser introducidos por las personas responsables de los mismos, sin embargo, hacer que estos campos sean obligatorios podría obstruir el proceso, ya que los representantes de ventas pueden no tener esta información cuando se crea el trato. En estos casos, las reglas de transición de etapas permiten especificar qué campos deben rellenar los usuarios al pasar un trato de una etapa a otra.

 

También puedes crear restricciones específicas en el pipeline que impidan que una transacción se cierre directamente desde etapas específicas. Esto evita que un acuerdo se cierre prematuramente y permite que pase por las etapas necesarias. Por ejemplo, puedes evitar que una operación se cierre directamente desde las etapas "No contactado", "Calificado", o "Necesita Análisis".

Para más información sobre las reglas de transición de etapas, haz clic aquí.

Precio
El precio de Bigin Prémium es de:
  • 12 €/usuario/mes (o 12 USD/usuario/mes), facturados anualmente.
  • 15 €/usuario/mes (o 15 USD/usuario/mes), facturados mensualmente.

¿Hay algún cambio en la edición Bigin Express?
Sí, ahora Bigin Express ofrece:
  1. Múltiples canales de ventas: 3 embudos en lugar de 5.
  2. Etiquetas: 10 etiquetas por módulo, en lugar de 20.
  3. Campos personalizados: 10 campos personalizados por módulo, en lugar de 20.
  4. Reglas de flujo de trabajo: 10 reglas de flujo de trabajo por organización, en lugar de 20.
  5. Formularios web: 3 formularios web, en lugar de 5.

Nota: Estos cambios no afectarán a los clientes de Bigin Express registrados hasta el 18 de noviembre de 2021. Los cambios anteriores sólo se aplicarán a los nuevos clientes de Bigin Express que se registren a partir del 19 de noviembre de 2021.

¿Cuáles son los cambios en Zoho One?
Hasta este momento habíamos ofrecido la Edición Express de Bigin a los usuarios de Zoho One. A partir de ahora ofrecemos la Edición Prémium de Bigin a los usuarios de Zoho One.

Puedes ponerte en contacto con nosotros a través de support@bigin.com en caso de tener alguna duda, o responder a esta publicación. 

¡Saludos!
    • Recent Topics

    • How can I update a field in Zoho CRM based on activity from FSM/Invoice

      We're trying to separate our clients into 3 categories based on the date they were last invoiced (not when a CRM deal has been won). I've set up a custom field called 'Last Invoice Date' in the Accounts module in CRM. I've also replicated this field in
    • Increase the rows that can be exported in a formatted report

      Hi Team An idea, increase the when exporting a formatted report, 2000 rows is too little and the detailed report would not allow me to keep grouping causing extra work when we export reports. Thankyou Josh
    • [Webinar] Why AI Must Stand on the Solid Foundation of Analytics & Business Intelligence

      Are you prepared for the age of AI? Organizations that have a solid foundation in analytics and business intelligence will be in a better position to harness GenAI, agentic apps, and intelligent automation. Join Doug Henschen and Mike Ni, VPs and Principal
    • Building extensions #5: Creating custom connections for extensions

      In our previous post, we discussed the significance of connections, identified their types, developed a predefined connection, and demonstrated how it can be integrated with Zoho Books using an example. In this post, we'll walk through the process of
    • Recurring Task Lists in Zoho Practice

      Is it possible to create a recurring tasks list in Zoho Practice? Looking to create a weekly task list with subtasks that once completed will repeat the next week and so on.
    • Sync Zoho CRM LEADS to Google Contacts

      I know it is possible within the CRM to sync contacts with Google contacts, which unfortunately is useless to me. I need to sync my LEADS from Zoho to Google contacts so that I can see their name when someone calls my iPhone. What is the solution? A paid
    • 无法发送消息;原因:5545.1.8电子邮件传出被阻止。

      求帮助,我的邮箱无法发送邮件,请尽快修复。 我们只是用来做正常的资料寄送,如果贵公司再无理封锁我们的邮箱,我们会改用其他公司的服务。 请尽快解封,ID: 815556404
    • Import records with multiple attachments to Zoho Recruit

