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KEY FEATURES
Spreadsheets become difficult to manage as your sales pipeline grows. Xceptive Solution helps businesses migrate from Excel and spreadsheet-based tracking to Zoho Bigin with clean data, structured pipelines, and zero data loss—giving your sales team a simple, CRM-driven system designed for growth.
Managing sales in spreadsheets leads to missed follow-ups, duplicate data, and lack of visibility. Zoho Bigin replaces spreadsheets with a simple yet powerful CRM.
Convert spreadsheet rows into visual pipelines that show deal status at every stage.
Store contacts, deals, notes, and activities in one secure system instead of multiple files.
Automated reminders ensure your team never misses calls, emails, or meetings.
Multiple users can access real-time data without version conflicts or manual updates.
A smooth, structured, and sales-ready migration designed for small and growing businesses.
We review your Excel or CSV files to understand data structure, sales stages, and workflows.
Your spreadsheet stages are converted into Zoho Bigin pipelines that match your sales process.
Accurate migration of leads, contacts, companies, deals, notes, and activities.
Removal of duplicates, formatting errors, and incomplete records before migration.
Important spreadsheet columns are recreated as custom fields inside Zoho Bigin.
Assign contacts and deals to users for clear accountability and tracking.
Thorough testing to ensure data accuracy, relationships, and pipeline integrity.
Upgrade from spreadsheets and start managing your sales the smart way.
A proven approach to ensure fast, accurate, and disruption-free migration.
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. We migrate data from Excel, CSV, and spreadsheet formats into Zoho Bigin.
Yes. Your sales stages are recreated as pipelines inside Zoho Bigin.
Yes. We remove duplicates, fix formatting, and clean data before migration.
Typically a few days, depending on data volume and complexity.
Yes. We provide post-migration support and optimization services.
Get instant access to Zoho CRM with expert setup support.
