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Updated on: December 1, 2020

Microsoft Dynamics 365 for Sales vs Close

87% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
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85% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
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Close CRM Software
(234 Ratings)
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87% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Remove
85% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
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Close CRM Software
(234 Ratings)
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Overview

Summary

Dynamics CRM is a powerful software with a number of tools that help in making the customer-facing functions of business easier. Microsoft Dynamics CRM delivers a wide range of CRM via five individual apps - Customer Service, Sales, Field Service, Marketing, Project Service Automation that work in integration. It aims at centralizing customer informations, automating marketing informations, tracking sales opportunities, analyzing data and enabling a responsive customer service. All of these functions ensure that you are never out on any growth opportunity by maximizing your business relationships. ..read more

Close is a CRM platform popular among salespeople which provides a sales workflow, ultimately used to close deals. Close gives you an overview of activities relating to your sales, bringing items to your attention according to their level of priority. It has a simple UI with a beautiful timeline view where every member of the sales team has complete access to every detail of the sales process. Close has features like built-in calling and SMS to let you reach your contacts quicker, an e-mail tool that lets you send e-mail sequences to specified contacts quicker and a powerful search engine that provides you with results at amazing speed. Additionally, Close provides an actionable report system, helping you measure team performance. Call automation, predictive dialing, bulk email and email sequences – Close handles them all. Close is can be integrated to other tools like Zapier, Zendesk to ensure users get the most out of its features. ..read more

Features

Call Logging

Contact Management

Customer Support

Lead Scoring

List Management

Marketing Automation

Product Catalog

Project Management

Quotes (Proposals)

Referral Tracking

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

Redmond, Washington

San Francisco, California / +1 833-462-5673

API

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

Dynamics 365 Sales Professional
$65 /User/Month

Features

  • Unlimited users
  • Lead and opportunity management
  • Marketing lists and quick campaigns
  • Products, price lists, and product bundles
  • Quotes, orders, and invoices
  • CPQ and data enrichment solution discovery
  • Live org charts
  • Business card scanner(Add-on)
  • Product taxonomy, relationships, and hierarchies
  • Cases
  • Microsoft Office 365 integration: (Outlook, Exchange, Excel, Teams, OneDrive / SharePoint, OneNote)
  • Export to Excel, advanced analytics with separate Power BI license
  • Real-time sales reports and dashboards
  • Application customizations: Limited
Dynamics 365 Sales Enterprise
$95 /User/Month

Features

  • Forecasting
  • Sales playbooks
  • Business card scanner
  • Competitors, sales goals, and territory management
  • Partner relationship management
  • Gamification
  • Knowledge management
  • Portals
  • Application customizations
  • Custom applications
  • Workflow automation
  • Assistant (base cards)
  • Assistant (within Dynamics 365 Sales)
  • Email intelligence (email engagement and email capture)
  • Predictive forecasting
  • Pipeline intelligence
  • Predictive scoring
  • Relationship analytics
  • Connection insights (who knows whom and talking points)
  • Notes analysis
  • Assistant (custom cards)
  • Assistant customization
  • Call transcription
  • Keyword, sentiment, and emotion analysis
  • Competitive products and brand analysis
  • Pipeline analysis
  • Seller behavior and top seller analysis
  • Coaching tools
  • Personalized seller dashboards
Microsoft Relationship Sales
$162 /User/Month

Features

  • Requires a 10-seat minimum
  • Embedded Sales Navigator in Dynamics 365 Sales
  • Activity sync from Sales Navigator
  • Accounts, leads, and contacts saved to Sales Navigator
  • PointDrive
Dynamics 365 Sales Insights
$50 /User/Month

Features

  • Includes 3 hours/user/month of conversation intelligence
View Price Page
Starter
$25 /User/Month

