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KEY FEATURES
Zoho Bigin is designed for small businesses—but it delivers results only when configured correctly. At Xceptive Solution, we customize Zoho Bigin pipelines, fields, stages, and automation to reflect how your sales team actually works, giving you complete visibility and control over every deal.
Using Zoho Bigin with default settings limits efficiency and adoption. Customization transforms Bigin into a true sales management system.
Your real-world sales stages are mapped into structured, easy-to-track pipelines.
Visual pipelines help teams instantly understand deal status, priorities, and bottlenecks.
Automated reminders and stage-based tasks ensure consistent follow-ups.
A system built around your workflow is easier for teams to use and trust.
Sales-focused customization designed for clarity, speed, and scalability.
Creation of one or multiple pipelines based on products, services, or sales models.
Custom deal stages with probability, expected value, and activity tracking.
Configuration of custom fields to capture critical business and deal information.
Automated task creation, reminders, and notifications based on deal movement.
Define access levels to maintain data security and accountability.
Setup of emails, calls, meetings, and notes tracking inside Zoho Bigin.
Visual dashboards to monitor pipeline health, conversion rates, and deal velocity.
Get a customized sales pipeline built for your business goals.
A structured approach to ensure smooth configuration and quick adoption.
Zoho delivers enterprise-level features at an affordable cost, making it the
perfect balance of power, scalability, and value for growing teams.
| Feature / Platform | Zoho | Salesforce | HubSpot | Freshworks |
|---|---|---|---|---|
| Pricing | ✅ Affordable & flexible | ❌ Expensive | ✅ Moderate | ✅ Affordable |
| Customization | ✅ High | ✅ High | ❌ Limited | ❌ Moderate |
| Automation | ✅ Powerful | ✅ Powerful | ❌ Limited | ✅ Good |
| Integrations | ✅ 100+ native | ❌ 3rd-party heavy | ✅ Limited | ✅ Moderate |
| Setup Time | ✅ Fast | ❌ Slow | ✅ Fast | ✅ Fast |
| Best For | SMBs, MSMEs, Startups | Enterprise | Marketing teams | Support teams |
At Xceptive Solution, we don’t just deliver projects—we build partnerships. Hear from our satisfied clients who’ve seen
real growth through our SEO and digital services.
At Xceptive Solution, we don’t just deliver projects—we build partnerships. Hear from our satisfied clients who’ve seen
real growth through our SEO and digital services.
Zoho CRM helps businesses manage leads, automate sales processes, and track customer interactions in one unified platform. We help you set it up to achieve complete sales visibility and smarter decision-making.
Zoho CRM helps businesses manage leads, automate sales processes, and track customer interactions in one unified platform. We help you set it up to achieve complete sales visibility and smarter decision-making.
Zoho CRM helps businesses manage leads, automate sales processes, and track customer interactions in one unified platform. We help you set it up to achieve complete sales visibility and smarter decision-making.
Partnering with Xceptive gives your business measurable improvements—not just new tools. We focus on delivering real operational outcomes that help you scale faster and work smarter.
At Xceptive Solution, we don’t just deliver projects—we build partnerships. Hear from our satisfied clients who’ve seen real growth through our SEO and digital services.
Brick-and-mortar stores, service providers, and local professionals.
Geo-targeted optimization
Google Business Profile enhancement
Review & citation building
Brick-and-mortar stores, service providers, and local professionals.
Geo-targeted optimization
Google Business Profile enhancement
Review & citation building
Brick-and-mortar stores, service providers, and local professionals.
Geo-targeted optimization
Google Business Profile enhancement
Review & citation building
Brick-and-mortar stores, service providers, and local professionals.
Geo-targeted optimization
Google Business Profile enhancement
Review & citation buildingAt Xceptive Solution, we don’t just implement Zoho—we transform the way your business operates. Our consulting approach focuses on deep understanding, accurate setup, seamless automation, and long-term optimization so your teams work smarter, faster, and with zero friction.
Smart sales CRM to manage leads and improve customer relationships.
All-in-one suite combining CRM, support, marketing, analytics, and automation.
Pipeline-focused, lightweight CRM designed for small teams and startups.
Powerful inventory & order management software for ecommerce and distributors.
Advanced online form builder for capturing leads and syncing data.
No-code integration tool to automate flow between Zoho & third-party tools.
Low-code platform to build custom business apps & complex operations.
Complete HRMS for attendance, leave, policies & performance management.
Live chat, chatbot, and visitor tracking platform to convert leads faster.
Helping businesses streamline operations, automate workflows, and scale efficiently using modern technology platforms like Zoho. With a strong delivery team based in India and a global presence, we support organizations across industries with reliable, process-driven solutions.
By combining strategic thinking, technical expertise, and a deep understanding of business workflows, Xceptive Solution helps organizations build scalable systems that support growth, improve team productivity, and enhance customer experience.
Yes. Zoho Bigin allows multiple pipelines based on products, regions, or teams.
Yes. We can customize pipelines and fields on existing Zoho Bigin data.
Yes. We configure workflow rules for reminders, tasks, and notifications.
Absolutely. Bigin customization improves clarity and productivity for small teams.
Yes. We provide ongoing support, optimization, and training.
Get instant access to Zoho CRM with expert setup support.
