blungo - Blog #zoho biginblungo - Blog #zoho biginhttps://www.blungo.com/blogs/tag/zoho-biginThu, 09 Oct 2025 04:54:37 -0700http://zoho.com/sites/<![CDATA[Zoho CRM vs Zoho Bigin]]>https://www.blungo.com/blogs/post/Zoho-CRM-vs-Zoho-BiginThese are 2 CRM apps made by Zoho, so it could be confusing to decide which one is best for your business. If you have a Zoho One account, these 2 apps are included, so you will be able to try out both of them before making the decision.]]>

These are 2 CRM apps made by Zoho, so it could be confusing to decide which one is best for your business. If you have a Zoho One account, these 2 apps are included, so you will be able to try out both of them before making the decision.

Below we will see the comparison between both applications, taking into account 3 categories:
  1. User interface, navigability and administration
  2. Features
  3. Integrations

User interface, navigability and administration

Zoho Bigin
  • Modern user interface
  • The search bar is always visible, and very interactive. 
  • Quick access to the notifications and "signals" upside. 
  • Buttons with clear actions, and well positioned. 
  • The records have a modern look, displaying relevant info on the right, and related info on the center, like the timeline, notes and activities. 
  • The settings menu is simple and well organized, making it easy to find what you are looking for.
Zoho CRM
  • The user interface is not modern as Bigin. 
  • There are a lot of modules available besides the basics. 
  • Customizable home screen. 
  • Hidden search bar (when you start typing, the results start showing up).
  • The Deals module looks very similar to the one in Bigin, and it's customizable as well. 
  • The record page has a lot of more information that Bigin, and it's super customizable.
  • The settings menu has more options that Bigin (you can always use the search bar to find what you are looking for).

Personal opinion (User interface, navigability and administration)

I think Zoho Bigin has a nicer interface, and in general the elements, records and settings are better organized. But keep in mind that Zoho CRM has a lot of modules, record types, and features, so it's more complex to keep everything organized.

Features

Zoho Bigin
  • Only basic features. 
  • Customizable fields in the layout.
  • Is not possible to create custom modules. 
  • Workflows are available (but they only allow to send emails, create tasks and update fields). 
  • Webforms that you can use to create a form to input data directly in the CRM. 
  • It is possible to set multiple currencies. 
Zoho CRM
  • Advanced features.
  • Customizable fields in the layout.
  • Customizable modules through Canvas (new feature).
  • Advanced workflows and automations. It is possible to trigger custom functions which expands your possibilities.
  • Blueprints are available (to make sure your employees follow their process)
  • The sandbox allows you to test your changes before deploying them to your live CRM. 
  • Leads module (used to keep leads there until they are ready to be converted into contacts).
  • Webforms.
  • Multiple currencies.

Personal opinion (features)

I think Zoho CRM is way superior in this category given the amount of features that are available, that will let you automate your sales process. Bigin has the basics covered, but there are other CRMs like Hubspot or Pipedrive that have more features than Bigin.

Integrations

Zoho Bigin
  • Integrates with:
    • Google and Office 365
    • Other Zoho apps like Books, Campaigns and Desk. 
    • Zapier (helps with connecting Bigin with other apps that don't have a native integration yet). 
    • Zoho Flow (does the same as Zapier). It is included in Zoho One.
    • Voice over IP phone systems (like RingCentral).
  • API available (if you want to build your own integration).
Zoho CRM
  • Marketplace available (with integrations and extensions). 
  • Integrates with:
    • Google or Microsoft Email, Calendar and Contacts.
    • Other Zoho apps like Zoho Projects, Survey, Desk, Analytics, Webinar, Sign, Campaigns and Contracts.
    • Zapier.
    • Zoho Flow.
    • Voice over IP phone systems.
  • API available (if you want to build your own integration).

Personal opinion (integrations)

Zoho CRM is definitely better in this category because the amount of integrations you can find, as well as the option to install extensions that bring extra functionality to the system.

Pricing

Zoho Bigin

$12/user/month

Free version: 1 user

Zoho CRM

$40/user/month

Free version: 3 users

Zoho One

+40 apps (Zoho Bigin & Zoho CRM included)

$37/user/month

Try Out ZOHO ONE

I recommend using Zoho Bigin if you are just starting your business, or maybe if you have never used a CRM before, and don't have much time to set up features that you are probably not going to need. Also it's more affordable, which makes it more budget friendly. Bigin does it's job really well, letting you keep track of your sales, with some basic customizations.

