Lacey Drummond
Sales Operations Manager · 11-50
1 review written · 4.0 average
Lacey Drummond's favourite software
No favourites yet.
Reviews by Lacey Drummond
★★★★★
Five years is a long time to run anything, and I've hit just about every edge case Zoho CRM has to offer. Custom modules? Great, until you try nesting a lookup field inside a subform and the workflow trigger quietly does nothing. Duplicate merge rules have a hard cap that sneaks up on you once your contact list crosses a certain size. Blueprint automations occasionally skip a transition if a required field gets pre-filled by an API call before the user opens the record. None of these broke our process permanently, but they all cost a half-day of troubleshooting to diagnose.
Here's the thing though: for a growing team that needs a CRM it can actually bend to fit its own process, Zoho is hard to beat at this price point. The customization depth is real, not just checkbox-level stuff. Their support team is responsive for tier-one issues, though edge case bugs sometimes get parked in a feedback queue for months. I keep recommending it to peers evaluating tools, with the honest caveat to document your custom logic carefully.
