Automate your way to success!

Automate everything—from assigning leads to scheduling follow-ups—in three easy steps

Create intelligent workflows by setting up triggers and defining the actions to be executed when specified conditions are met. Effortlessly automate repetitive yet integral tasks like the assignment of leads to particular members of your team, sending out thank you and welcome emails, scheduling calls, updating due dates, adding tags, and more.

Stage automation: Automate the actions linked to your customer-facing operations

With Bigin's Stage Automation feature, you can automatically trigger actions like adding or removing tags, updating fields, sending emails, or assigning owners, anytime a record—whether it's a lead, an order, a customer complaint, or a marketing campaign—satisfying certain criteria is moved to a particular stage in your process.

Let's say a customer has requested a refund and your team has processed it. With Stage Automation, you can automatically send an email notifying the customer as soon as their request is moved to the "Transaction Completed" stage.

Effortlessly collect customer information and let Bigin handle record creation!

Using Bigin's no-code form builder, you can create and share forms for a wide variety of applications, ranging from order placement and customer signup to feedback and complaint collection.

The best part? Bigin will automatically create records in the relevant pipelines or new contacts using the collected data, enabling you to start processing the data directly.

Automate your email marketing efforts

Execute successful email campaigns for your target audience! All you have to do is curate an email and set the criteria for the recipients; Bigin will automatically create an audience list and send out the campaign.

Additionally, you can integrate with Zoho Campaigns to strengthen your emailing efforts further. For instance, you can automatically schedule follow-up calls or close unsuccessful deals based on recipients' responses to your marketing emails.

Direct team-specific emails to the right people in your organization

With Bigin's Email-In add-on, you can create separate email aliases for different teams, and the emails sent to these email addresses will automatically be converted into records in Bigin, allowing for quick resolution.

For instance, emails directed towards the support team that contain customer complaints and queries will be added to the "Customer Support Pipeline" automatically, while emails for your sales reps will be included in the "Sales Pipeline".

Stay on top of your business calls with automatic call logging

Make, receive, and record phone calls without leaving Bigin! These phone calls are automatically logged in and linked to the contact's record, along with any notes you take during them.

Seamlessly integrate with your favorite business apps and automate important tasks

Integrate Bigin with Zapier or Zoho Flow and automate the transfer and management of data between thousands of apps and Bigin.

Did a customer book an appointment via Calendly? A new contact will be automatically created in Bigin. Did someone create a new support ticket in Bigin? Automatically inform your support team through Slack. Want to store all your Facebook leads as contacts in Bigin? You can automate that, too! With Bigin, the automation possibilities are endless.