Ideas to put to work
Every relationship record current, without anyone typing it in.
Contacts from email threads
Sofia reads new contacts in Outlook threads and creates or updates them in Bigin with title and company, with your approval.
Briefing from full history
Sofia looks up a contact's full history and drafts a briefing in Word before your next conversation.
Contacts enriched through Apollo
Sofia enriches Bigin contacts through Apollo and, with your approval, updates titles and companies across hundreds of records.
Services linked to clients
Sofia reads which services each client buys from QuickBooks invoices and links the products to the contact, with your approval.
What Sofia can do with Zoho Bigin
Sofia reads and keeps current
- Contacts
- Companies
- Products
Sofia does, with your approval where you want it
- Create or update a contact
- Create or update a company
- Search contacts and companies
- Look up a contact's full history
- Link a product to a contact
- Create or update a product
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- Microsoft OutlookMicrosoft's email and calendar
- Microsoft WordWord processor for letters, reports and contracts
- ApolloSales prospecting database and engagement platform
- QuickBooksAccounting software for small and mid-sized businesses
SalesforceCRM for accounts, contacts and sales pipeline
HubSpotCRM and marketing platform for growing businesses- PipedriveSales CRM built around the deal pipeline
- Zoho CRMCRM for leads, contacts and deals
Let Sofia keep Zoho Bigin current
Score your firm in three minutes, or talk to our team.