91% SW Score 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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87% SW Score 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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89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Sage CRM
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95% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Streak
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Description | 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 | UPilot is a sales customer relationship management platform that helps small to mid-sized businesses forecast, automate, and generate reports. Sync all your contact’s emails and manage communication through an inbuilt next-generation email system. Get visibility into all your team’s communications with the prospects. A Visual Pipeline built on the principles of Kanban. Built-in a way to simplify your sales process and drive more intelligent sales through insights and clarity. Contact Lists and Views helps you segregate and arrange contacts as per your commercial, relationship, or bucket goals. Read more | By providing tools to manage both new and current client connections, Sage CRM is a cloud-based customer relationship management solution created to help small and medium enterprises maximise their customer experience. Applications come with integrated modules for social CRM, customer service, help desk, sales and marketing automation, and more. Sage CRM has strong mobile capabilities as well. Both on-premises and cloud deployments of the software are options. Sage CRM can be used to arrange meetings, forecast trends, and track the effectiveness of sales representatives. The reporting and analytical tools of the dashboard assist in anticipating sales performance and monitoring new opportunities while providing visibility into active sales negotiations. Campaigners can organise and carry out marketing and promotion campaigns with the use of marketing tools. Campaigns across many channels can be managed by the solution. Sending newsletters and promotional emails to contacts is possible thanks to the built-in email marketing tool. It also facilitates integration with a number of third-party programmes. To enable your staff to perform more quickly and intelligently, avoid duplicating work duties. Everyone engaged is more effective and productive with a single solution. Read more | Streak is a CRM software that’s entirely integrated within your gmail inbox. It relieves you of a number of stress as it brings everything related to your CRM function at one place, i.e. in your inbox. With Streak’s support pipeline, you can get access to the entire support history of the customer you’re talking with, which will allow you to help that customer better or even pitch in a new deal. Streak’s email tracking notifies you when your proposal is read, thus, giving you an idea of when to follow up and close the deal. It also lets you know if your support message has resolved an issue or if the contact hasn’t yet read your helpful message. Read more |
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SW Score & Breakdown |
91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
95% SW Score 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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SaaSworthy Awards | # 15 Fastest Growing |
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# 11 Highly Rated # 13 Most Popular |
Total Features |
25 Features
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21 Features
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23 Features
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25 Features
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Common Features for All |
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Unique Features |
AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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Organization Types Supported |
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Platforms Supported |
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Modes of Support |
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API Support |
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User Rating |
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Rating Distribution |
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User Sentiments |
Customization Options, Extensive Integrations with Microsoft Products, Comprehensive Sales Management Features, Robust Reporting Capabilities Complex User Interface, Occasional Performance Issues, Limited Third-Party Integrations, Steep Learning Curve |
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Seamless Gmail Integration, Effective Email Tracking, Customizable Pipelines, Efficient Mail Merge Occasional Software Crashes, Limited Mobile App Functionality, Occasional Slow Loading Times, Inconsistent Third-Party Integrations |
Review Summary |
Overall, Microsoft Dynamics 365 is a highly-regarded CRM platform praised for its ease of use, customization capabilities, and integration options. Users particularly value its user-friendly interface, seamless integration with other Microsoft products, and the ability to tailor the system to specific business needs. However, some reviewers have expressed concerns regarding the complexity of certain features and occasional performance issues. Additionally, the cost may be a deterrent for some organizations. |
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Users generally agree that Streak is user-friendly, easy to set up, and seamlessly integrates with Gmail, making it a convenient tool for managing email communication and tasks. Many appreciate the robust features, such as customizable pipelines, email tracking, and task management capabilities. However, some users find the interface cluttered and report occasional glitches and bugs. Additionally, a few reviewers express concerns about the pricing structure, suggesting that it may not be suitable for small businesses or individuals with limited budgets. |
Read All User Reviews | Read All User Reviews | Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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Dynamics 365 Sales Professional $65.00 $65.00 per user / month Dynamics 365 Sales Enterprise $95.00 $95.00 per user / month Dynamics 365 Sales Premium $135.00 $135.00 per user / month Microsoft Relationship Sales $162.00 $162.00 per user / month |
Take Off $29.00 $29.00 per user / month The Climb $49.00 $49.00 per user / month Cruise Control Custom |
Sage CRM Custom |
Free Free Pro $49.00 $59.00 per user / month Pro+ $69.00 $89.00 per user / month Enterprise $129.00 $159.00 per user / month |
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Salesforce Partner Relationship Management
4.5 Based on 25 Ratings |
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Screenshots |
+ 3 More
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Videos |
+ 2 More
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Company Details | Located in: Redmond, Washington | Located in: Sunnyvale, California | Located in: New Castle, Delaware | Located in: San Francisco, California Founded in: 2011 |
Contact Details |
Not available https://dynamics.microsoft.com/en-us/sales/overview/ |
Not available https://upilot.com/ |
+1 866-996-7243 https://www.sage.com/en-us/products/sage-crm/ |
+1 312-420-4956 https://www.streak.com |
Social Media Handles |
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