Beatrice Holloway
RevOps Lead · 1001+
1 review written · 4.0 average
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Reviews by Beatrice Holloway
★★★★★
The dashboards are what sold the rest of the leadership team. When we rolled Zoho CRM out across a few hundred users, the first question from every department head was the same: where do I see my numbers? Zoho's reporting module answered that faster than I expected. Custom dashboards for pipeline health, deal velocity, and rep activity took me maybe a day to build properly, and they've needed almost no maintenance since. I run a weekly executive summary straight out of the analytics panel, no exporting, no reformatting in a spreadsheet. Two years in, that part still holds up.
The one gripe I'd flag honestly: scheduled report emails are clunkier than they should be at this scale. Formatting breaks occasionally depending on the recipient's email client, which I've had to explain to senior stakeholders more than once. It's a small thing, but noticeable. Outside of that, the depth of the analytics, especially segmentation by territory and deal stage, is genuinely impressive for the price point. If reporting visibility is your core requirement, this platform delivers it.
