Diana Forsythe
CRM Account Manager · 11-50
1 review written · 5.0 average
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Reviews by Diana Forsythe
★★★★★
Onboarding new clients into Zoho CRM is genuinely the smoothest part of my week. Five-plus years running this for agency accounts, and I still appreciate how quickly a brand-new user gets oriented. The guided setup wizards, the sensible default pipelines, the way modules just make sense on day one. Clients who've never touched a CRM before are moving deals through stages within hours, not days.
Customization does get deep fast, so I pace the advanced features for week two. But that first-week experience? It sets a tone that makes the whole engagement easier.
