As well as running multichannel campaigns, it can track customer interactions, identify and nurture leads.
The tool provides apps for Android and iOS and is mainly suitable for large companies and enterprises. Microsoft Dynamics 365 also offers enterprise resource planning (ERP) functions such as field service, in addition to CRM, operations, finance, and human resources.
Think twice if you're a small or medium-sized company (SMB) considering the Microsoft Dynamics 365 CRM app because your colleagues and rivals use it. The alternatives to Microsoft Dynamics 365 software could be cheaper and far less complex to use.
To help you find the right CRM solution, we have prepared this guide of the top seven user-recommended alternatives to Microsoft Dynamics 365. Instead of an instrument’s extra capabilities, such as ERP, the guide focuses on customer support, sales, and marketing features.
HubSpot Sales Hub
HubSpot CRM, the top customer relationship app, is one of the perfect alternatives to Microsoft Dynamics 365. The application is not only free and easy to use. It has an extensive collection of functions that can be used almost immediately by both beginners and experienced SaaS users. If you need them, the intuitive dashboard allows you to provide an overview of your KPIs, recent activities, and access to the correct tools and data.
It features a drag-and-drop communicator that enables contact and collaboration to be quicker. The app also allows you to store detailed client and business profiles along with visual indicators. It includes a comprehensive ticketing platform that lets you provide your customers with stellar customer service and support. Also, such as marketing emails and internal team updates, you can automate the main CRM processes. It also helps you build a knowledge base of support articles and documentation, among other features.
This solution, among the other Microsoft Dynamics alternatives, integrates seamlessly with Pipedrive CRM, Gravity Forms, GoChime, Netsuite, and a host of other applications and business systems. What's more, it's a Google accredited partner and is a solution that suits both sectors and niches. Finally, it has an eternally free edition.
The HubSpot Sales Hub is a HubSpot component that enables businesses to manage, communicate, and monitor leads. It allows a company's sales team to interact with customers without wasting time and resources inputting data or writing the same email again and again. The truth is that the Sales Hub works like it's on steroids, consistently working and offering you more tools than you can imagine for closing deals. It includes robust features such as email templates, free calling, email sequences, meeting scheduling, and pipeline tracking.
- The free plan is available
- Starter: $20 per month
- Professional: $500 per month
- Enterprise: $1,200 per month
Salesforce CRM, as an integrated CRM platform, helps businesses to communicate with their customers effectively. With the app, these companies' sales, marketing, and other divisions obtain a 360-degree view of the clients, enabling them to provide customized experiences.
Companies can easily configure Salesforce CRM based on their roles, industry, or business type to work according to their customers' needs. Salesforce makes it possible, too, whether you are a small business with ten employees, a growing team, or a large enterprise workforce.
By providing deep insight into crucial customer information, Salesforce CRM enables businesses to close more deals. To drive customer satisfaction and retention, Salesforce CRM allows you to send personalized messages to prospects. Finally, you get your company-branded mobile app from the application. It improves employees’ productivity and puts you at any time and any place on top of your business. You can check out other Microsoft Dynamics alternatives to give you more options.
Salesforce Sales Cloud provides contact management for your network, opportunity management for possible deals, and lead management for your sales process. Marketing Cloud includes a plethora of marketing automation features that allow you to set up workflows for things like email marketing. Salesforce also offers modules for customer service, commerce, and real-time analytics.
- Essentials: $25 per user per month, billed annually
- Professional: $75 per user per month, billed annually
- Enterprise: $150 per user per month, billed annually
- Unlimited: $300 per user per month, billed annually
monday.com is a compact CRM solution and one of the Microsoft Dynamics competitors that allows you to manage teams and projects without the use of messy spreadsheets. Whether you're working with colleagues in the same office, from home, or on the go, the platform consolidates all of your data from different productivity tools into a single dashboard.
Once your data is in the tool, you may choose from a variety of views to look at it from various perspectives. Team members can select between Gantt charts, Kanban boards, timelines, and calendars. Finally, any change will be updated in real time across all views.
monday.com's visually appealing interface and extensive tutorial library make it a great choice for both beginners and professionals.
monday.com's customizable features make it simple to track prospects, manage your customer deliverables, and follow-up on deals or tasks in your workflow pipeline. You can filter, sort, and modify tasks and data while the system keeps track of all revisions and modifications. This means you can get a visual representation of all the events that took place in a project.
Some of the most useful productivity features on monday.com are automated notifications, time tracking, and lead & pipeline management to post-project phases. Reporting and analytics are additional powerful functions of the platform. Managers and team leaders can use these features to gain clear and organized data that can help them track the effectiveness of their teams and optimize their workflows.
- Free: €0 for up to 2 seats
- Basic: €8 per seat per month, billed annually
- Standard: €10 per seat per month, billed annually
- Pro: €16 per seat per month, billed annually
- Enterprise: contact the sales team
Zoho CRM is a superior software provider and relatively easy to use.
Zoho software includes an AI feature called Zia. Zia can predict trends, conversions, deals closing, and possible problems. If the tasks are performed several times, AI automates the task. It spots anomalies in the sales process and analyzes customer emails.
