Bigin by Zoho CRM vs. Pipedrive

Startups Needing Quick Setup with Low Overhead
Startups that need a CRM quickly and don’t have the time or resources to onboard heavy tools can set up Bigin in a matter of hours. It covers all the basic CRM needs out of the box, making it ideal for teams just getting started.

Pipedrive's lead management features are top-notch, particularly the ability to automate email correspondence and receive alerts when necessary. It has an excellent pipeline, opportunity management, and sales automation without coding: —Exceptional cost-effectiveness. —User-friendliness. —Usability. —Top-notch search filter. However, its speed could be increased because adding new actions requires numerous taps and swipes.

Incentivized

• Zero-friction onboarding
• Imported 200 Google-Sheet leads in under 5 min via copy-paste wizard; field mapping was drag-&-drop, no CSV-headache.
• Email templates – yes, but the editor is limited.
• Merge-tags work, yet you can’t drop in advanced HTML; our logo had to be linked from an external URL. On the plus side, a bulk send of 25 emails went through without a hitch and none landed in spam – big win for us.
• Reports – fast but shallow.
• The dashboard quickly shows “deals closed” and “average stage duration,” yet you can’t pull conversion rates by lead source without digging into an export. Good enough for the board, too thin for an analyst.
• Automation – paywalled only.
• We wanted Bigin to auto-send a survey when a deal moved to “Won,” but workflows are a paid feature. You can test them during the trial; once it expires it’s back to manual clicks.

Incentivized

• Great visual visibility of the funnel plus easy to drag the deals across the stages
• The email integration that collects all relevant communication (also through the possibility of adding a deal-specific Pipedrive address on BCC)
• The integration with Pandadoc, which we use a lot, so that Pipedrive keeps a really handy overview of the documents we have sent out / which have been signed

• I would like to link the same contact to more than one company.
• I would like to be able to use only the name field, but I need to use first and last name
• I would like to have a plan where there is no limit on the number of customizable fields

Incentivized

• Showing the customers name on the pipeline page. Right now I can only get it to show the brand name twice. I wish it would replace the second brand name with the main point of contact.
• Better reporting tools. Their reporting tools are not easy to pick up. I've spent time trying to figure it out and it isn't something I can pick up on quickly.
• Better training options. I wish I had a personal trainer to walk me through the best way to use Pipedrive so I can get the most out of it.

Incentivized

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Incentivized

Unless I find something better...

Bigin has really helped us with selling our monitoring services to our customers, which is primarily farmers in the UK. We often need to talk to customers before, during and after a sale, and Bigin helps us keep our contacts and leads organised as we track all these interactions. We recommend it very strongly

Incentivized

There is a learning curve that caused a slow adoption but overall the UI looks great and the support is helpful when there is an issue that you need to be addressed. The marketplace integrations (developed by Pipedrive) could definitely use some work as they're not as seamless as we'd hoped for!

Incentivized

The support is all international and it takes a while to get support as you have to go through chats and set up times, not as easy to just call and get the support you need. They are very nice when you do finally connect with someone and they are knowledgeable, just challenging being international sometimes.

Incentivized

Between quick video tutorials and having very quick feedback from their support teams, it is one of the main reasons I would recommend Pipedrive. It is critical, especially when setting up the platform to meet your companies needs, that a solid support team like Pipedrive has is there to make the transition easier.

Incentivized

Experiment is the only way to start

Simplicity, usability, and a modern, intuitive UI.
Easy to learn and simple to guide customers through. Flexible enough to fit diverse business scenarios with seamless integration. Enables managing marketing, operations, customer service, sales, and even assets all in one place. Smooth connections with external services.
Delivers huge value at a fair price.

The reporting tools with Pipedrive are immensely more advanced and customizable than Clio Grow. We are able to adjust and tweak the reports to make sense for our firm specifically whereas with Clio Grow, you were sort of stuck with the default reports. Pipedrive beats Clio Grow hands down.

Incentivized

• Reaching more possible customers quickly and with less effort. The fact of being able to automate sending to our contact database, which has previously been tagged and categorized, has allowed us to send information in a more agile way (previously we simply used Outlook, without any type of automation).
• Automatically consulting all the email history you have with any of the contacts has allowed us to be more efficient and avoid duplication in communications.
• The process of implementing and integrating Bigin in our company, although it was not difficult, we found some difficulties to synchronize the database loaded in Bigin by Zoho CRM with our Office365 account.

• Great on setup which made our work easier and less technically equipped people can manage a lot of things(compared to SalesForce where you need to hire a developer to set it up)
• We were able to integrate our calling system easily and get things going on the lead calling aspect.
• Great multipipeline option where we were able to manage both organisations under one roof.

Incentivized