Microsoft Power BI vs. Zoho CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Microsoft Power BI
Score 8.5 out of 10
N/A
Microsoft Power BI is a visualization and data discovery tool from Microsoft. It allows users to convert data into visuals and graphics, visually explore and analyze data, collaborate on interactive dashboards and reports, and scale across their organization with built-in governance and security.
$10
per month per user
Zoho CRM
Score 8.6 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
Microsoft Power BIZoho 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
Microsoft Power BIZoho CRM
Free Trial
YesYes
Free/Freemium Version
YesYes
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup fee$14 /user/month
Additional Details
More Pricing Information
Community Pulse
Microsoft Power BIZoho CRM
Considered Both Products
Microsoft Power BI

No answer on this topic

Zoho CRM
Chose Zoho CRM
Free user access was one reason to use it more than any other software. Also, for a mid-size organization, the Salesforce cost was a little higher, and Pipedrive was almost similar to Zoho. As we were already using Zoho, we found no urgency to switch.
Chose Zoho CRM
Zoho CRM is similar to Salesforce in that it integrates well with other platforms. Zoho CRM has a lot more features available and is newer than Salesforce, so it seems like it has better features than Salesforce did. We selected Zoho CRM for the robust options they had …
Chose Zoho CRM
I have explored Zoho Social and Zoho Sign with a free trail account to understand the capabilities and have taken some insight.

I have shared these insight with marketing team and leadership team to evaluate these options for marketing automation and contract signing ease . …
Chose Zoho CRM
While Zoho CRM was not as feature rich as Salesforce.com, it was definitely more affordable. We looked at upgrading our current CRM, Goldmine CRM, but it was too limited and the upgrade offered was not cloud based. We were already a Zoho customer, using Zoho Projects, and …
Chose Zoho CRM
It has an effective customer integration and reporting structure, It is less clunky and allows customization which other apps have failed to provide.
Features
Microsoft Power BIZoho CRM
BI Standard Reporting
Comparison of BI Standard Reporting features of Product A and Product B
Microsoft Power BI
8.3
195 Ratings
2% above category average
Zoho CRM
-
Ratings
Pixel Perfect reports8.3166 Ratings00 Ratings
Customizable dashboards8.8194 Ratings00 Ratings
Report Formatting Templates8.0177 Ratings00 Ratings
Ad-hoc Reporting
Comparison of Ad-hoc Reporting features of Product A and Product B
Microsoft Power BI
8.0
193 Ratings
0% below category average
Zoho CRM
-
Ratings
Drill-down analysis8.3190 Ratings00 Ratings
Formatting capabilities7.8190 Ratings00 Ratings
Integration with R or other statistical packages7.4142 Ratings00 Ratings
Report sharing and collaboration8.4188 Ratings00 Ratings
Report Output and Scheduling
Comparison of Report Output and Scheduling features of Product A and Product B
Microsoft Power BI
8.0
186 Ratings
2% below category average
Zoho CRM
-
Ratings
Publish to Web8.3176 Ratings00 Ratings
Publish to PDF8.0171 Ratings00 Ratings
Report Versioning7.7143 Ratings00 Ratings
Report Delivery Scheduling8.2146 Ratings00 Ratings
Delivery to Remote Servers7.9109 Ratings00 Ratings
Data Discovery and Visualization
Comparison of Data Discovery and Visualization features of Product A and Product B
Microsoft Power BI
7.8
186 Ratings
2% below category average
Zoho CRM
-
Ratings
Pre-built visualization formats (heatmaps, scatter plots etc.)8.2180 Ratings00 Ratings
Location Analytics / Geographic Visualization8.1165 Ratings00 Ratings
Predictive Analytics7.4135 Ratings00 Ratings
Pattern Recognition and Data Mining7.436 Ratings00 Ratings
Access Control and Security
Comparison of Access Control and Security features of Product A and Product B
Microsoft Power BI
8.5
177 Ratings
0% above category average
Zoho CRM
-
Ratings
Multi-User Support (named login)8.8167 Ratings00 Ratings
Role-Based Security Model8.4145 Ratings00 Ratings
Multiple Access Permission Levels (Create, Read, Delete)8.4157 Ratings00 Ratings
Report-Level Access Control8.346 Ratings00 Ratings