Within the range of Zoho’s functions are one-to-one e-commerce and marketing. This program, among other Microsoft Dynamics 365 competitors, incorporates mobile and social contacts, phones, emails, and live chat. Also, all sales operations are automated on the Zoho platform.
Zoho offers a comfortable Opportunity Tracking tool that gives you information about your customer’s position in the sales cycle. Characteristics include deal size, activity history, and competitor profiles. Zoho will help you be a customer-focused company.
Lead and contact management, which organize your network, boost your chances of closing deals, and increase profits, are the first features of the Zoho CRM platform. You can access a template library using email marketing. AI tools assist in tracking website visits. Salespeople get helpful workflows to reduce their workload. Analytics can do tasks like basic forecasting and is integrated into your business management.
You can get more comprehensive project management and pipeline management tools with more powerful Zoho CRM software. Additionally, this Microsoft Dynamics alternative has a great integration record for apps like Gmail.
- Standard: $14 per user per month, billed annually
- Professional: $23 per user per month, billed annually
- Enterprise: $40 per user per month, billed annually
- Ultimate: $52 per user per month, billed annually
To organize their campaigns and daily tasks, Pipedrive is specially made for sales teams who need a simple yet powerful platform. Pipedrive makes it easy to facilitate lead management with a minimalist layout. You will get a clear overview of your sales pipeline immediately when you sign in and hone in on the deals you would like to prioritize.
The goal and activity feature of Pipedrive allows you to see exactly what activities need your attention and how far you are going to complete a specific task. The intuitive interface helps you visualize various sales pipelines, each deal's progress, status, and the next actionable items to help transform that deal into a successful sale. Plus, to help your team monitor sales data, targets, and performance, Pipedrive has reporting and analytics tools.
Your sales team can access Pipedrive 24/7 on any web browser as a cloud-based sales CRM. For salespeople on the go, this makes the platform ideal. Major email service providers such as Gmail, Yahoo, and Outlook also connect to Pipedrive seamlessly, so you can send and receive messages right in the CRM quickly. MailChimp, Zapier, Google Maps, and Trello have other essential integrations.
Pipedrive is a strong competitor and Microsoft Dynamics alternative when it comes to pipeline management. This CRM system's features are all very clear and simple to understand.
The customization of pipeline management tools makes them an excellent platform for team collaboration. You can create team pipelines and assign each team member roles and permissions. Automations are simple to set up and help to make teamwork more efficient. Even real-time analytics can divide activities by teams or individuals to assess how effectively you are achieving your objectives.
- Essential: €12.50 per user per month, billed annually
- Advanced: €24.90 per user per month, billed annually
- Professional: €49.90 per user per month, billed annually
- Power: €59.90 per user per month, billed annually
- Enterprise: €74.90 per user per month, billed annually
Freshworks CRM is designed for high-velocity teams who need a single point of contact with their leads. Using an intuitive UI and extensive features such as AI-based lead scoring, workflow automation, built-in email and phone functions, and customizable dashboards and reports allow your sales or marketing team to attract leads, manage them and engage them.
Freshworks CRM can be conveniently combined with other developers’ solutions as part of the Freshdesk product lineup, such as Freshcaller. It also uses an open API framework, so you can integrate it with applications such as Google Calendar, Mailchimp, and accounting tools like Quickbooks and Xero that you also use in your organization.
For each of the three modules, ranging from $19 to $125, one of Freshworks CRM's most enticing points is its scalable pricing plans. The modules can be used for free by small teams, while larger companies can select from the range of paid subscriptions available depending on their team’s size and specifications.
Freshworks CRM offers lead management, contacts, deals, and a visual pipeline, but it also features a unique lead scoring feature that ranks leads based on engagement. This prospecting tool helps manage sales pipelines effectively. With a team management feature, Freshworks CRM allows grouping teams by categories like geography, deal size, and product division, and automatically assigns prospects to the right salespeople. The platform also provides 32 types of reports, including manual call logs, leads generated, and email activity reports, created instantly using the information you enter through the software.
- Free trial - yes
- Growth - $29 per user per month billed annually
- Pro - $69 per user per month billed annually
- Enterprise - $125 per user per month billed annually
Insightly is a great CRM solution for small businesses and multi-level organizations. It perfectly organizes contacts, partners, vendors, checks contact data, email history, and background.
Using the Dashboard, Tasks/Milestones, Pipeline Activity, and Opportunity Reports, you can easily see all business activities. It’s easy to use the platform to keep in touch with customers through Twitter, Facebook, Google+, and LinkedIn.
Moreover, this system, among other Microsoft Dynamics 365 alternatives, fully integrates with Google Apps, Outlook 2013/Office 365 Business Edition, and Dropbox. Also, you can control every engagement stage with your customers.
With the help of Insightly, you can create and customize sales journeys that begin with campaigns and continue through the funnel. You generate real-time analytics all along the way, which is then run through an advanced BI system. Reporting is done using neat visual dashboards that are simple to arrange according to your most important KPIs and other data. In addition, teams can easily share customized reporting dashboards.
