Webinar Recording: Maximizing Productivity with Bigin's Mobile Apps
Dear Biginners, Hope you're doing well! As part of our ongoing Masterclass series, we’ve just completed an exciting webinar that explores the capabilities of our mobile apps. Whether it’s managing deals, communicating with customers, or meeting deadlines,Introducing the calendar view for Bigin's Activities module
Hello everyone, We're excited to announce the calendar view in Bigin. This view presents all tasks, events, and calls in an intuitive and visually appealing interface, and will be set as the Activities module's default landing page, ensuring you haveZoho Bigin | Adding users to a deal in bigin
Hi, One of our ongoing POCs required adding users to a deal in Bigin. I found that we cannot add individuals using custom fields when we have an Express license. Is there any way to do it?Save Draft in email bigin for desktop and mobile
Hi any news to when we going to have the save draft for email in bigin desktop and mobile?Streamlining customer inquiries with Email-In approvals
Greetings! Email-In has transformed the way Bigin users manage customer inquiries by seamlessly converting emails into pipeline records. By creating email aliases for your Bigin pipelines, any email sent to these aliases is automatically turned into aAssociate email to deal and multiple contacts to deals
Hi any news in how to associate emails to deal and to varios contacts in Bigin CRM? This feature would help in having deal and conversation all in one place so that when we open the deal or contact we have all the information in regard to deal that weWe're turning five this May, and we need your participation to make this more memorable!
Dear customers, We can't believe it's going to be five years since we launched Bigin. From our humble beginnings to becoming the go-to CRM for small businesses worldwide, this journey has been incredible, and it's all thanks to YOU— our amazing customers.Display Company Logos in Pipeline View
To improve deal management and enhance usability, we propose adding the option to display the associated company's logo directly in the pipeline view. Currently, users can only see the deal owner's avatar, but having the company's logo would make it easierBigin use in hospital- Human Med or Veterinary
I am looking for users who are in either human or veterinary medicine and use the CRM specifically for referral management tasks. Are you using the basic version? How many users update the CRM and is it effective? Did you pay for additional customizations?Merge templates sharing and execution by team members
Hi all, I need help on writer. Hope this group is the right one as well. I have a merge template created in Writer using Superuser, and I will require the team members to just run the merge filtering records, say using a quotation or invoice number thatBigin chrome extension for Whatsapp web
Hi, several CRM's now are including a native conection with Whatsapp web for managing contacs directly in whatsapp web version. It would be extreamly helpfull not to be changing pages for adding info into the CRM. I'm sending a example of that that looksImproved record access with the Default Access Level feature
Greetings, I hope you're all doing well. We're excited to introduce Default Access Levels, which enable you to grant access to your peers' records when necessary. What problem does it solve? Organizations typically have hierarchies wherein higher-levelOp zoek naar professioneel dakwerk in Lochristi?
Bij Kevin Dakwerken Lochristi ben je aan het juiste adres! Wij bieden een compleet aanbod aan dakdiensten, van nieuwbouw tot renovatie en herstellingen. ✅ Dakrenovatie & Dakisolatie – Bespaar op energiekosten met een goed geïsoleerd dak. ✅ Platte en HellendeBigin-Zoho Projects Integration
We're pleased to announce the Bigin-Zoho Projects integration, which enables you to manage client relationships and project tasks simultaneously in one system. With this integration, once you close a deal in Bigin, you can create a project in Zoho ProjectsPrevent invalid entries in forms using Form Field Validations
Greetings, Forms are crucial for collecting customer information, but inaccurate or improperly formatted submissions can disrupt your business operations. Imagine a phone number entered as random text, an email address missing its domain, or a date fieldMake collecting payments from your customers in Bigin easier with payment links
Greetings, Efficient payment collection is crucial for business success. Bigin already helps your businesses manage and sell products effectively, but we can further enhance this by making payment collection easier. This integrated payment feature letsIs there any limit on creating stages in pipelines in Bigin
Thankyou.Lead distribution in round robin model
Hi, I would like to propose the lead distribution functionality to the sales team in a Round Robin model. The idea is to allow a sales team to receive their leads in order of entry for each salesperson. I understand that Bigin's automations are simpler than other platforms and I think they should continue to do so. But a simple adjustment can allow leads to be distributed to predefined users in a given profile. In this case the process would be: 1. Create a new user profile and associate salespeople[New] Create invoices and contracts in minutes with Zoho Writer's Merge Templates for Bigin!
