Acumatica vs. Zoho One

I would love to recommend it to my friends and colleagues. They have a dedicated storage manager along with some really good cloud capabilities, which helps get the work done efficiently and professionally. We have been using it since 2022, and they are great in this segment.

Zoho One helps me to create and document each of my closures by creating deals. Zoho One helps me to generate reports, which helps me to track my contact. Zoho One helps me on creating tasks and reminds me to get it done on time. Zoho One keeps each steps and actions I took from lead to a deal.

Incentivized

• We just went live about two weeks ago, so we are here at Acumatica Summit to see everything it's capable of. One of the things it is capable of is the dashboards and the integration with some of these third-party people to ensure we can get the data we need when we need it, so we're looking forward to getting all that live for us.

Incentivized

• Customized dashboards
• Easy to see the kpis for different aspects of my business
• And offers a consolidation of CRM campaign and other applications without having to use other technologies from other companies so it's great to consulate consolidated
• The analytics is great what else
• Collaboration tools are excellent

Incentivized

• There are a few spots where there is a list of data that we need a total for and we have to extract to Excel to get a total. It would be helpful to see a sum right in Acumatica.
• For the first time today I had an interesting glitch - my entire bank reconciliation unchecked the "reconciled" column and needed to be redone for the month. Funky little glitches happen from time to time
• Pivot tables don't seem to update as expected by using filters

Incentivized

• In my opinion, SUPPORT IS AWFUL!!!
• If you want to get in touch with a support representative, your best bet is to call the sales number and demand to speak with an agent.
• Each of the tools operates in a silo, from a support perspective. Some applications, like books, have chat-based support and others require an e-mail.
• In my experience, expect any e-mail to the main support e-mail to go unanswered.
• The first year of support was great, but after we renewed for the second year, it has become terrible.

I gave this 10 rating because Acumatica ERP is the backbone of the organization, next to the IT Team. We use this software for many different parts of our business. For example our Retail service stations that utilize the inventory, billing, and financials. Our Distribution company that uses it for Field services, CRM, Sales, Accounts and Financial consolidation of all company financials.

Incentivized

I give it an 8 because it is very intuitive and easy to use for day to day work. I find it more difficult to create general inquiries and financial statements than it seems that it should be. It's not very intuitive in those areas.

We've been a long time user and are always tweaking our automation to gain efficiencies while improving our service levels. It's pretty easy to come up with what you want to do and then do it yourself. Though, if you're looking to do some really tricked out automations, use of a Zoho Consultant would be a better idea as you'll get exactly what you need much quicker.

Incentivized

It's always available.

there have been some performance issues

Incentivized

We used Acumatica Support directly for the first year or so. Overall it's pretty good, but sometimes the support staff wasn't educated on the customizations we had, nor was I as the Customer as I couldn't remember which things were customized and which things were out of the box, so when there was an error, there were some misunderstandings.

Incentivized

Support is great as a customer, as a partner I get moved to that team more often and find issues in the support being provided. It also appears that the support agents do not take into account all the information provided and default back to the "step 1 of the playbook" instead of taking into account the business reason the support is being requested and understanding the steps already taken.

Incentivized

It was on General Inquiries and it's just a complex topic.

Most of the trainers are amazing, but there were a couple who simply read the training guide

Incentivized

I'd say the partner selection is critically important. I think the software is very easy to implement. It's very customizable to your business. Finding a partner that will work with you to understand your business and your needs is the critical piece to make sure that the system goes along with it.

Incentivized

Acumatica's sales process was much better than that of NetSuites. The NetAtWork team spent much more time with us and showed us how Acumatica really could do everything that we needed it to do, with examples using our data.

Incentivized

There is nothing quite close to what Zoho offers with Zoho One in terms of breadth and depth of applications integrated together as a single product. Also, you get to manage a single license and user management on Zoho One, whereas you would need to work with multiple vendors and also simultaneously take care of billing and contract management with all of them. It is much easier with Zoho One

Incentivized

No, annual invoices are fine. I do like that unlimited users are included.

From my understanding, the P.O. module is not very robust, at least the last time I inquired about it. At the time, it had a one-to-one match, with one invoice for one P.O. and that isn't practical for many businesses. I don't believe it would be an easy system to use for sending out invoices, if we had thousands of retail utility customers. We do a small number of invoices because we sell wholesale power, not retail, so we only Invoice the municipality. Not each utility customer.

They are very responsive and knowledgeable about the product. If the rep doesn't have the ability to solve the issue, they quickly get someone else involved to assist us.

• We were able to work in one system with customizations we needed in inventory and add all our grants in the same system
• Direct mail invoices was moved to an automated PO system saving time and allowing better financial tracking
• The grant module can be cumbersome requiring flip flopping to program partners etc during set up

Incentivized

• It is hassle-free to access, which saves you a lot of time and manual effort to get the data accessible.
• Lead status and follow-ups in one place- what you require is a paradise for the Sales team.
• Reduces the work of HR a lot.

Incentivized