How can Managed Services Providers use Bigin to offer CRM as a Service?

How can Managed Services Providers use Bigin to offer CRM as a Service?


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MSPs can offer Zoho Bigin as a lightweight CRM solution to their SMB clients by:

  • Setting Up Custom Pipelines: Align Bigin with the client’s industry and process.

  • Training Users: Educate client teams on deal handling, contact management, and reporting.

  • Building Integrations: Connect Bigin with Zoho Books, Campaigns, or external apps.

  • Offering Support Packages: Provide tiered plans that include customization, training, and ongoing support.

  • Client Portals: Use Zoho Creator or WorkDrive for document exchange or status updates.