Home/Compare/Microsoft Dynamics 365 for Sales vs Insightly
Updated on: November 28, 2020

Microsoft Dynamics 365 for Sales vs Insightly

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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93% 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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Insightly CRM Software
(1670 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
93% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Remove
Insightly CRM Software
(1670 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

Insightly is a powerful CRM tool for capturing and managing leads in every aspect of a sales process. Insightly gives you the power of complete contact management and can track the relevant lead information from emails. One can upload files straight from Dropbox, Box, Google Drive, Microsoft OneDrive and Insightly online without any upsets and conveniently. The inbuilt project management system helps you continuously monitor the workflow and publish at the right time. Unquestionably, this tool fits in different sectors like accounting, construction, education, health, real estate and many more. ..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 / +1 888-999-4039

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
Plus (CRM)
$29 /User/Month

Features

  • Lead management
  • Automatic duplicate detection
  • Mass emailing
  • Email templates
  • Visualize leads with kanban
  • Web to lead capture
  • Automatic social profile enrichment
  • Contact and organization management
  • Task and event management
  • Relationship linking
  • Attach files from cloud storage
  • Opportunity management
  • Customizable sales processes
  • Apply task and event activity sets
  • Assign sales teams
  • Batch update records with ease
  • Native Android and iOS mobile apps
  • Real-time mobile data synchronization
  • Mobile business card scanning: 15
  • Mobile contact and calendar integration
  • Mobile voice notes
  • Integrated project management
  • Milestones and associated task tracking
  • Calendar synchronization
  • Configurable project processes
  • Convert won opportunities to projects
  • Built-in business intelligence dashboards
  • Configurable reports
  • Customized report scheduling and emailing
  • Integration with Google G-Suite Login, Calendar, and Docs
  • Integration with Microsoft Office 365 Login, Calendar, and OneDrive
  • Slack integration with AI bot
  • Insightly Outlook add-on
  • Insightly Gmail add-on
  • Roles and permissions: 2
  • Configurable profiles and page layouts: 2
  • Over 250 integrations to business apps
  • Published web services API
  • Calendar sync
  • Contact sync
  • Gmail integration
  • Outlook integration
  • Cloud file storage integration
  • Standard support plan
Professional (CRM)
$49 /User/Month

Features

  • Includes features of Plus plan, plus
  • Lead assignment and routing
  • Schedule outbound emails
  • Mobile business card scanning: 25
  • Customizable real-time insight cards: 100
  • Build and share customized BI dashboards
  • Complete workflow automation
  • Custom object creation
  • Roles and permissions: Unlimited
  • Configurable profiles and page layouts: Unlimited
  • Configurable webhooks
  • Configurable outbound webhooks
  • Customized Support & Services Plan (additional pricing)
  • Professional services (additional pricing)
  • Developer API support (additional pricing)
Enterprise (CRM)
$99 /User/Month

Features

  • Includes features of Professional plan, plus
  • Mobile business card scanning: 50
  • Customizable real-time insight cards: Unlimited
  • Products, Price Books and Quotes
  • Custom validation rules
  • Calculated fields on any object
  • Deploy custom apps on any platform
  • Lambda function authoring and execution
  • Dynamic page layout rules
  • Schedule serverless lambda functions
Plus (Marketing)
$299 /Month

Features

  • Email marketing
  • Mobile optimized content creation
  • Dynamic list segmentation
  • External form tracking
  • Hosted forms: 10
  • Hosted landing pages: 10
  • Journey builder
  • Lead nurturing
  • Lead de-duplication
  • Lead scoring and grading
  • Real-time CRM connector
  • Automation rules: 10
  • Built-in business intelligence dashboards
  • Configurable reports
  • Customized report scheduling and emailing
  • Roles and permissions: 2
  • Configurable profiles and page layouts: 2
  • File hosting: 100 MB
  • Integration with Google G-Suite login
  • Integration with Microsoft Office 365 login
  • Standard support plan
Professional (Marketing)
$599 /Month

$599 per Month billed Annually

Features

  • Includes features of Plus (Marketing) plan, plus
  • Email client rendering preview (additional cost)
  • Hosted forms : 50
  • Hosted landing pages : 50
  • Advanced prospect tracking
  • Analytics tracking domains : 3
  • Automation rules : 50
  • Customizable real-time insight cards : 100
  • Build and share customized BI dashboards
  • Advanced email analytics
  • Website traffic analysis
  • Custom object creation
  • Configurable webhooks
  • Roles and permissions : Unlimited
  • Configurable profiles and page layouts : Unlimited
  • File hosting : 500 MB
  • Customized Support and Service Plans (additional cost)
Enterprise (Marketing)
$1299 /Month

$1299 per Month billed Annually

Features

  • Includes features of Professional (Marketing) plan, plus
  • Email client rendering preview
  • Hosted forms : Unlimited
  • Hosted landing pages : Unlimited
  • Multiple scoring categories
  • Event based segmentation
  • Custom event triggering and reporting
  • Analytics tracking domains : 20
  • Automation rules : 100
  • Customizable real-time insight cards : Unlimited
  • Calculated fields
  • Custom validation rules
  • Lambda function authoring and execution
  • Dynamic page layout rules
  • File hosting : 10 GB
  • SAML Single Sign-on
View Price Page

SCREENSHOTS

Microsoft Dynamics 365 for Sales Screenshots
View 0 screenshot(s)
Insightly Screenshots
View 5 screenshot(s)

INTEGRATIONS

    NA
  • Office 365
  • Slack
  • Hubstaff
  • MailChimp
  • Evernote
  • Everhour
  • TimeCamp
  • Quickbooks
  • PandaDoc
  • SupportBee
  • Automate.io
  • PieSync
  • Xero

ALTERNATIVES

Top alternatives to Microsoft Dynamics 365 for Sales

Zoho CRM
Salesforce
SugarCRM
Insightly
bpm’online CRM

Top alternatives to Insightly

HubSpot CRM
Salesforce
Zoho CRM
Pipedrive
Copper (ProsperWorks CRM)