Managed Zoho Bigin
Zoho Bigin gives a small team a real CRM without the weight of a big one. It still needs someone to shape the pipeline, get your contacts in cleanly, wire up the follow-ups, and keep the data worth trusting six months later.
With Cascadia you get
A pipeline copied from a template stops matching reality within a month, and then people stop updating it. We build stages from the steps your team actually works through and name them in your own language, so moving a deal forward takes seconds and the board reflects what is really happening.
Three records for the same company is how a team quietly stops trusting the CRM. We deduplicate contacts and companies, standardize how information gets entered, and run cleanups on a schedule, so the database people rely on does not decay back into a spreadsheet with worse formatting.
The deal you lose is usually the one nobody circled back to. We build the workflows, email sequences, signals, and reminders that chase things automatically, so routine follow-up happens whether or not the person who owns the account remembered to write it on a list.
What you get
All 20 of these come with Managed Zoho Bigin, set up and looked after by our team.
Tell us how your team uses Zoho Bigin and we will take it from there.
Bigin is easy to sign up for, which is exactly why so many accounts end up half configured and half trusted. Getting real value out of it takes pipeline design, clean data, working automation, and someone maintaining all three.
| What to compare | How Cascadia handles it |
|---|---|
| Getting the pipeline right | We design the pipeline around your actual sales steps and change it whenever the process changes, rather than leaving your team to bend their work around a template. |
| Moving off spreadsheets | We map the data first, deduplicate before it goes in, and reconcile the result against your source, so the first week in the CRM is not spent repairing it. |
| Inheriting a CRM someone abandoned | We audit what exists, find the broken workflows and the fields nobody fills in, and tell you honestly which parts are worth repairing and which should be rebuilt clean. |
| Getting the team to use it | We set up the mobile app, cut the fields down to what people will really fill in, and keep adjusting until updating a deal is faster than sending somebody a message about it. |
| Growing into the rest of Zoho | We manage the wider Zoho ecosystem, so when your pipeline problem is really a Books or Desk problem, we say so, and we will tell you when the Zoho One bundle costs less than adding apps one at a time. |
| What it costs next month | A flat monthly rate makes the cost predictable and puts the incentive on us to keep your setup stable rather than to accumulate billable hours. |
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A shared spreadsheet works until two people edit it at once and nobody knows which deal is current. We migrate that history into Bigin, build the pipeline around how you already sell, and set up the reminders a spreadsheet was never going to send on its own.
Get startedWork does not stop when the deal closes. We set up Team Pipelines for onboarding, delivery, and renewals alongside your sales pipeline, so the handoffs that currently live in somebody’s inbox become stages the whole team can see and act on.
Get startedPlenty of companies buy the full platform, spend months configuring it, and use a fraction of what they paid for. Bigin does less on purpose.
Get startedWhether you are starting from an empty account or inheriting one somebody else abandoned, the sequence is the same.
We start with a consultation about how deals move through your business, where they stall, and who touches them along the way. Then we look at the data you are carrying and what it will take to get it in.
Get startedWe map your spreadsheet or your old CRM into Bigin, deduplicate before the import rather than after, and check the result against your source. Then we build the pipeline stages, custom fields, and record layouts around the way you work.
Get startedWe build the workflows, email templates, web forms, and integrations, then roll the whole thing out to your team on desktop and on mobile. From there it stays managed.
Get startedPricing
Pricing depends on the size of your setup and how much of it you want us to run. Tell us what you have today and we will put a number to it, with no obligation.
Ask for a quoteWe reply within two business days.Ask us
Want the wider picture? See every Zoho app we set up and run.
See all Zoho servicesManaged Zoho Bigin is an ongoing subscription where we run your Bigin CRM for you. That covers pipeline setup and upkeep, data migration and cleanup, workflow automation, integrations with the rest of your stack, user administration, and reporting. Instead of paying a consultant every time your process changes or the data gets messy, you have a team already inside your account handling it month to month.
Yes. You keep your own Bigin subscription and own the account, the data, and everything built inside it. We work in your environment as an administrator. That matters if you ever change providers, because nothing is locked behind our accounts and there is no export to negotiate. We will also tell you which tier fits your user count and automation needs.
Bigin is the smaller, pipeline-first product. It is faster to set up, cheaper per user, and deliberately limited: fewer modules, fewer customization layers, and simpler automation. Zoho CRM is the full platform for larger teams with complicated processes. Most small sales teams are better served by Bigin, and we will say plainly when your requirements have grown past it.
Yes, and it is usually the first job. We map your existing records from a spreadsheet, Zoho CRM, HubSpot, Pipedrive, or similar, match the fields properly, deduplicate before the import rather than after, and reconcile the result against your source. A standard migration is part of onboarding. A very large or badly structured dataset gets quoted as a project.
Yes. We start from how your team actually sells rather than from Bigin’s defaults, then name the stages in your own language and set the fields each one requires. If the process changes later, adjusting it is a request to us rather than a rebuild you have to plan around and pay for separately.
Yes, through Team Pipelines. Onboarding, delivery, renewals, and support handoffs all fit the same stage-based structure, and they are usually the processes currently living in somebody’s inbox. We set those up alongside your sales pipeline so the whole customer journey sits in one place instead of two systems and a spreadsheet.
Workflow rules that assign owners, move deals, send email, and create tasks when something happens. Email templates and sequences for the messages your team sends constantly. Web forms that drop leads into the right pipeline. Signals and reminders so follow-ups happen on time. The limits depend on your Bigin tier, and we will tell you where yours sits.
Bigin connects natively to Zoho Books, Desk, Campaigns, Analytics, and Flow, plus telephony providers, mailboxes, WhatsApp, and common outside tools. Anything without a prebuilt connector can usually be wired up through Zoho Flow or the API. If a connection turns out not to be worth the effort, we will say so rather than build it anyway.
Zoho One does not include Bigin. It bundles Zoho CRM instead, which is the larger product. Plenty of teams still run Bigin next to other Zoho apps, and we manage it either way. If you already pay for Zoho One, we will look at whether Zoho CRM covers what you need, and our Zoho One plan manages the whole ecosystem rather than one app at a time.
Most setups are running within two to three weeks. The first week covers access, a review of how you sell, and pipeline design. The second covers migration and cleanup. The third covers automation, integrations, and getting the team using it. A large migration or a messy source system takes longer, and we will tell you that up front.
We include practical guidance as part of the service: showing people the handful of actions they need daily, how to work the mobile app, and how to update a deal without thinking about it. That covers most teams. Formal training for a larger group, or admin training so you can make changes yourself, runs as a scoped session.
The subscription is monthly with no long-term commitment. You can cancel with notice, and because everything lives in your own Zoho account, you keep every pipeline, workflow, form, and record we built. We would rather earn the renewal each month than rely on a contract to hold an unhappy client in place.
Yes, and it is a common starting point. We audit what exists, then find the duplicate records, the workflows firing on the wrong trigger, the fields nobody fills in, and the stages that stopped matching the process. Sometimes the answer is repair and sometimes a clean rebuild is faster. We will tell you which, with reasoning, first.
Start with a consultation. We look at how your team sells today, where deals go quiet, what data you are carrying, and what else you run. From there we confirm whether the standard plan covers it, collect access, and begin with pipeline design and migration. If your needs turn out bigger than the subscription, we will quote the project rather than overpromise.
We’d love to hear from you!
