
Build dashboards, automate reports, and ask questions in plain English — all from your Zoho CRM data, no complex infrastructure to maintain.
Have multiple Zoho CRM accounts? Analytics across multiple Zoho CRM accounts →
Extracts Zoho CRM objects as modules (standard and custom), such as Leads, Contacts, Accounts, Deals, Activities, Products, and more. Enables end-to-end sales and pipeline analysis, customer lifecycle tracking, activity reporting, and enrichment of analytics with CRM metadata (fields, picklists) discovered from your Zoho tenant.
Represents sales opportunities from qualification to close; enables analysis of pipeline coverage, stage conversion, win rates, deal velocity, and revenue forecasting.
Prospective individuals or organizations prior to qualification; supports funnel analysis, lead source performance, conversion to contacts/accounts/deals, and response-time SLAs.
People associated with accounts and opportunities; used for segmentation, engagement tracking, lifecycle status, and measuring activity impact on opportunity outcomes.
Companies or organizations you sell to; enables account-based reporting, revenue concentration and cohort analysis, and pipeline/bookings by segment or territory.
Logged tasks, calls, and meetings linked to leads, contacts, accounts, or deals; supports measurement of seller productivity, cadence adherence, follow-up timeliness, and engagement effectiveness.
Catalog items associated with opportunities; enables product mix and pricing analysis, revenue by product, attach rates, and cross-sell/upsell performance.
Tenant-specific objects tailored to unique processes (e.g., subscriptions, assets, tickets); unlock domain-specific KPIs when combined with standard CRM entities.
Connects securely to your Zoho CRM account using OAuth 2.0 with a refresh token
Requires a Zoho CRM account to connect.
Operational data, performance metrics, and business insights.
Authenticate Zoho CRM in a few clicks. OAuth, API key, or IAM role — we handle secrets and rotation.
We pull every stream into your warehouse. CDC where the API supports it; full + incremental otherwise. Hourly-or-faster, row-level secure.
SQL, dashboards, or ask Fi in plain English. Your Zoho CRM data lives next to every other source — ready to join.
Build your own with the Definite SDK, or request it. Most go live in days.