Lightweight CRM for startups with built-in calling and SMS

Best for: Individuals and teams just getting started with a CRM

Features

  • User limit : 3
  • Store Leads : 2500
  • Store Contacts : 4000
  • Multichannel inbox
  • Opportunity management
  • Pipelines : 1
  • Custom Fields : 5
  • Task management
  • Dynamic & static lead lists (Smart Views)
  • Lead import & export
  • Lead timeline (Lead History)
  • Follow-up reminders
  • Lead notes
  • Lead search
  • Merge duplicate leads
  • Duplicate detection on import
  • Email templates : 5
  • Two-way email sync (send/receive)
  • Email open tracking
  • Dynamic template tags
  • Email scheduling
  • Historical email import
  • File attachments
  • Email signatures
  • Snooze & undo send
  • Google Calendar sync
  • Google Calendar meeting reminders
  • Sync incomplete Tasks to calendar
  • Global calling
  • SMS (send & receive)
  • Free monthly calling credit : $3
  • Automatic call logging
  • Call forwarding
  • Multiple phone numbers
  • Caller ID using external phone number
  • Custom voicemail greeting
  • Real-time sales activity reporting
  • Save & share reports
  • Self-service help center
  • Email support
  • Two-factor authentication
  • API access
  • Zapier integration
  • Zoom integration
  • Gong integration
  • Help Scout integration
  • Event Log API
  • Zendesk Support integration
  • Get Accept integration
  • 99Inbound integration
  • LeadFuze integration
  • LinkMatch integration
  • Stitch integration
  • Retool integration
  • Plecto integration
Basic
$65 /User/Month

Complete sales CRM to track unlimited leads with built-in reporting

Best for: Small teams managing a growing number of leads

Features

  • User limit : 30
  • Store Leads : Unlimited
  • Store Contacts : Unlimited
  • Multichannel inbox
  • Opportunity management
  • Pipelines : 1
  • Custom Fields : Unlimited
  • Task management
  • Dynamic & static lead lists (Smart Views)
  • Lead import & export
  • Lead timeline (Lead History)
  • Follow-up reminders
  • Lead notes
  • Lead search
  • Merge duplicate leads
  • Duplicate detection on import
  • Email templates
  • Two-way email sync (send/receive)
  • Email open tracking
  • Dynamic template tags
  • Email scheduling
  • Historical email import
  • File attachments
  • Email signatures
  • Snooze & undo send
  • Google Calendar sync
  • Google Calendar meeting reminders
  • Sync incomplete Tasks to calendar
  • Global calling
  • SMS (send & receive)
  • Free monthly calling credit : $10
  • Automatic call logging
  • Call forwarding
  • Multiple phone numbers
  • Caller ID using external phone number
  • Custom voicemail greeting
  • Real-time sales activity reporting
  • Save & share reports
  • Team leaderboard
  • Status change reporting
  • User performance reporting
  • Self-service help center
  • Email support
  • Two-factor authentication
  • Roles & permissions
  • API access
  • Zapier integration
  • Zoom integration
  • Gong integration
  • Help Scout integration
  • Event Log API
  • Zendesk Support integration
  • Get Accept integration
  • 99Inbound integration
  • LeadFuze integration
  • LinkMatch integration
  • Stitch integration
  • Retool integration
  • Plecto integration
Professional
$95 /User/Month

