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Microsoft Dynamics 365 for Sales: Reviews, Testimonials and Expert Opinions

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Sales Force Automation | Microsoft Dynamics 365

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Top 20 Microsoft Dynamics 365 for Sales Alternatives

Maximizer CRM

SALES CRM SOFTWARE - PIPELINE MANAGEMENT

4.01

Maximizer CRM Icon

Maximizer CRM

4.01
★★★★★
★★★★★
SALES CRM SOFTWARE - PIPELINE MANAGEMENT

Maximizer CRM is a comprehensive, all-in-one solution which offers simple, accessible marketing, sales and customer care service tools to small and midsize businesses. It stores all customer information in one convenient, easy-to-use workspace, easily tailored to match the sales process. ...

Maximizer CRM features sales management, marketing automation, customer service and support and business productivity tools with integration with Microsoft products such as Outlook, Word, Excel and SharePoint. The solution's marketing automation application includes integrated campaign planning, email campaigns and marketing analytics. Users can target leads and customers and use list management capabilities to search and filter customer data by pre-defined criteria.

Maximizer CRM’s sales management feature includes sales team performance monitoring with the help of measuring criteria such as close and abandonment rate. Customers and prospects can be categorized per region, time zone, products purchased and other measures.

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Vtiger all-in-one CRM

Provide a seamless customer experience across marketing, sales, and customer support

4.35

Vtiger all-in-one CRM Icon

Vtiger all-in-one CRM

4.35
★★★★★
★★★★★
Provide a seamless customer experience across marketing, sales, and customer support

Vtiger’s All-in-one CRM platform provides a seamless customer experience and helps to increase engagement, sell more and grow brand loyalty. It is built for enterprises looking to provide a great customer experience throughout the entire customer journey. ...

Its primary features include email marketing, customer portal, sales forecasts, workflow automation, inventory management, insights and integrations. This allows to boost revenue, increase conversion rate and efficiency, sales productivity growth, increase in CAGR and SLA fulfillment.

It provides 360 degree historical view of every contact. It supports multi channel communication. It offers marketing campaigns to attract and engage customers and also allows to measure campaign performance and profitability. It provides powerful tools to manage projects and to track inventory and services.

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Copper

CRM Software Built for Google & G-Suite

4.50

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Copper

4.50
★★★★★
★★★★★
CRM Software Built for Google & G-Suite

Copper is a CRM software for small, mid-sized and enterprise companies to manage sales leads to improve customer relationship and grow business. The CRM is built on G Suite, enabling users to integrate all information associated with G Suite is made accessible from one place. ...

It is primarily used to improve sales productivity, collaborate and manage tasks efficiently and integrate with all G Suite products

Sales productivity features include lead management, contact management, visual pipeline management. Task management includes ready-to-use e-mail templates, e-mail sync and notifications. Collaboration tools include workflow automation with integration options available

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Vtiger Sales CRM

Vtiger CRM | Sell. Effortlessly, Close more deals, boost sales team productivity, and reduce time to make a sale

4.67

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Vtiger Sales CRM

4.67
★★★★★
★★★★★
Vtiger CRM | Sell. Effortlessly, Close more deals, boost sales team productivity, and reduce time to make a sale

Vtiger’s sales CRM software allows the sales team to close more deals, boost team productivity and reduce time on every deal. It helps to increase conversion rate, boost revenue and grow renewal rates. ...

It features contact management, opportunity management, scheduling appointments, pre-built forecasts, automated workflows, email marketing, sales insights, reporting, collaboration and mobile apps.

It captures leads and sales enquiries from media channels, phone calls and trade fairs. It automatically assigns leads to reps based on different criteria and provides tools to pursue follow-ups. It analyses campaign performance to improve targeting and offers forecasting and deeper insights on open deals.

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Insightly CRM

CRM Software for Gmail, G Suite and Outlook.

