Exact Online vs. Zoho CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Exact Online
Score 8.0 out of 10
N/A
Exact Online is a configurable, cloud-based multi-purpose Enterprise Resource Planning (ERP) Suite from global company Exact Software, headquartered in the Netherlands.N/A
Zoho CRM
Score 8.3 out of 10
N/A
Zoho CRM is a simple, very low-cost CRM option for the smaller end of the SMB segment. The product has several useful integrations with other products, including QuickBooks, and Google Apps and Google Docs. The product also has an integrated project management module.
$14
per month
Pricing
Exact OnlineZoho CRM
Editions & Modules
No answers on this topic
Standard
$14.00
Per User/Per Month
Professional
$23.00
Per User/Per Month
Enterprise
$40.00
Per User/Per Month
Ultimate
$52.00
Per User/Per Month
Plus
$57.00
Per User/Per Month
Offerings
Pricing Offerings
Exact OnlineZoho CRM
Free Trial
NoYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup fee$14 /user/month
Additional Details
More Pricing Information
Community Pulse
Exact OnlineZoho CRM
Top Pros
Top Cons
Features
Exact OnlineZoho CRM
Customization
Comparison of Customization features of Product A and Product B
Exact Online
7.5
1 Ratings
4% above category average
Zoho CRM
7.9
262 Ratings
3% above category average
API for custom integration8.01 Ratings7.8190 Ratings
Plug-ins7.01 Ratings00 Ratings
Custom fields00 Ratings8.4260 Ratings
Custom objects00 Ratings8.0207 Ratings
Scripting environment00 Ratings7.4167 Ratings
Security
Comparison of Security features of Product A and Product B
Exact Online
8.0
1 Ratings
2% below category average
Zoho CRM
8.6
250 Ratings
2% above category average
Single sign-on capability8.01 Ratings8.6218 Ratings
Role-based user permissions8.01 Ratings8.6245 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
Exact Online
4.7
1 Ratings
41% below category average
Zoho CRM
-
Ratings
Dashboards4.01 Ratings00 Ratings
Standard reports6.01 Ratings00 Ratings
Custom reports4.01 Ratings00 Ratings
General Ledger and Configurable Accounting
Comparison of General Ledger and Configurable Accounting features of Product A and Product B
Exact Online
6.9
1 Ratings
10% below category average
Zoho CRM
-
Ratings
Accounts payable7.01 Ratings00 Ratings
Accounts receivable7.01 Ratings00 Ratings
Global Financial Support5.01 Ratings00 Ratings
Primary and Secondary Ledgers5.01 Ratings00 Ratings
Journals and Reconciliations6.01 Ratings00 Ratings
Configurable Accounting7.01 Ratings00 Ratings
Standardized Processes8.01 Ratings00 Ratings
Inventory Management
Comparison of Inventory Management features of Product A and Product B
Exact Online
7.0
1 Ratings
13% below category average
Zoho CRM
-
Ratings
Inventory tracking7.01 Ratings00 Ratings
Order Management
Comparison of Order Management features of Product A and Product B
Exact Online
6.7
1 Ratings
14% below category average
Zoho CRM
-
Ratings
Pricing7.01 Ratings00 Ratings
Order entry7.01 Ratings00 Ratings
Cost of goods sold6.01 Ratings00 Ratings
Subledger and Financial Process
Comparison of Subledger and Financial Process features of Product A and Product B
Exact Online
6.7
1 Ratings
10% below category average
Zoho CRM
-
Ratings
Billing Management7.01 Ratings00 Ratings
Cash and Asset Management7.01 Ratings00 Ratings
Period Close7.01 Ratings00 Ratings
Project Financial Management
Comparison of Project Financial Management features of Product A and Product B
Exact Online
6.7
1 Ratings
12% below category average
Zoho CRM
-
Ratings
Budgeting and Forecasting8.01 Ratings00 Ratings
Project Costing8.01 Ratings00 Ratings
Cost Capture7.01 Ratings00 Ratings
Capital Project Management7.01 Ratings00 Ratings
Customer Contract Compliance6.01 Ratings00 Ratings
Project Revenue Recognition7.01 Ratings00 Ratings
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Exact Online
-
Ratings
Zoho CRM
7.9
271 Ratings
2% above category average
Customer data management / contact management00 Ratings8.3263 Ratings
Workflow management00 Ratings7.9250 Ratings
Territory management00 Ratings7.5184 Ratings
Opportunity management00 Ratings8.2238 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings7.7236 Ratings
Contract management00 Ratings7.9192 Ratings
Quote & order management00 Ratings7.7190 Ratings
Interaction tracking00 Ratings8.0235 Ratings
