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Microsoft Dynamics CRM vs Zoho CRM comparison

 

Comparison Buyer's Guide

Executive SummaryUpdated on Oct 8, 2024
 

Categories and Ranking

Microsoft Dynamics CRM
Ranking in CRM
2nd
Ranking in Sales Force Automation
2nd
Average Rating
7.8
Reviews Sentiment
6.4
Number of Reviews
75
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
6.9
Number of Reviews
51
Ranking in other categories
Opportunity Management (3rd)
 

Mindshare comparison

As of December 2024, in the CRM category, the mindshare of Microsoft Dynamics CRM is 14.0%, down from 14.2% compared to the previous year. The mindshare of Zoho CRM is 3.6%, down from 5.1% compared to the previous year. It is calculated based on PeerSpot user engagement data.
CRM
 

Featured Reviews

Arun Srivastav - PeerSpot reviewer
Easy to use and integrates well with emails, WhatsApp, and SMS gateways
The most valuable feature of Microsoft Dynamics CRM is the campaign feature. The solution's campaign feature allows you to collate a group of customers and the frequency of email notifications sent to them. You can put an advertising budget for a series of customers, whereby high net-worth individuals will be marketed for high-end products. Low-end customers will be in a different campaign. So, we run campaigns on different sectors of customers. One of the solution's good features is integration because it directly integrates with Microsoft tools. Microsoft Office 365 and Microsoft Teams are built into it. The solution gives a varied network of text and email gateways, which are already integrated and come with the package.
Yogesh Kumar Mali - PeerSpot reviewer
A highly stable solution that allows customization and data sharing
We can customize the solution the way we want to. We built a ChatGPT extension. It has some capabilities of building its own widgets with respect to CRM. We can integrate it with any web application. We also created SalesInbox, which is a mailing feature. We can set up our mailbox with Zoho CRM. We get updates from Zoho CRM whenever we send out an email. It tells us whether the person viewed the email or clicked on any links. One of the best features of the solution is data sharing. We can create our own rules even if we have configured the standard rules. We can have a different rule setup where we can assign rules based on value and give data-sharing permissions.

Quotes from Members

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

Pros

"It ensures that there's continuity, and you don't have to start asking the customer about what happened. From CRM, you can easily see all the interactions and events in the record and take it from there."
"It is good for sales and service maintenance. It has various integration tools."
"Microsoft Dynamics CRM has plenty of valuable features."
"The most valuable feature is the reporting tab."
"The support is brilliant. All OEMs are pretty helpful."
"The most valuable feature of Microsoft Dynamics CRM is that it is a low-code platform and we can perform business process management."
"The solution is versatile and customizable."
"Microsoft Dynamics CRM brings the most value in terms of its ease of implementation."
"I like Zoho CRM's automatic lead assignment and automated workflows."
"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."
"It has helped to manage, move forward, and also customize my processes. It has helped me with my sales pipeline, sales process, and performance."
"The best thing about Zoho CRM is that it is integrated with other Zoho applications."
"The most valuable features are the lead, opportunity and task management as well as dashboard creation, reporting, contact management and campaigns."
"For the most part, the solution is stable."
"Zoho CRM is very simple and easy to use."
 

Cons

"Better integration would be an improvement."
"The options for customizing Microsoft Dynamics CRM are very limited or highly complex."
"This CRM system needs to be more configurable. Its performance still needs improvement, because its screens hang while querying data. It's also not highly scalable, so scalability also needs improvement."
"From my experience, the solution's tech support could improve with a quicker response time."
"Microsoft Dynamics CRM's customer support could be improved as tickets usually take a long time to resolve."
"The UI and GUI could be improved."
"It would be a little bit easier if there were better ways to configure and modify native add-ins or plugins."
"The main issue with Microsoft Dynamics CRM is that its GUI isn't very attractive. Overall, the solution has the same functionalities as other CRMs such as Salesforce, but Salesforce is much simpler to use. Microsoft Dynamics CRM is complicated to use, and this is another area for improvement. It was also more difficult to set up the solution, so its setup could still be improved. What I'd like to see in the next version of Microsoft Dynamics CRM is a cleaner user interface because currently, it looks messy to me. Salesforce CRM has a better, more simplified user interface that makes it easier for you to get what you need, while in Microsoft Dynamics CRM, you have to put in a lot of effort to get things done."
"Since Zoho CRM is not made for the enterprise kind of company, its stability for enterprise businesses could be improved."
"The MCR capabilities have some limitations."
"I'm not sure that there is scalability potential for enterprises."
"The process of creating reports is not very user-friendly - it takes time, and it's confusing."
"The support is not quite good."
"The customization options for roles in Zoho CRM are currently limited."
"We'd like the solution to be less expensive."
"Adding a new contract to the solution is quite complicated."
 

Pricing and Cost Advice

"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."
"Dynamics CRM's pricing is fair."
"The cost varies on multiple factors including customization and the number of users."
"The annual license for Microsoft Dynamics CRM could be reduced, it is expensive."
"I am not the person who pays for Microsoft Dynamics CRM but it is expensive. I have been using Microsoft Azure, which Microsoft Dynamics CRM is built on, and I know we prepaid for the services. For me as a consumer, I do not think I can afford it, mainly because I am only learning how to use the AI and the rate which they charge is high. In general, Microsoft solutions are expensive and this is most likely due to the brand, this is something you expect. However, the price might be high but you receive a highly secure solution."
"I'm not aware of any licensing costs for Microsoft Dynamics CRM."
"Licensing fees are paid on a monthly basis."
"It is a very comprehensive package. We get everything from Access to D 365. We get Microsoft's suite of tools. I'm not too sure about the pricing, but I can't imagine it being cheap."
"Compared to other solutions, I would say Zoho CRM is very, very affordable because we can use different applications with one license."
"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."
"This solution is less expensive than Salesforce."
"Its price is lower than the other software."
"The solution has standard pricing plans."
"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."
"We pay for an annual license to use this solution."
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Top Industries

By visitors reading reviews
Computer Software Company
14%
Financial Services Firm
11%
Government
10%
Manufacturing Company
8%
Educational Organization
82%
Computer Software Company
3%
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?
During a period of time, restoring data and maintaining it could be better in Microsoft Dynamics CRM.
What is your primary use case for Microsoft Dynamics CRM?
I use Microsoft Dynamics CRM because of its flexible design.
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?
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.
What needs improvement with Zoho CRM?
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...
 

Comparisons

 

Also Known As

Dynamics CRM, MS Dynamics CRM
No data available
 

Learn More

 

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: November 2024.
823,795 professionals have used our research since 2012.