Overview

Comprehensive customization options give Zoho an edge over other CRM systems. Zoho subscribers get the freedom to set up the system the way they want. The platform also integrates with thousands of third-party apps and software. In addition to being a flexible solution, Zoho CRM is affordable and includes a free version for up to three users.
Businesses seeking a powerful CRM with advanced features, complex reporting capabilities, and integration with Microsoft should consider Microsoft Dynamics. The extensive integration with Office 365, Skype, SharePoint, and other Microsoft apps is a distinctive feature of this modular CRM.

Ease of use

Zoho CRM's interface looks a little dated, but in terms of functionality, the system has everything you need to manage your sales, marketing, and service departments. A horizontal dashboard contains tabs for sales, leads, accounts, contacts, reports, and more. These settings can be customized to your preferences. You also have a homepage displaying open tasks, today's leads, and meetings. This can also be personalized, so the information you use most is front-and-center. And unlike many CRM systems, you don't have to worry about storage capacity. You get up to 100,000 contacts, so you can be sure every customer is served.
The software is surprisingly easy to use, considering the vast number of features. However, like any large software solution, it takes time to learn the ins and outs of this powerful tool. It has a minimalist interface and lifts a lot of the best elements from other CRM platforms. Customization options are extensive, and you can create an unlimited number of dashboards. The CRM also operates as a platform for the entire Microsoft ecosystem. All of your Microsoft tools can work in tandem from a single login. In addition, the system incorporates a built-in automated fraud protection tool for better security.

Support

Zoho provides standard support tools, including an online knowledge base, community forums, customer portal, and email support. Depending on your subscription package, you may receive remote assistance, live chat, and phone support five days per week. The more advanced your subscription, the faster the response time. Those customers with a yearly subscription for 25+ users may subscribe for enterprise support, which will cost 25% of the annual fee. It includes comprehensive technical assistance and a one-hour response time. You will also have early access to new features and advice on improving your Zoho experience.
Comprehensive self-help materials cover every issue concerning Microsoft Dynamic 365's use. They include technical documentation, educational articles, video tutorials, and a user community. There is also email support and help desk ticketing. For severe issues, there is 24/7 customer care via phone. Lesser problems will be solved during regular business hours unless you subscribe to their professional support plan beginning at US$ 9 per month.

Who is it for?

Zoho is a flexible CRM solution, making it a good match for businesses with a unique business model. It provides an API, allowing subscribers to integrate with virtually any third-party tool. As for the other functionality, Zoho offers every feature the average B2B, B2C, or small to medium-sized business may need. The free plan for up to three users makes it a good choice for solo entrepreneurs too.
Microsoft Dynamics 365 is best for large organizations. If tight integration with the Microsoft suite is a crucial requirement, Microsoft Dynamics 365 is your best bet. This AI-powered platform combines advanced features for sales, marketing, customer service, plus ERP functions. It is a complex and expensive CRM solution; however, many enterprises find it is well worth the cost.

Ease of Use

4.1
4

Support

4
4.2

API Access

yes
no

Free Trial

yes
yes

Free Version

yes
no

Contact Management

yes
yes

Molile Access

yes
yes

Task Management

yes
yes

Social Integration

yes
no

Email Marketing

yes
yes

Analytics & Dashboard

yes
yes

Lead Management

yes
yes

Marketing Automation

yes
yes

Already made a decision about the best CRM for your business?

To conclude, both solutions are worth your attention for boosting the business processes and enhancing the team performance.

Brief Comparison