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Definite Integrations / Zoho CRM Analytics / Multiple Accounts

Account 1

Account 2

Account 3

Unified in Definite

Unified Zoho CRM Analytics Across All Your Accounts

Stop exporting per-account reports and stitching them together. Connect every Zoho CRM account to Definite and get cross-account analytics, consistent metrics, and AI-powered insights — all in one place.

Account 1

Account 2

Account 3

Unified in Definite

When Multiple Zoho CRM Accounts Create One Big Reporting Problem.

Every account is an island. Stitching them together manually means hours of work before a single number is trustworthy.

Manual exports per account

Downloading per-account reports from Zoho CRM and stitching them together in spreadsheets doesn't scale. One naming change and the whole thing breaks.

No unified cross-account view

Comparing performance across Zoho CRM accounts means toggling between tabs, reconciling date ranges, and hoping the numbers are consistent.

Names and structures don't align

Your internal account names never match what Zoho CRM calls them. Every cross-account analysis requires manual cleanup before anyone can trust the numbers.

Definite is a single source of truth.

Unlike per-account tools or stitched-together dashboards, Definite brings all your Zoho CRM accounts into one system with built-in storage, a governed semantic layer, and an AI analyst — zero admin required.

All accounts, one connection

Connect every Zoho CRM account once. Data from all accounts syncs into a single system — no repeated setup, no per-account credentials to manage.

Consistent metrics across accounts

Define your KPIs once in a governed semantic layer. Every report, dashboard, and AI query uses the same numbers — no more conflicting metrics between accounts.

Cross-account queries in seconds

Ask "which account has the highest conversion rate this month?" and get a chart instantly. Definite handles the joins, aggregations, and formatting automatically.

All your Zoho CRM data lands in a managed lakehouse. No data warehouse to set up, no pipelines to maintain.

Everything Zoho CRM tracks, synced automatically.

Definite syncs 7 data objects from Zoho CRM — across every connected account — into one queryable system.

Deal

Lead

Contact

Account

Activity

Product

Custom Module

An AI Agent that Answers and Builds

You can ask "Show churn by cohort and channel last quarter." and Fi, our AI assistant translates to optimized semantic‑layer queries, returns a chart, and explains it in plain English. Want tweaks? Just ask, and Fi redraws your existing visual.

Knows your governed models, so no rogue metrics

Suggests follow-up slices, anomalies, and segments

Exports the generated SQL for auditing or reuse

Dashboards That Show Every Account at Once.

A browser canvas lets anyone assemble insights with 20+ interactive chart types—maps, funnels, cohorts, you name it. Power users can drop to SQL or API; everyone else clicks & drags.

Real-time filtering and drill‑down

Alerting & scheduled PDF/CSV emails

Dashboards are Git‑backed, so you can PR changes like code

Zoho CRM is just one piece. See your whole stack.

Multiple Zoho CRM accounts usually means fragmentation everywhere — CRM, billing, support, finance. Enter your domain and see everything else in your stack we can unify alongside Zoho CRM.

Takes 30 seconds. No signup required.

Have questions?

Find answers.

Definite has everything you need to deploy analytics within your company.

Make every decision Definite.

Definite turns scattered data into reliable answers with an AI-powered stack that's simple, fast and ready to go – no engineering required.

We'll connect your data and have you exploring insights in under 30 minutes.