Greetings from Kelevo Software!

Zoho wrapped up 2024 with the successful launch of Bigin 360, our comprehensive pricing edition, and have been tirelessly working since to further enhance your experience. Zoho’re thrilled to introduce several updates in Bigin for Q1 2025, designed to simplify your workflows, boost productivity, and enhance customer interactions. Here’s what’s new:

1. Effortless Appointment Scheduling with Booking Pages

Whether you’re a dentist managing patient schedules, a lawyer coordinating consultations, or a personal trainer arranging fitness sessions, setting up appointments manually can be cumbersome and prone to errors.

Bigin’s new Booking Pages feature enables you to effortlessly create visually appealing online calendars. Your clients can easily view your availability and book directly, eliminating scheduling conflicts and saving valuable time. Plus, appointments sync automatically with your CRM, streamlining your appointment management process.

2. Smarter Data Entry with Enhanced Form Validations

Say goodbye to manual entry errors! With Bigin’s enhanced no-code forms, you can now:

• Restrict incorrect data types (e.g., ensuring phone numbers don’t end up in email fields).
• Set maximum/minimum character lengths.
• Define valid date ranges for appointments.
• Prefill default values like country codes for phone numbers and automatically select the current date.

These validations make your forms more reliable, resulting in cleaner, error-free data and a smoother experience for your users.

3. Seamless Contact Creation via In-built Card Scanner

Ever met a promising lead at a conference or business event only to misplace their business card later? Bigin’s advanced card scanner for iOS solves this issue. Simply snap a photo of any business card (supports over 15 languages), and instantly create detailed contact profiles directly within your CRM.

4. Precise Record Access Controls

Secure your data effortlessly by defining clear access levels for records across modules like leads, deals, companies, products, tasks, and calls. Choose from multiple privacy options:

• Private: Only record owners can view/edit/delete.
• Public View Only: Allow viewing without editing.
• Public View and Edit: Open collaboration.
• Unrestricted: Full team access.

Maintain privacy and collaboration precisely as needed, enhancing both security and team efficiency.

5. Enhanced Export Capability

Exporting data just got easier. Bigin now allows users to export up to 200,000 records of calls, tasks, or events in one go. Customize your exports by selecting specific views and fields, significantly streamlining your data analysis and reporting processes.

6. File Cabinet and Signals Go Mobile

Key features you’ve loved on the desktop are now fully available on iOS, macOS, and Android:

• File Cabinet: Generate and share secure, unique links to collect documents conveniently through your mobile device.
• Signals: Stay notified in real-time about ongoing activities, such as emails being opened, file uploads via File Cabinet links, and other critical updates.

Stay Ahead with Kelevo and Bigin by Zoho CRM

Zoho’re excited about these enhancements and confident they’ll significantly improve your productivity and customer interactions.

👉 Ready to explore these updates? Sign up now for a 15-day free trial and revolutionize your CRM experience today!

Have questions or feedback? Kelevo loves to hear from you at info@kelevosoftware.com.

Stay tuned—more exciting updates coming your way soon!­­­­­­­­­­­