Note every stage of your deal
From the first contact to a closed deal, every interaction matters. Create notes directly inside your Contacts, Deals, Companies, Calls, Products, Tasks, and Events in Bigin. Every note automatically links to the record it belongs to, so your team always has the full picture right where the work happens.
Turn sales calls into actionable records
Small businesses run on calls. Built-in telephony and integrations with popular phone systems mean your team is always talking to customers. Now every conversation has a place to live. With AI Transcription, your call recordings and voice notes automatically convert into clean, editable text—attached directly to the Bigin record they belong to.
Keep every pipeline aligned with shared notes
Bigin's Team Pipelines unify all your customer-facing operations within a single account. Notebook's Related List makes sure the notes behind those operations are just as connected. Every teammate can see notes created by colleagues for any Contact, Deal, Company or Call, so the full context of a customer relationship is never locked in one person's head.
Polish client notes instantly with Notebook AI
A quick note taken between calls is not always ready to share. Notebook AI lets you summarise long discussion notes, refine the tone of a client update, or expand a brief point into a complete follow-up summary—right inside Bigin.
One tap to capture. Every record covered.
Bigin's pipeline organises all your deals and lets you manage information, track activities and update progress without complexity. The Write Note button sits in the top corner of every record to capture a thought, a decision or a follow-up takes one tap and stays exactly where it belongs.
Built for small businesses
The most successful Bigin teams are the ones that have outgrown spreadsheets and started building a structured sales process. That's exactly where Zoho Notebook fits in, keeping your customer knowledge private, secure, and always in the right place.