Do you often find yourself manually entering customer information in your business documents like invoices and contracts? This can be a time-consuming process that can take up valuable time from your business operations. With Zoho Writer's Merge Templatescan change deal colors in bigin?
can be super useful if we can change colors deals process any way to do it?Email Sequencing
Bigin desperately needs Email Sequencing. We have to buy other software to do this and bigin doesn't sync with many outside software. Email Sequencing means if someone doesn't reply/open/click an email, it can automatically send another (or a few) afterSending out a lot of emails, not sure who to follow up with
When sending out a lot of emails through bigin, we need a way that a TASK is added to the deal to follow up if they haven't replied/views/clicked in x days.Schedule workflows to run on business days only (not weekends)
Is there any way in Bigin to set workflow automation emails to run only on business days (Monday-Friday) and not weekends? It will be strange for my customer to receive an email from us on a Sunday for example, if my workflow is set to send an email inin contact and company the option all emails not showing the emails
Hi I notice when we want to see all the emails for all contacts it does not show up. This happens to option tab contacts and company. If you want to see the emails and you have for example 5 contacts you have to choose one by one.Initiate conversations anytime with WhatsApp's Templates
Previously, in Bigin's Messages module, you could only reply to customer-initiated messages, but with this enhancement, you can now initiate conversations using WhatsApp templates. A WhatsApp template is a pre-designed message template designed to startIntroducing more ways to customize your Bigin forms!
Greeting, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin's forms: You can now effortlessly gather contact and pipeline data. We're also improving the user experience with enhancements to designMapping a custom picklist to another picklist when creating a connected record with a workflow
Hi, I have some workflows that move records between pipelines, the issue is that when setting up the workflow that creates the connected record, there is no option to map the value from a picklist in one pipeline to another. Please watch: https://www.loom.com/share/4e5fa969b21043748414154c036cdd47?sid=dca0fd16-73f2-4fe6-a9d3-7a4c0c40c2e6Quick Create popup for Lookup fields, Mailchimp related list and User lookup field!
Hello everyone, We have recently introduced some most-requested enhancements. Here are the details: Quick Create popup for Lookup fields When we create a new deal in Bigin, there is an option to create a contact/company right from the Create Deal page.zappsusercontent.com refused to connect.
I have added a widget to bigin and when i try to access the widget it indicates "a0bfe442-8e0d-4646-a350-5b1b74d6ea3b.zappsusercontent.com refused to connect."Feature Req - See imap emails in Timeline tab of a deal
In many other CRMs such as pipedrive and hubspot, when you are looking at the timeline of a deal you can also see snippets of emails that have been sent or received and then click to view the full message. This gives users a fast way to catch up on EVERYTHINGCustomize your calendar based on personal preferences
Greetings, We're happy to introduce a few new capabilities to the Activities module's Calendar View! Now you can tailor your calendar's appearance and notification settings to suit your needs. In the past, the Calendar View lacked customization optionsNew integrations for Bigin: Zoho Sign, SalesIQ, and Marketing Automation
Greetings, We're excited to share new integrations that make Bigin more powerful and useful for your business! Zoho Sign for Bigin Zoho Sign now integrates seamlessly with Bigin, enabling you to sign, send, and manage contracts or agreements without leavingTask does not syncing to google calendar shedual
Hi why does the tasks activities do not syncing with the google calendar like the event option does?Custom fields for calls and an enhanced call creation form
Greetings, I hope you're all doing well. We're happy to announce a few recent enhancements we've made to Bigin's Calls module. We'll go over each one in detail. Enhanced call creation form in Bigin What is this enhancement about? This update includesEnable 2FA / MFA in Bigin
Hi, Our company started using Bigin. I (sysadmin) want to require MFA for Bigin as some users also have integrated their calender and mailbox into Bigin and regardless of that, in general, MFA logins are preferred in our company as it strengthens ourEnhanced duplicate management and unified approvals in Forms
Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin. We'll go over each one in detail. Introducing unified form approvals We're excited to announce our new unified approvals feature, designedBigin Calendar view - set Monday as first day of week
Hi, is there a way to set Monday as first day of the week on Bigin Calendar view? AntonioEmail Scheduling / Send Later
@Zoho, I would like to be able to Schedule Emails to send later like in Zoho Mail and Zoho CRM, any plans to have this added?Windows Desktop Application for Bigin
I'm finding the need for a standalone Bigin desktop app for Windows users. Most of my daily work is done through a browser, so I often have several open tabs while working with customers and checking product information, etc. With Bigin currently onlyEnhancing Note Functionality in Bigin
Hey CRM Community, I hope you're all doing well. I wanted to share a couple of ideas for improving our Bigin CRM functionality, specifically related to notes. These suggestions are an aim to make our workflow more efficient and organized. Idea 1: "ImportantNext Page
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Announcements
Enrich your contact and company details automatically using the Data Enrichment topping
Greetings, I hope you're all doing well. We're happy to announce the latest topping we've added to Bigin: The Data Enrichment topping, powered by WebAmigo. This topping helps you automatically enhance your contact and company records in Bigin. By leveragingEasier onboarding for new users with stage descriptions
Greetings, I hope all of you are doing well. We're happy to announce a recent enhancement we've made to Bigin. You can now add descriptions to the stages in your pipeline. Previously, when creating a pipeline, you could only add stages. With this update,Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates
Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now useIntroducing Zoho MCP for Bigin
Hello Biginners! We're excited to introduce Zoho MCP for Bigin, a completely new way of interacting with Bigin data using AI. With Zoho MCP, you can securely connect your Bigin account with popular AI agents like Claude, Cursor, Windsurf, and VS Code,Introducing Formula Fields for performing dynamic calculations
Greetings, With the Formula Field, you can generate numerical calculations using provided functions and available fields, enabling you to derive dynamic data. You can utilize mathematical formulas to populate results based on the provided inputs. This
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WhatsApp Report in Bigin CRM
Reporting feature for Bigin CRM’s integrated WhatsApp that provides insights such as: Number of WhatsApp conversations closed Number of messages sent and received Number of conversations replied to Response and closure metrics for WhatsApp chats MoreAI Bot and Advanced Automation for WhatsApp
Most small businesses "live" on WhatsApp, and while Bigin’s current integration is helpful, users need more automation to keep up with volume. We are requesting features based on our customer Feedbacks AI Bot: For auto-replying to FAQs. Keyword Triggers:
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Sticky Posts
Schedule mass emails, view mass emails status and more!
Hello everyone, Mass emails help you communicate with multiple customers in a couple of clicks. We have introduced a Mass Emails dashboard in Bigin so that users can see the status of the mass emails like how many emails were opened, clicked and bounced.Introducing Bigin 360: Our new pricing edition with increased feature limits and pre-installed toppings
Dear Biginners Club, Today, we're pleased to launch a brand-new pricing edition called Bigin 360, our highest pricing edition that will sit on top of Express and Premier editions. It's been over four years since our launch, and we're receiving some great[New] Create invoices and contracts in minutes with Zoho Writer's Merge Templates for Bigin!
Do you often find yourself manually entering customer information in your business documents like invoices and contracts? This can be a time-consuming process that can take up valuable time from your business operations. With Zoho Writer's Merge TemplatesAnnouncing #BiginnersClub meetups in US, Middle East, India & UK (Free Event)
Exciting news, Bigin enthusiasts! #BiginnersClub meetups are back, and we're hitting some major cities this time, starting from October. Here's what you can expect: Meet our experts face-to-face Deep dive into Bigin and its advanced features PersonalisedIntroducing Forms: Streamline data collection with Bigin's new form builder.
Hello everyone, Bigin's web forms just got a makeover! We are excited to introduce Forms: an online form builder designed to meet all your data collection need. This revamp was inspired by your feedback, resulting in an upgraded and versatile version
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