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 EVERYTHING
Bigin API Token Request ("invalid_client")
Hi people, I tried to connect to the API without success, I've read all of the documentation multiple time and tried just about everything. I tried to do it with Python Request module and with Postman, passing the information through both the URL parameter
Is Bigin Really Free - Confused by notifications?
I started to look at Bigin as I was under the impression it was free, but as I started using it I kept getting messages that my trial period was X number of days and to upgrade. When I see something like this I assume I am not on a free version of anything
Bigin iOS, macOS and Android app update - File Cabinet
Hello Everyone! In the most recent iOS (v1.7.1) and macOS (v1.5.1) updates of the Bigin app, we have included support for the File Cabinet functionality. You can access this feature as a topping within the web app (bigin.zoho.com) and conveniently use
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
Customize 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 options
Make 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 lets
New 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 leaving
Task 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 includes
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 easier
Emoji Support in Bigin CRM
We request the implementation of emoji support across Bigin CRM. This feature should allow users to seamlessly use emojis in text fields, headlines, and deals. It would enhance communication, improve the visual appeal of records, and bring more personalization
Enable 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 our
[API] How to get Contact's funnel?
Hi everyone! I am trying to use the API to get a Contact funnel's (step, name.. anything). Can anyone help me? This information is not available in the API response... I need to retrieve and change my Contacts between funnels dynamically according to
[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 Templates
IN BIGIN MOBILE APP ZOHO INVOICE IS NOT VISIBLE
I HAVE INTEGRATED ZOHO BIGIN WITH ZOHO INVOICE IN WEB IT IS WORKING VERY FINE WITH ZOHO INVOICE VISIBLE , HOWEVER IN MOBILE APP ZOHO INVOICE IS NOT VISIBLE IN THE TABS , IT IS VERY DIFFICULT TO CHECK THE PIPELINE WITHOUT THE INVOICE , I HAVE TO DOWNLOAD
Enhanced 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, designed
Bigin 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? Antonio
Email 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 only
Enhancing 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: "Important
Connect bigin with salesIQ?
Can anyone explain whether you can connect BigIn with Zoho SalesIQ? I see that the SalesIQ site says it supports a connection with Zoho CRM but can it work with BigIn? Is BigIn powered by zoho CRM backend?
Different fields for different contact types
My business has three types of contacts. We need to store different data for the contact depending on what type of contact it is. Is there a way to create custom fields that apply only to certain "types" of contacts (with the type defined by a tag or
Splitting the Activities module in Dashboards into Tasks, Events, and Calls
Greetings, As you may know, Bigin is built on Zoho CRM's infrastructure. Last year, Zoho CRM separated the Activities module into three distinct modules: Tasks, Events, and Calls. This change was implemented to address technical backend challenges associated
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
can change deal colors in bigin?
can be super useful if we can change colors deals process any way to do it?
Bigin-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 Projects
Introducing LeadChain in Bigin to sync leads from Social Ads easily
We're excited to introduce a new topping in Bigin called LeadChain by Zoho Social. LeadChain instantly syncs lead information from social media lead ads to Bigin, making it easier to turn them into customers. It also helps you send conversion data back
Dynamic Display - Bigin - iOS
Hello everyone! In the most recent updates for the Bigin mobile app (iOS v1.8.1 and macOS 1.6.1), we have introduced support for Dynamic Display, just like in the Android version of the app. This feature empowers users to personalize their list view in
'Reply' button in Bigin sends only to the From email address, not the Reply-to address. How to resolve?
Hi All, There is an issue I'm trying to solve with Bigin. I've got a form on a website for customers to fill in. They fill in their email address on the form, i.e. the one they want us to reply-to. Using the Bigin Email-In topping, we're seeing the email
Record limits per user
Is the record limit increased with the number of users? Or is it limited to 100k regardless of how many users you pay for? Are there any benefits to adding more users or is that additional cost for just access and no uplift in any of the limitations?
Bigin IMAP Email attachment view - expand to see full filename
Hi there, Is it possible to please update the way that Bigin shows attachments when in the IMAP Email area. Currently there's no way to distinguish between different files as the names are truncated. I'd propose that an improvement would be for example
Multiple Users assigned to a deal?
How can I assign more than one user to a deal? Right now i see a drop down to select just on.
Trigger workflow based on email status
It would be great to be able to trigger a workflow based on the status of an email sent from within Bigin. For example, I would like to create a workflow that generates an email alert or creates a task after a contact opened an email and did not respond
Create Shared email link to share in email conversation or to send to client via WhatsApp or other social media
Hi Bigin team is there possibly to create a share email link for previous email received or sent to client. The idea is for example I am writing an email with a client and I would like to share a previous email with this client or various clients I simply
Zoho Bigin + Zoho Projects integration
Has anyone successfully integrated Zoho Bigin + Zoho Projects to any level? We know we cannot see Zoho Projects in Bigin, but once a Deal is moved to the Stage "Closed Won", we'd like to send the information to Zoho Projects, so we can start working on
Expanded 'Stats' section
Hi team, Can you please update the 'Stats' section when in an agency or agent record to provide more detail. For now it only shows a summary of the Open or Won pipeline records. I would like it to show at a minimum Open, Won, Lost and Total records. It
Does Bigin not have Deal Percentages for Pipeline?
Hi there, I have subscribed to Bigin and am kinda taken aback that it looks like there is no ability to tie a deal percentage to a pipeline stage to generate any type of simple forecast dashboard!? Am I missing something?
Spam from email sent from Bigin CRM
Hi Bigin team, I have noticed that sending emails from with in bigin crm to the clients the email is intended as spam. I have my bigin account setup with gmail imap. I have contacted various contacts in which they informed they don't receive the email
View all Products by pipeline deal
Very good CRM I use it everyday only problem is modules not being interconnected especially products module. The main problem of products module are separated from contacts and company modules and only being connected to the Deals module. This way there's
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