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Acumatica 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:
 

Categories and Ranking

Acumatica
Average Rating
8.0
Reviews Sentiment
7.0
Number of Reviews
3
Ranking in other categories
Cloud ERP (7th)
Zoho CRM
Average Rating
8.0
Reviews Sentiment
6.8
Number of Reviews
58
Ranking in other categories
CRM (4th), Opportunity Management (5th), Sales Force Automation (3rd)
 

Mindshare comparison

Acumatica and Zoho CRM aren’t in the same category and serve different purposes. Acumatica is designed for Cloud ERP and holds a mindshare of 3.3%, up 2.6% compared to last year.
Zoho CRM, on the other hand, focuses on CRM, holds 1.8% mindshare, down 4.0% since last year.
Cloud ERP Market Share Distribution
ProductMarket Share (%)
Acumatica3.3%
Oracle Fusion Cloud ERP20.6%
NetSuite ERP18.6%
Other57.5%
Cloud ERP
CRM Market Share Distribution
ProductMarket Share (%)
Zoho CRM1.8%
Microsoft Dynamics CRM4.5%
SAP CRM4.1%
Other89.6%
CRM
 

Featured Reviews

Steven-Parker - PeerSpot reviewer
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…
NaveenKumar S - PeerSpot reviewer
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."
"This solution supports multiple branches."
"Zoho CRM handles the entire customer relationship management, from lead generation to workflows, reports, and lead qualification."
"There are many features that capture customer data."
"We can customize the solution the way we want to."
"Zoho CRM has a location-based feature where if I'm visiting certain customers in a day, it can indicate to me the most efficient route. However, this is if the location of all the offices or places is updated, it saves my time. The calendar in Zoho CRM is synchronized with Google Calander which is very useful for me."
"It has helped to manage, move forward, and also customize my processes. It has helped me with my sales pipeline, sales process, and performance."
"Zoho CRM is flexible due to its integrations, like with Zoho Campaign, helping integrate marketing efforts with CRM processes."
"Highly configurable, enabling graphically built workflows, and the writing of customized scripts if required."
"Zoho CRM is very simple and easy to use."
 

Cons

"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."
"The solution doesn't have features to break down the structure for multiple people in the project."
"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 main area for improvement is how the solution handles leads. Leads are separated and always tied to a contact, which makes it difficult to maintain leads within a company. This could be handled better."
"The mobile application is a little complicated and could be simplified."
"They should provide an option to customize modules."
"What needs improvement in Zoho CRM is the UI. It needs to be more user-friendly. I like Salesforce better than Zoho CRM in terms of the UI, so if Zoho CRM can make some UI changes, that would make the tool better."
"Zoho CRM could benefit from predictive analysis based on historical trends to forecast future performance over the next two to three years, particularly from a sales pipeline perspective."
"The product's scalability and stability need improvement."
"Since Zoho CRM is not made for the enterprise kind of company, its stability for enterprise businesses could be improved."
"The customization options for roles in Zoho CRM are currently limited."
 

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."
"There is a license required for this solution."
"On a scale of one to ten, where one is a high price and ten is a low price, I rate the pricing a five. However, the pricing is fine because we chose the enterprise plan as a private limited company."
"The licensing is the subscription, where we pay $50 per month per user."
"I rate the product a four out of ten. The cost for Zoho CRM is not fixed; different editions are available, and the features depend on the edition chosen. Some capabilities, such as integrating with workflows, might incur additional costs, but these are well-documented and not hidden."
"The price of Zoho CRM is already competitive, but we would always like to have a better discount. Most of the features are included in the price but if we want the extra features then we have to purchase them."
"Compared to other solutions, I would say Zoho CRM is very, very affordable because we can use different applications with one license."
"The solution is cost-effective."
"We pay for an annual license to use this solution."
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Top Industries

By visitors reading reviews
Computer Software Company
17%
Healthcare Company
10%
Construction Company
8%
Media Company
6%
Manufacturing Company
9%
Computer Software Company
8%
University
7%
Comms Service Provider
6%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
No data available
By reviewers
Company SizeCount
Small Business44
Midsize Enterprise6
Large Enterprise10
 

Questions from the Community

What do you like most about Acumatica?
This solution supports multiple branches.
What needs improvement with Acumatica?
When I logged into project accounting, I found that the solution didn't have features to break down the structure for multiple people in the project. I think it's hard for the construction companie...
What is your primary use case for Acumatica?
The user interface has many features like Multi-company and Multi-Currency. In the costing method, the warehouse is a critical port; you cannot find it in any other software, so it's helpful.
What do you like most about Zoho CRM?
Zoho CRM integrates easily with customer service workflows.
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 businesses.
What needs improvement with Zoho CRM?
The main improvement needed for Zoho CRM is introducing SQL code for reports, similar to what's in Zoho Analytics. Zoho CRM's support can improve significantly, although it's designed to require mi...
 

Comparisons

 

Overview

 

Sample Customers

Additive-X, Carlson-LaVine Inc, Cornell Cooperative Extension, Alpha Insulation and Waterproofing, Dukathole Group, Eagle Fence Distributing, Clive Coffee
JetHub, Anderson Sales Advantage, ActionCoach, Milagro Advisory Group, TECO Pneumatic, Proteomics Consult
Find out what your peers are saying about Acumatica vs. Zoho CRM and other solutions. Updated: September 2024.
867,349 professionals have used our research since 2012.