Why integrate Zoho Books with Bigin?

Selling, tracking payments, and invoicing can be taxing. Not to mention the need to switch between your CRM and finance apps to enter data manually or manage invoices and estimates, which makes it hard to minimize errors and keep track of all the information.

Team up your Sales and
Finance forces.

By integrating Zoho Books with Bigin, you can bring all the information in to one place and allow your sales and finance teams to look at each other's data. With a clear picture of purchase patterns and payment details right next to sales data, you can make more informed, accurate decisions to help you build customer relationships.

Sync sales and invoicingCreate statementsDo more with automationPrevent errors

Sync your sales and invoicing data.

The Zoho Books integration allows you to keep your contacts, companies and products information in your Bigin account in sync with customers and items in Zoho Books, which means every time you update a record in Bigin, the change will be reflected in your Books account as well. The sync is two-way and leaves no room for errors like data duplication.

Image showing a screen to map fields between your Bigin and Zoho Books accounts–Bigin by Zoho CRM.

Create invoices and estimates from Bigin

With sales and finance information available in the same application, your sales force can create estimates, sales orders, and invoices effortlessly right from Bigin.

Screenshot from Bigin displaying the integrated Finance screen inside a contact's details page with options to add new estimates, sales orders and invoices–Bigin by Zoho CRM.

Automate tasks with Zapier or Zoho Flow

Want to go a step further? With a little more push from Zapier or Zoho Flow you can automate some of your tasks like creating statements with Bigin and Zoho Books. For example, if a new deal is added in Bigin, you can set up a workflow to create an estimate for the deal in Zoho Books automatically.

Image showing a screen to map fields between your Bigin and Zoho Books accounts–Bigin by Zoho CRM.

No room for mess

Managing your finances can be strenuous. Updating records into every application individually adds more problems like duplicate entries and human error. With Zoho Books for Bigin, every contact, every invoice, and every estimate is completely taken care of. Update once, and Bigin will set it rolling!

Unified sales and accounting processes with the books integration for Bigin.

Why Bigin is the go-to CRM
for small businesses

Built specifically for
small businesses

Bigin is easy to use, has all the essential features for small businesses, and is priced at a pocket-friendly $7 per month per user.

Set up your CRM in under 30 minutes

Simple and intuitive, you can easily set up Bigin and start selling in
under 30 minutes.

Fully mobile

The Bigin apps for iOS and Android have been built for sales reps to close more deals, even when they're away
from their desks.

Take everything into account when you sell!

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