Well-rounded CRM with time-saving automation and multiple pipelines

Best for: Growing teams starting to automate their sales process

Features

  • User limit : 100
  • Store Leads : Unlimited
  • Store Contacts : Unlimited
  • Multichannel inbox
  • Opportunity management
  • Pipelines : 3
  • Custom Fields : Unlimited
  • Task management
  • Dynamic & static lead lists (Smart Views)
  • Lead import & export
  • Lead timeline (Lead History)
  • Follow-up reminders
  • Lead notes
  • Lead search
  • Merge duplicate leads
  • Duplicate detection on import
  • Email templates
  • Two-way email sync (send/receive)
  • Email open tracking
  • Dynamic template tags
  • Email scheduling
  • Email sequences
  • Bulk email sending
  • Historical email import
  • File attachments
  • Email signatures
  • Snooze & undo send
  • Email & domain filtering
  • Google Calendar sync
  • Google Calendar meeting reminders
  • Sync incomplete Tasks to calendar
  • Global calling
  • SMS (send & receive)
  • Free monthly calling credit : $10
  • Automatic call logging
  • Power Dialer
  • Call forwarding
  • Multiple phone numbers
  • Caller ID using external phone number
  • Custom voicemail greeting
  • Real-time sales activity reporting
  • Save & share reports
  • Team leaderboard
  • Status change reporting
  • User performance reporting
  • Self-service help center
  • Email support
  • Two-factor authentication
  • Roles & permissions
  • API access
  • Zapier integration
  • Zoom integration
  • Gong integration
  • Help Scout integration
  • Event Log API
  • Zendesk Support integration
  • Get Accept integration
  • 99Inbound integration
  • LeadFuze integration
  • LinkMatch integration
  • Stitch integration
  • Retool integration
  • Plecto integration
Business
$145 /User/Month

The ultimate all-in-one CRM and sales performance solution

Best for: Teams with a large number of leads or products

Features

  • User limit : Unlimited
  • Store Leads : Unlimited
  • Store Contacts : Unlimited
  • Multichannel inbox
  • Opportunity management
  • Pipelines : 10
  • Custom Fields : Unlimited
  • Task management
  • Dynamic & static lead lists (Smart Views)
  • Lead import & export
  • Lead timeline (Lead History)
  • Follow-up reminders
  • Lead notes
  • Lead search
  • Merge duplicate leads
  • Duplicate detection on import
  • Email templates
  • Two-way email sync (send/receive)
  • Email open tracking
  • Dynamic template tags
  • Email scheduling
  • Email sequences
  • Bulk email sending
  • Historical email import
  • File attachments
  • Email signatures
  • Snooze & undo send
  • Email & domain filtering
  • Google Calendar sync
  • Google Calendar meeting reminders
  • Sync incomplete Tasks to calendar
  • Global calling
  • SMS (send & receive)
  • Free monthly calling credit : $10
  • Automatic call logging
  • Power Dialer
  • Call recording
  • Predictive dialer
  • Voicemail drop
  • Group numbers
  • Call forwarding
  • Call transferring
  • Multiple phone numbers
  • Caller ID using external phone number
  • Custom voicemail greeting
  • Real-time sales activity reporting
  • Save & share reports
  • Team leaderboard
  • Status change reporting
  • User performance reporting
  • Groups : 10
  • Custom graphs (Explorer)
  • Self-service help center
  • Email support : SLA
  • Screen share support
  • Custom onboarding : 5+ users
  • Dedicated Customer Success Manager : 5+ users
  • Two-factor authentication
  • Roles & permissions : Customizable
  • API access
  • Zapier integration
  • Zoom integration
  • Gong integration
  • Help Scout integration
  • Event Log API
  • Zendesk Support integration
  • Get Accept integration
  • 99Inbound integration
  • LeadFuze integration
  • LinkMatch integration
  • Stitch integration
  • Retool integration
  • Plecto integration
View Price Page

SCREENSHOTS

Microsoft Dynamics 365 for Sales Screenshots
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Close Screenshots
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INTEGRATIONS

    NA
  • Asana
  • Slack
  • HelloSign
  • Marketo
  • LeadFuze
  • GetAccept
  • Drift
  • Plecto
  • Trello
  • Google Sheets
  • Drip
  • PandaDoc
  • Zendesk Support
  • Zapier
  • Zoom
  • Intercom
  • Autopilot
  • ActiveCampaign
  • Stripe Payments
  • MailChimp
  • Help Scout
  • DocuSign
  • Unbounce
  • ChartMogul
  • Gong
  • HubSpot CRM
  • Process Street
  • Better Proposals
  • Airtable
  • Retool

ALTERNATIVES

Top alternatives to Microsoft Dynamics 365 for Sales

Zoho CRM
Salesforce
SugarCRM
Insightly
bpm’online CRM

Top alternatives to Close

Zoho CRM
Salesforce
SugarCRM
Insightly
bpm’online CRM