Jade Thornbury

CRM Strategist · 11-50

1 review written · 4.0 average

Jade Thornbury's favourite software

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Zoho CRM· Mar 4, 2026
★★★★★
The dashboards are where Zoho CRM really earns its keep. About six months ago, my team started managing client accounts through it, and building out custom analytics views for each client has been the single biggest time-saver. Each client gets their own pipeline report, activity summary, and conversion breakdown without me having to export anything to a spreadsheet. That visibility is genuinely impressive for the price point. I can walk into a client call with live data on my screen and actually answer questions on the spot.
The one frustration is the report builder itself. It is powerful, no question, but the learning curve is steeper than it should be. Some of the filter logic feels unintuitive and I still occasionally get results I have to double-check because a condition was set in an unexpected way. Their support docs help, but a proper guided tutorial for custom reports would go a long way. Worth it for an agency context, just budget some time to get comfortable with the more advanced reporting features.