Home/Unified Comms/ZOHO BIGIN
Unified Comms

A customer
database your team
will actually use.

Zoho Bigin is the lowest-cost way into a genuinely unified platform — sales, support and every customer conversation in one place, on your phone, properly affordable. We’re a Zoho partner, so if Bigin outgrows what you need, we’ll say so and move you to Zoho CRM proper.

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
Who it's for

Bigin isn't
for everyone.

It's a deliberately focused product. If you genuinely need something heavier, we'll tell you and recommend it. But for most small businesses Bigin is exactly right.

PROFILE 01

Teams of 3–30

Bigin's sweet spot. Big enough to need a shared view of sales; small enough that a giant CRM project would be madness.

PROFILE 02

Moving off spreadsheets

Your sales live in a spreadsheet and one person owns it. You've outgrown that, but the alternatives feel too big.

PROFILE 03

Escaping an over-sized CRM

You're paying for a big-name system that's 80% unused, 100% expensive, and impossible to change without a consultant. Bigin is the way out.

PROFILE 04

Deals that move in stages

Your work is deals or projects moving through stages. That's exactly how Bigin thinks. (If your work looks different, ask us; there may be a better tool.)

Getting started

Two weeks,
not two quarters.

A typical Bigin rollout fits in a fortnight. Larger or messier data moves take three to four weeks. We don't do six-month projects.

STEP 01

Workshop

Half a day on site (or video). Map how your sales actually move, your stages, your products, the things you currently track in your head. We turn it into a written plan.

STEP 02

Build

We build Bigin to match the plan: your details, stages, automatic steps, dashboards and permissions. You see a working test version before any real data lands.

STEP 03

Move the data

Data brought across, cleaned and loaded. A test run first, then the real thing, with a 24-hour safety window in case anything looks wrong.

STEP 04

Train & embed

Live training, a recorded session for new starters, two weeks of "anything weird?" support — then we check in now and again to keep it tidy.

Pricing

Priced around
what you actually need.

There's no single number for this — a quick setup for a handful of users is a different job to importing years of data, connecting WhatsApp and building custom forms. Some businesses just want it set up properly once and take it from there; others want us running it day-to-day.

HOW IT'S PRICED
Day-rate setup,or looked after ongoing
Simple imports and configuration take a day or two; WhatsApp, custom forms and bigger migrations take longer. Ongoing support depends on your team size and whether you're already with us for IT. We'll quote it properly once we know what you need — no guessing on either side.
RB
The Bigin setup is the first IT project we’ve done that finished when they said it would — and that the team actually use.
Rachel B. · runs the sales team
FAQ

Common questions

Bigin vs Zoho CRM — we'll be honest about which one actually fits your business.

Bigin or Zoho CRM — what's the difference?

Bigin is the low-cost door into the Zoho platform; Zoho CRM is the fuller room behind it. They share the same family, so moving between them is straightforward. Bigin is deliberately simple and cheap, aimed at teams of 3–30 who want sales and support unified without a big spend. If your needs are genuinely more complex \u2014 heavier automation, deeper reporting, multiple departments \u2014 we're a Zoho partner for CRM too, and we'll say so and move you across. We're not precious about which one you're on; we just want you on the right one.

Why start with Bigin instead of Zoho CRM?

Cost and simplicity. Bigin is a fraction of Zoho CRM's price and covers everything most small sales teams actually need — pipeline, contacts, deals, reporting. Because it's the same Zoho platform underneath, there's no risk in starting there: the moment you need Zoho CRM's extra depth, moving up is a switch, not a migration.

Can you migrate from our existing CRM?

Yes — we've moved people off Salesforce, Pipedrive, Capsule, spreadsheets and Outlook contacts. The move is done carefully: cleaned, de-duplicated, tested, and signed off by you before going live. Our default is to bring across the last 24 months of active records and archive the rest. We'll be honest about what doesn't carry across cleanly.

Will it integrate with our phones and email?

Yes — that's a big part of why we sell it. Bigin stays in sync with Microsoft 365 and Google email and calendars. With our office phones you can also dial with one click, see who's calling before you answer, and have calls log themselves.

Who owns the data?

You do. Always. Your data is stored in Zoho's European data centres. We hold an admin login to do the work; you can switch it off any time. Getting all your data out is one click. Our contracts are explicit about data ownership and what happens if you leave.

What are Bigin's limits?

Two honest ones. First, deep custom integration with apps outside the Zoho family is more limited than pricier CRMs \u2014 it plays nicely with WhatsApp, common phone systems and the usual email/calendar tools, but a bespoke API link into an obscure in-house system is more of a stretch. Second, record and contact limits scale with the plan tier, so a fast-growing business can outgrow the cheapest tier \u2014 we help you pick the right one from the start so that's rarely a surprise.
Next step

Less
supplier juggling.

A 20-minute call. We'll ask what's currently annoying you and tell you whether we can help.

Thinking of switching?

Easier than you think.
We do the hard bits.

Changing provider sounds like hassle. It isn't — we handle the whole move so you barely notice it happening.

"Will there be downtime?"
No. We set things up alongside what you've got and only switch over once it's proven.
"Will someone actually answer?"
Yes — a real person who knows your setup, usually the same day. Not a ticket queue.
"How much does it cost?"
A simple monthly price, quoted after a quick chat. No long tie-ins, no surprise bills.
"Is the handover a pain?"
No. We take over from your current provider, document everything ourselves and pick it up cleanly.
Book a free technology review Or call · 0208 905 9060