- Plus: $29 per user per month, billed annually
- Professional: $49 per user per month, billed annually
- Enterprise: $99 per user per month, billed annually
The CRM Creatio suite can help boost the productivity of sales, marketing, and service processes for mid-sized and large enterprises. Users can benefit from three modules, namely Marketing Creatio, Sales Creatio, and Service Creatio, that make up CRM Creatio. To streamline these processes and allow a well-rounded, end-to-end approach to CRM, each module comes with specialized tools.
Businesses may benefit from better lead management, revenue forecasting, and quicker project fulfillment through these modules. The modules also have a customer view of 360 degrees that integrates all critical customer information into one framework, eventually resulting in increased customer service levels. Also, built-in analytics tools assist in o exploiting data to make more educated CRM strategy decisions.
Different integrations and built-in utilities can also expand the capabilities of CRM Creatio. For example, direct integration with Excel and MS Exchange ensures better communication and efficient data management. These integrations also make it easier for users to spend less time moving between services, concentrating on completing tasks, and delivering projects on time.
Creatio focuses on providing you with the tools to manage process automation, such as setting up workflows and creating business apps based on simple logic without the need for specialized programming experience. The user interface (UI) is attractive and offers a wide variety of templates, widgets, and predefined views. Because Creatio is an open platform, there is a strong API and other cross-platform integrations for programs like Microsoft Outlook. This one of the Microsoft Dynamics alternatives offers iOS and Android mobile apps, just like Dynamics CRM.
- Growth starts from $25/user/month. Provide automation to SMB clients
- Enterprise starts from $55/user/month. Enable full-scale automation for corporate and enterprise needs
- Unlimited starts from $85/user/month. Deliver limitless automation for advanced enterprise scenarios.
Apptivo is a robust CRM and business tool for smaller businesses, such as startups, whose primary objective is growth, both in terms of expanding their contact networks and increasing sales and profits. As a result, it`s a good Microsoft Dynamics alternative for growing businesses.
It begins as a customer relationship management tool and from there includes capabilities to plan and execute marketing campaigns, as well as tools to streamline the sales process. Other features of Apptivo, including estimates, contracts, invoicing, expense reports, and procurements, are primarily focused on commerce.
In simpler terms, Apptivo is used to manage all of your database's contacts in addition to assisting you in expanding your network and finding new contacts. Marketers use Apptivo to reach a wider audience with more targeted messages, while salespeople use it to close more deals and increase revenues. This one of the Microsoft Dynamics alternatives is also used by e-commerce operations and offers some customer support tools for those companies.
Apptivo's CRM solution is effective at capturing leads using emails and web forms. There are tools that can help you close more deals by increasing your lead conversion. Apptivo offers a wide range of tools for invoicing. These include a currency converter and templates for invoices. Additionally, you get field service tools. This is useful for dispatch calendars, approval flows, and team assignments. Overall, Apptivo is a sales CRM created to help small businesses grow and succeed.
- Lite: $8 per user per month, billed annually
- Premium: $12 per user per month, billed annually
- Ultimate: $20 per user per month, billed annually
- Enterprise: contact the sales team
SAP is a well-known name in business software, with many products such as CRM, ERP, supply chain management, and human capital management. Overall, if you run an e-commerce business, this is an excellent Microsoft Dynamics alternative.
SAP CRM provides a comprehensive customer data management system. Marketing tools are available to help you plan campaigns and target the right customers with the best content. When used correctly, sales tools are known to increase ROI. Commerce kits are specifically designed for e-commerce, which is why this is a great alternative to Microsoft Dynamics.
Go to SAP's website for additional information about trials and pricing plans.
It is unsurprising that a major company such as Oracle would create a CRM platform that is most similar to Microsoft Dynamics and Microsoft Dynamics CRM alternatives. That business SaaS is called NetSuite CRM, however, there are other business apps such as NetSuite ERP, accounting software, and human resources systems. NetSuite CRM combines a wealth of customer data, project tracking, omnichannel communication, workflow automation, marketing campaigns, sales operations, and customer service requirements in an easy-to-use dashboard and user-friendly interface.
One of the reasons NetSuite's CRM can manage so many tasks is its capacity to exist in a single platform that unifies data, allowing businesses to choose and select the appropriate plan, add on modules as they grow, focus their efforts on one department or another, and of course, pivot as the market may dictate.
Oracle NetSuite is a comprehensive solution for a variety of business requirements. It's an all-in-one marketing and sales management software package. You can also achieve seamless enterprise resource planning by combining NetSuite CRM and NetSuite ERP, which provides powerful inventory management, among other benefits. NetSuite, as a sales CRM, assists in optimizing the customer experience at every stage of the sales pipeline. In addition, you can do prices and quotes. Customer service management is another function included in the CRM kit.
Contact Oracle NetSuite via their website's contact form for pricing information.
There are plenty of alternatives to Microsoft Dynamics to choose from. Just make sure you are making the right choice for running a successful business with a professional CRM platform.
Connect a sample of your data to any of these platforms using Trujay’s migration solution.