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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 (9th)
Zoho CRM
Average Rating
8.2
Reviews Sentiment
6.8
Number of Reviews
61
Ranking in other categories
CRM (3rd), Opportunity Management (3rd), 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 3.0% compared to last year.
Zoho CRM, on the other hand, focuses on CRM, holds 2.1% mindshare, down 3.1% since last year.
Cloud ERP Mindshare Distribution
ProductMindshare (%)
Acumatica3.3%
NetSuite ERP20.6%
Oracle Fusion Cloud ERP20.5%
Other55.599999999999994%
Cloud ERP
CRM Mindshare Distribution
ProductMindshare (%)
Zoho CRM2.1%
Microsoft Dynamics CRM2.8%
Salesforce Sales Cloud2.4%
Other92.7%
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…
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

"This solution supports multiple branches."
"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."
"It also provides robust reporting capabilities to analyze and report on these key aspects of customer relationship management."
"I like the solution's reminder feature which is helpful for big projects. There are many tasks that run at the same time. The reminder feature makes things easy for me since I use Zoho's mobile version as well."
"In general, the solution works well; it's great for keeping track of customers and adding in details."
"I am impressed with the product's information on customers."
"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."
"Its initial setup process for the cloud-based version is straightforward."
"I think the whole pipeline tracking is most useful for us."
"The solution has an efficient notification feature."
 

Cons

"The solution doesn't have features to break down the structure for multiple people in the project."
"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."
"It is very expensive for a small business."
"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."
"Support could be more knowledgeable."
"There are at least two big pieces. One is just the ability to reorganize the data and clean it up to eliminate duplicates and things like that. It is very manual at the moment. It only gives us certain fields that we can check on. Because of our particular database, it creates a problem. We deal with hospitals, and there are 50 hospitals. It is tough to figure out which one is which. Is it this one or the other one? So, trying to clean things up is very difficult. I'd like to have more ability to share data fields. The data is structured into different buckets, and I frequently have to create the same field in two different buckets. It would be nice if I could just do a view-only field in another bucket. In my contact bucket, I would like to be able to have just a view-only of the account information so that I don't need to enter it again, which is what I have to do currently."
"Adding a new contract to the solution is quite complicated."
"The main improvement needed for Zoho CRM is introducing SQL code for reports, similar to what's in Zoho Analytics."
"I would like to see more integrations and customization options in the next release."
"The login process could be improved as some users find it unfriendly. The documentation could also be more user-friendly and better organized."
"However, as we continued to grow, Zoho did not have all the features we needed to successfully track our sales cycle, so we ended up switching to Salesforce."
"Customer Service: It's poor. Technical Support: Poor, as they don't answer your call or emails at your first attempt."
 

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."
"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."
"Zoho CRM has a subscription-based license, which is not too expensive."
"It is around $1000 a month."
"I have no information about the pricing for Zoho CRM because the finance department handles that."
"This solution is less expensive than Salesforce."
"Its price is lower than the other software."
"Zoho CRM is an expensive tool."
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Top Industries

By visitors reading reviews
Manufacturing Company
13%
Computer Software Company
12%
Construction Company
11%
Healthcare Company
8%
Construction Company
13%
Manufacturing Company
11%
Outsourcing Company
11%
Financial Services Firm
9%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
No data available
By reviewers
Company SizeCount
Small Business48
Midsize Enterprise6
Large Enterprise10
 

Questions from the Community

Ask a question
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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?
While applying some integrations or automations, if we need to take an action between two modules' fields, we have to write SOQL, and it can miss the data. I had a scenario where I had to use two f...
What is your primary use case for Zoho CRM?
I am a consultant and Zoho CRM developer who implements Zoho CRM for clients. I have worked extensively on Zoho CRM where I set up modules and gather requirements from clients. I customize fields a...
 

Comparisons

 

Overview

 

Sample Customers

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