As an entrepreneur, you understand how crucial it is for you to build your client base and forge strong relationships with customers. However, it can often be difficult to be proactive in customer relationship management while running your business operations. This is why you need to utilize CRM software platforms like Microsoft Dynamics 365.
If you think this product is not a fit for your company, then don’t fret. In this article, we will be discussing the top 10 alternatives to Dynamics 365. We have carefully picked these tools according to their price range, available CRM and ERP functions, and target business sizes. This way, it will be easier for you to choose which one caters to the needs of your business.
Customers are the lifeline of every business because, without them, there wouldn’t be any needs that companies can satisfy with their goods and services. This is why it is crucial to attract, nurture, and retain them in the most efficient way possible. To help you do just that, it is handy to have customer relationship management (CRM) systems like Dynamics 365.
Platforms such as these offer plenty of benefits to your sales and marketing efforts. CRM platforms are used to improve customer service (74%), enhance customer satisfaction (66%), as well as to boost customer retention (56%). As you can see in the table below, it can also be used to retain customer loyalty (72%), acquire new customers (45%), and reduce the cost of marketing (38%). On top of those, these systems provide you with insights on how to boost sales, create more targeted marketing strategies, and maximize the time of your employees.
Source: Customer Management Technologies
However, it is not enough to have a CRM system at your disposal. You also need to ensure that it can cater to the specific needs of your operations. In fact, according to a study by ResearchGate, improper CRM selection and implementation may lead to the failure of your entire system. This goes to show that while Dynamics 365 may be one of the best options out there, it might not be ideal for your operations. In cases like these, you need to carefully evaluate the needs of your business to determine which CRM solution will work best for you.
After you’ve identified the aspects of your business that need prioritizing, it will be easier for you to narrow down your choices as we discuss the top 10 alternatives to Dynamics 365. Before we get down to the nitty-gritty of this topic, however, be sure to also check out our article on the benefits and definition of CRM. This should help you get a better idea of what to expect when investing in any of the products listed below.
Microsoft Dynamics 365 is a CRM and ERP suite, offering integrated tools that allow businesses to do a multitude of tasks. From customer and sales management to financial and field service management, this platform can provide you with everything that you need to run your operations as smoothly as possible. It is also equipped with robust capabilities such as power BI, editable grids, activity sorting control, sitemap designers, and customer insight reporting.
It’s already worth noting that Dynamics 365 is great for entrepreneurs who want complete control and full visibility over their CRM efforts and other aspects of their business. An added perk is that it has an easy-to-use dashboard that can be personalized. This determines and displays all of your priorities in a single interface and allows you to create notes for each task so that you can easily streamline your sales and marketing workload in line with your financial and operational responsibilities.
The best part about Dynamics 365 is that it has a wide range of cloud-based business applications, and it can support mobile device operations. This way, you and your employees can work on the fly with ease. The platform also seamlessly integrates with Outlook, Lync, SharePoint, OneNote, Word, and other Microsoft programs for a more straightforward system configuration.
As for pricing, Dynamics 365 offers different plans, depending on the set of features you will need for your operations. You may opt for their Dynamics 365 Plan, which starts at $210/user/month, the Unified Operations Plan starting at $190/user/month, or the Customer Engagement Plan that costs $115/user/month. All these packages include data security, 99.5% uptime SLA, an Office 365 integration, and phone and web support.
Microsoft Dynamics 365 is chock full of great tools for both your CRM and ERP needs. It has a comprehensive platform with robust capabilities that will allow users to drive revenue and profitability through better customer handling and optimized operations. On top of these, it also offers a number of other benefits like:
The best alternative to Dynamics 365 is the top customer relationship software HubSpot CRM. The platform is not just free and simple to use. It possesses a comprehensive set of features that both beginners and veteran SaaS users could use almost instantly. The intuitive dashboard allows you to have an overview of your KPIs, recent activities, and access to the right tools and data should you need them.
It features a drag-and-drop communicator that allows for faster communication and collaboration. Also, the platform enables you to store comprehensive customer and company profiles complete with visual cues. It includes a robust ticketing platform that lets you provide stellar customer service and support to your customers. Moreover, you can automate key CRM processes like marketing emails and internal team notifications. Also, it allows you to create a knowledge base of help articles and documentation, among other features.
The platform integrates seamlessly with Pipedrive CRM, Gravity Forms, GoChime, Netsuite, and a host of other applications and business systems. What’s more, is that it is a certified Google partner and is a solution that fits all industries and niches. Lastly, it has a forever free version. However, if you want to upgrade your features, there are paid plans that start at $50 per month.
Why Choose HubSpot CRM instead of Dynamics 365?
Why Choose Dynamics 365 instead of HubSpot CRM?
If you want to expand your list of options, you could also check out these great HubSpot CRM alternatives.
Freshworks CRM is designed for high-velocity teams who need a single point of contact with their leads. It lets your sales or marketing team attract leads, manage them, and engage them using an intuitive UI and powerful features such as AI-based lead scoring, workflow automation, built-in email and phone functions, and customizable dashboards and reports.
