How I Use ChatGPT Inside Bigin to Stay Sane and Sell More
If you’re running a small business—or solo—your brain is probably juggling leads, emails, and that new package idea you forgot to write down. Good news: you don’t have to do it alone.
With OpenAI integrated into Zoho Bigin, your CRM isn’t just a place to track deals. It’s your on-call assistant, your writer, and your brainstorming buddy.
Let me walk you through a typical day in the life.
Watch to Learn How ChatGPT in Zoho Bigin Can Improve Your Sales Process
Morning: Lead Comes In, Chaos Ensues
It’s 9:12 a.m. You’ve got three new leads in your Bigin pipeline from the website form you proudly set up last week. (Nice work.)
But one of the messages is… confusing.
So you type:
kotlinCopyEdit/chatgpt Summarize this message and tell me what they’re probably asking for.
Boom. You get a clean summary and a suggested next step. No overthinking. No misreading tone. Just clarity.
Midday: Ghosted by a Lead, But Not for Long
You’ve been waiting on a reply to a proposal for two weeks. The client loved it… and then disappeared.
You don’t want to sound pushy. But you also don’t want to let the deal go cold.
So you type:
cssCopyEdit/chatgpt Write a short, friendly follow-up to a client who hasn’t replied, but I want to keep the door open.
You tweak a few words, send it, and suddenly you’re emotionally regulated and professionally on point. That’s a win.
Afternoon: Idea Hits, Copy Needed
You’re reviewing deals and thinking… “I should offer a VIP version of this package.”
But naming things? Not your favorite.
So you ask:
pgsqlCopyEdit/chatgpt Give me 5 name ideas for a high-end version of my consulting package
And then:
vbnetCopyEditNow give me one-paragraph pitches for each.
Just like that, your idea becomes a landing page draft. It’s like brainstorming with a copywriter who works for free.
End of Day: Realization
You didn’t open 23 browser tabs. You didn’t stress-type into Google. You stayed inside your CRM, managed your pipeline, and let AI do the heavy lifting where it makes sense.
It’s just you, your Bigin workspace, and a surprisingly helpful assistant.
Want To Try It?
Zoho Bigin’s OpenAI integration is simple, lightweight, and perfect for small teams or solopreneurs. Whether you’re writing emails, summarizing leads, or naming your next offer, it’s the shortcut your brain didn’t know it needed.
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