Take on bigger challenges. Automate the rest.

Tons of little tasks go into making a sale. You call, send emails, follow up—the routine is never-ending. That's why Bigin allows you to create and automate workflows. Simply create condition-based actions to perform for a wide variety of tasks. Let Bigin handle it all while you focus on winning deals.

Here's how it helps

Create intelligent workflows in three easy steps
Set up automatic email alerts
Automatically assign new contacts to your team
Setup instant workflows or schedule workflows for later
Create new records automatically
Automate the scheduling process

Create intelligent workflows in just three steps

Bigin is designed to reduce your workload, and that starts with cutting down on redundant daily work like adding new contacts, updating a deal's progress, or adding tags to the data you've imported from other sources. Just create a workflow and then forget about doing everything manually.

Creating a workflow is a breeze with Bigin: just set triggers to set off the workflow, specify conditions for the triggers, and select actions to be performed when those conditions are met. No coding required.

Set triggers, conditions and actions to create a workflow in three easy steps in Bigin.

Set up email workflows and automatic email alerts

For example, you want to send welcome emails to all your new customers. It would be a lot of work to send emails manually every time you add a new customer. With Bigin, you can create a workflow to send out standardized welcome emails whenever you have new customers.

You might also want to know instantly when you land a big deal. Simply set up a workflow to alert you when a deal is worth more than a set amount and easily stay on top of your biggest deals.

Create workflows to automate emails whenever a new customer is added in Bigin.

Automate the creation of new records

Streamline your business operations by creating workflows for automatically adding new records to the Contacts, Companies, or Pipelines modules—a simple process that will save you a ton of time and effort!

Let's say your salesperson just got off a call with a lead that has a high chance of converting and they've created a follow-up task. By setting up a workflow, you can ensure that every time a follow-up task is scheduled,
a record is created automatically in your sales pipeline, thus ensuring your lead goes through
the proper nurturing process.

Setting triggers and conditions while creating a new record

Automatically update important
field values

Effortlessly ensure the consistency and accuracy of your data by automatically modifying field values in records when specific conditions are met.

For example, if one of your customers has requested urgent support on an issue and you've changed the priority of the support ticket, you can set up a workflow that automatically moves up the due date to ensure the quickest resolution possible.

Assign each record to the right person
on your team

Strategically distribute the ownership of records among users in your organization. This not only ensures that each record gets the attention it needs, but also that only qualified individuals handle their areas of expertise.

For instance, you can assign all incoming leads to a particular sales representative based on their source; a lead coming in from your website and a lead from an event will be assigned to different representatives.

Workflow for automatically assigning leads

Schedule calls, events, and tasks automatically

How can you make Bigin's straightforward scheduling process even easier? Well, by making sure that you don't have to do most of it! You can now automate the scheduling of calls, events, and tasks.

Take the example of a real estate agent who wants to create an event automatically every time he moves a client's deal to the "Negotiation" stage in the pipeline, to ensure that there is no error or delay in the scheduling of the negotiation meeting. He can also automatically schedule calls whenever a lead is tagged as "High Priority",
set up tasks for managing customer complaints, and lot more with Bigin's Workflows.

Setting triggers and conditions while creating a new event

Schedule workflows for later

Some tasks do not have to be done instantly, they make sense to be given some time.
In those cases, you can choose to set up workflows the same way, but schedule them for later.

For example, you may want to collect feedback on your product 5 days after purchase. You can easily schedule an email to be sent automatically to your customers after 5 days of purchase.

Additionally, you can even specify when the workflow should be triggered, the date and time, and if the workflow should repeat monthly, yearly or never.

Trusted by 30,000+ small businesses globally

I'm self employed and I need tools that help me automate and track everything that goes on day-to-day. I have been looking for a simple CRM for the last 3 years. When I started using Bigin, I loved how easy it was to use with its clean and organized interface. One of the best things is that they made it affordable.

Bigin is certainly a refreshing new CRM tailor-made for startups and small businesses. For us it was pretty intuitive, and we were off to using it in full swing within 5 minutes of signing up. I also loved the fact that Bigin also has customizations, workflows and integrations for users to grow into the platform slowly and tap in to its power.

Bigin has become an integral part of our business. It’s absolutely functional, easy to set up, and cost-efficient. It has helped me tighten weekly reviews and build an effective customer follow up strategy. It is ideal for young startups and businesses which require a funnel management system for sales and service.

Krista GuerreroOwner, Kreative Design/Marketing

Shyam Sundar Founder, GoFloaters

Harshavardhan AshokHead operations, Autoprint Agri Automation

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