As part of the Freshdesk product lineup, Freshworks CRM can be easily integrated with other solutions from the developer, such as Freshcaller. It also uses an open API system, so you can integrate it with apps you often use in your organization including Google Calendar, Mailchimp, and accounting software such as Quickbooks and Xero.
One of the most attractive points of Freshworks CRM is its scalable pricing plans for each of the three modules (Customer For Life, Sales Cloud, and Marketing Cloud), which range from $19 to $125. Small teams can avail of the modules for free, while larger organizations can choose from the variety of paid subscriptions available based on their team size and requirements.
Why Choose Freshworks CRM instead of Dynamics 365?
Why Choose Dynamics 365 instead of Freshworks CRM?
If you think the software does not match your business requirements, you can check these Freshworks CRM alternatives.
As an integrated CRM platform, Salesforce CRM enables companies to effectively connect with their customers. With the software, the sales, marketing, and other departments of these companies gain a 360-degree view of the customers, allowing them to deliver personalized interactions.
Companies can easily configure Salesforce CRM to work according to the needs of their customers based on their roles, industry, or business type. Salesforce makes it possible too, no matter if you are a small business with 10 employees, a growing team, or a large enterprise workforce.
Salesforce CRM allows companies to close more deals by providing deep insight into crucial customer information. Salesforce CRM enables you to send personalized messages to prospects to drive customer satisfaction and retention. Finally, the application gives you your own company-branded mobile app. It enhances employee productivity and puts you on top of your business at any time and any place. To give you more options, you can check out other Salesforce CRM alternatives.
Why use Salesforce CRM instead of Dynamics 365?
Why use Dynamics 365 instead of Salesforce?
NetSuite CRM is a cloud-hosted customer relationship management solution that provides a continuous stream of information on the lifecycle of your engagement with patrons. It incorporates traditional and modern capabilities to drive revenue and growth for your business while giving you a 360-degree view of customer activity in real-time. This way, you can enforce proactive strategies throughout the sales process, from lead management to post-sales support. This platform’s features include advanced customer data management, partner relationship management, analytics, eCommerce marketing automation, sales automation, and customer service management.
NetSuite CRM currently does not offer its pricing plans publicly. For more information on the packages they offer, schedule a consultation with the vendor, so they can come up with a subscription plan that meets your budget and preferences. Also, be sure to check out these NetSuite CRM alternatives before you choose a platform to invest in. These will expand your choices.
Why Choose NetSuite CRM instead of Dynamics 365?
Why Choose Dynamics 365 instead of NetSuite CRM?
monday.com is a compact CRM solution that lets you get rid of messy spreadsheets when managing teams and projects. Whether you’re working with people in the same office, from home, or on the go, the platform consolidates all your data from other productivity tools so you can manage them in one dashboard.
With customizable features, monday.com makes it easy for you to track your prospects, manage your client deliverables, and follow-up on deals or tasks pending in your workflow pipeline. You can filter, sort, and make changes on tasks and data while the system takes care of tracking all revisions and updates made. This means you have a visual overview of all the events that took place in a project.
Some of the best productivity features included in monday.com are automated notifications, time tracking, and lead & pipeline management to post-project phases. Reporting and analytics are also strong points of the platform. With these, managers and team leaders can receive clear and organized data that could help them monitor their team’s performance and improve their workflows.
Why Choose monday.com instead of Dynamics 365?
Why Choose Dynamics 365 instead of monday.com?
You can further expand your options should you want to by checking these monday.com alternatives.
Pipedrive is specially made for sales teams who need a simple yet powerful platform to organize their campaigns and daily tasks. With a minimalist layout, Pipedrive makes it easy to facilitate lead management. When you sign in, you’ll immediately get a clear overview of your sales pipeline and be able to hone in on the deals you would like to prioritize.
Pipedrive’s goal and activity feature allow you to see exactly which activities need your attention and how far along are you in completing a specific task. The intuitive interface helps you visualize different sales pipelines, the progress and status of each deal, and the next actionable items to help turn that deal into a successful sale. Plus, Pipedrive has reporting and analytics tools to help your team monitor sales data, targets, and performance.
As a cloud-based sales CRM, your sales team can access Pipedrive 24/7 on any web browser. This makes the platform ideal for salespeople on the go. Major email service providers such as Gmail, Yahoo, and Outlook also connect seamlessly to Pipedrive, so you can easily send and receive messages right in the CRM. Other important integrations include MailChimp, Zapier, Google Maps, and Trello.
Why Choose Pipedrive instead of Dynamics 365?
Why Choose Dynamics 365 instead of Pipedrive?
You have more options out there starting with these Pipedrive alternatives.
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 that make up CRM Creatio, namely Marketing Creatio, Sales Creatio, and Service Creatio. Each module comes with specialized tools to streamline these processes and enable a well-rounded, end-to-end approach to CRM.
