Pipelines
See every deal by stage
Each deal sits in a stage you define. Team pipelines let sales, service or dealer teams each have their own flow.
Zoho app · setup by a Zoho Advanced Partner
Zoho Bigin CRM Setup for Small Businesses in India
Your leads are in Excel, WhatsApp chats and notebooks. Follow-ups get missed, and you cannot see which deal is close to closing. Zoho Bigin CRM fixes this with one simple sales pipeline your team will actually use. Infobyd sets it up for you, the right way, from day one.
Infobyd Software Solutions is a Zoho Advanced Partner in India, founded in 2016, with 1240+ clients served. We set up Zoho Bigin CRM (Bigin by Zoho CRM) for small businesses — pipelines, lead capture, WhatsApp and email, simple automation and team training — and help you decide whether Bigin or Zoho CRM is the better fit.
- 4.3 on Google (74 reviews)
- 4.8 on Zoho Partner Directory
Free plan
Free forever for 1 user
- 500 records
- 1 pipeline
- 3 automations
As listed on Zoho's pricing page. Zoho may change plans and limits.
Start free
Sign up through Infobyd, your Zoho partner, and get free setup advice.
Why Infobyd
Why choose Infobyd as your Bigin partner
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Zoho Advanced Partner and Zoho CRM certified.
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1240+ clients served since 2016, in India and abroad.
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Since 2012 our CEO has worked with Zoho since 2012.
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4.3 Google rating from 74 reviews in Indore.
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Indore and Patna offices, with online support across India and abroad.
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24x7 support for clients after go-live.
Is it for you?
Who is Zoho Bigin CRM for?
Bigin CRM for small business is made for small teams that need a simple CRM, not a complex system. Zoho built it for businesses moving away from spreadsheets. It fits you if:
You have a small sales team (often 1–10 people) and a simple sales process.
Good fitLeads come from calls, WhatsApp, your website and walk-ins, and nobody tracks them in one place.
Good fitYou forget follow-ups because reminders live in someone's head.
Good fitYou want to see all open deals on one screen, stage by stage.
Good fit
Quick answer
Set up by a Zoho Advanced Partner
What is Bigin by Zoho CRM?
Bigin by Zoho CRM is a simple CRM made by Zoho for small businesses.
- It keeps your enquiries, customers and deals in one sales pipeline.
- Your team sees every deal stage by stage and gets reminders to follow up.
- It works in a web browser and on phone apps for iOS and Android.
- When you grow, you can move to Zoho CRM.
What the software does
Key features of Bigin
These are the main things the Bigin software does. Next, we show what we set up for you.
Customer records
All details in one place
Contacts, companies, notes and files are saved together. Booking pages and payment links help you act on a deal faster.
Talk to customers
Calls, WhatsApp and email
Bigin has built-in calling, WhatsApp and email. Each conversation is saved on the customer's record, so anyone in the team can see the history.
Automation
Let Bigin do the follow-up
Workflows create tasks, send emails and update deals when something changes. You can also connect other apps through Zoho Flow or Zapier.
Reports and dashboards
Know your numbers
Dashboards show deals by stage, won and lost deals and team activity. For deeper reports, Bigin connects with Zoho Analytics.
Customization and control
Make it fit your team
Add your own fields and tags. Roles decide who sees what, and audit logs show who changed what.
See the full feature list on Zoho's official Bigin features page.
Built-in AI
AI in Bigin (Zia)
Zia is Zoho's AI. In Bigin, it helps your team write, read and follow up faster.
Zia features in Bigin are still being rolled out and depend on your plan. We check what your account includes before we set them up.
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Zia Agents Help with follow-ups and point out chances to sell more to existing customers.
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Email help Zia helps draft emails and makes your inbox easier to handle.
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Smart summaries Short summaries so you understand a deal or customer quickly.
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AI on the phone Writing help, call transcripts and daily summaries in the mobile app.
Made in India. Made for the world.
Bigin for Indian businesses
Bigin suits small Indian teams that sell over phone calls and WhatsApp, and then bill with GST.
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Sales calls through Exotel, Knowlarity or Ozonetel
Bigin works with these telephony providers, which many Indian teams already use. Calls are logged on the deal.
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WhatsApp follow-ups from the deal
On paid Bigin plans, your sales team can chat with buyers on WhatsApp without leaving Bigin. An approved template is needed to start a new chat.
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GST estimates and invoices from Bigin
Connect Zoho Books to send estimates, sales orders and invoices straight from Bigin. Zoho Books makes GST-compliant invoices, e-invoices and e-way bills.
Bigin vs Zoho CRM: which one should you pick?
