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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
Number of Reviews
73
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
Number of Reviews
50
Ranking in other categories
Opportunity Management (3rd)
 

Mindshare comparison

As of November 2024, in the CRM category, the mindshare of Microsoft Dynamics CRM is 14.1%, down from 14.5% compared to the previous year. The mindshare of Zoho CRM is 3.8%, 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
Feb 19, 2024
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
Jun 6, 2023
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

"The most valuable feature of Microsoft Dynamics CRM is the campaign feature."
"I like the fact that I can keep track of everything I do in relation to my own job."
"The most valuable feature of Microsoft Dynamics CRM is the integration with Microsoft Office 365."
"Integration with other Microsoft tools is a good feature of Microsoft Dynamics CRM."
"The most valuable feature of Microsoft Dynamics CRM is the flexibility with Microsoft Office 365."
"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."
"The solution is stable."
"Microsoft Dynamics CRM is a stable solution."
"One of the most important features is that it's a cloud base and, it's also quite cheaper when compared to other solutions. Zoho CRM is customizable as per your requirement and, the Zoho team is able to help you to customize the CRM based on your requirements, and you can integrate to any third-party solution."
"CRM software that's simple to use, with good technical support, scalability, and stability."
"I like Zoho CRM's automatic lead assignment and automated workflows."
"The product is customizable."
"The initial setup is pretty fast."
"The best thing about Zoho CRM is that it is integrated with other Zoho applications."
"The whole forecasting and pipeline management is very good."
"The solution has an efficient notification feature."
 

Cons

"The approvals component of Dynamics is complex. It isn't very easy to generate approvals between different departments."
"Dynamic's management could be improved. The tech management should have better technical capabilities."
"If there was a bit more automation, specifically for marketing tasks, that would be ideal."
"The solution could have better dashboards and the Microsoft operating system could be more intuitive."
"My company's biggest challenge with Microsoft Dynamics CRM is wanting to market solely to leads without having to create a contact and link the contact to the lead. From a marketing standpoint, there's room for improvement in the lead process of Microsoft Dynamics CRM."
"Dynamics could perform a little better, and it would be nice to save the filters I use frequently, so I don't need to do the same thing every day."
"Microsoft Dynamics could have better note-taking capabilities. It should have more preset options where you enter notes by clicking a box instead of writing them out."
"This is a good tool, but if you don't have experience using a CRM solution, there are a lot of things you'll need to learn. This tool needs to be more user-friendly."
"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."
"I'd like the solution to offer more integrations with other products."
"It would be useful to have some way of mapping organizations that could add more value. If I have X company's database and am trying to create multiple contexts for different entities of the same company, I should be able to map it in such a way that I can see the organization chart."
"We would like to always email users as soon as any new features are launched."
"We'd like the solution to be less expensive."
"The support response time for this solution could be improved."
"I have issues with the tool's scalability."
"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."
 

Pricing and Cost Advice

"Microsoft Dynamics CRM is an expensive solution. However, most good CRMs are expensive."
"We have deployed the cloud-based version and it is a subscription and the price is based on the number of users using it."
"I rate the solution's pricing as a seven out of ten."
"I give the price of the solution an eight out of ten."
"The price of the solution is good but could be cheaper."
"My organization pays for the license, and I do not know how much it costs."
"For the price of Microsoft Dynamics CRM, you receive a lot of comprehensive functionality. Additionally, it integrates very well. We pay approximately $100 a month to use the solution and we do not have any additional costs."
"Microsoft Dynamics CRM is very affordable if you use the yearly subscription."
"Zoho CRM is available at a fairly average price"
"The solution has standard pricing plans."
"The licensing is the subscription, where we pay $50 per month per user."
"Zoho CRM is an expensive tool."
"Zoho CRM has a subscription-based license, which is not too expensive."
"The solution is cost-effective."
"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."
"Professional plans cost $35 per user in the USA and EUR 35 in Europe."
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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?
The UI/UX needs improvement as it is not intuitive from day one. It becomes intuitive once learned, however, it should be less complex initially.
What is your primary use case for Microsoft Dynamics CRM?
The use cases are for HR management, resource management, project insight, and timesheet management. It is mostly connected with people and resource management.
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.
815,854 professionals have used our research since 2012.