Bigin by Zoho CRM vs Zola Suite

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Bigin by Zoho CRM

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$0 /month

Pricing Model: Per User

Zola Suite

Category: Task Management Tool

Industries: Business, Marketing, Legal Files

Pricing

Core

$59.00

1 User Per Month

Enterprise

$79.00

1 User Per Month

Enterprise Plus

$89.00

1 User Per Month

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Most popular feedback for Bigin by Zoho CRM

I have been using Bigin since year along with all my Employees and Business Consultants in India, i am highly Impressed with the User experience.

Tarun P.

About Bigin by Zoho CRM

We built a dedicated CRM for small businesses to help bridge the gap between lost leads and messy spreadsheets. With the sheer motive to be simple, Bigin is packed with just the right features, with a user-friendly interface, at a pocket friendly price to fit your small business like a glove! Bigin brings you everything you need-multiple pipelines, built-in telephony, workflow, a bunch of seamless integrations and a lot more, just to ensure you manage your customer relationships with ease.

Most popular feedback for Zola Suite

We found that Zola Suite had all the features we wanted, was straightforward to use, and was less expensive than Clio.

Michael G.

About Zola Suite

With best-in-class matter management tools and robust billing, accounting and reporting in a single cloud-based solution, Zola Suite seamlessly connects your front and back offices, and delivers a single source of truth. Best-in-class case management tools include built-in email, document management & automation, task management, CRM, secure client portal, calendar & more. The solution also includes sophisticated billing tools and complete business and trust accounting.

Bigin by Zoho CRM reviews

Integrates with ZOHO while keeping it simple for sales

- Martin L. Managing Director

I tend to be a bit disorganized and my colleagues complain about this. Since using BIGIN they are all complimenting me for my newly found organizational skills. Of course I do not tell them why and take the credit.

- Ron S. Director New Business

quotation feature is missing in this software

- Prakhar S. director

Zola Suite reviews

Zola has several great features, but without hesitation, the Document Automation feature is absolutely my favorite feature! Whether we are drafting one document or an entire 50-page form packet, this feature saves us a significant amount of time! A close second is the CRM feature - it is wonderful to be able to track referrals, assess percentage of retention, etc. I also like that calendars can be shared among users, emails can be linked to matters, billing is easy to review within the program, and customization of the matter-specific fields, depending on the practice area.

- Barbara G. Attorney

The fact that it is cloud based means not having issues with our server. It has been very robust so far and exceedingly use to use. Still learning some of its functionality but thus far it has been pleasantly easy and worthy of recommendation.

- Kevin L. Attorney

I like that it has calendar, contacts, matters, documents, tasks, time/expense billing, email, CRM, & an 'at a glance' dashboard - many things we need, all in one program. The document assembly is quite simple/user-friendly, & the fields can be adjusted to suit your business's needs. There are various search options to help you locate files or documents or track things. It has some features that help remind you to bill for work done, & help track the amount of time you spent on that task. There are many short YouTube videos that explain how to use various features or accomplish various tasks. I like that emails have an option to save to the file.

- Nelle S. Paralegal

Pros & cons

Bigin by Zoho CRM

Pros
I loved having the full featured free trial to completely test things out before making a purchase
Overall experienece is good enough to keep the records and experience
So far so good, fast end easy upgrade from using spreadsheets for everything
Great next step to operational excelency
Overall I have been very satisfied
There are a couple of key features that are needed to make this a true small business CRM solution but what is there works very well."
Cons
Limited number of custom fields, no email templates and difficult to create email templates on my own
The worst is it does not integrate with Zoho Books, there is not point
I spent time exporting contacts from books and importing to Bigin and then realised this is foolish to do
No automated lead allocation is something I hated most
It broke down several times
However, it finally worked."

Zola Suite

Pros
Having the ability to do not just case management and billing, but complete firm accounting/reconciliation is a godsend
I also love the support Zola provides with real humans who are knowledgable about the product
Their follow up is outstanding
Zola Suite allows me to manage both the clients side and the business side of my practice with ease
This is great product for solo and small firms."
Cons
Since the company is unable to correct the problem, I must move on to the different product
In short, the software has damaged my practice because it cannot be trusted and because it is not the product we were sold
Zola does integrate with Law Pay which has that feature, but the process gets clunky
There is very little that we dislike about Zola Suite
Anything that we have concerns about, they try to address and show us a proper way to manage."

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