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Zoho Partnership

Turning Spreadsheets into Sales Success

boltin partners with Zoho Bigin, a simple pipeline-centric CRM designed for SMBs to help teams organise customer data, track deals, and manage sales activities in one place, without the complexity of traditional CRMs.

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Bridging the Gap Between Spreadsheets and Sales Success

  • Small businesses stall not because of missing tools, but when leads, follow-ups, and customer details live in too many places.
  • Zoho Bigin organises everything into clean, visual pipelines, so every lead, deal, and task is easy to track.
  • Built-in email, calls, and WhatsApp keep conversations in one place, reducing missed follow-ups.
  • With boltin’s implementation expertise and Zoho Bigin’s pipeline simplicity, SMBs are enabled to track sales clearly, close deals faster, and replace manual tracking with automated workflows.

Key Benefits of the Partnership

Clear, Visual Sales Pipelines

Move from scattered spreadsheets to structured sales stages, so teams always know what needs attention and what’s closest to closing.

Faster Follow-Ups

Automate reminders, tasks, and routine workflows so deals don’t slip through the cracks.

Built to Grow With You

Add features, integrations, and workflows as your business scales without starting over.

Unified Customer Records

Keep every interaction – emails, calls, WhatsApp conversations, and notes – visible in one customer timeline.

Simple to Set Up, Easy to Adopt

Get started in minutes, not months, with intuitive tools teams actually enjoy using.

The Bigin Difference *

Zoho Bigin is designed specifically for small businesses that need structure but don’t want heavy, complex CRM systems.

Pipeline-First Design

Everything revolves around deals, stages, and progress, making it easy to see where revenue is coming from.

Built In Communication

Send emails, make calls, and manage WhatsApp conversations directly inside the CRM.

Smart Automation

Reduce manual data entry with workflows that create records, send follow-ups, and trigger alerts automatically

Works With Your Favourite Tools

Integrates seamlessly with Google Workspace, accounting tools like QuickBooks, and other business apps.

Zoho Bigin Capabilities

Sales Pipeline Management

Create visual pipelines with custom stages from first contact to win so teams can prioritise the right opportunities.

Contact & Lead Management

Centralise customer data, track every interaction, and import contacts from spreadsheets and other systems.

Built-In Communication

Log calls, track emails, and manage WhatsApp chats all tied to the right deal or contact.

Task & Activity Tracking

Assign tasks, set reminders, and manage meetings linked to deals, ensuring timely follow-ups.

Automation & Workflows

Automate repetitive steps like sending thank-you emails, updating fields, or triggering alerts when deals move forward.

Financial Integration

Sync quotes, invoices, and products by connecting Bigin with accounting platforms such as QuickBooks.

Ready to move beyond spreadsheets and close deals faster?

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