Q2 updates from Bigin: New QuickBooks integration, better social media lead capture & more!

Bigin Q2 Updates

Hi there, and welcome to the world of Bigin, the affordable and effective CRM!

From launching in-built appointment management and an intuitive card scanner to rolling out major mobile updates, we started 2025 with a bang, and we've attempted to keep the momentum going with some sought-after integrations and exciting enhancements!

Read on to learn more, and pro tip: stick around till the end because we’ve added a sneak peek at an upcoming game-changing update.

A "quick" resolution to your accounting woes

Reliant on QuickBooks Online for managing your finances? Ensure that your sales and accounting teams are in complete sync by integrating it with your Bigin.

Generate and manage invoices and estimates linked to customers or deals and enhance inventory management—all without leaving your CRM.

Creating an invoice in Bigin


Get better ROI on your social media ads

Up until now, businesses were able to capture and convert leads from Instagram, LinkedIn, Facebook, and TikTok, all thanks to LeadChain for Bigin.

With this update, we've expanded the scope of this essential integration. You can now capture, nurture, and convert leads from your Google and Click-to-WhatsApp ads as well!

Capturing social media ad leads in Bigin


Ensure only the right data gets into your pipelines

Ever heard of Bigin's Email-In? It's an excellent email management feature that automatically captures emails directed at a specific team, be it sales or support, and converts them into records in the relevant pipeline.

We've enhanced this feature to make sure only valuable, non-redundant data makes its way into your CRM. You can now screen and approve all records created via Email-In before they enter your pipelines.

Approval for Email-in records


Easily manage products associated with deals

Handling a complex deal with multiple associated products? You can now assign a salesperson to each product, and the brand-new discount field can auto-calculate final prices based on discount percentages or amounts entered by you.

Discount field in Bigin


Fine-tune automation with the latest upgrades to Workflows

Specify the field-value changes that trigger workflows, automatically assign records to available users for faster actions, schedule tag additions, quickly pick the recipients of the emails that are automatically sent out, and a whole lot more!

Assigning records to online owners only


Keep track of every single business call

As soon as you get off an incoming call from a customer, prospect, or vendor, Bigin's Android app will automatically prompt you to log it along with all the pertinent details, such as the nature of the call, its outcome, any specific takeaways, and more.

Logging oncoming call in Bigin


Effectively sort your emails on the go

Received an email that's pertinent to a deal? A simple swipe action on your mobile will enable you to link (or unlink!) emails with specific deals for easier and more contextual access.

Associating emails with a deal in Bigin's mobile app


With that, we’ve wrapped up the Q2 updates that were pivotal to Bigin’s continuous evolution and growth. Needless to say, we’re not slowing down; we’ll keep rolling out meaningful updates, no matter how big or small, to make sure Bigin continues to be the best fit for small businesses.

Oh! As promised, here’s a first look at what’s coming. We’re ushering AI into Bigin, starting with the launch of powerful, precise, secure, and autonomous Zia Agents. To kick things off, we'll be launching:

  • CrossSell Genie — For automatically analyzing a customer’s purchase and recommending relevant products/services from your catalogue.

AI Agent for replying to emails and WhatsApp in Bigin

  • Churn Analyzer — For getting clear, actionable insights into why deals may have been lost and how to prevent it going forward.

    Zia Agent for analysing lost deals in Bigin

  • Reply Assistant — For quickly responding to customer queries via WhatsApp or email.

Reply Assistant for emails and WhatsApp messages in Bigin

Keep an eye out for these agents! And this is just the beginning—head to this page for a sneak peek into more upcoming AI features!

Stay tuned for more updates! 

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