Bigin - Customer Onboarding
Bigin makes the customer onboarding process super easy! It's so good, your customers will thank you!
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What is customer onboarding software?
Any software that streamlines and automates the process of integrating new customers into your product or service ecosystem qualifies as customer onboarding software. These tools typically offer features like user guides, tutorials, progress tracking, and personalized workflows. By facilitating smoother transitions for new users, such software aim to reduce churn, increase engagement, and accelerate the time-to-value for customers adopting your product.
Why customer onboarding is
easier with a CRM
Effective customer onboarding is crucial for driving product adoption. To embrace your offering, customers must understand, utilize, and ultimately value it. The onboarding process plays an important role in this journey. Leveraging a CRM enables you to track each customer's progress meticulously, ensuring personalized attention and preventing any client from feeling overlooked or underserved.
How does Bigin help with the
customer onboarding process?
Bigin helps you onboard customers as smoothly as you were onboarded onto Bigin! Not only does our Customer Onboarding template work great for small businesses, it also adapts exceptionally well to smaller teams within larger organizations, making it the ideal go-to tool for all onboarding. With Bigin, you can bring all the different aspects of your business together. All your clients, ongoing deals, and activities are related to each other. So we brought them together into modules, the optimal way to store information and run your business.
Pipelines for onboarding
The Pipelines module is your central hub for visualizing client progress. It organizes prospects and clients by their stage in the onboarding journey, offering a clear snapshot of your entire sales funnel. At a glance, you can assess ongoing deals and gauge how close each prospect is to conversion!Store client information in Contacts and Companies
Bigin's Customers and Companies module streamlines the customer onboarding process by providing a centralized platform for managing new client information. Whether you're dealing with individual customers or corporate accounts, the system allows you to capture and organize all necessary onboarding data.Streamline your customer onboarding process with Messages
Centralize all customer communications in the Messages module and engage with new clients while accessing their complete information. View their entire onboarding history and all interactions they've had with your company, so you never miss a beat!Make calls and create tasks and events, with Activities
Set up tasks and events, make calls to your customers, and host and schedule video calls and meetings, all from Bigin.Crunch numbers
with Dashboards
Stay on top of your performance so you know just how much you've been crushing it. Bigin comes with dashboards that accurately report your performance with customizable charts and tables.A list of all your Products
Easily keep a list of all the products or services you sell to your customers. You can also link products to customers and to their deals on the pipeline.A brilliant pipeline to track your deals
from start to finish
Bigin's pipeline is raved about in the small business world. So we decided to double down on our prime feature to provide a pipeline that covers all the main stages of customer onboarding: Starting from making an introduction, then proceeding to gathering requirements, moving on to implementation and confirmation, and ultimately fully onboarding a customer.
Here are the stages of a typical customer onboarding process in a pipeline:
Carefully customized fields to store
every last detail!
One size never fits all, so don't compromise on your needs.So we made changes to how you add information to Bigin to help make sure everything has the full context required for you, your customer, and their journey.
What's more?
Make calls and send emails directly from Bigin
Need to follow up on a prospect or client? Check. Need to make phone calls? Double check. Not only can you make and receive calls through Bigin, but you can also host video calls and presentations without switching apps! Alternatively, if you want to dial it down and keep everything over email, you can do that as well. Bigin comes with both IMAP and POP support, so you can integrate all the most popular email services and send and receive emails directly in Bigin.
Set up workflows and let Bigin deal with the
daily routine
If you think all this might still not save you enough time, we have just the thing for you! You can set up workflows to perform a whole load of your day-to-day tasks automatically, like adding a new contact to the client list, sending welcome emails to new clients, and so much more.
Create multiple pipelines for all your operations
Your pipelines shouldn't stop with just your main onboarding process. Maybe you have a whole another business operation or internal process that you need to monitor in stages. Like legal review, maybe? We've thought of that too! Bigin lets you create multiple pipelines alongside your onboarding pipeline to monitor and visualize your other processes. You can even customize the stages and fields to match the operation!
Connect to all your
favorite apps
Bigin seamlessly integrates with other top business apps. From Google Workspace to MS Office 365, we have all that you need to natively connect and sell just from Bigin. You can also connect to thousands of more apps with Zapier, Zoho Flow, or our magical developer APIs.
Sell from anywhere
with the Bigin app
The Bigin app for iOS and Android is hands down the best CRM app ever made. From monitoring your ongoing deals to crunching tasks, everything is designed to be easy on the go. With the Bigin app for your smartphone, you can take your work anywhere.
Gather customer information with customizable forms
With Bigin's no-code form builder, you can effortlessly create forms for customer data collection. These forms can be shared on your social media, website, or even linked to your product documentation. Streamline your onboarding process by capturing essential information upfront, enabling a smoother transition for new clients.
Got a friend looking for a CRM?
Bigin has tailored templates for a ton of other businesses. Take a look!
All this for only $7 a month per user.
Stop pinching yourself, it's real!
Bigin is priced advantageously for small businesses to give them the right applications to grow and flourish. This will never change. At just $7 per month per user, Bigin provides all that you need and more, which makes it the best small business CRM in the world. Nothing else comes close.
See all pricingDon't take our word for it,
hear from people just like you.
As a small business with a big vision, having access to accurate and relevant data about customers and prospects is critical! Bigin and their onboarding team assisted us on our journey. Although we are early into using Bigin, we are already experiencing the benefits!
Joel Gustafson Chief Operating Officer, Car Trade Go Inc
Our startup, Invest in Latam, has been growing in the past few years, and we were in need of a powerful yet simple CRM. We found the perfect fit with Bigin. It's easy to use and integrates with the latest tech. We are very happy with our investment!
Rebeca Gonzalez CEO & Co-Founder, Invest in Latam
With multiple pipelines, our team has utmost clarity on the status of deals. For our on-field representatives, the mobile app has been a game changer, to say the least. Daily tasks were never easier, thanks to the activity module and dashboards. We are OBSESSED with Bigin!
Anurag Agarwal Anurag Agarwal, Associate Business Development Manager, RoaDo
Bigin has helped our organization accurately track our transactions and enhanced our communication with our clients and within the organization.
Omobola Ayoola Omobola Ayoola, BDM, Joe Etoniru & Associates
Frequently Asked Questions
Client onboarding software is any digital tool that streamlines the process of integrating new customers into a business's products or services. It automates and organizes tasks such as data collection, document sharing, communication, and progress tracking, ensuring a smooth and efficient onboarding experience for both the business and its clients.
A Bigin offers a user-friendly, customizable platform that simplifies customer onboarding. It provides features like automated workflows, progress tracking, and seamless communication tools. Bigin helps businesses save time, reduce errors, and create a positive first impression, leading to improved customer satisfaction and retention rates.
needs of a business?
Yes, Bigin is highly customizable to suit various business needs. It allows users to create tailored onboarding workflows, custom fields, and personalized communication templates. Businesses can adapt Bigin's features to match their specific processes, industry requirements, and brand identity, ensuring a seamless fit with their unique onboarding strategies.
Join the customer onboarding revolution
with Bigin.
Give our 15-day free trial a shot. No credit card, no hidden charges, and no questions. Just Bigin.
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