Managed Zoho Bigin
Most small teams do not need a heavy CRM. They need one board that shows where every deal stands, and a database nobody has to apologize for. Managed Zoho Bigin gives you both: we shape the pipeline, bring your contacts across, set the follow-ups, and tidy the records as they drift.
With Cascadia you get
Template stages such as Qualification and Proposal rarely match a real sales week. We ask how a deal moves at your company, who touches it, and where it stalls, then name each stage the way your team talks. Dragging a card forward takes a second, and the board tells the truth.
When three people each saved the same customer, nobody trusts the list. We merge matching contacts and companies, agree on one format for phone numbers and addresses, and schedule recurring cleanups, so the CRM does not slide back into a messy spreadsheet.
Quotes go quiet because everyone assumed someone else would call. We set up workflow rules, email templates, signals, and task reminders so a stalled deal prompts its owner automatically, even in a week full of other work.
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.
Signing up for Bigin takes minutes, which is why so many accounts sit half built. The slower work is a pipeline that fits, records that stay clean, automation that fires, and a person who looks after all three.
| What to compare | How Cascadia handles it |
|---|---|
| Getting the pipeline right | We build the pipeline from your real sales steps and reshape it whenever the process shifts, so your team is not bending its work around a template. |
| Moving off spreadsheets | We map fields before anything moves, merge duplicates ahead of the import, and reconcile the loaded records against your source file. Week one is spent selling, not repairing. |
| Inheriting a CRM someone abandoned | We audit the account, list the broken workflows and the empty fields, and tell you plainly which parts deserve repair and which are quicker to rebuild. |
| Getting the team to use it | We install the mobile app, trim forms to the fields people will honestly fill in, and keep tuning until logging a deal beats sending a message about it. |
| Growing into the rest of Zoho | Our plans cover any mix of Zoho apps, Zoho One or individual apps, priced by hours of Zoho work rather than by users or apps. |
| What it costs next month | A published monthly plan with a set number of hours each month keeps the cost predictable while we keep your setup stable. |
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Two people edit one sheet, a row gets overwritten, and now nobody knows which quote is current. We carry that history into Bigin, build a pipeline that mirrors how you already sell, and add the reminders a spreadsheet could never send.
Get StartedThe work starts after the deal closes. Team Pipelines let us add onboarding, delivery, and renewal stages next to sales, so handoffs that now sit in someone’s inbox become cards the whole team can see and move.
Get StartedPlenty of companies buy the full platform, spend months configuring it, and use a sliver. Bigin does less on purpose. We keep it that lean, with only the fields and stages your people touch.
Get StartedStarting from an empty account or inheriting one someone walked away from, we follow the same path.
A consultation comes first. We ask how deals travel through your business, where they go quiet, and who handles each handoff. Then we look at the data you hold today and judge what it will take to get it in cleanly.
Get StartedYour spreadsheet or old CRM is mapped field by field, duplicates are removed before the import, and the loaded records are checked against the source. Next we build the stages, custom fields, and record layouts around your work.
Get StartedWorkflows, email templates, web forms, and integrations go in, and the team is rolled out on desktop and phone. After that the account stays in our care, and changes arrive as simple requests.
Get StartedPricing
Three monthly plans that cover any Zoho apps, whether you run Zoho One or individual apps. Pricing is by hours of Zoho work, not by users or apps.
Essentials
$250/mo
Every Month
Plan Extras
Growth
$500/mo
Every Month
Plan Extras
Scale
$1,000/mo
Every Month
Plan Extras
Every Plan Includes
How the Hours Work
Plan Requirements
Ask us
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See All Zoho ServicesStill have a question?
It is a monthly service in which we run your Bigin CRM for you. We design and maintain the pipeline, migrate and clean your data, build the workflow automation, connect the rest of your tools, manage users, and handle reporting. When your process changes or the records get messy, a team already inside your account fixes it, so you are not hiring a consultant each time.
Yes. The Bigin subscription is yours, and so are the account, the data, and everything built inside it. We work as an administrator in your environment. If you ever switch providers, nothing is locked in our accounts and no export has to be negotiated. We also advise which tier suits your user count and automation needs.
Bigin is the lighter, pipeline-first product. It sets up faster, costs less per user, and is limited by design, with fewer modules, fewer layers of customization, and simpler automation. Zoho CRM is the full platform for larger teams with intricate processes. Most small sales teams do better on Bigin, and we will say so openly if your needs have outgrown it.
Yes, and it is usually the first job. We map records from a spreadsheet, Zoho CRM, HubSpot, Pipedrive, or a similar system, match fields carefully, remove duplicates before the import instead of after, and reconcile the result against your source. A standard migration belongs to onboarding. A very large or badly structured dataset is quoted as a project.
Yes. We begin with how your team sells today, not with Bigin’s defaults. Stages get names in your own language, and each one gets the fields it should require. When the process changes later, adjusting the pipeline is a request to us, not a rebuild you have to plan and pay for separately.
Yes, through Team Pipelines. Onboarding, delivery, renewals, and support handoffs fit the same stage-by-stage structure, and they tend to be the processes now buried in an inbox. We build them beside your sales pipeline so the whole customer journey lives in one place, not in two systems and a spreadsheet.
Workflow rules that assign owners, advance deals, send email, and create tasks when something happens. Email templates and sequences for the messages your team sends all the time. Web forms that place new leads in the right pipeline. Signals and reminders that keep follow-ups on schedule. Limits depend on your Bigin tier, and we tell you where yours sits.
Bigin connects natively to Zoho Books, Desk, Campaigns, Analytics, and Flow, along with telephony providers, mailboxes, WhatsApp, and common outside tools. Where no prebuilt connector exists, Zoho Flow or the API can usually bridge the gap. If a connection is not worth the effort, we say so instead of building it anyway.
Zoho One does not include Bigin. It bundles Zoho CRM, the larger product. Many teams still run Bigin beside other Zoho apps, and we manage it either way. Our plans cover any mix of Zoho apps, Zoho One or individual apps, priced by hours of Zoho work rather than by users or apps.
Most setups are running in two to three weeks. Week one covers access, a review of how you sell, and pipeline design. Week two is migration and cleanup. Week three brings automation, integrations, and getting the team to use it. A large migration or a messy source system takes longer, and we tell you that at the start.
Practical guidance is part of the service. We show people the few actions they need every day, how the mobile app works, and how to update a deal in seconds. That is enough for most teams. Formal training for a bigger group, or admin training so you can make changes yourself, runs as a scoped session.
The subscription is monthly with no long-term commitment. Cancel whenever you like, and service continues to the last business day of that month. Everything sits in your own Zoho account, so every pipeline, workflow, form, and record we built stays with you. We would rather earn each renewal than lean on a contract.
Yes, and it is a frequent starting point. We audit the account and look for duplicate records, workflows firing on the wrong trigger, fields nobody fills in, and stages that no longer match the process. Sometimes repair is right and sometimes a clean rebuild is faster. You get our reasoning before we touch anything.
Requests under your plan are completed within two business days. Typical examples are renaming a stage, adding a field to a deal form, changing who a new lead is assigned to, or adjusting an email template.
Start with a consultation. We look at how your team sells today, where deals go quiet, what data you carry, and what else you run. Then we recommend a plan, collect access, and begin with pipeline design and migration. Anything larger than your monthly hours is quoted as a project, at your plan’s project discount.
We’d love to hear from you!
