Average Ratings 3 Ratings

Total
ease
features
design
support

Average Ratings 3 Ratings

Total
ease
features
design
support

Description

Bigin by Zoho CRM is specifically designed to meet the unique demands of small businesses, emphasizing simplicity while ensuring essential functionality. With its carefully selected CRM features, Bigin enables small enterprises to optimize their sales processes, secure more deals, and accelerate their growth. Users can easily deploy web forms to gather visitor information from their websites, and communicate seamlessly through integrated email capabilities. The platform provides a comprehensive timeline of interactions with prospects, allowing businesses to maintain a clear overview of their engagements. We strongly believe that every business, regardless of size, can benefit from having a CRM system in place, as relying on outdated spreadsheets for managing customer interactions is no longer viable. Bigin aims to deliver an intuitive CRM solution equipped with the necessary features and offered at an affordable price. By eliminating the complexities of traditional CRMs, Bigin simplifies the setup process, streamlines daily activities, enhances customer relationship management, and ultimately facilitates more rapid business growth. With Bigin, small businesses can confidently take charge of their customer interactions and focus on their core objectives.

Description

Understand your clientele and expand your enterprise with Insightly. This robust and user-friendly customer relationship management platform caters to small and medium-sized businesses, empowering teams to boost sales, cultivate connections, and complete projects punctually. It features seamless integrations with popular applications like Gmail, Office 365, and MailChimp. Additionally, Insightly provides essential tools that assist organizations in overseeing contacts during the sales process, managing customer relations, and keeping an eye on their sales pipeline, among various other functionalities. By leveraging Insightly, businesses can enhance their operational efficiency while improving customer satisfaction.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Axis LMS Yes 
Easyflow Yes 
ElectroNeek Yes 
Enzy Yes 
Google Workspace Yes 
Microsoft 365 Yes 
Motileo Yes 
Nango Yes 
Supaboard Yes 
Truto Yes 
Zapier Yes 
Zoho Flow Yes 
Zoho RPA Yes 
Badger Maps No 
ENACT Solar Software Yes 
Joomag No 
Lead Liaison No 
Mailchimp No 
Voyced Yes 
Zoho Directory Yes 

Integrations

Axis LMS Yes 
Easyflow Yes 
ElectroNeek Yes 
Enzy Yes 
Google Workspace Yes 
Microsoft 365 Yes 
Motileo Yes 
Nango Yes 
Supaboard Yes 
Truto Yes 
Zapier Yes 
Zoho Flow Yes 
Zoho RPA Yes 
Badger Maps Yes 
ENACT Solar Software No 
Joomag Yes 
Lead Liaison Yes 
Mailchimp Yes 
Voyced No 
Zoho Directory No 

Pricing Details

$7 per user per month
Free Trial Yes 
Free Version Yes 

Pricing Details

$29.00/month/user
Plus - $29 per user per month
Professional -$49 per user per month
Enterprise - $99 per user per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Zoho

Founded

1996

Country

India

Website

www.bigin.com

Vendor Details

Company Name

Insightly

Founded

2010

Country

United States

Website

www.insightly.com

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation No 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Lead Management

Activity Tracking Yes 
Campaign Management No 
Lead Capture No 
Lead Distribution Yes 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management Yes 
Prospecting Tools No 
Source Tracking No 

Product Features

Business Management

Billing & Invoicing No 
CRM Yes 
Employee Management No 
Financial Management No 
Inventory Management No 
Marketing Management No 
Order Management No 
Point of Sale (POS) No 
Project Management No 
Purchasing No 
Scheduling No 
Time & Expense Tracking No 
Training Management No 
Vendor Management Yes 

Construction CRM

Client Tracking Yes 
Contract Management Yes 
Forecasting Yes 
Project Management Yes 
Quote Management Yes 
Sales Management Yes 
Scheduling Yes 
Time Management Yes 

Contact Management

Activity Management Yes 
Appointment Management Yes 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing Yes 
Group Management Yes 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools Yes 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration No 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Healthcare CRM

Audience Targeting No 
Campaign Management No 
Marketing Automation No 
Medical History Records No 
Patient Communications Yes 
Patient Management Yes 
Physician Management No 
Predictive Analytics Yes 

Lead Management

Activity Tracking Yes 
Campaign Management No 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management No 
Document Management Yes 
Goals / Quota Management Yes 
Lead Management Yes 
Meeting Management Yes 
Performance Management Yes 
Presentation Management No 
Proposal Management Yes 
Territory Management No 
Training Management No 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management Yes 
Contact Management Yes 
Contract Management No 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation Yes 
Referral Tracking Yes 
Sales Forecasting Yes 
Territory Management Yes 

Sales Forecasting

Competitor Analysis No 
Correlation Analysis No 
Dashboard Yes 
Dynamic Modeling Yes 
Exception Reporting No 
Graphical Data Presentation Yes 
Modeling & Simulation Yes 
Performance Metrics Yes 
Sales Trend Analysis Yes 
Statistical Analysis Yes 

Sales Tracking

Activity Dashboard No 
Alerts / Notifications No 
Appointment Scheduling No 
Call Logging No 
Comments / Notes No 
Custom Reports No 
Document Management No 
Email Templates No 
Interaction Tracking No 
Lead Management No 
Lead Scoring No 
Pipeline Management No 
Reporting / Analytics No 
Task Management No 

Task Management

Collaboration Yes 
Create Subtasks Yes 
Gamification Yes 
Gantt Charts No 
Mobile Access Yes 
Percent-Complete Tracking Yes 
Progress Tracking Yes 
Recurring Tasks Yes 
Reporting/Analytics Yes 
Spreadsheet View Yes 
Task Board View Yes 
Task Planning Yes 
Task Scheduling Yes 
Task Tracking Yes 
Time Tracking Yes 
To-Do List View Yes 

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