Zoho Bigin – The New Customer Pipeline Solution

Zoho Bigin

Closing a deal is the most critical part of the sales process. It all starts with finding customers, engaging them, building a strong relationship with them, and converting them into loyal customers. For that, your business needs to build a customer pipeline. Companies with authorized customer pipelines achieve 28% higher revenue growth. Now, you can organize your lead-to-deal process with Zoho’s new customer pipeline solution – Bigin.

Bigin – Zoho’s Customer Pipeline Solution

A customer pipeline is a representation of where your prospects are in the sales cycle. Having a pipeline helps you track all your leads, accurately predict revenue, create an integrated sales strategy, and improve the performance of sales reps.

Zoho's Customer Pipeline Solution

Bigin isn’t like your traditional spreadsheet or outdated sales tool. It is an advanced customer management software that helps you win more sales. From prospects’ email conversations, tweets to all activities, Bigin stores and organizes customer information to form pipelines.

Zoho Bigin Basic Info

Engage Prospects – Use web forms, deals, and activities to get detailed information about your prospects. This would help you save time searching for information during a quick call/chat with a customer. Sales reps can use Bigin mobile apps to stay connected with customers on the go. They won’t miss any important activity or appointment when they are on the move. Also, Bigin has a built-in telephony system, so you can make calls to and receive calls from customers. It improves the way you contact your customers.

Zoho Bigin Engage Prospects

Manage Pipelines: Bigin lets your sales team to create custom workflows to save time on repetitive tasks. They can create custom deal stages for multiple customer pipelines. Bigin is designed by the creators of the world’s #1 CRM software provider – Zoho. It is simple to use and easy to implement. It has a zero learning curve. Just upload or import your data and get started. When your sales team will use a customer pipeline solution that is so easy to use, they can work without any distractions and improve their relationship with customers.

Zoho Bigin Dashboards

Close More Deals: Bigin provides real-time notifications to the sales reps so that they can take immediate actions to engage prospects and close more deals. Bigin’s analytics dashboard helps to keep track of your sales team’s performance and also uncover hidden insights.

Zoho Bigin is fully compliant with GDPR and the latest security standards. Bigin’s pricing starts at $7/user/month. It can be easily integrated with Zoho suites of business applications. For Zoho integration support, contact First Direct Corp., a Zoho Authorized Partner.

How to Create Pipelines Using Zoho Bigin

How to Create Pipelines Using Zoho Bigin
Zoho Bigin Pipelines

Your sales team can benefit from the customer pipeline and it could make a difference to your close-won rates and revenue. You can create different customer pipelines based on the deals you sell and track your potential leads through the journey to deal closing. When you have a deal, you can decide which pipeline suits your deal requirements, which will further decide the stages of your customer pipeline.

Create a Pipeline

  • Go to the Settings section of your Bigin dashboard. Click Pipeline > + New Pipeline
  • Enter the pipeline name and stages of your choice. You have to click on the ‘+’ sign to add stages. Hover over the stage name to re-arrange the order.
  • Click Save.
Zoho Bigin Services

Edit a Pipeline

  • To edit a pipeline, Go to Setup > Pipeline
  • Hover on the pipeline you want to edit. Click on the edit icon.
  • Make changes and click Save
Zoho Bigin Delete a Pipeline

Delete a Pipeline

  • To delete a pipeline, Go to Setup > Pipeline
  • Hover on the pipeline you want to delete. Click on the delete icon.


If you have heard about the 80/20 rule, you must know that 80% of your company’s revenue is generated from 20% of existing customers. Losing one customer can hit your profitability. That’s why your sales team should work on increasing the customer base. Creating a customer pipeline is essential for the long-term growth of your company. With Zoho Bigin, you can easily build and manage customer pipelines. Measuring and tracking these pipelines would help you improve the sales process, close more deals, forecast future results, analyze sales strategies, allocate resources, and review your progress.

If you want a free demo of Zoho Bigin, contact First Direct Corp. As a Zoho Authorized Partner, we have Zoho experts who can help you understand the benefits of Bigin software and how to implement it based on your unique sales requirements. We have 25+ years of experience in the CRM business. We are a professional Zoho CRM provider for small and medium-sized businesses. We also provide consultation and implementation support for Zoho’s 45+ business applications.


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