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Insightly CRM vs Microsoft Dynamics CRM comparison

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Insightly Logo
Insightly CRM
Read 1 Insightly CRM review
224 views|72 comparisons
100% willing to recommend
Microsoft Logo
Microsoft Dynamics CRM
Read 68 Microsoft Dynamics CRM reviews
4,714 views|4,404 comparisons
92% willing to recommend
Comparison Buyer's Guide
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Buyer's Guide
CRM
April 2024
Executive Summary

We performed a comparison between Insightly CRM and Microsoft Dynamics CRM based on real PeerSpot user reviews.

Find out what your peers are saying about monday.com, Microsoft, Salesforce and others in CRM.
To learn more, read our detailed CRM Report (Updated: April 2024).
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770,292 professionals have used our research since 2012.
Featured Review
Micah Oren Feldkamp
Highly scalable, easy to use, flexible, and affordable
I don't use Insightly CRM as a software developer or architect. I use a solution called monday.com, which is a little more flexible in terms of... Read more →
Gary Cook
Comprehensive functionality, Integrates well, but lacking artificial intelligence
We are very strong in our customer centricity and orientation. Microsoft Dynamics CRM is a big part of that.
Quotes From Members
We asked business professionals to review the solutions they use.
Here are some excerpts of what they said:
Pros
"The most valuable feature is the speed of adoption, the simple user interface, and the flexibility of use."

More Insightly CRM Pros →

"The most valuable feature is that because this solution uses the cloud, you only have to install it and allocate it to a user, making it quite easy to use.""Microsoft Dynamics CRM has good integration with the Microsoft Stack of solutions. However, the Salesforce ecosystem is stronger.""The most valuable features of Microsoft Dynamics CRM are all the filters and possible reports.""Right now we're using the financial features, and we haven't tried the inventory. It's useful more on the financial side.""This is a scalable solution.""I like that Microsoft Dynamics CRM works, and it's been okay. I like that it is a stable solution. My main reason for using it is that it is stable and meets our requirements from a functionality point of view.""Multifeatured CRM software with good stability and scalability.""The Outlook calendar has been very helpful for us."

More Microsoft Dynamics CRM Pros →

Cons
"Project management in Insightly could use some improvement. It can be integrated with other applications to make it more flexible, but it requires a lot of work redoing the framework from Insightly and creating more custom objects to make it do what you want."

More Insightly CRM Cons →

"It could be less complicated for smaller organizations.""The solution could have better dashboards and the Microsoft operating system could be more intuitive.""Microsoft Dynamics CRM could improve by being more user-friendly.""Microsoft Dynamics CRM would be far superior if it had an analytical dashboard and AI-based systems.""Out of the box, the solution doesn't really have a desirable user experience. We have to set it up and customize it to meet our needs.""The setup with other email servers, other than Microsoft Outlook, could be improved. Alternatively, we'd like to have some feature that allows us to send emails directly from our inboxes to the CRM and assign it to a certain client.""If there was a bit more automation, specifically for marketing tasks, that would be ideal.""The solution could improve by having better integration documentation."

More Microsoft Dynamics CRM Cons →

Pricing and Cost Advice
Information Not Available
  • "We have to buy a separate license in order to implement the social listening feature."
  • "It's kind of pricey. It's about $50 or $60 per user."
  • "I am not the person who pays for Microsoft Dynamics CRM but it is expensive. I have been using Microsoft Azure, which Microsoft Dynamics CRM is built on, and I know we prepaid for the services. For me as a consumer, I do not think I can afford it, mainly because I am only learning how to use the AI and the rate which they charge is high. In general, Microsoft solutions are expensive and this is most likely due to the brand, this is something you expect. However, the price might be high but you receive a highly secure solution."
  • "There is a license required to use Microsoft Dynamics CRM."
  • "The price of the solution is good but could be cheaper."
  • "We have a three-year ELA with all our Microsoft solutions and often we had to do a true-up which was approximately $1,000,000. Additionally, we pay approximately $2,500 a month for support."
  • "Pricing for this software could be cheaper."
  • "The solution is open source and is free. However, it does require a Dynamics 365 subscription."

