Team pipelines
Separate pipelines are set up for sales, purchasing, hiring or support. With interconnected pipelines, one process starts when another ends.
Zoho Bigin moves leads, quotes and follow-ups along one pipeline, stage by stage. Setup is short and the cost per user is low; you start on the free edition and move to Zoho CRM in one click, with your data, once the business grows.
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PIPELINE
In Zoho Bigin the sales process is a pipeline: first contact, quote, meeting, close. Each deal moves between stages as a card; who owns it, which stage it waits in and when the next step is due all stay on one screen.
Requests from phone, email, WhatsApp and web forms enter the same pipeline. Repetitive work is tied to workflows and follow-up dates turn into tasks. In the field, the team sees the same data from the mobile app.
Features
Every Zoho Bigin edition is built on the same foundation; pipeline, record and automation limits widen as you move up.
Workflow automation
Sending an email, creating a task or updating a field when a stage changes is tied to rules. The Premier edition adds stage transition rules.
Phone, email and WhatsApp
Built-in telephony and integration with more than 100 phone providers are available even in the free edition. From Express up, email through Outlook, Gmail and Zoho Mail, WhatsApp Business and X connect.
Web forms and ad forms
Requests from no-code web forms become contact and pipeline records directly. From Express up, the LeadChain add-on brings in leads from Facebook, Instagram, LinkedIn and TikTok ad forms.
Dashboards and reports
The free edition has a standard dashboard with charts and KPIs, Express adds customizable dashboards, and Premier adds a target meter.
Toppings and integrations
Add-ons (Toppings) from the Bigin Marketplace add new capabilities. Zoho Books, Zoho Analytics, QuickBooks, Microsoft 365, Google Workspace, Shopify and Mailchimp connections are ready; more than 2,000 apps connect through Zapier.
Editions and pricing
Zoho Bigin pricing follows Zoho list prices per user per month, in euros, excluding taxes. Paid editions can be tried for 15 days without a credit card; when the trial ends the account moves to the free edition and nothing is charged automatically.
Comparison
Zoho draws the line clearly: Zoho Bigin is for small businesses, Zoho CRM for mid-market and enterprise companies. When you need custom modules, step-by-step process management with Blueprint or sales forecasting, it is time to move to Zoho CRM.
Where Zoho Bigin is enough
A team of 1 to 20, one or a few sales processes, a quick start and a low cost per user.
When Zoho CRM is needed
When custom modules, step-by-step process management with Blueprint, sales forecasting and broader customization come into play.
How the move works
There is one-click data migration: users, companies, contacts, pipelines, stages, tasks, events, notes, attachments, products and custom fields are carried over. Add-ons such as a purchased phone number are not carried over and the Zoho Bigin subscription is not cancelled automatically; we plan the move with both in mind.
Setup
Zoho Bigin is simple enough to set up on your own; whether your team actually uses it depends on how well its pipeline stages, fields and automations fit your sales process. We set it up in this order.
Process map
We map your sales process stage by stage and design the pipelines and required fields around it.
Data migration
We clean the customer, company and deal records in your spreadsheets or old system and import them into Zoho Bigin.
Channel connections
We connect email, WhatsApp Business, phone and web forms so every incoming request lands on the right pipeline.
Automation
We tie recurring follow-ups, task assignments and notifications to rules within your edition’s automation limit.
Team training
We train your team on your own data, and we stay with you after the setup.
USE CASES
These examples show how the same components are set up in different businesses. Which stages and fields open up becomes clear in the discovery call.
Agency and consultancy
PROBLEM
Quotes sit in an inbox and meeting notes in a diary. Who is waiting on which quote only comes up when someone asks.
SOLUTION
Quote stages are defined on one pipeline; each deal keeps its owner, amount and next step on the record. The follow-up date becomes a task, and an overdue deal moves to the top of the list.
Real estate office
PROBLEM
Listings and customer requests live in separate files; two agents can end up calling the same customer.
SOLUTION
Requests collect on one pipeline and each record is assigned to an agent. Calls and viewings become stages; a request from the web form lands straight on the pipeline.
Retail and ecommerce
PROBLEM
Wholesale and corporate requests arriving on WhatsApp get lost among personal chats.
SOLUTION
WhatsApp Business and the web form connect to the pipeline, so every request becomes a record. Recurring follow-up messages are tied to workflows and won deals collect on a dashboard.
Start free
Your account is opened under Eksenium's authorized partner registration. The license is billed at Zoho's official list price; we quote the setup separately from the license, with a written scope and a fixed fee. Base support after setup is not priced separately.
On Every Project
1
Live training
At the same table as your team in Istanbul, remotely in other cities and abroad; with real data.
2
Full documentation
Every structure we build is in your hands, in writing.
3
How-to videos
Watch-and-apply recordings for every screen.
4
Fast support
Quick answers to anything left unclear after training.
5
Adoption report
Is the team actually using the system? We measure it.
Support Structure
Every company whose setup we did gets base support through three channels after go-live; it is part of our responsibility and is not priced separately. The WhatsApp channel and phone stay open for as long as we are your partner; feature and customization requests by email in the first 6 months are part of the setup, while new modules and integrations are priced separately.
01 · Email
Feature and customization requests
First 6 months after go-live, for your existing setup. Write to us; the request is logged and planned.
02 · WhatsApp channel
Team questions and instant fixes
A channel set up for your company, open for as long as we are your partner. Your team asks, small fixes happen on the spot.
03 · Phone
Urgent issues and management questions
Open for as long as we are your partner. When something stops work or management needs an answer, call us directly.
Coverage
WhatsApp channel and phone
throughout our partnership
Email · features and customization
first 6 months
After go-live, for every company whose setup we did. None of the three channels is priced separately; the 6-month scope covers feature and customization requests.
Why you can trust us
Seven branches, one system, one screen
Managing a healthcare group with seven branches, the hardest part was seeing the whole picture. Each branch kept its own records and the same patient's data lived in different places. Two and a half years ago we moved to Zoho CRM with our Zoho Authorized Partner İsa Demirci and his team, and that picture changed. Today all seven branches run on a single system. I follow the entire group from one screen, while branches and teams see only their own areas through role-based permissions. The question of what a patient experienced at which branch is now answered by the system itself, not by phone traffic. Two and a half years is not a short time. The system has run reliably throughout, and whenever we needed him, İsa Bey was always reachable. We wholeheartedly recommend them to any multi-site healthcare organisation.
Live on the date they gave
In health tourism the patient journey is long and has many steps: the first message, the assessment, the quote, travel, treatment day and the follow-ups after it. Working with Eksenium, we did not have to explain this journey to them from scratch. Without us telling them, they knew which information must not get lost at which stage, and where patients wait and where they drop off; our conversations were always about the details of our own business.
Eksenium is one of Zoho's Authorized Partners in Türkiye. You can see our listing, certifications and client reviews in Zoho's partner directory.
Our listing in the Zoho partner directoryBrands that trust us
Why Eksenium
We build it, improve it, keep it alive.
No system stays standing without someone behind it. We stay with every structure we build after delivery: monitoring, fine-tuning, and making sure your team truly adopts it.
Next step
Let's talk through your current process and assess together what Zoho would bring to your business. No sales pressure. A written proposal within 48 hours.
FAQ
More questions? Write to us · we reply within 24 hours.
Yes, there is a permanent free edition: one user, 1 pipeline, 500 records and 3 automations. Paid editions can be tried for 15 days without a credit card; when the trial ends the account moves to the free edition and nothing is charged automatically.
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We prepare a concrete proposal and a live demo based on your current system, your goals, and your timeline. No commitment before the contract.
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