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Owned by Craig

Helping small businesses move away from clunky spreadsheets to secure, intelligent cloud CRM.

Memberships

CRM Toolkit for Zoho CRM

6 members • Free

Skoolers

164.7k members • Free

16 contributions to Get Started with Small Biz CRM
Resources for Property businesses
Here are some useful resources to help get started with CRM if you’re in the Real Estate / Letting Agency / Estate Agency world : Choosing the best CRM (ok, it’s biased, but does provide a good insight into what’s available) : https://www.bigin.com/small-business-express/The-best-real-estate-CRM-for-your-unique-business-needs.html Real Estate Template making it very easy to get started - without any customisation https://www.bigin.com/templates/real-estate.html We’ve worked with estate agencies around the world to customise and integrate CRMs. It really helps to improve the efficiency of individual agents - tracking calls, emails, viewings all helps to analyse what works well to get that offer and final sale. Let us know your current challenges and goals.
1 like • 3d
If you decide to start a trial of Zoho Bigin, please use our guide in the Classroom to get started 👍
CRM Clinic
Our weekly CRM Online Clinic will resume in the next few weeks. Let us know what topics you would like to cover first 👍
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Product Catalogue
There's been a really useful addition to the SMB CRM recently. Zoho Bigin now enables a Product Catalogue - the capability to share your Products and Services from your CRM via a publicly available web page. We'll do the full analysis and add a Classroom video as soon as possible, but in the meantime, check out this link for further info : https://help.zoho.com/portal/en/community/topic/introducing-bigins-product-catalog?utm_source=biginnewsletter&utm_medium=email&utm_campaign=maynewsletter2026&utm_id=maynewsletter2026
Product Catalogue
0 likes • Jun 11
Now installed in our demo system and it works perfectly. Payments accepted via Paypal and Stripe.
AI Notes in SMB CRM
We'll be adding our evaluation of this to the Classroom - watch this space - it's a feature that's been needed for some time now. https://marketplace.bigin.com/app/bigin/zoho-notebook-for-bigin
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We've launched the CRM Clinic
I'm really excited to launch the weekly CRM Clinic where Premium and VIP Members can ask all their questions around their CRM setup, integrations, best practice and much more... Each week, we'll launch a new thread to capture your questions beforehand...
We've launched the CRM Clinic
0 likes • May 28
Use this link https://zurl.co/skoolcrmclinic
0 likes • Jun 3
I've put this on hold for now until we officially launch and have more members. 😎
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Craig Davies
3
42points to level up
@craig-davies-2188
Making CRM Simple | Zoho Advanced Partner 12 Years

Active 1d ago
Joined May 19, 2026