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Acumatica vs Microsoft Dynamics CRM vs Zoho CRM comparison

 

Comparison Buyer's Guide

Executive Summary

Review summaries and opinions

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Mindshare comparison

Cloud ERP Mindshare Distribution
ProductMindshare (%)
Acumatica3.6%
Oracle Fusion Cloud ERP18.8%
NetSuite ERP17.6%
Other60.0%
Cloud ERP
CRM Customer Engagement Centers Mindshare Distribution
ProductMindshare (%)
Microsoft Dynamics CRM13.0%
Salesforce Service Cloud10.6%
Zendesk8.2%
Other68.2%
CRM Customer Engagement Centers
CRM Mindshare Distribution
ProductMindshare (%)
Zoho CRM1.8%
Microsoft Dynamics CRM2.6%
Salesforce Sales Cloud2.1%
Other93.5%
CRM
 

Featured Reviews

Steven-Parker - PeerSpot reviewer
CEO at Cottingham Ltd
Focused on inventory and accounting production; valuable inventory control and sales recording
The Acumatica features I found most valuable are inventory control and sales recording Additional features I would like to see in the next release are more flexible reporting options. I would specifically benefit from the ability to create comparative reports for many months instead of having to…
NavinJacob - PeerSpot reviewer
Chief Digital Officer at Cipher7
Has enabled seamless integration across platforms while supporting advanced analytics for customer insights
Microsoft Dynamics CRM doesn't provide solutions that allow you to transform easily if you have a heterogeneous mix of technologies or if your contact center is on analog and you try to digitize it. A lot of custom work is needed if you have to integrate heterogeneous technologies with the Microsoft suite, but if you are using the Microsoft suite, then it's quite seamless. Microsoft Dynamics CRM should add commercial models that allow smaller companies to use it because it can get pretty expensive. Better commercial options for smaller implementations may be helpful. There should be commercial options for smaller companies, as the overheads and costs of Dynamics can be quite high.
NaveenKumar S - PeerSpot reviewer
Software Engineer at Maximus
Zoho CRM improves lead conversion with AI assistance but could have better technical support
Zoho Zia has helped our lead conversion process by serving as a private AI of Zoho CRM that assists in boosting lead conversation by analyzing customer data, predicting outcomes, and automating workflow follow-ups. Regarding how Zia helps with lead conversion, there's lead scoring and conversion predictions, sentiment analysis, and workflow suggestions. For lead scoring, Zia analyzes past lead conversation patterns and assigns scores to new leads, and high score leads get prioritized for faster follow-up. In terms of conversation predictions, Zia predicts the probability of lead conversion based on demographics and engagements, helping the sales team focus on the most promising leads. Another point is sentiment analysis, where Zia scans customer emails, chats, and notes to detect tones such as positive, negative, or neutral, guiding us on how to approach the leads better. For workflow suggestions, it recommends automated workflows such as sending emails and assigning tasks to agents, improving our engagements. Additionally, the conversational AI feature through Zia chatbot can interact with leads via website chat or capture details and push them into Zoho CRM automatically. The analytics and reporting features in Zoho CRM helped me understand sales patterns and customer behavior through standard reports that include pre-built reports for leads, deals, sales activities, and campaigns. We can customize reports as well, creating reports based on any module fields, and we can integrate with Zoho Analytics for direct capture of reports from our modules. We can merge leads reports to contact reports using SQL, allowing for effective sales funnel tracking to identify drop-offs and optimize conversation strategies. Auto-generated reports are also available for daily scheduling, ensuring that admin receives daily basis reports through automation. With advanced BI features such as drag-and-drop dashboards and predictive analysis using pivot tables, we can create insightful dashboards while pulling CRM and external data from sources such as Google Ads and Facebook Ads for unified analytics. The automation capabilities in Zoho CRM have helped streamline our organization's sales and marketing tasks by handling repetitive tasks such as sending follow-up emails, assigning leads, and updating fields. For example, if a lead score is greater than 80, it automatically assigns that record to the senior sales representative. There are also blueprint options to define the step-by-step sales process, ensuring every sales representative follows the same process. Automation includes assignment rules, lead scoring, priority load options, sales signals, macros, and territory management, which automatically routes leads based on geography, revenue, and industries. Additionally, deal stage automations trigger actions when a deal moves stages, such as sending a contract when it moves to negotiation. For marketing, there are tools for email campaign automation, behavior-based triggers, campaign to lead sync, and social media automations. The overall benefits I have seen from using Zoho CRM include centralized customer data, where all customer interactions are visible in one place, providing a 360-degree view. Improved lead conversations through AI-powered scoring and automation helps us focus on the right leads, with end-to-end sales automation managing tasks from lead capture to deal closure, thereby saving time on repetitive tasks. This leads to better marketing ROI, as we can track campaigns, ad spend, and lead sources, connecting marketing efforts to revenue. Enhanced collaboration through shared notes, tasks, and role-based access enables teamwork within our internal users and sales teams, contributing to customer satisfaction. Moreover, Zoho CRM is scalable and customizable, adapting to startups, SMBs, and enterprises with its flexible modules and fields. Lastly, it is cost-efficient compared to Salesforce and HubSpot while including a wide range of features.

Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Pros

"The way everything integrated well with everything else was most valuable. We had one solution for everything, from the first phone call down to follow-up visits for wholesale callers and for just regular purchases."
"We had one solution for everything, from the first phone call down to follow-up visits for wholesale callers and for just regular purchases."
"This solution supports multiple branches."
"The most valuable feature is that because this solution uses the cloud, you only have to install it and allocate it to a user, making it quite easy to use."
"The most valuable feature of Microsoft Dynamics CRM is its ease of use."
"Dynamics is a complete tool that helps the company measure and track sales, orders, current customers, and the sales pipeline."
"I like that Microsoft Dynamics CRM works, and it's been okay; I like that it is a stable solution, and my main reason for using it is that it is stable and meets our requirements from a functionality point of view."
"The most valuable features of Microsoft Dynamics CRM are its easy operations and functionality."
"The most valuable features are the integration capabilities with other third-party software. It has an easy user interface and in terms of security, it has permission-based access for different users."
"Microsoft Dynamics CRM has the same features as Salesforce CRM, but what I like about the solution is that it's customizable. It's also one of the top-rated CRMs in the market. I also like that the coverage system of Microsoft Dynamics CRM is very, very broad, which means you can do a lot with it versus what you can do with Salesforce CRM."
"Easy and fast to implement, very flexible to be able to meet our business needs, and low cost licensing."
"Complete customer relation management with the ability to add further apps if needed."
"What I appreciate about Zoho CRM is the customization."
"Zoho works straight out of the box, easy to start with, easy to customize to our own sales process and workflow, with simple and effective functionality when it comes to creating reports."
"I did not have to manually update the CRM, since Zoho provide a cool API able to retrieve and update CRM data."
"What I like most about Zoho CRM is its configurability. We can adapt it to our needs in terms of the sales process. It has automation capabilities, but we mostly use it as a static system, except for sending emails and information about updated products."
"Zoho CRM is a very powerful tool and has a lot of features."
"Zoho CRM's automation capabilities have helped to streamline my organization's sales and marketing tasks."
"I like Zoho CRM's automatic lead assignment and automated workflows."
 

Cons

"It is very expensive for a small business."
"For support, we go through a distributor, and the support we receive from them is much better than what we would from Acumatica directly. When we went to Acumatica support directly, we were not happy with it."
"We should be able to personalize it for the company. There should be more customization of the pages so that they seem more like a company rather than as an outside company. We should be able to change company images and things like that and do this kind of personalization."
"The solution doesn't have features to break down the structure for multiple people in the project."
"I am happy with it. If anything, its interface could be improved."
"Overall, the solution could be made to be more user friendly."
"Out of the box, the solution doesn't really have a desirable user experience. We have to set it up and customize it to meet our needs."
"It would be better if it were more secure."
"Microsoft Dynamics CRM could improve by being more user-friendly and having a better design. I have used Service Desk and it is not user-friendly but this solution is worse. The graphical interface is not intuitive, you need someone to guide you or you will have difficulties navigating around to find the file you need. The data we are normally dealing with is boring enough and the interface could be more attractive and more exciting. The tabs and arrangement could be done better to be more user-friendly. Microsoft Excel, PowerPoint, and Word are fine and Microsoft should extend their user-friendliness and intuitiveness to Microsoft Dynamics."
"A built-in automation engine to automate parts of workflows would be beneficial. That's the feature I'd be most happy to see expanded. It's currently tagged as simple automation, but I'd love some predictive capability."
"The price of Microsoft Dynamics CRM could improve."
"Dynamic's management could be improved. The tech management should have better technical capabilities."
"It is hard to modify information around a customer. You need to pay for the features and the tool needs to improve it."
"Pricing for Zoho CRM could be improved because it is expensive. My company also needs some analytics, so it would be good if Zoho CRM had built-in analytics."
"Zoho CRM has a rule engine or a place where you can set certain rules. That's not evolved very much. They could improve this within the platform."
"We'd like the solution to be less expensive."
"Support could be more knowledgeable."
"Support could be more knowledgeable."
"The mobile application is a little complicated and could be simplified."
"The solution's feature for forecast has limitations."
 

