Zoho Bigin Setup

Build Bigin Around Your Business

We review how your company receives inquiries, stores customer information, follows up, and moves opportunities toward completion. The Bigin structure is configured around one approved business process instead of leaving your team with generic default settings.

Organize Contacts, Companies, and Pipeline Records

We configure the core Bigin modules used to manage people, organizations, and active opportunities. The approved record structure helps your team keep customer information and pipeline activity in one organized place.

Create a Clear Team Pipeline

One team pipeline is configured with up to 8 approved stages. The stages are aligned with the way your business moves a customer or opportunity from the first inquiry to the completed outcome.

Customize Fields and Views

We create up to 10 approved custom fields and up to 3 practical custom views. This keeps the system focused on the information your team actually needs without adding unnecessary CRM complexity.

Establish Basic User Access

Basic access is prepared for up to 3 users. The approved users are added to the Bigin organization and assigned the practical access required for the agreed small-team workflow.

Connect Communication and Lead Capture

The package includes assistance connecting one approved business email account and configuring one Bigin lead-capture form. We also prepare up to 2 basic workflow rules for agreed notifications, field updates, assignments, or follow-up actions supported by the client's Bigin edition.

Prepare a Practical Dashboard

One management dashboard is configured with up to 3 approved charts. The dashboard can provide visibility into pipeline activity, open opportunities, completed outcomes, ownership, or follow-up progress based on the available data.

Import Prepared Customer Data

One clean and prepared CSV file containing up to 500 records can be imported. The approved columns are mapped to the appropriate Contacts, Companies, or Pipeline fields. Data cleanup, duplicate resolution, and consolidation of multiple sources are separate services.

Test, Refine, and Launch

The approved pipeline, fields, views, users, form, workflows, dashboard, and imported records are tested before handoff. Practical refinements are completed within the fixed package scope, followed by one 30-minute live handoff session.