Insightly CRM and Microsoft Dynamics 365 for Sales, An In-Depth Comparison 2024

Comparison Summary

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

Focus area

Software Failure Risk
Software failure risk includes potential risk in compliance, security and potential delays due to integration and migration issue while using this offering ranging from low to high.

medium

Microsoft Dynamics 365 for Sales

Focus area

Microsoft Dynamics 365 for Sales is better than Insightly CRM for

Software Failure Risk
Software failure risk includes potential risk in compliance, security and potential delays due to integration and migration issue while using this offering ranging from low to high.

Insightly CRM and Microsoft Dynamics 365 for Sales: Customer Satisfaction Data

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

What benefits does Insightly CRM and Microsoft Dynamics 365 for Sales offer 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.

"...I use it to document information, take notes after sales calls, record contact information, and share my activity with leadership...." Peer review by Charles T, Sales Manager, Business & Government Accounts, Computer Software

"...I never had any problems between the different platforms when I needed to find my information like customers, contact info, and their purchases...." Peer review by Lacy J, Shipping Receiving, Administrative Assistant

How does Insightly CRM and Microsoft Dynamics 365 for Sales facilitate Engagement Management?

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.

"...Very good and complete free plan for startups, this allows small teams to adopt a professional solution since the early stages of the companyEasy integration with web forms to collect leads with useful links to the social profiles for a first level screening and filtering of the prospectsEasy to set up different pipelines with custom sales stages and to automate custom "activity sets" to generate tasks and follow up automation with just one click..." Peer review by Alessandro Bernardi, CoFounder, Social Elephants

"...I was able to make tasks to keep track of when I reached out to clients and needed to follow up...." Peer review by Kiandra F, Social Media Associate, Retail

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.

"...Another obvious answer is that it is pretty well suited for CRM purposes: tracking leads, opportunities, and sales through a sales funnel...." Peer review by Tommy L. Chambers, Success Architect, Gwinnett Technical College

"...Keeping track of prospects, customers, and partners...." Peer review by Mike U, Enterprise Account Manager - North America, Information Technology and Services

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

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.

"...Nice workflow features in the Mobile apps...." Peer review by Christopher J., CSR, Transportation/Trucking/Railroad

"...Easy integration with other Dynamics products, workflows and other customizations included in on-premise installation...." Peer review by Tory N, Small Business & Technology Advisor, Accounting