Bigin by Zoho CRM consulting and implementation.
Bigin is Zoho's pipeline-centric CRM for small businesses. Aurnex designs pipelines, stages and automations that a small team will actually keep up to date, and plans the move to Zoho CRM if you outgrow it.
Bigin by Zoho CRM| Stage | Value | From previous stage |
|---|---|---|
| New | 64 | — |
| Qualified | 38 | 59% |
| Proposal | 19 | 50% |
| Won | 8 | 42% |
8 of 19 proposals were won (42%); six deals with no activity for 14+ days overstate the pipeline.
Four things we agree before configuring Bigin by Zoho CRM.
Agreeing these with your team first means Bigin by Zoho CRM is set up around your process, not the other way round.
A simple customer pipeline for a small sales team
Contacts, companies, pipeline stages, activities and notes
Business owners and customer-facing team members
Email, forms, telephony and basic business reporting
- 01DiscoverProcess, users and reports
- 02DocumentRequirements and agreed scope
- 03ConfigureSet-up, migration and testing
- 04AdoptTraining, handover and support
Review current Bigin by Zoho CRM features with Zoho.
Editions, regional availability and product features can change. Use Zoho's current product page to confirm what is available, then relate it to the documented requirement.
Product information based on official Zoho documentation.Zoho applications often planned with Bigin by Zoho CRM.
Most businesses use Bigin by Zoho CRM as part of a wider process. Integration options depend on the applications, editions and region, so Aurnex confirms them during discovery.
Bigin by Zoho CRM questions for planning the right fit.
Is Bigin suitable for my business size?+
Zoho positions Bigin for small businesses (its FAQ cites teams of roughly 1–20 people). Larger or more complex sales operations are usually better served by Zoho CRM.
Can Bigin connect to Zoho Books or QuickBooks?+
Zoho lists integrations with Zoho Books, QuickBooks, Zoho Desk, Zoho Campaigns and others. Aurnex confirms which records should sync and in which direction.
How does a Bigin by Zoho CRM project with Aurnex start?+
Book a free 30-minute Zoho consultation. Online meeting. Aurnex reviews your current process and the other Zoho applications you use or are considering, then recommends an approach, the applications that fit and an appropriate delivery model before any configuration begins.