4.15

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Insightly CRM

4.15
★★★★★
★★★★★
CRM Software for Gmail, G Suite and Outlook.

Insightly is a customer relationship management (CRM) tool designed for marketing, Sales, and Project Management professionals to assist in complex sales and marketing campaigns. The platform ...

The software provides Gmail and Outlook plugins, and tools that helps to integrate with other systems. The marketing campaign effectiveness can be measured using segmenting and speaking with the audiences, sharing content on every interaction and utilizing the customizable dashboard. The business processes can be streamlined further with the help of custom objects and apps.

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Pipeline CRM

Sales Pipeline Enablement Platform

4.38

Pipeline CRM Icon

Pipeline CRM

4.38
★★★★★
★★★★★
Sales Pipeline Enablement Platform

Pipeline CRM is a sales pipeline enablement CRM platform designed for sales teams to help enhance and boost sales. The primary solutions offered by the platform include Sales pipeline ...

The platform tracks every deal and shares the account lists with the employees to help them achieve their targets. Also, it gives full visibility on customer accounts both pre- and post-sales so that the team can manage key deliverables, milestones, project details, and deadlines.

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Freshsales

AI-based sales CRM to Improve engagement and nurture existing customers, drive leads to closure

4.69

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Freshsales

4.69
★★★★★
★★★★★
AI-based sales CRM to Improve engagement and nurture existing customers, drive leads to closure

Freshsales is a customer relationship management (CRM) software by Freshworks designed for high-velocity sales teams to attract leads, engage across multiple touchpoints, close deals and nurture relationships. ...

The key features of the software include Built-in email and phone, AI-based lead scoring, Workflow automation, Visual sales pipeline and actionable insights. The software is available in more than 30 languages, supports multiple currencies and hosts over 75 apps that can be seamlessly integrated with it to enhance productivity.

Freshsales automatically captures all the website traffic as leads, cluster them based on their web activity and assigns to the relevant salesperson. It collects data and segments activities based on a contact’s behavior and runs analytics to give a 360 degree customer view.

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workbooks.com

Workbooks | A platform to manage your business, designed and priced for the mid-market

4.36

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workbooks.com

4.36
★★★★★
★★★★★
Workbooks | A platform to manage your business, designed and priced for the mid-market

Workbooks.com is a cloud-based Customer Relationship Management (CRM) solution that enables mid-market organisations to efficiently acquire, convert and retain customers. It helps small and midsize businesses to improve their business strategies and customer services. ...

Workbooks.com provides order management and fulfillment, invoicing and supplier management through data processing, enabling organizations to differentiate against the competition and run their business smoothly. Workbooks joins up the entire organisation around data and processes - promoting teamwork and collaboration, provides a single 360° view of customers, and the information is accessible anytime, anywhere.

Workbooks features include Marketing, Sales, Order processing, and Customer Service. It helps marketing departments run campaigns and generate more quality leads; it enables sales team to work more effectively, better identify opportunities, close more deals and grow revenue; it empowers customer support teams to deliver exceptional service and drive customer satisfaction; and it extends beyond sales, marketing and customer support to include order management, fulfilment, invoicing and supplier management. Customers see their productivity increased, their operations streamlined, insightful decisions are made and the business is better equipped to differentiate against the competition.

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Agile CRM

Automate your sales, marketing, and service in one platform

4.30

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Agile CRM

4.30
★★★★★
★★★★★
Automate your sales, marketing, and service in one platform

Agile CRM is a robust cloud-based customer relationship management software that integrates core functionalities of sales, marketing, service, and web engagement platforms into a single unified solution. ...

Agile CRM offers a massive set of features including project management, contact management, scheduling, sales and marketing automation, customer service, email tracking, landing pages, and social media marketing to name a few. With Agile CRM, users have a unified platform that puts all the information as well as people on a single page, streamlining their tasks, enhances communication and collaboration, and greatly improves productivity and output both at individual and collective levels.

