Overview: Insightly CRM and Microsoft Dynamics 365 for Sales as CRM Category solutions.

Insightly CRM and Microsoft Dynamics 365 for Sales cater to diverse CRM needs, yet each offers distinctive strengths. Insightly CRM excels in extensive integration capabilities, making it a go-to for users needing seamless data flow across systems and strong analytics. In contrast, Microsoft Dynamics 365 for Sales shines in AI-powered features, particularly useful for users focusing on improving operational efficiency and sales strategies. Both products provide robust support options, but Insightly CRM has a broader array of communication channels. Depending on specific business and industry needs, either product could significantly enhance customer relationship management efforts.

Insightly CRM: Insightly, the modern CRM, helps teams sell smarter and grow faster. Watch a demo-on-demand to build lasting customer relationships affordably.

Microsoft Dynamics 365 for Sales: Microsoft Dynamics 365 for Sales utilizes AI and automation to enhance deal closures. Features include conversation intelligence, opportunity scoring, and collaboration tools.

Insightly CRM and Microsoft Dynamics 365 for Sales: Best Use cases based on the customer satisfaction data

Insightly CRM

4.1

Microsoft Dynamics 365 for Sales

3.8

AI Powered

Key Capabilities Supported

Insightly CRM focuses on contact list and engagement management. It also supports workflow and lead management. These align with operational needs for organized customer interactions. read more →

Microsoft Dynamics 365 for Sales supports engagement and contact list management, as well as workflow automation and sales document management. Users benefit from streamlined sales processes. read more →

Business Goals

Insightly CRM helps enhance customer relationships and acquire new customers. It aligns well with strategic objectives like expanding customer bases. read more →

Microsoft Dynamics 365 for Sales aims to enhance customer relationships and boost sales revenue. It supports strategic goals like ROI improvement. read more →

Core Features

Insightly CRM highlights include robust integration and custom reporting capabilities. This supports users needing extensive data handling and reporting. read more →

Microsoft Dynamics 365 for Sales is marked by analytics and AI features. This appeals to users needing advanced data insights and automation. read more →

Vendor Support Preferences

Insightly CRM offers a variety of support options, including 24/7 support and email. The versatility of support meets diverse user preferences. read more →

Microsoft Dynamics 365 for Sales provides 24/7 support and phone assistance. Users seeking consistent support find this beneficial. read more →

User Segments and Industries

Insightly CRM has a strong presence across large enterprises and IT services sectors. This broad appeal fits various organizational needs. read more →

Microsoft Dynamics 365 for Sales is popular with enterprises and computer software industries. Its adaptability makes it suitable for these sectors. read more →

Operational Alignment

Insightly CRM integrates well into complex organizational workflows. Its features cater to large-scale operations with intricate data needs. read more →

Microsoft Dynamics 365 for Sales fits into diverse operational environments. It's designed for efficiency in medium to large scale sales settings. read more →

Applying your context and needs changes the comparison

Failure Risk Guidance?

Low Medium High

Compliance Risk

low

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low

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Security & Privacy Risk

low

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medium

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Integration Risk

medium

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low

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Migration Risk

medium

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medium

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IT and Other Capabilities

Low
Medium
High

Ease of migration

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Data

Data Export

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Data Import

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Support

Email Support

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Chat Support

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24/7 Support

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Phone Support

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Others

Analytics

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Custom Reports

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AI Powered

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Most deployed common Use Cases for Insightly CRM and Microsoft Dynamics 365 for Sales

What Are the key features of Insightly CRM and Microsoft Dynamics 365 for Sales for Contact List Management?

Insightly Crm and Microsoft Dynamics 365 For Sales both manage contact lists, allowing users to store information, track interactions, and send emails. Insightly Crm is particularly useful for organizing contacts by linking them to organizations, projects, and opportunities. Microsoft Dynamics 365 For Sales emphasizes the tracking of contact history and engagement, making it helpful for managing customer relationships. Both have limitations. Insightly Crm can be expensive, and Microsoft Dynamics 365 For Sales can be difficult to navigate.

"...The former (managing contacts) is mandatory for the entire organization while the latter (opportunities management) is used by higher up individuals...." Peer review by Matthew Boote, Outreach Manager, Drexel University

"...This software helps companies manage their sales pipeline and keep track of contact information (one set of data integrated with Microsoft Exchange)...." Peer review by Ted G, Project Manager/ERP Consultant, Computer Software

How does Insightly CRM and Microsoft Dynamics 365 for Sales address your Engagement Management Challenges?

Insightly Crm and Microsoft Dynamics 365 For Sales both assist in tracking customer interactions and following up with leads. Insightly Crm allows users to group clients and follow up on a routine basis, while Microsoft Dynamics 365 For Sales helps track customer interactions from all company employees. Insightly Crm seamlessly integrates with email clients, providing a history of interactions, while Microsoft Dynamics 365 For Sales has a more in-depth follow-up procedure. However, both tools have limitations: Insightly Crm has a time-consuming tagging process, and Microsoft Dynamics 365 For Sales experiences performance issues and a challenging navigation process.

"...Insightly has been an AMAZING tool to help keep contacts up to date, all communication history is available to know the history with the contact when emailing them next, I use the tasks daily to know who to follow up with, what to send, etc...." Peer review by Verified User, Administrative Assistant in Sales, Real Estate

"...Microsoft is building more AI into the system to help salespeople find and follow up with leads in the system...." Peer review by Consultant

How does Insightly CRM and Microsoft Dynamics 365 for Sales address your Lead Tracking Challenges?

Insightly CRM and Microsoft Dynamics 365 for Sales both track leads and opportunities. Insightly CRM also tracks contact history and activities related to each lead, while Microsoft Dynamics 365 for Sales focuses on lead conversion and distribution. Both tools help sales teams manage and track sales pipelines, but Insightly CRM offers more comprehensive contact and opportunity management capabilities.

"...We use it across the whole organization in order to centralize our data base and contacts, to monitor and keep track of activities...." Peer review by Administrative Assistant in Other

"...Moreover, I love the way in which it helps me to improve lead tracking, boost sales and also enhances different operations that helps me in driving sales and customer support as well...." Peer review by Austin W, Project Manager, Construction

What benefits does Insightly CRM and Microsoft Dynamics 365 for Sales offer for Workflow Management?

Insightly CRM and Microsoft Dynamics 365 for Sales both offer workflow management features that allow users to automate processes and improve efficiency. Insightly CRM provides customizable workflows with training resources, while Microsoft Dynamics 365 for Sales allows for the creation of specific workflows for various business needs. Both systems offer advanced reporting features and the ability to link to external documents, but neither system has perfected their workflow features.

"...This creates an extraordinarily clean workflow where you really only need 1 tab open - instead of 50...." Peer review by Jason M, Sales Development, Internet

"...I like the user interface, the configurable workflows, that it integrates with Office 365...." Peer review by Ted G, Project Manager/ERP Consultant, Computer Software