We configure Bigin
around your process —
not the other way.
Appexflo sets up Zoho Bigin for startups and SMEs across India. We handle the pipeline design, automation, integrations, and team training — so you go live fast, with a system your team actually uses.
Why Appexflo
You're not just buying software — you need it to work.
Zoho Bigin is a great product. But a generic setup rarely sticks. We bring the domain knowledge to configure it right the first time — so your team adopts it instead of ignoring it.
We configure around your sales process
Every pipeline stage, custom field, and automation is built to match how your team actually works — not a template rearranged to fit.
3+ years of Zoho ecosystem depth
We know what's native, what needs scripting, and what to avoid. You don't pay to learn that through trial and error.
Adoption is part of the delivery
We run live training and stay on through the first week. A CRM your team doesn't use is worth nothing — we make sure that doesn't happen.
Fast, scoped, no surprises
We give you a clear scope, fixed timeline, and defined deliverables before we start. Most setups are live in under a week.
Sample pipeline · Configured by Appexflo
What We Deliver
Everything covered. Nothing left to figure out yourself.
Pipeline Setup & Configuration
Custom stages, deal fields, and multiple pipelines designed around your sales motion — not a default template adjusted after the fact.
Workflow Automation
We build the automations your team will actually rely on — follow-up reminders, stage triggers, task assignments, email notifications — so nothing falls through the cracks.
WhatsApp & Email Integration
We connect Bigin to your WhatsApp Business and email so every customer conversation logs against the deal automatically — no copy-pasting, no switching tabs.
Zoho Ecosystem Integration
We link Bigin to Zoho Books, Inventory, or other apps you use — so your CRM, invoicing, and stock talk to each other from day one.
Reports & Dashboards
We build the dashboards your managers actually need — revenue forecast, team activity, conversion rate, deal age — not just the default charts that ship out of the box.
Team Onboarding & Training
We run a live walkthrough with your team, answer real questions against your actual setup, and hand over a recorded guide so new joiners onboard themselves.
The Difference It Makes
What Appexflo brings that a self-setup doesn't.
Most teams try to set up Bigin themselves and hit the same walls — generic pipelines, underused automations, low adoption. Here's what changes when we do it.
| What you get | With Appexflo | DIY / Self-setup |
|---|---|---|
| Pipeline built around your actual sales stages | ✓ | ✗ Generic default stages |
| Automations that match your follow-up rules | ✓ | ✗ Usually skipped or misconfigured |
| Clean data migration from spreadsheets or old CRM | ✓ | ✗ Manual, error-prone |
| WhatsApp & email connected and logging correctly | ✓ | ✗ Integration often abandoned |
| Live team training on your own setup | ✓ | ✗ Generic docs or YouTube |
| First-week support to fix what doesn't fit | ✓ | ✗ You're on your own |
How It Works
From first call to live pipeline — in under a week.
Discovery Call
We learn your sales process, team structure, and existing tools — 30 minutes, no prep needed from your side.
Pipeline Design
We map your stages, fields, and automation logic on paper before touching a single setting in Bigin.
Build & Configure
We build everything — pipeline, workflows, integrations, dashboards — and test it end-to-end before handing it over.
Handover & Training
Your team gets a live walkthrough on your actual setup and a recorded guide. You're self-sufficient from day one.
FAQ
Common questions.
Get Started
Let's build your pipeline — the right way.
Book a free 30-minute discovery call. No commitment, no sales pitch — just a clear picture of what your Bigin setup should look like and how long it'll take.
Based in Coimbatore · Serving clients across India · Response within 24 hours