Single Sign-On (SSO)8.7139 Ratings00 Ratings
Mobile Capabilities
Comparison of Mobile Capabilities features of Product A and Product B
Microsoft Power BI
8.0
159 Ratings
3% above category average
Zoho CRM
-
Ratings
Responsive Design for Web Access7.7149 Ratings00 Ratings
Mobile Application7.6130 Ratings00 Ratings
Dashboard / Report / Visualization Interactivity on Mobile7.9152 Ratings00 Ratings
Application Program Interfaces (APIs) / Embedding
Comparison of Application Program Interfaces (APIs) / Embedding features of Product A and Product B
Microsoft Power BI
7.8
115 Ratings
1% above category average
Zoho CRM
-
Ratings
REST API8.1103 Ratings00 Ratings
Javascript API7.684 Ratings00 Ratings
iFrames8.055 Ratings00 Ratings
Java API7.068 Ratings00 Ratings
Themeable User Interface (UI)7.690 Ratings00 Ratings
Customizable Platform (Open Source)8.444 Ratings00 Ratings
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Microsoft Power BI
-
Ratings
Zoho CRM
8.2
288 Ratings
6% above category average
Customer data management / contact management00 Ratings8.4279 Ratings
Workflow management00 Ratings8.1266 Ratings
Territory management00 Ratings8.3196 Ratings
Opportunity management00 Ratings8.4253 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings8.3248 Ratings
Contract management00 Ratings8.4203 Ratings
Quote & order management00 Ratings7.9203 Ratings
Interaction tracking00 Ratings7.8249 Ratings
Channel / partner relationship management00 Ratings8.0192 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Microsoft Power BI
-
Ratings
Zoho CRM
8.0
221 Ratings
5% above category average
Case management00 Ratings8.2213 Ratings
Call center management00 Ratings7.5172 Ratings
Help desk management00 Ratings8.3189 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Microsoft Power BI
-
Ratings
Zoho CRM
8.2
266 Ratings
6% above category average
Lead management00 Ratings8.3261 Ratings
Email marketing00 Ratings8.1219 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Microsoft Power BI
-
Ratings
Zoho CRM
8.2
263 Ratings
7% above category average
Task management00 Ratings8.3248 Ratings
Billing and invoicing management00 Ratings8.1180 Ratings
Reporting00 Ratings8.3242 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Microsoft Power BI
-
Ratings
Zoho CRM
8.2
258 Ratings
8% above category average
Forecasting00 Ratings8.1216 Ratings
Pipeline visualization00 Ratings8.1235 Ratings
Customizable reports00 Ratings8.4249 Ratings
Customization
Comparison of Customization features of Product A and Product B
Microsoft Power BI
-
Ratings
Zoho CRM
8.0
277 Ratings
5% above category average
Custom fields00 Ratings8.2275 Ratings
Custom objects00 Ratings7.9222 Ratings
Scripting environment00 Ratings7.6178 Ratings
API for custom integration00 Ratings8.0203 Ratings
Security
Comparison of Security features of Product A and Product B
Microsoft Power BI
-
Ratings
Zoho CRM
8.1
266 Ratings
3% below category average
Single sign-on capability00 Ratings8.2231 Ratings
Role-based user permissions00 Ratings8.1261 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Microsoft Power BI
-
Ratings
Zoho CRM
7.9
165 Ratings
6% above category average
Social data00 Ratings7.9164 Ratings
Social engagement00 Ratings7.8156 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Microsoft Power BI
-
Ratings
Zoho CRM
8.3
210 Ratings
11% above category average
Marketing automation00 Ratings8.5207 Ratings
Compensation management00 Ratings8.1138 Ratings
Platform
Comparison of Platform features of Product A and Product B
Microsoft Power BI
-
Ratings
Zoho CRM
8.3
230 Ratings
10% above category average
Mobile access00 Ratings8.3230 Ratings
Best Alternatives
Microsoft Power BIZoho CRM
Small Businesses
Yellowfin
Yellowfin
Score 8.8 out of 10
Salesmate
Salesmate
Score 10.0 out of 10
Medium-sized Companies
Reveal
Reveal
Score 10.0 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Kyvos Semantic Layer
Kyvos Semantic Layer
Score 9.5 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Microsoft Power BIZoho CRM
Likelihood to Recommend
8.5
(197 ratings)
8.4
(311 ratings)
Likelihood to Renew
9.5
(3 ratings)
7.6
(42 ratings)
Usability
8.3
(113 ratings)
7.9
(172 ratings)
Availability
-
(0 ratings)
8.9
(7 ratings)
Performance
-
(0 ratings)
8.4
