Starter – Keep All Your Customers in One Place

Starter – Keep All Your Customers in One Place

Stop losing track of customers in sticky notes, emails, or spreadsheets. The Starter package sets up Zoho Bigin CRM for you — a simple customer management system designed for solopreneurs and very small businesses in Canada.

Why Bigin?

• Built by Zoho, one of the world’s leading CRM providers.
• Clean and simple pipeline view — no clutter, no overwhelm.
• Free Zoho license for 1 user and up to 500 contacts.
• Upgrade easily later if your business grows beyond that.

What's Included in Our Service

• Full setup of Bigin CRM (pipelines, stages, fields, and tags).
• Import and cleanup of your contacts from Excel/CSV or Google Contacts.
• Email integration (Gmail, Outlook, or Zoho Mail).
• Basic automation (follow-up reminders, task creation, deal updates).
• Dashboard and reporting setup.
• 1:1 training session so you can use it confidently.
• 30 days of email support after setup.

Who It’s For

• Freelancers and solopreneurs who want to organize customer data.
• Very small businesses with up to ~1,000 contacts (first 500 free).
• Teams moving from Excel or manual tracking to a real system.

Benefits

• All your customers in one place.
• Never miss a follow-up or lead again.
• Clear view of your sales pipeline.
• Save time and stay organized.

How It Works

1. Quick intake call: we understand your goals and current setup.
2. Implementation: we configure Zoho Bigin and import your data.
3. Training: live walkthrough with best practices.
4. Support: 30 days of email support while you ramp up.

FAQs

Founding Clients Program: limited early-access pricing available for launch in Canada.