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Zoho Applications

A Simple CRM for Growing Teams

Bigin gives small sales and service teams pipeline discipline in days, with room to move up to Zoho CRM later.

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Zoho Bigin
Zoho BiginDelivered by DGPROJX, Zoho Authorized Partner
What you get
Separate sales flowsMultiple pipelines, e.g. individual (B2C) and corporate (B2B) customers (standard Bigin)
Renewal disciplineContract-renewal pipeline with reminder workflows
Automatic follow-upWorkflow automations, tasks and email templates
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Business challenges

Sound familiar?

Customer follow-ups are tracked in notebooks, Excel or personal phones.

Contract renewals are missed, and recurring revenue is lost.

The owner can't see what each salesperson is working on.

A full CRM feels too complex and too expensive for the team's size.

What we deliver

What we configure and build

Business needWhat DGPROJX configures or builds
Separate sales flowsMultiple pipelines, e.g. individual (B2C) and corporate (B2B) customers (standard Bigin)
Renewal disciplineContract-renewal pipeline with reminder workflows
Automatic follow-upWorkflow automations, tasks and email templates
WhatsApp conversationsWhatsApp Business integration (DGPROJX integration work)
Connected invoicingIntegration with Zoho Books
Room to growData model designed for an easy upgrade to Zoho CRM
Example workflow

How the work flows

EnquiryPipeline (B2C or B2B)Visit or quoteContract signedService deliveredRenewal reminderRenewal won

Illustrative workflow, configured to your process.

From our project experience

What we've built

Project example

For a services company, we configured separate B2C and B2B pipelines, a companies module and a set of workflows built around contract renewals, ready for WhatsApp integration.

Integrations

Connected to the rest of your business

  • Zoho Books, Zoho FSM and Zoho Forms
  • WhatsApp via Wati
  • Zapier and Make
Business benefits

What changes for management

  • Fewer missed renewals
  • Consistent follow-up
  • Owner visibility
  • A low-cost start
Related services & industries

Explore further

Visual: Two pipelines side by side (B2C / B2B) with a renewal stage highlighted.

FAQ

Questions we hear often

Is Bigin a real CRM?

Yes. It is Zoho's pipeline-focused CRM for small teams.

Can we upgrade to Zoho CRM later?

Yes. We design your data so the move is straightforward.

Can Bigin connect to WhatsApp?

Yes, through integration. We scope the method with you.

How fast can we start?

A standard Bigin setup can be live quickly. Timing depends on data and integrations.

Start simple, with a structure that scales.

A free consultation with a senior consultant. No sales pitch, just a clear view of where to start.

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