You should set up Zoho CRM if you are already familiar with a CRM, and maybe you are looking for a more advanced system that can handle automations and integrations, and gives you more control over what the users can do. Also if your company has several people involved in the sales process, and maybe different departments get information from the CRM, Zoho CRM is the best option. Just keep in mind that you will need time and practice to set up all the features available.

If you want to see the complete list of features, and be able to compare prices depending on the versions of each application, click on the following button:

Zoho CRM vs Zoho Bigin (features list)
]]>Wed, 17 Aug 2022 01:45:06 -0700<![CDATA[Zoho Bigin Overview]]>https://www.blungo.com/blogs/post/zoho-bigin-overviewIn this post we will take a tour of Zoho Bigin, to observe the user interface and features of this CRM application.]]>

In this post we will make a tour of Zoho Bigin, to be able to observe the user interface and the features that this CRM application has.

Deals module

General Overview

Zoho Bigin-General overview
When you open Zoho Bigin, you start on the Deals tab, with all of them in the center of the screen. On the left is the modules menu, which is used to switch to other modules, such as contacts and companies. On the top you have the search bar, notifications and signals, the quick add button, the settings and the icon of your profile.
If you want to create a new opportunity, you should click on the creation button at the top right and complete the required fields.

Deal Information

Zoho Bigin-Deal information
To open a Deal just click on it. Here we can see all the information related to the Deal:
  • On the top we have the name, amount and stage of it.  
  • On the left we have information like the contact and company related to the Deal. 
  • In the center we have the timeline, notes, activities, emails, historical stages, archives and products:
    • The Timeline allows you to view in chronological order all the changes that were made on this Deal. 
    • In the Notes tab you can add important notes for the Deal. 
    • In Activities you can create tasks, events or calls to keep track of everything you need to do with this Deal. 
    • In the Mail tab you can see all the emails related to the Deal. 
    • In Stage History you will see all the times that the Deal changed stage. 
    • In Files you can attach all those files you need. 
    • And in Products you can see all the products related to this Deal. 

Change of Deal Status

Zoho Bigin-Deal status
One way to move the Deal to another stage is by dragging it to the corresponding stage column. This is a very convenient and quick way to change status deals. 

Search Bar

Zoho Bigin-Search bar
If for example you want to search for a contact, you type the name and the search bar throws you results without pressing the enter key: one of them is the contact, the other is the related Deal and a task. You can also view contact information directly here in the search bar. If you want to see the info of the Deal, click on it and you can see everything on the right. 

Contacts module

Zoho Bigin-Contacts module
Here we can see a list of all the Contacts we have, and if we want to create a new one we click on the button to create contact. In this register we will find information about it, as well as the timeline, notes, and deals related to this contact.

Companies module

Zoho Bigin-Companies module
Here you will find all the companies you have in your CRM.

Products module

Zoho Bigin-Products module
Here will be all the products or services you sell. In my case, I only have 3.

Activities module

Zoho Bigin-Activities module
In this module we will find all the activities we have, such as tasks, events and calls. We can create them using the top 3 buttons on the right. 

Dashboard module

Zoho Bigin-Dashboard module
Here we can find widgets and lots of information about our sales, contacts, deals, companies and products.

Settings

Zoho Bigin-Settings
The last thing I want to show you are the settings:
  • User and Controls: we can add user profiles and roles. 
  • Organization: we can change the details of our organization and the currencies we use. 
  • Fields: we can add or delete fields in the different modules that we have in the CRM. 
  • Pipelines and Stages: we can create sales cycles or modify your stages. 
  • Webforms: we can create forms, which we can use to collect information and dump it directly in the CRM. 
  • Workflows: allows us to automate actions. For example, in the image 2, the workflow sends an automatic email every time an opportunity is created with an amount greater than 1000 euros.
  • Data Administration: we can import or export data, create backups, and access the recycle bin. 
  • Integrations: we will find all available integrations. (image 3)
  • Channels: you can set up your email, connect twitter, set up your phone, or set up your signals. 
]]>Tue, 21 Jun 2022 09:22:14 -0700