Channel / partner relationship management00 Ratings7.8181 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Exact Online
-
Ratings
Zoho CRM
7.1
209 Ratings
7% below category average
Case management00 Ratings7.2202 Ratings
Call center management00 Ratings6.9163 Ratings
Help desk management00 Ratings7.2182 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Exact Online
-
Ratings
Zoho CRM
8.2
250 Ratings
6% above category average
Lead management00 Ratings8.4245 Ratings
Email marketing00 Ratings8.1208 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Exact Online
-
Ratings
Zoho CRM
8.0
249 Ratings
5% above category average
Task management00 Ratings8.1236 Ratings
Billing and invoicing management00 Ratings7.9171 Ratings
Reporting00 Ratings7.9228 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Exact Online
-
Ratings
Zoho CRM
7.9
243 Ratings
4% above category average
Forecasting00 Ratings7.6205 Ratings
Pipeline visualization00 Ratings8.0221 Ratings
Customizable reports00 Ratings8.1234 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Exact Online
-
Ratings
Zoho CRM
8.0
158 Ratings
8% above category average
Social data00 Ratings8.1157 Ratings
Social engagement00 Ratings7.9149 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Exact Online
-
Ratings
Zoho CRM
7.6
199 Ratings
4% above category average
Marketing automation00 Ratings7.8196 Ratings
Compensation management00 Ratings7.3130 Ratings
Platform
Comparison of Platform features of Product A and Product B
Exact Online
-
Ratings
Zoho CRM
7.8
218 Ratings
4% above category average
Mobile access00 Ratings7.8218 Ratings
Best Alternatives
Exact OnlineZoho CRM
Small Businesses
Sage Intacct
Sage Intacct
Score 8.7 out of 10
FollowUp CRM
FollowUp CRM
Score 9.5 out of 10
Medium-sized Companies
Infor VISUAL
Infor VISUAL
Score 8.3 out of 10
SAP Business ByDesign
SAP Business ByDesign
Score 7.7 out of 10
Enterprises
SAP Business ByDesign
SAP Business ByDesign
Score 7.7 out of 10
SAP Business ByDesign
SAP Business ByDesign
Score 7.7 out of 10
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User Ratings
Exact OnlineZoho CRM
Likelihood to Recommend
4.0
(1 ratings)
8.4
(295 ratings)
Likelihood to Renew
-
(0 ratings)
7.0
(34 ratings)
Usability
-
(0 ratings)
8.3
(170 ratings)
Availability
-
(0 ratings)
9.0
(3 ratings)
Performance
-
(0 ratings)
9.0
(3 ratings)
Support Rating
-
(0 ratings)
7.5
(69 ratings)
In-Person Training
-
(0 ratings)
8.0
(1 ratings)
Online Training
-
(0 ratings)
9.1
(5 ratings)
Implementation Rating
-
(0 ratings)
7.4
(15 ratings)
Configurability
-
(0 ratings)
8.0
(125 ratings)
Contract Terms and Pricing Model
-
(0 ratings)
9.5
(21 ratings)
Ease of integration
-
(0 ratings)
7.2
(3 ratings)
Product Scalability
-
(0 ratings)
10.0
(1 ratings)
Professional Services
-
(0 ratings)
8.4
(7 ratings)
Vendor post-sale
-
(0 ratings)
9.6
(2 ratings)
Vendor pre-sale
-
(0 ratings)
9.2
(2 ratings)
User Testimonials
Exact OnlineZoho CRM
Likelihood to Recommend
Exact Software
If you are a big company and have an active accountant then this system can be for you, it has many options but you need dedication. But the price starts from €39 and then you are not there...Most of the time you need other options to make it complete. Like ERP functions + €199~ want to book hours? +€129. And this is all per month... It goes up so fast that it's not interesting for small companies. When there are better options on the market that are even free...
Read full review
Zoho Corporation
We searched different CRM platforms and noticed that ZOHO was well-priced, but some reviews said it didn't support forms well. IN our case, we already had forms on our wp site, so we did not need to use that aspect. instead, we used an integrator, so I don't have a review on that aspect of the CRM as we're not using that feature. This works for our company, so we are not using the standard automation with zoho forms
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Pros
Exact Software
  • Complete pack with many options, use it as CRM, ERP or simply for your bookings.
  • Many connections with external programs, webshops, etc.
  • Automatic backups.
Read full review
Zoho Corporation
  • POs can be linked directly with receipts & inventory. It is efficient in removing redundancies.
  • Flexible platform and delivers an array of embedded applications. It's ERP is easier to understand & cheaper to customize.