(8 ratings)
Support Rating
10.0
(52 ratings)
6.4
(69 ratings)
In-Person Training
-
(0 ratings)
8.0
(1 ratings)
Online Training
-
(0 ratings)
5.7
(8 ratings)
Implementation Rating
9.0
(1 ratings)
5.5
(16 ratings)
Configurability
-
(0 ratings)
5.1
(114 ratings)
Contract Terms and Pricing Model
-
(0 ratings)
9.5
(21 ratings)
Ease of integration
-
(0 ratings)
7.1
(5 ratings)
Product Scalability
-
(0 ratings)
6.1
(6 ratings)
Professional Services
-
(0 ratings)
8.3
(7 ratings)
Vendor post-sale
-
(0 ratings)
8.0
(13 ratings)
Vendor pre-sale
-
(0 ratings)
8.1
(13 ratings)
User Testimonials
Microsoft Power BIZoho CRM
Likelihood to Recommend
Microsoft
Has significantly improved collation of data and visualisation especially with business across Europe. Has given me the ability to see the Site availability at the click of a button to see which Site is in the "money" and seize opportunities based on Market data
Read full review
Zoho
Interfacing with our target clients at the correct minute is crucial in today's society. Another valuable include is its capacity to coordinated with other programs. It helps me in keeping track of the every day work emails I send to my colleagues or get. Zoho CRM makes it straightforward to consequence or send out information agreeing to our needs. Zoho makes a difference keep in mind individuals by means of e-mail and pop-ups, which dispenses with the issue of overlooking follow-ups and reminders. This not as it were helps within the organization of this incredible instrument but moreover within the execution of data.
Read full review
Pros
Microsoft
  • Options for data source connections are immense. Not just which sources, but your options for *how* the data is brought in.
  • Constant updates (this is both good and bad at times).
  • User friendliness. I can get the data connections set up and draft some quick visuals, then release to the target audience and let them expand on it how they want to.
Read full review
Zoho
  • Hooks into our website and can import data from forms.
  • Has great automation tools built in.
  • Reporting features are great.
  • Easy to learn, makes it easy for us to onboard new users onto it.
  • Fairly customizable. We have fine tuned it to work the way we need it to.
Read full review
Cons
Microsoft
  • It would be easier for users could Microsoft Power BI and Excel used the same programming languages.
  • Would like to see the online version of Microsoft Power BI be as powerful as the desktop version.
  • Publishing a Microsoft Power BI file online and then having to save the file is somewhat redundant.
  • Would like to export each page or chart as an image.
Read full review
Zoho
  • Need some way to switch a field type without losing the pre-existing data.
  • The settings controls should be broken out differently - I don't like that I can't keep some users from exporting all contact records (i.e., the entire Contacts module) because if the export function is turned off, the export function of Reports for those same modules is also blocked.
  • Frustrating that only 3 custom lookup fields are allowed per module in our license.
Read full review
Likelihood to Renew
Microsoft
Microsoft Power BI is an excellent and scalable tool. It has a learning curve, but once you get past that, the sky is the limit and you can build from the most simple to the most complex dashboards. I have built everything from simple reports with only a few data points to complex reports with many pages and advanced filtering.
Read full review
Zoho
i have already renewed my subscription twice. I am in the 3rd Year now. I have been using it for a while and have been recommending to my friends as well.. have attended ZOHOLICs the annual program of zoho and it gave me new insights of managing the crm solutoin.
Read full review
Usability
Microsoft
Automating reporting has reduced manual data processing by 50-70%, freeing up analysts for higher-value tasks. A finance team that previously spent 20+ hours per week on Excel-based reports now does it in minutes with Microsoft Power BI's automated Real-time dashboards have shortened decision cycles by 30-40%, enabling leadership to react quickly to sales trends, operational bottlenecks, and customer behavior.