      Hello, I want to import a CSV file with over 5000 records with some of them containing 6-10 attachments to the candidates module in my Zoho Recruit. Is there a way to make this import using the "Import from Spreadsheet" option in the candidates module?
    • Zoho Notebook API

      Hi there, I was wondering if you guys are planning to create an API service for this product? Currently, I have developed a custom program based on Evernote's API that allows me to automate my notes. The program completely changes the way notes are taken and makes anyone more productive, combining notes, logging, reminders, tasks and time management. I would love to deploy it on the Zoho Notebook API. In fact, I think this would be the perfect product for Zoho to package and offer as a service/product.
    • APAC ZUG Workplace Meet-up 2025—Time to Register!

      Dear Zoho Workplace Community, We’re thrilled to announce that the Zoho User Group (ZUG) Workplace Meet-up 2025 is heading to the APAC region! This year, we’re bringing the conversation closer to you—across multiple cities in Asia-Pacific—to connect,
    • Can you import projects into Zoho Projects yet?

      I see some very old posts asking about importing project records into Zoho Projects. But I can't find anything up to date about the topic. Has this functionality been added? Importing tasks is helpful. But we do have a project where importing projects
    • I have trouble with Add mobile phone.

      When I sign up for an account and add a mobile phone. It's always alerting "This mobile number has been marked spam. Please contact support." But I sure my phone is the first time register in here. This is my phone number "+84*****58". Hope to hear a
    • Customize Colors used on graphs and charts according to users desire.

      It would be great if we could customize the graph's colors as we see fit. I hate that yellow is always the default color!
    • Unlock Profile Permission to unlock locked records or increase editable fields above 15 maximum

      Hi Team Suggestion: I notice a lock permission in profiles but I can't see the option for an unlock record permission. Use Case: Record Locking Configuration is on for all users, we want a specified profile only to be able to unlock a locked record if
    • Publish exact date of posts

      Hello Zoho Community members, I am new to the forums & I noticed that I cannot get the exact date of posts, replies or a topic starting. What I see is "7 months" ago. or even worse "3 years ago" I have a suggestion to post exact date so that we can back
    • Zoho Sales IQ Lead Scoring

      The lead score of a visitor is not getting updated in real time, and it only gets updated once the user has left. I have a chatbot trigger based on the threshold lead score, and that does not pop up as the lead score is not updated.
    • Multilingual Ratings - Happiness Ratings in Your Customer's Language

      Hello everyone, We’re excited to introduce Multilingual Support for Customer Happiness Ratings! Collecting accurate customer feedback is crucial for improving service quality, but language barriers can lead to misunderstandings, lower response rates,
    • Introducing the Zoho Survey add-on for Zoho Show

      Data helps make presentations more convincing, but adding it isn’t always simple. It usually comes from multiple sources like spreadsheets, analytics tools, and more, making it tedious and resulting in human errors.At Zoho Show, we’re always looking for
    • Email signature duplicate

      Hi, For a few weeks, opening the email writer would show an error. After clicking ok, the signature would change slighty (font size, I believe). After that it worked fine, so we thought nothing of it. However, now it no longer shows the error puts the
    • tracking of call attempts in leads modul for multiple steps

      Hello, I have another question about "best practice" with blueprint. I assume this will be with the use of the Deals module. But I don't want that. So it's about the “second best practice” :) I would like to map our lead processing and onboarding process
    • Email Credibility Dashboard: Track your account's email sending practices

      Greetings Customers, We are rolling out an Email Credibility dashboard to help CRM administrators monitor the email sending practices of their organisation, and to help them implement domain authentication and email sending measures. Administrators can
    • Zoho CRM Calendar View

      Hello Zoho team, We need desperately a calendar view next to list, kandan and other views. I think it should be easy to implement as you already have the logic from Projects and also from Kanban View in CRM. In calendar view when we set it up - we choose
    • What is minimal OAuth scope to know user's ZUID and ZOID?