Pricing and Cost Advice

"It is very expensive for a small business. If you're a small business, it is not a very good solution in that aspect, but if you are big and have more manufacturing, it is well worth it. It comes with the ability to integrate with one website. We had to modify ours. We customized it so that we could do hundreds of websites. In Texas, I believe that we were the only one ever to be integrated with hundreds of websites. So, the development of our API probably cost us a hundred grand, and then there would be maintenance. That's all outside of the standard licensing fee."
"Licensing fees are paid on a monthly basis."
"I give the price of the solution an eight out of ten."
"Microsoft Dynamics CRM is an expensive solution."
"My organization pays for the license, and I do not know how much it costs."
"We have deployed the cloud-based version and it is a subscription and the price is based on the number of users using it."
"Microsoft Dynamics CRM's price is too high."
"Microsoft often encourages customers to commit to multi-year enterprise-level agreements, such as three or five-year deals with a minimum commitment of, for example, $200,000 dollars. However, in order to acquire more customers, I believe Microsoft should offer this same rate for one-year commitments for customers who want to experience it."
"The solution is open source and is free. However, it does require a Dynamics 365 subscription."
"This solution is less expensive than Salesforce."
"Zoho CRM is an expensive tool."
"The tool started out quite cheap. It's had some changes with small and medium business subscriptions, but it's still worth the price. I'd say it's priced a bit below the medium range."
"Zoho CRM has a subscription-based license, which is not too expensive."
"We have an annual license fee that costs $12,000."
"Its price is lower than the other software."
"Professional plans cost $35 per user in the USA and EUR 35 in Europe."
"I have no information about the pricing for Zoho CRM because the finance department handles that."
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Top Industries

By visitors reading reviews
Computer Software Company
14%
Manufacturing Company
12%
Construction Company
10%
Non Profit
8%
Financial Services Firm
9%
Manufacturing Company
9%
Government
8%
Computer Software Company
8%
Manufacturing Company
13%
Construction Company
11%
Marketing Services Firm
9%
Outsourcing Company
8%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
No data available
By reviewers
Company SizeCount
Small Business41
Midsize Enterprise22
Large Enterprise20
By reviewers
Company SizeCount
Small Business45
Midsize Enterprise6
Large Enterprise10
 

Questions from the Community

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What are the pros and cons of MS dynamics vs. Salesforce CRM?
When comparing Microsoft Dynamics 365 and Salesforce CRM in 2026, both are leading CRM platforms, but they serve slig...
What needs improvement with Microsoft Dynamics CRM?
Microsoft Dynamics CRM doesn't provide solutions that allow you to transform easily if you have a heterogeneous mix o...
What is your primary use case for Microsoft Dynamics CRM?
I have been working with Microsoft Dynamics CRM for five or six years for various customers. I work with CRM and some...
What is your experience regarding pricing and costs for Zoho CRM?
Zoho CRM and all of Zoho's software are quite affordable because they are specifically designed for small and medium ...
What needs improvement with Zoho CRM?
I think areas of Zoho CRM that need to be improved or enhanced include the permission structure, which can be easy to...
What is your primary use case for Zoho CRM?
I describe the usual use cases for Zoho CRM that I mostly work with as related to sales flow. Most of my clients are ...
 

Comparisons

 

Also Known As

No data available
Dynamics CRM, MS Dynamics CRM
No data available
 

Overview

 

Sample Customers

Additive-X, Carlson-LaVine Inc, Cornell Cooperative Extension, Alpha Insulation and Waterproofing, Dukathole Group, Eagle Fence Distributing, Clive Coffee
Metro Bank, Nissan, Pandora, Delta, Haynes International, City of London, Trek and many more market leaders.
JetHub, Anderson Sales Advantage, ActionCoach, Milagro Advisory Group, TECO Pneumatic, Proteomics Consult
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885,667 professionals have used our research since 2012.