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KEY FEATURES
Zoho CRM Plus brings together sales, marketing, support, and engagement data—but its true value lies in actionable insights. At Xceptive Solution, we design intelligent Zoho CRM Plus dashboards and reports that give leadership and teams complete visibility across the customer lifecycle. Our reporting solutions help you track performance, identify gaps, and make faster, data-driven decisions.
Without the right dashboards, data stays hidden. With the right reporting, insights drive growth.
View sales, marketing, and support metrics together in one unified dashboard.
Monitor pipelines, campaigns, ticket volumes, and response times as they happen.
Data-driven insights help leadership act quickly and confidently.
Customized dashboards for sales reps, managers, marketers, and executives.
Insight-driven dashboards and reports designed around your business goals.
We identify key metrics across sales, marketing, and support to define meaningful dashboards.
Track leads, deals, pipeline health, revenue forecasts, and rep productivity.
Analyze campaign performance, lead sources, conversions, and engagement metrics.
Monitor ticket volume, response time, resolution rate, CSAT, and support efficiency.
High-level views combining CX, revenue, and team performance metrics.
Deep analytics using Zoho Analytics for trend analysis and predictive insights.
Create flexible reports with custom filters, date ranges, and drill-down views.
Automated data refresh, email reports, and alerts for critical KPIs.
Ongoing refinement of dashboards as business needs evolve.
Unlock all CRM features and grow your business effortlessly.
A structured approach to transform raw data into actionable insights.
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.
Sales, marketing, support, chat, and customer engagement data from all CRM Plus apps.
Yes. We create role-based dashboards for reps, managers, and executives.
Yes. We leverage Zoho Analytics for advanced and cross-app reporting.
Yes. Dashboards update automatically with live CRM Plus data.
Yes. We offer AMC and ongoing reporting optimization services.
Get instant access to Zoho CRM with expert setup support.