Agile CRM centralizes real-time customer data, making it readily accessible and actionable across all teams. It supports full telephony integration alongside marketing support for sending email newsletters, social campaigns and SMS texts. Agile CRM automates web engagement with customer-conscious messages, pop ups, offers, surveys and signup forms.

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Sugar CRM

SugarCRM: #1 Rated Customer Relationship Management Software

3.85

Sugar CRM Icon

Sugar CRM

3.85
★★★★★
★★★★★
SugarCRM: #1 Rated Customer Relationship Management Software

SugarCRM is a customer relationship management and marketing automation platform for marketing, sales and services teams to achieve marketing automation and to collaborate across the entire customer lifecycle. ...

It primarily helps with lead management, inbound marketing, marketing analytics, sales forecasting, quote management and customer journey management. It can be deployed on the cloud or on prem.

It comes with built in automation and analytics.

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Capsule CRM

Build stronger customer relationships, make more sales and save time.

4.15

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Capsule CRM

4.15
★★★★★
★★★★★
Build stronger customer relationships, make more sales and save time.

Capsule a CRM platform helps businesses stay organized, know more about the customers, build strong relationships, and to make the most of sales opportunities, all while minimizing user input. It helps to increase sales and revenue and enhance customer relationships. ...

Capsule also helps to tailor the system to meet the needs of different businesses, including custom fields, tags, and branding options. It also integrates with a range of leading small-business solutions for customer support, email marketing, document management, and accounting.

Its features include creating and managing a list of contacts, create tracks to match the business processes, easily track sales opportunities, insightful reports of sales performance, capturing the right information with custom fields to match the brand, and many more.

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Streak

CRM In Your Inbox | Your CRM Right Inside Gmail‎

4.54

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Streak

4.54
★★★★★
★★★★★
CRM In Your Inbox | Your CRM Right Inside Gmail‎

Streak is a CRM for Gmail. It can be used by Sales teams, Business Development teams, Partnership management, and by Hiring and Support teams. Streak CRM is built into GMail and can be used for ...

Stream CRM within GMail features managing of workflow such as lead pipeline, fund-raising, candidate management, projects and such through the Inbox. All context, contacts and customised tracking are available in the Inbox and can be viewed with context. All the spreadsheet features can be availed for personalising and tracking.

Streak CRM can be used on the go, on mobile.

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Zoho CRM

Trust your sales to the CRM trusted by the world, Connect with your customers wherever they are

4.15

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Zoho CRM

4.15
★★★★★
★★★★★
Trust your sales to the CRM trusted by the world, Connect with your customers wherever they are

Zoho CRM is a relationship management tool designed for the sales and marketing professionals to help them garner more leads, interact & engage with consumers, and boost both sales and revenue. ...

Zoho CRM offers integration with third party tools like Google Ad, DocuSign, MailChimp, LinkedIn Sales Navigator, etc. Using these integrations, it allows comparison of campaigns against sales helping to monitor spending and identifies campaign success.

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Salesforce CRM

Customer Relationship Management solution that brings companies and customers together

4.39

Salesforce CRM Icon

Salesforce CRM

4.39
★★★★★
★★★★★
Customer Relationship Management solution that brings companies and customers together

Salesforce CRM is a cloud-based customer relationship management (CRM) software that helps businesses connect with and get more information about their customer base. It helps marketing, sales, commerce, service and IT teams work as one from anywhere to keep the customers happy everywhere. ...

Salesforce CRM a hassle-free contact management by giving access to critical data of the customers and interaction history. It gives a complete customer picture including insights and engage-enhancement strategies. Users can use the social data of the customers for a deeper understanding of their particular behavior regarding any product or service.

Cloud-based contact management enables collaboration in the organization. Share insights and important documents to create a knowledge-sharing workplace. It traces the movement of the deals by accessing all the contact data.

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Insightly CRM

CRM Software for Gmail, G Suite and Outlook.

