Time to move customer management off Excel and put every deal in one pipeline that reminds you
When you only have a handful of customers, Excel and LINE get the job done. But as deals pile up, the file breaks, edits overwrite each other, nobody knows who owns which account, and deals that should have closed just go quiet because no one followed up. Zoho Bigin is a pipeline CRM built specifically for small teams and solopreneurs. You see every deal, know the next step, and get automatic follow-up reminders.
Zoho Bigin moves all your customers and deals out of Excel and LINE into one place built for actually selling: every pipeline visible, the next step clear, and no deal slipping again.
Drag deals from "Contacted" to "Quoted" to "Closed" on a single board. You instantly see where each deal stands and how many are in play, instead of guessing from rows in a spreadsheet.
Set activities to call, send a quote, or follow up, and Bigin reminds you on time. The deal where a customer said "let me think" no longer goes silent, because Bigin nudges you to circle back.
Make calls, message on WhatsApp, and send email right from the system. Every interaction is automatically saved under that customer, so you open their full history in one click instead of scrolling LINE.
Every customer lives in the company’s central system, not a salesperson’s personal LINE. Handovers are instant when someone leaves, and the team can check deals from the mobile app while out meeting clients.
Zoho Bigin is a pipeline CRM that’s simpler and cheaper than a full CRM, built for small teams and solopreneurs. Start free for 1 user, with paid plans from just $7 per user per month. As a Zoho Authorized Partner in Thailand, ZestMate migrates your data out of Excel, sets up pipelines that match how your business actually sells, and trains your team to use it from day one.
It means moving your customer and deal data out of Excel files and LINE chats into a purpose-built CRM like Zoho Bigin, which gives you a pipeline that shows each deal’s status, follow-up reminders, and every interaction logged under each customer. The result: no more clashing deals, lost data, or forgotten follow-ups.
Excel only stores names. It doesn’t show where a deal stands, doesn’t remind you to follow up, and lets edits overwrite each other. LINE traps customer history on an employee’s phone. Bigin brings it all into one place: a clear pipeline, automatic reminders, and data that belongs to the company, not one person.
Yes. Bigin is built specifically for small teams and solopreneurs, without the complexity of a big CRM. It’s free for 1 user, and paid plans start at just $7 per user per month. The smaller your team, the more each deal matters, so a system that keeps follow-ups from slipping easily pays for itself.
Zoho Bigin is designed to be easy to set up yourself, but bringing in a partner saves time and gets you a system that fits your business from day one. As a Zoho Authorized Partner, ZestMate migrates your Excel data, builds pipelines around how you actually sell, and trains your team so you start closing deals with the system fast.
If you sell by quotation and it takes several follow-ups to close
Your whole sales line set up in 30 days. Every deal on one screen, none of them slipping.
See the B2B Sales SystemBook a free 30-min consult with ZestMate. We’ll look at how you sell and set up Zoho Bigin to fit your business.