Pick Bigin if you want a simple pipeline CRM; pick Zoho CRM if you need deep customisation, many teams or complex rules. Here is a simple way to decide:
| Question | Choose Bigin | Choose Zoho CRM |
|---|---|---|
| Team size and structure | Small team, one or few sales processes | Many teams, territories, roles and approvals |
| Customisation | A few custom fields are enough | Custom modules, complex layouts and rules |
| Automation | Basic workflows and reminders | Advanced workflows, Blueprint (step-by-step process), scoring |
| Reports | Simple sales reports | Detailed analytics and forecasting |
| Budget | Lowest-cost Zoho CRM option | Higher, but more power |
Bigin has fewer custom fields and fewer automation rules than Zoho CRM, and it does not offer custom modules. The good news: Zoho lets you move from Bigin to Zoho CRM later, and your data moves with you. So you can start simple and grow. Read more on our Zoho CRM page.
Industries
Industry examples
Trading and distribution
Track dealer and retailer enquiries, quotes and repeat orders. See
Zoho for traders and distributors.
01
Service businesses
Solar installers, interior firms and agencies can track site visits, quotes and closures in one
pipeline.
02
Real estate brokers
Track property enquiries, site visits and follow-ups from the phone.
03
What we set up
What we set up in Bigin
We build your Bigin around how you sell today. Nothing extra, nothing confusing.
New enquiry · 2
Sample Traders
₹45,000
City Clinic
₹22,000
Quote sent · 1
Metro Works
₹1,20,000
Negotiation · 1
Green Foods
₹80,000
Won · 1
Star Agencies
₹60,000
Lost · 1
Delta Stores
₹15,000
Open pipeline value
₹2,67,000
- 1 Enquiry enters the first stage
- 2 Drag the deal as it moves
- 3 See total value per stage
Feature 1 of 8
Pipelines
Your sales stages (for example: New enquiry → Quote sent → Negotiation → Won/Lost). Separate team pipelines for sales, service or dealers where needed.
Website form
Bigin web form
Card scanner
Zoho Forms
ST
Sample Traders
Created from website form
New
- Contact
- Purchase Manager
- Phone
- +91 98XXX XXX10
- City
- Indore
- Source
- Website form
- Pipeline
- Sales
- Stage
- New enquiry
- 1 Enquiry comes from any source
- 2 Bigin creates contact and deal
- 3 Source is saved automatically
Feature 2 of 8
Lead capture
Website forms, Bigin web forms and business-card scanning in the mobile app, so no enquiry is lost.
Hi, please share the price for 200 units.
WhatsApp · 10:12 am
Sure! Sending the quote by email now.
WhatsApp · 10:14 am
Quote email sent: Q-1042 for ₹45,000
Email · 10:20 am
Got it. Can we talk tomorrow?
WhatsApp · 10:31 am
- 1 Customer messages on WhatsApp
- 2 Reply from inside Bigin
- 3 Chat stays on the contact
Feature 3 of 8
WhatsApp and email
Connect WhatsApp and your business email so conversations sit next to the customer record. On paid Bigin plans, you can use WhatsApp templates and send automatic messages.
Today 11:05
Outgoing call to Metro Works, 6 min
Logged
Today 11:12
Note: wants delivery by next week
Note
Tomorrow 10:00
Follow-up call planned
Task
- 1 Call through your calling provider
- 2 Call is logged on the deal
- 3 Add a note and next task
Feature 4 of 8
Calls
Built-in telephony or a supported calling app, so call logs are saved. Supported providers include Indian ones such as Exotel and Knowlarity.
Day 0
Deal moved to Quote sent
Trigger
Day 2
Task: call Sample Traders about quote
Auto task
Day 4
Reminder email sent to customer
Auto email
- 1 Deal moves to Quote sent
- 2 Bigin creates a follow-up task
- 3 Reminder email goes automatically
Feature 5 of 8
Follow-up automation
Auto tasks, reminders and emails when a deal moves to a new stage.
Metro Works · Deal
Visit logged
Stage: Negotiation
Value: ₹1,20,000
Next: send revised quote
- Scan a visiting card
- Log calls from the phone
- Works on iOS and Android
- 1 Salesperson opens the app
- 2 Updates deal after the visit
- 3 Office sees it instantly
Feature 6 of 8
Mobile app
Your field team updates deals from the phone.
Open deals
18
Won this month
₹3,40,000
Win rate
32%
- 1 Deals update through the day
- 2 Dashboard counts them for you
- 3 Owner sees results at a glance
Feature 7 of 8
Simple reports
Deals by stage, won/lost, and sales by person.
Zoho Books
Zoho Forms
Zoho Flow
Zoho Campaigns
MW
Metro Works
Deal won · synced to Zoho Books
Won
- Deal value
- ₹1,20,000
- Invoice
- INV-0087
- GST
- 18%
- Payment
- Due in 15 days
- Owner
- Sales team
- 1 Deal is won in Bigin
- 2 Invoice is made in Zoho Books
- 3 Payment status shows on deal
Feature 8 of 8
Integrations
Zoho Books for quotes and invoices, Zoho Forms, and other apps through Zoho Flow.
Works with your tools
Bigin integrations we set up
Data comes in from
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Website and Zoho Forms Enquiry forms create contacts and deals in Bigin.
