Bend it like Bigin: Customizable CRM that plays by your rules.

Rename modules in Bigin

Businesses come in all shapes and sizes and every business has its own terms for different operations. Some talk about "deals" while others call them "projects". Some have "customers" while others have "clients", and we totally understand that. That's why all of Bigin's modules can be renamed to whatever terms you use in your field. That keeps things easy for everyone.

Create more contextual fields with Look-up fields

With Look-up fields, you can create any new field and make a connection between different records. This helps store and maintain all kinds of information, however twisted they are!

For example, if you have clients referring other clients to your business, you can easily create a field for "referrals" inside your contacts module. So when you open a client's details, you'd know if they've referred anyone or if they were referred by someone else to your business.

Look up fields can come handy for so many similar scenarios where you need to establish a new connection between records.

Fetch CRM data with Advanced Filters

CRM solutions are supposed to save your time so good old searches and filters sometimes don't quite cut it. With Bigin's Advanced Filters you can find your CRM records in no time.

While a normal search filter pulls results based on keywords, Advanced Filters can get you the exact record you were looking for based on precise filters for specific properties. For example, to find a record you've never worked on, simply pick the "untouched record" filter.

Find and edit records faster with Bigin's Search

Bigin's search function is more than a simple search bar. You can find records and edit them right from the results. The new search auto-suggests as you type, pulls a list of related records on the side, and you can pick records right from the suggestions to send emails, add notes, or edit fields. Want to see your recent searches? Simply click on the search bar and find them listed below!

List and custom views

More records mean more mess when you're looking for a particular record.

That's why Bigin comes with predefined list views. List views help you categorize your records based on unique criteria. For example, if you only need contacts that were added last week, you can change to that specific view, and you'll only see your newest contacts so you can easily send them welcome emails or start a targeted campaign for them.

You can also create your own custom views to display records based on criteria you define. You can either keep your custom views just for yourself or share them with your peers.

Don't forget to pin your favorite views to find things faster!

Bring your beloved spreadsheets to Bigin!

Bigin's Sheet View combines the familiar reliability of spreadsheets with the advanced functionality of Bigin. This view organizes your data in the tried-and-tested format of rows and columns and enables you to add, update, and compare multiple records.

Deal in both local and foreign currency

Got foreign customers? Don't worry, no more mental math to convert prices.

With Multi-currency, Bigin also allows you to pick a local currency for yourself while also allowing you to create deals and label prices in foreign currencies based on where your customer is from. Bigin takes care of the exchange rate conversion of all the different prices and keeps them streamlined everywhere in your currency, including your dashboards.