Through these modules, businesses can benefit from efficient lead management, sales forecasting, and faster project fulfillment. The modules also provide a 360-degree customer view that combines all essential customer information into one system, ultimately resulting in improved customer service levels. Additionally, built-in analytics capabilities help businesses leverage data to make more informed decisions on CRM strategies.
CRM Creatio’s capabilities can also be extended through various integrations and built-in utilities. Direct integrations with Excel and MS Exchange, for instance, ensure easier communication and more efficient data management. These integrations also allow users to spend less time on switching between platforms and instead focus on completing tasks and delivering projects on time.
Why choose CRM Creatio instead of Microsoft Dynamics 365?
Why choose Microsoft Dynamics 365 instead of CRM Creatio?
If you’re looking for software with similar features, you can check our list of CRM Creatio alternatives.
Detailed CRM Creatio Review
Vcita is a business management software most suitable for SMEs, professionals, and freelancers providing services. These include lawyers, accountants, doctors, educators, coaches, photographers, fitness trainers, and consultants just to name a few.
With vcita, you get an all-in-one platform where you can handle CRM and other activities relevant to your business. The software combines essential tools for lead generation, email and SMS marketing, billing and invoicing, and online payment among others. It’s even a solution for your appointment, booking, and scheduling needs. It connects to popular apps you’re most probably using in your business such as Quickbooks, Google Calendar, Facebook, Paypal, and Stripe. You can also integrate it with website builders such as Weebly and Wix.
If you’re looking for an easy-to-use solution to expand your business reach, vcita’s LiveSite client engagement platform can capture website visitor details and turn them into clients. If you’re a consultant who wants to have a more efficient way to schedule meetings, vcita’s online scheduling solution can help reduce the time spent on going back and forth with a client for scheduling.
Why Choose vcita instead of Dynamics 365?
Why Choose Dynamics 365 instead of vcita?
Should you think that this platform is not a good fit for your operations or does not meet your preferences, here are more vcita alternatives you can choose from.
Zoho CRM is a free and complete customer relations management software equipped with all the features you need to streamline relevant processes such as sales and marketing. A leading product in its category, Zoho CRM is a preferred choice among SMBs, especially small startups because of its freemium package and cost-effective upgrade.
The CRM solution offers a highly flexible platform for businesses of any size that enables them to tailor workflows, customer journeys, customize products and pages, and more. Moreover, you can also easily learn the software and customize its menus to fit your business’ CRM needs and requirements.
Zoho CRM also excels in its capability to automate the routine steps in your sales, marketing, and support processes. Furthermore, this CRM software provides you and your team with an omnichannel platform for communicating with prospects and customers via email, phone support, social media, and other customer portals. Moreover, integrating Zoho CRM with third-party solutions is easy. You can choose from an extensive list of over 400 applications Zoho CRM is compatible with. Among these applications are Google G Suite, HubSpot, MailChimp, PayPal, and many others.
Why Choose Zoho CRM instead of Dynamics 365?
Why Choose Dynamics 365 instead of Zoho CRM?
For other options when it comes to customer relations management tools, you may take a look at our list of Zoho CRM alternatives.
Pipeliner is a sales management platform that makes it easy for salespeople to visualize different sales pipelines and activities. The clean and straightforward interface uses drag-and-drop functions and visual reports so you can better manage your daily sales activities and easily monitor team performance and tasks.
One of the best points of Pipeliner is its ease of use. You don’t need dedicated administrators to manage the platform. Users won’t have to deal with complex functions and can quickly customize what they see on the dashboard to better fit the requirements of the tasks they’re working on. This means your team can learn the system much faster, which translates to a shorter ROI for your company.
With Pipeliner, you’ll have access to features for all stages of a sale. Each member of your sales team can create multiple pipelines where they can categorize leads and contacts, map out how customers are influencing a sale, and track opportunities. Its AI engine “Voyager” provides your salespeople insights to help them make better decisions and focus on their sales target and most important activities. There are also reporting capabilities such as forecasting and advanced business intelligence reports that make it possible for managers to plan and revise campaigns as the need arises.
Why Choose Pipeliner instead of Dynamics 365?
Why Choose Dynamics 365 instead of Pipeliner?
Here are other Pipeliner alternatives that could meet the needs of your sales team.
Dynamics 365 is only one of the many customer relationship management platforms available on the market. While it is undoubtedly a comprehensive option trusted by numerous businesses, that doesn’t mean that it is the best platform for your operations. There is no one-size-fits-all solution when it comes to software. You will have to know your operations inside out to determine what CRM platform functions will help you grow your business and improve customer relationships.
Hopefully, with our list of top 10 alternatives to Dynamics 365, you were able to find software solutions that are better suited to your business. To further help you browse, read our guide on choosing a CRM solution. This should be able to provide you with tips on what features to look for in a CRM system. However, if you want to try out alternatives now, we recommend starting with HubSpot CRM.
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