Read full review
Zoho
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.
Read full review
Reliability and Availability
Microsoft
No answers on this topic
Zoho
In my many years using Zoho, I think there were only 1 or 2 days when there was something happening and I was not able to log in. Sure, it wasn't fun and we all panicked a bit, but right after that, all was well and work-life continued. Being cloud based, I'm never worried about losing my iPhone, iPad or Laptop as I know I can log in anywhere on any device and workflow won't stop.
Read full review
Performance
Microsoft
No answers on this topic
Zoho
I don't recall every having any issues with a page not loading due to it being a Zoho issue. Anytime I've had any issues with something being wonky, I clear cache and that has always solved the problem. Or a simply computer reboot and we're back, hard at work. Look, I don't expect any product to delivery 100%, 100% of the time but if I had any consistent ongoing issues, I would have left many years ago. I still keep my eyes open to what is new but after a quick evaluation, I know Zoho will long be my home.
Read full review
Support Rating
Microsoft
It is a fantastic tool, you can do almost everything related with data and reports, it is a perfect substitutive of Power Point and Excel with a high evolution and flexibility, and also it is very friendly and easy to share. I think all companies should have Power BI (or other BI tool) in their software package and if they are in the MS Suite, for sure Power BI should be the one due to all the benefits of the MS ecosystem.
Read full review
Zoho
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.
Read full review
In-Person Training
Microsoft
No answers on this topic
Zoho
I attended a Zoho-Holics event in Austin, TX, several years ago, and it blew my mind. So many industries were represented using Zoho in so many different ways. It was unbelievable all that I learned from that experience, as there were features that I wasn't aware of that I immediately started using. Best of all, the trainers were patient and knowledgeable
Read full review
Online Training
Microsoft
No answers on this topic
Zoho
There is an endless supply of YouTube videos from Zoho and the many Zoho partners/consultants. Plus, Zoho has it's own library of training videos and webinars to learn from plus an entire community at the ready to answer any questions. While Zoho has been available for many years, there are constantly new training videos and webinars available for the novice and the experienced users.
Read full review
Implementation Rating
Microsoft
It was integrated with our erp easily and was accessible on cloud.
Read full review
Zoho
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
Read full review
Alternatives Considered
Microsoft
Microsoft Power BI is free. If I didn't want to create a custom platform (i.e. my organization insisted on an existing platform that I *had* to use), I'd use Microsoft Power BI. For any start-up or SMB, I'd just use Claude & Grok to build it quickly, also for free. Would not pay for Tableau or Sigma anymore. Not worth it at all.
Read full review
Zoho
Free user access was one reason to use it more than any other software. Also, for a mid-size organization, the Salesforce cost was a little higher, and Pipedrive was almost similar to Zoho. As we were already using Zoho, we found no urgency to switch.
Read full review
Contract Terms and Pricing Model
Microsoft
No answers on this topic
Zoho
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
Read full review
Scalability
Microsoft
No answers on this topic
Zoho
We're still in the early stages of scaling this across departments. We have high aspirations of doing this, but it takes time to migrate to the new system and to help people get acquainted of doing their work in a different way thru Zoho.
Read full review
Professional Services
Microsoft
No answers on this topic
Zoho
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.
Read full review
Return on Investment
Microsoft
  • Power BI usage reduced the effort of analytical reports creation by about 80%
  • Empowered all the level of employee to be more vigilant of the data and business insights, gained the profit of 8% overall.
  • AI-powered predictive analytics improved forecasting accuracy by 17%, that topped the overall sales.
Read full review
Zoho
  • because we are new to the CRM world, we wanted a product that was reasonably priced, yet had the features we were looking for
  • we have found a much higher customer engagement rate and ROI
  • we used to "lose" customers in our makeshift process. Now, all customers are being attended to.
Read full review
ScreenShots

Microsoft Power BI Screenshots

Screenshot of Microsoft Power BI - Turns insights into impact for business usersScreenshot of Power BI integrates easily with Microsoft 365Screenshot of Microsoft Power BI - AI-Powered CapabilitiesScreenshot of Microsoft Power BI - Copilot can be used to create reportsScreenshot of Microsoft Power BI - Data HubScreenshot of Microsoft Power BI - Scales as organizational needs grow

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.