      Hi! I need to link Zoho's user's account and organization with user and organization in my App. I know scope "aaaserver.profile.READ" shows ZUID at "/oauth/user/info" endpoint. And "openid" scope shows string 123.456 in "sub" key of "identy_token" JWT
    • Collapsible Sections & Section Navigation Needed

      The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.
    • Item/service subtotal

      Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great feature
    • Tip of the Week #51 - Reorder rules for better functioning!

      In your shared inbox, when you have multiple rules set up, they are executed based on their priority order. The first rule in the list will be applied first, followed by the subsequent rules. So, the order matters! If a rule earlier in the list changes
    • Can't Update Tickets via Enhanced Import

      I am trying to update one Single Line field for 200 tickets using the beta Enhanced Import feature but it keeps skipping all of them. The ticket ID is mapped to "Ticket External Id." What am I doing wrong?
    • Zoho CRM very slow today (04/08/2025)

      Dear Help Team, our Zoho CRM runs extremely slow today. Can you please look into this. It is close to be unusable and we really need it to run. Thank you in advance! Sören
    • REPORTE DE INVENTARIO CON DIFERENCIAS FISICAS Y CONTABLES

      Hola! Tengo duda de porque el reporte de existencias de inventario me arroja diferencia entre las cantidades contables y físicas, visualizando el reporte las diferencias las arroja en el modo de seguimiento de existencias "ENVIOS & RECEPCIONES" y no en
    • Deleting images

      If I delete images from my library and other users will these unlink or affect the loading on existing campaigns that have already been sent?
    • Changing agents RolePermissionType from custom to LightAgent throught the API

      Hi, I have a lot of agents that have a custom roles and I need to change them to a Light Agent using the API Payload I'm using is: { "roleId": "16281000000016005", "rolePermissionType": "Light", "profileId": "16281000000016003" } I got the roleID and
    • Trying to Add Tasks to Other Users Is Utterly Baffling

      As the title says, the process of trying to create a task for someone in my team is so unintuitive and illogical that I have given up trying to do it. This is a feature that I pay for but it is so poorly devised and implemented that my team has given
    • Is it possible to set up draft content in Blueprint comment?

      In a Blueprint, during a Transition, we can make a Comment mandatory. Can we set the default value for the comment that will act as a draft/template for that comment? During some transitions, we need to leave a very specific comment, but want to offer
    • Zoho Forms - Trigger Action on Form Update

      Hi Forms team, I had a scenario today where I found that a critical piece of information was not being passed into a form through a query string and this was resulting in a related Zoho Flow failing to update a CRM record. As the only trigger for Zoho
    • Identify and clean hard bounce lists in Automation 2.0

      Hello. 1. I want to know how I can identify hard bounces in the lists I created to clean them before sending an email, given that the bounce rate has increased and it is necessary to clean the lists. 2. How can I exclude hard bounces and invalid emails
    • Need quick explanation about FETCHING

      Hello, When I fetch records, for example : Variable = CustomerForm[ID != null] Are all the fields of the CustomerForm included in the variable or only the ID ? Another example: Variable_2 = CustomerForm[City = Chicago] Will I access to the full adress
    • Is it possible to display a custom contact field in the ticket properties?

      I have a custom contact field called website. I want to show this on the ticker properties under the contact info (under the persons name). I can't figure out how to do this.
    • Zoho Desk app update - AI Integration for IM Chats

      Hello everyone! We have now introduced AI integration for IM Chats within the Zoho Desk mobile app. To access the feature, please enable the 'Generative AI' settings on the desktop site(desk.zoho.com). Please refer to the help link attached below: Zoho
    • Customer Support Portal

      Hi, As I am dealing with and waiting for help with a serious Zoho Mail issue, I tried to submit requests and manage my requests by logging into the Customer Support Portal, but it keeps saying that I do not have a valid email address and cannot login.
    • Does Books link Sales Order to Purchase Orders?

      Should Books be linking Sales Order to Purchase Orders when a Sales Order converts to Purchase Order? The json response from Books has a key "salesorders" but it is always empty. What is or is not happening here?
    • Next Page