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Microsoft Dynamics CRM vs Zoho CRM comparison

 

Comparison Buyer's Guide

Executive SummaryUpdated on Jan 12, 2025

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

Microsoft Dynamics CRM
Ranking in CRM
2nd
Ranking in Sales Force Automation
2nd
Average Rating
7.8
Reviews Sentiment
7.0
Number of Reviews
76
Ranking in other categories
CRM Customer Engagement Centers (1st), Local Government CRM (1st), Marketing Management (2nd)
Zoho CRM
Ranking in CRM
5th
Ranking in Sales Force Automation
3rd
Average Rating
8.0
Reviews Sentiment
7.1
Number of Reviews
51
Ranking in other categories
Opportunity Management (3rd)
 

Mindshare comparison

As of February 2025, in the CRM category, the mindshare of Microsoft Dynamics CRM is 12.2%, down from 14.4% compared to the previous year. The mindshare of Zoho CRM is 3.0%, down from 4.9% compared to the previous year. It is calculated based on PeerSpot user engagement data.
CRM
 

Featured Reviews

Rishabh Chhajer - PeerSpot reviewer
Intuitive APIs, customizable design, but dashboards could improve
The most advantageous aspect of Microsoft Dynamics CRM is its periodic updates. Every quarter, Microsoft releases upgrades that address bugs and vulnerabilities. As a company governed by the Reserve Bank of India and SAP security regulations for our stock operations, we conduct periodic reviews of our applications, including Microsoft Dynamics CRM. Whenever we submit an audit report and identify bugs, we reach out to the Microsoft team for assistance. They assure us that the issues will be fixed in the next quarterly release. As a result, we have not experienced any outstanding bugs that have not been recorded or addressed.
AmerKhan - PeerSpot reviewer
Diverse integrations assist in seamlessly aligning marketing efforts with sales tracking
Zoho CRM is flexible due to its integrations, like with Zoho Campaign, helping integrate marketing efforts with CRM processes. It offers a no-cost entry with the ability for three users to use it at no charge, which is beneficial for startups to explore the platform without financial strain. This enables me to start using the platform, handle opportunities, and get a feel before committing financially.

Quotes from Members

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

Pros

"Microsoft Dynamics CRM has a very nice UI, and is very easy to use. It's easy to install, has a lot of features, and provides good technical support."
"The most valuable features of Microsoft Dynamics CRM are all the filters and possible reports."
"For me, the most helpful functionalities in Microsoft Dynamics CRM are customer engagement, contact management, opportunity management, and order management. The service management features, including ticket management and handling complaints from the call center, are also very useful. One of the key benefits is the faster time to market, as it allows for quicker product delivery and better customer management. The tool also improves customer interaction through the service center, leading to better adherence to KPIs."
"The history of engagement with our customers, including all conversations, has been most valuable when using this solution."
"The solution's return on investment is worth it."
"The support is brilliant. All OEMs are pretty helpful."
"The Outlook calendar has been very helpful for us."
"The product is highly scalable, particularly in the cloud environment, where resources can be increased as required."
"It also provides robust reporting capabilities to analyze and report on these key aspects of customer relationship management."
"The whole forecasting and pipeline management is very good."
"The most valuable feature of Zoho CRM is its ease of use."
"I like that it is easy to get data in and out of it. We can export and import CSV files. I also like that the database is hierarchical, which allows me to be able to look at a parent and multiple children."
"Zoho CRM is very simple and easy to use."
"Highly configurable, enabling graphically built workflows, and the writing of customized scripts if required."
"What I like best about Zoho CRM is the web form feature. I find Zoho CRM forms excellent."
"The most valuable solution of Zoho CRM is lead management and analytics. It has a powerful analytics tool."
 

Cons

"The solution should improve the user experience in the process of creating and activating offers."
"When it comes to any necessary changes or updates, we have issues. It is not very agnostic in terms of working with other platforms. A lot of data transformation had to be done internally in order to send it to various systems."
"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."
"This solution would be easier to use if everything was displayed on one page, to avoid moving from one tab to another tab to add documents or add comments."
"Microsoft Dynamics CRM needs to improve its integrations."
"Overall, the solution could be made to be more user friendly."
"We had to do some customizations on top and it got a bit cumbersome."
"The solution could have better dashboards and the Microsoft operating system could be more intuitive."
"The reporting for developers should be improved."
"The solution can improve by having a policy that allows us to integrate with the cloud."
"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 could be more user friendly by improving the UI of the interface."
"The tool is hard for people who have worked with Microsoft Office for a long time."
"It is hard to modify information around a customer. You need to pay for the features and the tool needs to improve it."
"Certain functions have occasional performance issues."
"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."
 

Pricing and Cost Advice

"Licensing fees are paid on a monthly basis."
"We have a three-year ELA with all our Microsoft solutions and often we had to do a true-up which was approximately $1,000,000. Additionally, we pay approximately $2,500 a month for support."
"I'm not aware of any licensing costs for Microsoft Dynamics CRM."
"Microsoft Dynamics CRM is slightly cheaper than Salesforce today. Pricing for the solution is pretty aggressive in the market."
"Microsoft Dynamics CRM is an expensive solution. However, most good CRMs are expensive."
"The cost could be cheaper. I would rate them 3 out of 5."
"The cost depends on a number of factors, so whoever is implementing it will need to take that into consideration before it is done."
"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."
"It is around $1000 a month."
"If you compare the pricing with SAP, it is well priced and you are able to pay as you go."
"The solution has standard pricing plans."
"We pay for an annual license to use this solution."
"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."
"We have an annual license fee that costs $12,000."
"The solution is cost-effective."
"The basic plan has changed from $15 to $25 or $30."
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Top Industries

By visitors reading reviews
Computer Software Company
13%
Financial Services Firm
11%
Government
10%
Manufacturing Company
8%
Educational Organization
83%
Computer Software Company
2%
Financial Services Firm
2%
Government
1%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
 

Questions from the Community

What do you like most about Microsoft Dynamics CRM?
The most valuable features of Microsoft Dynamics CRM are all the filters and possible reports.
What needs improvement with Microsoft Dynamics CRM?
Costing might be a reason for concern. It could be an issue for the organization, or maybe not. It's uncertain.
What is your primary use case for Microsoft Dynamics CRM?
I use the solution to manage the lead sales pipeline and enable the marketing department to maintain customer data.
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?
Currently, I am using Zoho CRM at no charge, sticking with the free tier. I have not had to pay for licenses or setup costs.
What needs improvement with Zoho CRM?
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. This feat...
 

Comparisons

 

Also Known As

Dynamics CRM, MS Dynamics CRM
No data available
 

Overview

 

Sample Customers

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
Find out what your peers are saying about Microsoft Dynamics CRM vs. Zoho CRM and other solutions. Updated: February 2025.
837,501 professionals have used our research since 2012.