How to Connect Bigin by Zoho with UGRU (2026)

Bigin by Zoho

★★★★ 4.3

Crm Small Business Crm

A pipeline-centric micro CRM by Zoho designed for small businesses that need simple deal tracking without complexity.

Full Review

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UGRU

★★★ 3.7

Crm Industry Specific Crm

A CRM and financial planning platform designed for financial advisors that combines client management with planning tools.

Full Review

About These Tools

Bigin by Zoho: A pipeline-centric micro CRM by Zoho designed for small businesses that need simple deal tracking without complexity.

UGRU: A CRM and financial planning platform designed for financial advisors that combines client management with planning tools.

Key Features

Bigin by Zoho

Pipeline management
Built-in telephony
Email integration
Workflow automation
Connected pipelines
Team pipelines

UGRU

Financial CRM
Financial planning
Compliance
Document management
Marketing
Reporting

Pricing

Bigin by Zoho

Freemium Free-$12/user/month

UGRU

Subscription $59-$139/user/month

Detailed integration guide coming soon. We're researching the specific ways Bigin by Zoho and UGRU work together — including native integrations, third-party connectors, and API options. Check back for a complete step-by-step guide.

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