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WhatsApp Business Chats sit on the customer's record.
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Phone calls Indian providers like Exotel, Knowlarity and Ozonetel log calls in Bigin.
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Email Google Workspace or Microsoft 365 mail, linked to your contacts.
Bigin by Zoho CRM
Connected by Infobyd
Data goes out to
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Zoho Books and Zoho Invoice Quotes and invoices from your deals.
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Zoho Campaigns Email campaigns to your Bigin contacts.
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Zoho Analytics Detailed sales reports and dashboards.
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Other apps Through Zoho Flow or Zapier, where a connector is available.
Anywhere, safely
Bigin mobile app and security
Mobile app
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Phone apps Bigin works on iOS and Android phones.
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Call logging Calls made from the phone are saved on the deal.
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Card scanner Turn a visiting card into a contact.
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AI on the go Writing help, call transcripts and daily summaries.
Security and privacy
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Certified security Zoho holds internationally recognised security certifications, like ISO/IEC 27001.
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Audited controls A SOC 2 audit, and GDPR compliance.
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Your data stays yours You control who sees what with roles and permissions in Bigin.
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India data centres Your data can stay in India.
Your road to Zoho
How we set up Bigin: 4 simple steps
Time depends on scope. We share a clear plan after the free consultation.
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1
Free consultation: We understand your sales process and check if Bigin is the right fit.
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2
Plan: We map your stages, fields and automations, and share a clear plan.
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3
Setup and data import: We configure Bigin and move your data from Excel or your old tool.
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4
Training and support: We train your team in simple language and stay with you after go-live.
Pricing
Bigin pricing
Paid to Zoho
Zoho licence
Bigin licence price depends on the plan and number of users. Zoho offers a free plan for one user and paid editions (Express, Premier and Bigin 360). See current prices on Zoho's official Bigin pricing page. For our setup service, click "Get a Quote". We can also help you buy your licence — see Zoho licensing.
Paid to Infobyd
Our setup and support
Our setup and support work is priced by scope. We send a written quote after the free consultation.
The free trial opens on Zoho's website. When you sign up with this link, your Zoho account is linked to Infobyd as your Zoho partner.
Our work, in our clients' words
Real case studies, client reviews and guides linked to this page.
Case studies
All case studies
Manufacturing · Madhya Pradesh, India
Build Block Company
Challenge: Enquiries, quotes and follow-ups lived in spreadsheets, paper and phone calls.
One sales system with reminders and live pipeline reports.
Read case study Education publishingMikky Publication Services
Challenge: Lead data sat in many systems and follow-ups were manual.
30% less manual work and 20% more lead conversions.
Read case study Events and exhibitions · Ontario, CanadaNational Event Management
Challenge: Agents tracked many events, products and custom contracts by hand.
Contracts, payments and CRM records now update on their own.
Read case study
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What our clients say
Copied as written on infobyd.com. See all clients
Team is very responsive and they have implemented CRM solutions very smoothly
Highly recommended for future projects.
Zoho products are highly intuitive and user-friendly.
Infobyd is a valuable partner and they work hard to optimize our use of all Zoho applications.
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FAQ
Frequently asked questions
What is Bigin by Zoho CRM?
Bigin is Zoho's simple, pipeline-based CRM for small businesses. It helps you track leads, deals, calls, emails and follow-ups in one place, on web and mobile.
Is Zoho Bigin free?
Zoho offers a free Bigin plan for a single user with basic limits. Teams usually need a paid edition. Check the latest plans on Zoho's pricing page.
What is the difference between Bigin and Zoho CRM?
Bigin is simpler and lower cost, made for small teams with a simple sales process. Zoho CRM is more powerful, with deep customisation, advanced automation and analytics for growing and larger businesses.
Can I upgrade from Bigin to Zoho CRM later?
Yes. Zoho supports switching from Bigin to Zoho CRM, and your data moves across. We can plan and check this move for you.
Does Bigin work with WhatsApp?
Yes. Bigin has a WhatsApp integration with templates and automation. Features depend on your plan, so we confirm this during planning.
Can Infobyd set up Bigin for my business?
Yes. As a Zoho Advanced Partner, we set up Bigin by Zoho CRM in India and abroad: pipelines, automation, integrations and training, and we support you after go-live.
Is Bigin data stored in India?
Zoho runs data centres in India. Accounts on Zoho's India data centre keep their data in India. We check your account's data centre during setup.
Can Bigin log calls from Indian calling providers?
Yes. Bigin connects with Indian telephony providers such as Exotel, Knowlarity and Ozonetel. Calls are saved on the customer's record. We help you pick and connect the right one.
Free consultation
Start with a simple CRM that grows with you
Looking for a simple CRM for small business in India? Tell us how you sell today. In a free consultation, we will tell you honestly whether Bigin or Zoho CRM fits you better.
- Free first call with a Zoho consultant
- Clear plan and quote – no hidden surprises
- Zoho Advanced Partner · 1240+ clients served