Step 1 of 4

Let us get to know your business

A few quick questions, and we will have your CRM feeling like home from your very first login.

Company name

Your industry

Team size

Your role

How much CRM experience do you have?

Never used one before Used spreadsheets or a simple tool Used a full CRM before

Are you switching from another tool?

No, starting fresh Yes, switching

What is giving you the most trouble right now?

Keeping up with follow-ups Managing my contacts Sending emails on time Seeing how things are going Not losing leads Coordinating my team Too much manual data entry

Pick as many as you want

Step 1 of 4 — Your recommendation

Here is what we recommend

Based on what you told us, this is the best place to start. You can always choose the other option — nothing is locked in.

Recommended for you

Zoho CRM

Professional Edition

Choose your edition

Think the other option fits better?

Step 2 of 4 — Bigin

Let us set up your first pipeline

Bigin keeps things simple — your whole business runs on easy-to-follow pipelines. Pick how you would like to begin.

Start from a ready-made pipeline

We will set up a simple pipeline that fits your industry, with the stages most businesses like yours use.

Ready in under a minute

Jump straight in

Head into Bigin now with a standard pipeline. You can adjust the stages any time.

0 min setup

Step 3 of 4 — Bigin

Here is your pipeline

Everything below is ready to go. This is all Bigin needs to start tracking your work — no complicated setup.

Your pipeline stages

Step 2 of 4

How do you want to get started?

No wrong answer. You can always tweak things later in Settings.

Recommended for you

Use an industry template

We picked a ready-made setup that fits your industry. Rename things, add the right details, and turn on helpful automations.

Ready in about 2 min

Build it with our assistant

Tell us what you are trying to do in plain English. We will suggest a custom setup built around your specific goals.

A few quick questions

Jump straight in

Head into your CRM now with the default setup. You can always configure it from Settings when you are ready.

0 min setup

Step 3 of 4 — Template

Choose your starting point

Each option sets up your CRM with the right labels, details, and automations for your industry. You can fine-tune everything in the next step.

✓

Nonprofit

Donors, events and fundraising

Your workspace speaks nonprofit language
Tracks donations, donors, and events
Handles thank-yous and reminders automatically

✓

Real Estate

Clients, listings and transactions

Clients, listings, and transactions front and center
Tracks MLS numbers, prices, and closing dates
Follows up on new inquiries so leads don't go cold

✓

Insurance Agency

Policyholders, policies and renewals

Built around policies, policyholders, and renewals
Tracks premiums, carriers, and renewal dates
Sends renewal reminders 90, 30, and 7 days out

✓

Home Services

Jobs, customers and service history

Manages jobs, customers, and service history
Tracks service type, technician, and job status
Confirms jobs and requests reviews automatically

Step 3 of 4 — Review your setup

Here is what we will set up for you

Everything below is already switched on. Turn off anything you do not want right now. You can add it back anytime.

Step 3 of 4 — Guided Setup

Tell us about your workflow

Answer a couple of quick questions and we will build a configuration around your answers.

Would rather just describe it in your own words?

How do you track customers today?

What does your sales process look like?

What would save you the most time if it happened automatically?

Sending follow-up emails Assigning leads to my team Creating tasks when deals move Reminding customers about appointments Generating reports automatically

add anything else in your own words (optional)

Anything else you would like to tell us?

Describe it in your own words — our assistant reads this

For example: “I run a small landscaping company with 3 employees. I want to track customer inquiries, schedule jobs, and send a thank-you after each one is done.”

Building your custom setup...

This only takes a moment

Reading your goals

Matching to CRM features

Setting up automations

Finalizing your workspace

Step 3 of 4 — Your Recommendations