What's included
The low-cost door
into one unified platform.
Bigin isn't a stripped-down toy — it's the affordable entry point into the same Zoho platform that scales all the way up. Sales, support, WhatsApp and your phone system in one place, from a few pounds a month. We get teams of 5–30 people up and running in under a fortnight.
01 · ZOHO BIGIN
Set up properly
Built around how you actually sell: your stages, your products, your details, with the repetitive bits automated. Bigin also ships with ready-made templates for common industries, so you're rarely starting from a blank page. A working system in two weeks, not six months.
- Shaped to your sales process
- Pre-built industry templates
- Repetitive steps automated
02 · ZOHO BIGIN
Custom forms
Beyond the standard fields, Bigin lets us build proper custom forms for how your business actually works — and those same forms can be embedded straight into your website, so enquiries drop directly into your pipeline instead of an inbox you have to copy from.
- Forms shaped to your data
- Embed on your website
- New leads land straight in Bigin
02 · ZOHO BIGIN
Your data moved in
From spreadsheets, a bigger CRM, or Outlook contacts. Duplicates removed, everything cleaned and checked, with a sign-off step before anything goes live — not a quick copy-paste job.
- From wherever it lives now
- Duplicates removed
- Checked before going live
03 · ZOHO BIGIN
Email, calendar & the Zoho family
Connected to Microsoft 365 or Google, so emails attach themselves to the right customer, and calls from our phone systems show up too. And because Bigin is part of the wider Zoho family, if you ever add other Zoho tools — invoicing, support, marketing — they slot straight in and your data moves freely between them.
- Works with Outlook & Gmail
- Calls logged automatically
- Grows into the Zoho family
04 · ZOHO BIGIN
WhatsApp & phone systems
Bigin connects with WhatsApp and most common phone systems (including our own), so calls and messages log against the right customer automatically — not just email.
- WhatsApp built in
- Works with most phone systems
- Calls & messages logged automatically
05 · ZOHO BIGIN
Training
A 90-minute live session for the sales team, a 30-minute one for managers and a quick-reference card. People learn it; they don't suffer through a course.
- Live team training
- Manager session
- Recorded refreshers
06 · ZOHO BIGIN
Reports & dashboards
What's coming in, what's likely to close, who's selling what, and where your best leads come from. A dashboard people will actually open on a Monday morning.
- Live sales picture
- What's likely to close
- Where leads come from
07 · ZOHO BIGIN
Ongoing admin
New users, leavers, changes, things that stop working — handled by us as part of the service. Your sales manager stops being the part-time system admin.
- Users & licences handled
- Changes made for you
- Tidy-ups as needed