Automate CRM vs Zoho Bigin: Which CRM Truly Fits Small Business Needs in 2025?

Wednesday, October 15, 2025

Discover how Automate CRM stack up against Zoho Bigin. A feature-by-feature comparison showing why Automate CRM helps MSMEs capture leads, automate follow-ups, and grow faster.

Did you know that there are more than 63 million MSMEs in India? Yet, only a small percentage use digital tools like CRMs to manage their leads and sales.

The result? Missed opportunities, lost customers, and endless hours spent juggling spreadsheets, WhatsApp messages, and follow-ups manually.

This is exactly why choosing the right CRM matters. It can help you capture every lead, automate follow-ups, and track sales, all in one place.

You can find many CRM platforms, but which one is best for your business? We are keeping two popular CRM apps, Zoho Bigin and Automate CRM, head-to-head to find out which platform best suits small businesses' needs.

In this blog, we’ll compare them feature by feature, highlight what each does best, and help you find the CRM that actually grows your business.

Quick Comparison: Automate CRM vs Zoho Bigin

Before we dive into the details, let’s see how both CRMs stack up at a glance:

Feature-by-Feature Comparison: Automate CRM vs Zoho Bigin

1. Lead Management & Automation

Automate CRM

Capture leads from multiple sources: TradeIndia, IndiaMART, website, forms, WhatsApp, etc.

Add leads manually or import in bulk.

Zoho Bigin

Capture leads from Facebook, LinkedIn and other Ad sources via LeadChain.

Add leads manually, via forms, or bulk import.

2. Sales Pipeline & Funnel

Automate CRM

Create multiple pipelines for products, services, or teams.

Drag and drop deals between stages like “New Lead,” “Follow-up,” “Closed.”

AI-assisted pipeline and stage creation.

Custom fields to capture unique business info.

Filter pipelines by salesperson, lead source, or stage.

Zoho Bigin

Visual boards for stages like “Prospect,” “Negotiation,” “Won.”

Drag and drop deals between stages.

Multiple pipelines supported.

No AI assistance or advanced customisation.

3. Communication & Campaigns

Automate CRM

Native WhatsApp integration.

Send bulk WhatsApp messages and emails.

Set automated follow-up reminders on WhatsApp and email.

Zoho Bigin

WhatsApp Business integration. Send bulk messages using templates.

Email integration with basic automation.

Less flexibility in automating workflows.

4. Quotation & Document Management

Automate CRM

Create quotations inside the app.

Customize with logo, signature, T&C, and theme colour.

Send via WhatsApp, email, or PDF download.

Zoho Bigin

No built-in quotation module.

Requires external tools or integrations for quotes.

5. Reporting & Analytics

Automate CRM

Dashboards show sales, leads, and team performance.

Filter reports by pipeline, lead source, or salesperson.

Track conversions and productivity at a glance.

Zoho Bigin

Extesnive dashboards for deeper insights.

6. Team Collaboration & Permissions

Automate CRM

Create user roles with specific permissions.

Assign reporting managers and view team hierarchy.

Track team activities like follow-ups, lead status, and deals won.

Zoho Bigin

Team collaboration available.

Create roles and permissions (admin and standard).

7. Mobile App

Automate CRM

Available for Android and iOS.

Access leads, pipelines, and messages on the go.

Zoho Bigin

Available for Android and iOS.

Track leads and deals.

8. Pricing & Support

Automate CRM

7 day free plan available.

Paid plan - ₹7,999/user/year.

Personalized support and live training.

Zoho Bigin

15 day free plan available.

Express Plan - ₹400/user/month.

Premier Plan - ₹720/user/month.

Bigin 360 Plan - ₹1080/user/month.

Support via email or ticket system.

Why Automate CRM is Better for MSMEs

For Indian MSMEs and small business owners, Automate CRM offers more practical value:

All-in-One Tool: Leads, sales, WhatsApp, email, quotations — everything in one place.

Built for Indian MSMEs: Integrates directly with TradeIndia, IndiaMART, and other local platforms.

WhatsApp Integration: Get reminders on WhatsApp to never miss following up on a lead.

Automation That Saves Time: AI-assisted pipelines, auto follow-ups, and bulk messaging.

Easy to Use: Minimal tech skills needed. Setup is fast.

Affordable Pricing: Designed for small businesses without hidden costs.

Personalized Support: Continuous support and live training for your team.

Automate CRM not only manages leads and sales but also reduces manual work and boosts team productivity — making it ideal for growing MSMEs.

Final Verdict: Which CRM Should You Choose?

Choosing the right CRM can change how your business grows. Both Zoho Bigin and Automate CRM have their strengths. Zoho Bigin is simple, clean, and works well if you already use Zoho apps.

Automate CRM is designed for Indian MSMEs. It helps you capture leads, automate follow-ups, manage WhatsApp and email campaigns, create quotations, and track team performance — all in one place.

If you want a CRM that saves time, reduces manual work, and helps your business grow faster, Automate CRM is the smarter choice. Try Automate CRM free for 7 days and see the difference in your first week.

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