How can businesses migrate from spreadsheets or legacy tools into Bigin?
Bigin simplifies CRM adoption for small businesses migrating from Excel or legacy tools through:
CSV Import: Bulk import data for contacts, companies, deals, and activities.
Field Mapping Tools: Match spreadsheet columns with Bigin fields to preserve data integrity.
Duplicate Check: Avoid redundancy by identifying duplicates during import.
Migration Assist: Use Zoho’s migration support or services to transfer data from CRMs like Salesforce or HubSpot.
Custom Setup: Tailor modules and pipelines before or after import to match existing workflows.
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