  • Helps us organize sales activities, track leads, close deals and get accurate forecasts.
Read full review
Cons
Exact Software
  • Support... It's bad, and when you want to stop or step back it's near impossible.
  • Price, they tend to increase it without warning, and with all the extras it goes up fast.
  • If you wanna spend all your time in accounting buy Exact... It can be complex and many handlings needs to be done.
Read full review
Zoho Corporation
  • requires an initial input of information about a potential client - this would be better if it auto-filled with the quote request's information
  • can be a bit confusing navigating the stages of a potential sale, but not too bad
  • a tab or link to all open sales quotes would be nice
Read full review
Likelihood to Renew
Exact Software
No answers on this topic
Zoho Corporation
Zoho has been a wonderful tool for us for several years and there is so much more we can do with it. New features are released often which give a team like us the option to further fine tune our business process management techniques. I honestly couldn't imagine running our business not on Zoho.
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Usability
Exact Software
No answers on this topic
Zoho Corporation
The methodology of the 'out of the box' user interface is fairly easy to learn. In some cases however, the interface is not consistent throughout the software. Upgrades to the interface has certainly improved some of this--- but now we are seeing the same kinds of inconsistencies across Zoho apps, particularly those more recently added to their platform. This issue is not major in that everybody on staff seems able to learn how to work the programs--- it's just annoying and less than efficient when inconsistent user interfaces or inconsistent terms are used in the programs and/or the requisite documentation.
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Support Rating
Exact Software
No answers on this topic
Zoho Corporation
We did the training and that was a huge waste of money. The information provided was basic and the instructor was sloppy (he even forgot to turn off his mic when he used the restroom - no one should ever hear what we heard). I offered up a 9 because we were able to find what we needed on your website.
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In-Person Training
Exact Software
No answers on this topic
Zoho Corporation
It was harder to learn when there were mostly real estate users in the room. We are sales solely.
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Online Training
Exact Software
No answers on this topic
Zoho Corporation
Online training is tough, but Zoho and their partners do a good job of explaining things.
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Implementation Rating
Exact Software
No answers on this topic
Zoho Corporation
When you switch CRMs, you can automatically assume everything isn’t going to match up correctly. We had used Salesforce for 10+ years and had a ton of data and customizations. It was not a clean transfer, but we were able to sort it all out. The only issue that really bothered me was Zoho support. Even simple questions couldn’t be answered over chat, and we would have some team members try for hours to find the right answer
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Alternatives Considered
Exact Software
I would not select Exact Online, but I can direct you to better options. Due to the high price, getting behind the competition and support I would suggest options like Zoho Books for you bookings, or CyberStockroom as ERP. And here in the Netherlands e-boekhouden.nl is a real nice, cheap, and fast working booking platform for the smaller companies.
Read full review
Zoho Corporation
Zoho is the only product we have used. Our company is fairly new and before purchasing Zoho a few years ago, client files were only saved and looked at through our company server. Because of how great Zoho has been, we have never considered looking for another product because there really is no need
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Contract Terms and Pricing Model
Exact Software
No answers on this topic
Zoho Corporation
I think Zoho CRM is priced at a reasonable amount. Simply put, you get what you pay for and Zoho does not disappoint. My organization is comfortable with what we pay and pleased with continually renewing the software. The billing frequency is just right. There are no complaints on our end
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Professional Services
Exact Software
No answers on this topic
Zoho Corporation
In addition to being a user of Zoho CRM, we are a reseller as well. Often, at times our Partners request for on-boarding the platform configuration for them. During such requirements, we have utilized the Professional services team directly from the Zoho CRM team. Our partner feedback was quite positive, throughout.
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Return on Investment
Exact Software
  • Negative: High costs and implement time turned 1 client in to the negative, and after 2 years of use wants to stop.
  • Positive: Once an ERP connection is running you can automate a lot in the process.
Read full review
Zoho Corporation
  • We have bi- weekly meetings based solely on a dashboard created with our highest profitable cases. This keeps those cases on everybody's radar so nothing slips through the cracks.
  • Salespeople can easily see what customers can be contacted again for future business
  • The Zoho CRM helps us keep track of funds spent in progress, so that we don't overspend.
Read full review
ScreenShots

Zoho CRM Screenshots

Screenshot of Deals - Cash in on all opportunities. Close more deals. Great sales management is all about prioritizing, tracking, and monitoring the deals in your pipeline. Zoho CRM gives you everything you need to manage deals across territories and sales structures.Screenshot of Activities - Keep track of all the tasks, meetings, calls, events, or activity records. Neatly organize the numerous records along with the activities associated to them such as follow-up, pre sales and post sales activities, phone conversations etc.