Bigin, set up to actually get used.
Pipeline-first CRM for small teams: lightweight, mobile-first, and tuned to your sales motion.
Zoho Bigin is the right answer when full Zoho CRM is too much. We set up pipelines, simple automation, and the integrations a small team actually needs, and we'll tell you when it's time to graduate to Zoho CRM instead of fighting Bigin's limits.
Beyond out-of-the-box Bigin.
Implementation & Setup
Bigin configured around a small team: fields, layouts, users, and roles. Live in days, not weeks, without over-engineering.
Pipeline Design
Multiple pipelines by product or motion, stage criteria, and required fields. Pipelines that match how your team actually sells.
Toppings & Automation
Bigin's Toppings (workflows, signals, telephony, email templates) configured for your motion. Lightweight automation without bloat.
Email, Calls & Meetings
Email sync, telephony, meeting scheduling, and activity tracking, so reps' daily work updates Bigin automatically.
Mobile-First Setup
Bigin's mobile app configured for field reps: layouts, signals, and offline workflows tuned for on-the-go selling.
Integration & Sync
Zoho ecosystem (Books, Campaigns, Desk), Microsoft 365, Google Workspace, and key SMB tools via marketplace or custom integrations.
Migration to Bigin
From spreadsheets, Pipedrive, HubSpot Free, or other small-team CRMs. Data quality, dedup, and clean mapping into Bigin's model.
Bigin to Zoho CRM Path
Plain advice on when you've outgrown Bigin, and a clean migration to Zoho CRM when the time comes, without losing history.
Admin & Ongoing Support
Lightweight retainer for admin, occasional new builds, and check-ins as the team grows.
Why teams hire us for Bigin.
Right-sized engineering
We don't over-build Bigin. Most SMBs need pipelines, a handful of automations, and clean email/call sync. We deliver exactly that.
Honest edition guidance
Free vs. Express vs. Premier. We recommend the edition you actually need based on pipelines, users, and Toppings. No edition inflation.
Honest about Bigin's limits
Bigin is pipeline-first by design. We tell you up front when a use case belongs in Zoho CRM instead of forcing it into Bigin.
Cross-Zoho fluency
Bigin pairs well with Zoho Books, Desk, and Campaigns. We wire the cross-app flows that make Bigin feel bigger than it is.
From discovery to live.
Discovery & audit
Short workshops with the small team. We map the sales motion, current tools, and what's worth automating vs. leaving manual.
Design & spec
Pipelines, fields, Toppings, integrations, and reports, designed with you and signed off before any build.
Build
Configuration, Toppings, integrations, and any custom Deluge where appropriate. Test environment, UAT with the team.
Train & launch
Admin and rep training, mobile walkthrough, runbooks. Adoption support during cutover, not over the wall.
Ongoing optimization
Lightweight retainer for admin and new builds. When you outgrow Bigin, we plan the move to Zoho CRM.
Common questions.
Let's scope it.
30-minute consultation. We map your workflow, recommend the right path: and tell you honestly whether it's the right fit.