When it comes to customer relationship management (CRM) software, two of the most popular names in the game are Microsoft Dynamics 365 and Insightly. Both platforms offer users a way to manage their business relationships and customer data, but they each have their own unique features and capabilities. So, which one is the right fit for your business?

Microsoft Dynamics 365

Microsoft Dynamics 365 is a cloud-based CRM platform that offers a comprehensive set of features for managing customer data. It includes a wide range of tools for sales, marketing, customer service, and field service management. Dynamics 365 is also tightly integrated with other Microsoft products, such as Office 365, Outlook, and SharePoint. This makes it a good choice for businesses that already use Microsoft products and services.

Features

Dynamics 365 includes a number of features that are designed to help businesses manage their customer data. These include:

• A central customer database: Dynamics 365 includes a central database that can be used to store all of your customer data. This makes it easy to track customer interactions and keep track of customer information in one place.
• Flexible data entry: Dynamics 365 allows you to enter data into the system in a variety of ways. This includes manually entering data, importing data from other sources, and using the built-in data entry forms. This makes it easy to get your customer data into the system, regardless of how it was collected.
• Advanced data management: Dynamics 365 includes a number of features that make it easy to manage your customer data. These include the ability to segment customers into groups, the ability to track customer interactions, and the ability to create custom fields. This makes it easy to organize and analyze your customer data.
• Integrated marketing tools: Dynamics 365 includes a number of marketing tools that are designed to help you reach your target customers. These include email marketing, social media marketing, and lead management tools. This makes it easy to connect with your customers and promote your products and services.
• Customer service tools: Dynamics 365 includes a number of customer service tools that are designed to help you resolve customer issues. These include a knowledge base, a case management system, and an automated call routing system. This makes it easy to provide excellent customer service and resolve customer issues quickly.
• Field service management: Dynamics 365 includes a number of field service management tools that are designed to help you manage your field service operations. These include a dispatch system, a work order management system, and a mobile app. This makes it easy to manage your field service technicians and ensure that your customers are satisfied.

Pricing

Dynamics 365 is a subscription-based service. The price of the service depends on the features and functionality that you need. The Basic plan starts at $50 per user per month. The Standard plan starts at $95 per user per month. And the Enterprise plan starts at $165 per user per month. There is also a free trial available that allows you to try out the service for 30 days.

Insightly

Insightly is a cloud-based CRM platform that offers a comprehensive set of features for managing customer data. It includes a wide range of tools for sales, marketing, customer service, and project management. Insightly is also tightly integrated with a number of popular productivity tools, such as Gmail, Google Calendar, and Google Drive. This makes it a good choice for businesses that use Google products and services.

Features

Insightly includes a number of features that are designed to help businesses manage their customer data. These include:

• A central customer database: Insightly includes a central database that can be used to store all of your customer data. This makes it easy to track customer interactions and keep track of customer information in one place.
• Flexible data entry: Insightly allows you to enter data into the system in a variety of ways. This includes manually entering data, importing data from other sources, and using the built-in data entry forms. This makes it easy to get your customer data into the system, regardless of how it was collected.
• Advanced data management: Insightly includes a number of features that make it easy to manage your customer data. These include the ability to segment customers into groups, the ability to track customer interactions, and the ability to create custom fields. This makes it easy to organize and analyze your customer data.
• Integrated marketing tools: Insightly includes a number of marketing tools that are designed to help you reach your target customers. These include email marketing, social media marketing, and lead management tools. This makes it easy to connect with your customers and promote your products and services.
• Customer service tools: Insightly includes a number of customer service tools that are designed to help you resolve customer issues. These include a knowledge base, a case management system, and an automated call routing system. This makes it easy to provide excellent customer service and resolve customer issues quickly.
• Project management: Insightly includes a number of project management tools that are designed to help you manage your projects. These include a project management system, task management, and resource scheduling. This makes it easy to keep your projects on track and ensure that they are completed on time and within budget.

Pricing

Insightly is a subscription-based service. The price of the service depends on the features and functionality that you need. The Professional plan starts at $29 per user per month. The Enterprise plan starts at $49 per user per month. There is also a free trial available that allows you to try out the service for 14 days.

Microsoft Dynamics 365 vs Insightly: Which is Right for Your Business?

So, which CRM platform is right for your business? Microsoft Dynamics 365 and Insightly both offer a comprehensive set of features for managing customer data. However, there are some key differences between the two platforms that you should consider before making a decision.

Pricing

One of the biggest differences between Microsoft Dynamics 365 and Insightly is pricing. Microsoft Dynamics 365 is a subscription-based service that starts at $50 per user per month. Insightly is also a subscription-based service, but it starts at $29 per user per month. This makes Insightly a more affordable option for businesses on a tight budget.

Integrations

Another key difference between the two platforms is integrations. Microsoft Dynamics 365 is tightly integrated with other Microsoft products, such as Office 365, Outlook, and SharePoint. Insightly is tightly integrated with a number of popular productivity tools, such as Gmail, Google Calendar, and Google Drive. This makes it a good choice for businesses that use Google products and services.

Features

When it comes to features, Microsoft Dynamics 365 and Insightly both offer a wide range of features for managing customer data. However, there are some key differences between the two platforms. For example, Microsoft Dynamics 365 includes a number of field service management tools that are designed to help you manage your field service operations. Insightly does not include these same tools. Additionally, Insightly includes a project management system, while Microsoft Dynamics 365 does not.

Bottom Line

Microsoft Dynamics 365 and Insightly are both excellent CRM platforms. However, there are some key differences between the two platforms that you should consider before making a decision. If you are on a tight budget, Insightly is a more affordable option. If you use Google products and services, Insightly is a good choice. And if you need field service management tools or a project management system, Microsoft Dynamics 365 is the better option.