Happy August! We are back with another edition of The Bigin Bulletin, jam packed with brand new features, interesting integrations, an amazing customer journey, and more!
📩 Bring your favorite CRM to Zoho Mail
Up until now, the Zoho Mail integration enabled you to send, receive, and track all your emails from Bigin. With this brand new widget, you can add new contacts, view details about existing ones, create tasks, schedule calls, and perform a wide variety of other actions in Bigin—all without leaving Zoho Mail.
📋 Build forms that are truly unique to your company
Our forms are now more customizable than ever! Add your company's logo, include custom images in the background, control the shape and position of the "Submit" button, and divide the forms into sections based on the data you're collecting.
🔢 Clearly define the role of every user in each customer-facing pipeline
Define the level of access every user has to a particular Team Pipeline.
For example, support agents may need to add, edit, and view all tickets in the Customer Support pipeline. A sales agent, however, only needs access to the support tickets of customers they've converted. Demarcate the control users have over each pipeline with Team Pipeline Permissions. Learn more
📱 Never miss out on a business call ever again
Click the Caller ID banner that pops up during an incoming or outgoing call to access the wealth of information stored in Bigin—ranging from the contact's profile picture to the active deal they're associated with.
Caller ID for Android
Caller ID for iOS
Do more with Bigin
Here's a glance at some of our powerful integrations (or toppings, as we lovingly call them 😜) which are designed to help you manage your entire business without leaving Bigin!
Zapier for Bigin: Connect Bigin with all your favorite business apps
Connect Bigin with 2,000+ apps for seamless data transfer and cross-application automation.
Click here to manage all aspects of your business from Bigin
Zoho Desk for Bigin: Provide the best possible customer service
Access customer support tickets and provide support through multiple channels, including email, phone, and WhatsApp—all without leaving Bigin.
Click here to expedite the resolution of support tickets
Customer's Corner
#BiginnersTips
Facing issues while using Bigin?
Introducing a new video-based issue reporting option! Effortlessly share a screen recording and a detailed description of an issue with the customer support team for faster resolution.
The Bigginer's Guide
Business automation made easy!
Learn how to automate repetitive yet integral tasks such as the sending out of welcome emails and payment reminders, assigning leads, scheduling follow-ups, and more!
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