4.15

Insightly CRM Icon

Insightly CRM

4.15
★★★★★
★★★★★
CRM Software for Gmail, G Suite and Outlook.

Insightly is a customer relationship management (CRM) tool designed for marketing, Sales, and Project Management professionals to assist in complex sales and marketing campaigns. The platform ...

The software provides Gmail and Outlook plugins, and tools that helps to integrate with other systems. The marketing campaign effectiveness can be measured using segmenting and speaking with the audiences, sharing content on every interaction and utilizing the customizable dashboard. The business processes can be streamlined further with the help of custom objects and apps.

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Netsuite CRM

You can also create and update core NetSuite records from Oracle Eloqua. #### Bi-directionally connect NetSuite CRM and Oracle Eloqua in minutes.

3.60

Netsuite CRM Icon

Netsuite CRM

3.60
★★★★★
★★★★★
You can also create and update core NetSuite records from Oracle Eloqua. #### Bi-directionally connect NetSuite CRM and Oracle Eloqua in minutes.

NetSuite CRM software is a cloud solution that delivers a real-time, 360-degree view of the customers. It helps to increase sales and revenue and acquire customers. NetSuite CRM provides ...

Key features of NetSuite CRM include streamlining lead-to-cash processes, elevates productivity across the organization with a 360-degree view of customers, manages global sales and services organizations, and improves sales performance through forecasting, upsell and commission management and more.

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Clio

Industries #1 Legal Software

4.58

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Clio

4.58
★★★★★
★★★★★
Industries #1 Legal Software

X2CRM

X2CRM - ONE PLATFORM,UNIFIED MODULES, COMPLETE CONTROL.

4.00

X2CRM Icon

X2CRM

4.00
★★★★★
★★★★★
X2CRM - ONE PLATFORM,UNIFIED MODULES, COMPLETE CONTROL.

workbooks.com

Workbooks | A platform to manage your business, designed and priced for the mid-market

4.36

workbooks.com Icon

workbooks.com

4.36
★★★★★
★★★★★
Workbooks | A platform to manage your business, designed and priced for the mid-market

Workbooks.com is a cloud-based Customer Relationship Management (CRM) solution that enables mid-market organisations to efficiently acquire, convert and retain customers. It helps small and midsize businesses to improve their business strategies and customer services. ...

Workbooks.com provides order management and fulfillment, invoicing and supplier management through data processing, enabling organizations to differentiate against the competition and run their business smoothly. Workbooks joins up the entire organisation around data and processes - promoting teamwork and collaboration, provides a single 360° view of customers, and the information is accessible anytime, anywhere.

Workbooks features include Marketing, Sales, Order processing, and Customer Service. It helps marketing departments run campaigns and generate more quality leads; it enables sales team to work more effectively, better identify opportunities, close more deals and grow revenue; it empowers customer support teams to deliver exceptional service and drive customer satisfaction; and it extends beyond sales, marketing and customer support to include order management, fulfilment, invoicing and supplier management. Customers see their productivity increased, their operations streamlined, insightful decisions are made and the business is better equipped to differentiate against the competition.

Read more

Funnel CRM

Best CRM software for growing teams

4.41

Funnel CRM Icon

Funnel CRM

4.41
★★★★★
★★★★★
Best CRM software for growing teams

Funnel CRM is a CRM solution for small businesses and startups and can be used in industries such as Real Estate, Agencies, Freelancing, Personal Trainers and Service Professionals and more such. The CRM software helps in tracking leads and managing follow-ups. ...

Funnel CRM includes a form builder that helps create contact forms. The form submissions are stored in a sales funnel, which is a dedicated workspace to store Customer information, instead of an Inbox. The customer database in the sales funnel is kept updated through the contact forms, providing visibility into customer details, including when the messages have been viewed by the customer.

Funnel CRM provides the option of using a special email address if contact forms are not preferred for capturing lead information. The software also includes Proposal templates and supports multiple currencies.

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