    • More Microsoft Dynamics CRM Pricing and Cost Advice →

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    Questions from the Community
    What do you like most about Insightly CRM?
    Top Answer:The most valuable feature is the speed of adoption, the simple user interface, and the flexibility of use.
    What is your experience regarding pricing and costs for Insightly CRM?
    Top Answer:The pricing of Insightly is great. If you buy annually on enterprise, it's $100 per user monthly, so the limit is $1200 for enterprise per user. That is how high it goes and it's fair. It is… more »
    What needs improvement with Insightly CRM?
    Top Answer:In terms of areas for improvement in Insightly, it would be the project management functionality. It can be integrated with other applications to make it more flexible, but it requires a lot of work… more »
    What do you like most about Microsoft Dynamics CRM?
    Top Answer:The most valuable features of Microsoft Dynamics CRM are all the filters and possible reports.
    Read all 52 answers   →
    What needs improvement with Microsoft Dynamics CRM?
    Top Answer:The solution should improve the user experience in the process of creating and activating offers. Sometimes, the process is a little bit slow because it has too many details. It also depends on how… more »
    Read all 31 answers   →
    What is your primary use case for Microsoft Dynamics CRM?
    Top Answer:We use Microsoft Dynamics CRM to control sales advancements in our company.
    Read all 29 answers   →
    Ranking
    25th
    out of 169 in CRM
    Views
    224
    Comparisons
    72
    Reviews
    1
    Average Words per Review
    1,791
    Rating
    9.0
    2nd
    out of 169 in CRM
    Views
    4,714
    Comparisons
    4,404
    Reviews
    35
    Average Words per Review
    410
    Rating
    7.8
    Comparisons
    Also Known As
    Dynamics CRM, MS Dynamics CRM
    Learn More
    Insightly
    Microsoft
    Overview

    Insightly CRM is a comprehensive customer relationship management software designed to streamline and optimize sales, marketing, and project management processes. Its primary use case is to help businesses effectively manage their customer interactions and improve overall productivity.

    The most valuable functionality of Insightly CRM includes contact management, pipeline management, task and project management, email integration, and reporting. With contact management, organizations can easily store and access customer information, track interactions, and maintain a centralized database. Pipeline management allows businesses to track sales opportunities, forecast revenue, and prioritize leads, resulting in improved sales performance.

    Insightly CRM's task and project management feature enables teams to collaborate, assign tasks, set deadlines, and monitor progress, ensuring efficient project execution. The software's seamless email integration allows users to sync emails, schedule follow-ups, and track communication history, enhancing customer engagement and relationship building.

    Insightly CRM also offers robust reporting capabilities, providing valuable insights into sales performance, customer behavior, and team productivity. These insights enable organizations to make data-driven decisions, identify areas for improvement, and optimize their sales and marketing strategies.

    Microsoft Dynamics CRM is a comprehensive customer relationship management solution that helps businesses streamline their sales, marketing, and customer service processes. With its user-friendly interface and powerful features, it enables organizations to effectively manage their customer interactions and drive business growth.

    One of the key features of Microsoft Dynamics CRM is its sales automation capabilities. It allows sales teams to track leads, manage opportunities, and close deals more efficiently. The solution provides a centralized platform for managing customer information, enabling sales representatives to access real-time data and make informed decisions. It also offers tools for forecasting, pipeline management, and sales analytics, helping businesses optimize their sales processes and drive revenue growth.

    In addition to sales automation, Microsoft Dynamics CRM offers robust marketing automation features. It enables marketers to create and execute targeted marketing campaigns, track campaign performance, and generate actionable insights. The solution provides tools for lead management, email marketing, social media integration, and customer segmentation, allowing businesses to engage with their customers effectively and drive marketing ROI.

    Furthermore, Microsoft Dynamics CRM helps organizations deliver exceptional customer service. It provides a unified view of customer interactions, enabling customer service representatives to deliver personalized and timely support. The solution offers case management, a knowledge base, and self-service portal capabilities, empowering customers to find answers to their queries and resolve issues on their own. It also provides tools for service analytics and reporting, helping businesses identify areas for improvement and enhance customer satisfaction.

    Sample Customers
    Kings, Savanta, Nimble, 4over, Annexus Health, Atlanta Eats, Book Fuel
    Metro Bank, Nissan, Pandora, Delta, Haynes International, City of London, Trek and many more market leaders.
    Top Industries
    No Data Available
    REVIEWERS
    Computer Software Company29%
    Financial Services Firm19%
    Manufacturing Company10%
    Comms Service Provider6%
    VISITORS READING REVIEWS
    Computer Software Company14%
    Government11%
    Financial Services Firm11%
    Manufacturing Company7%
    Company Size
    No Data Available
    REVIEWERS
    Small Business52%
    Midsize Enterprise28%
    Large Enterprise20%
    VISITORS READING REVIEWS
    Small Business27%
    Midsize Enterprise16%
    Large Enterprise57%
    Buyer's Guide
    CRM
    April 2024
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    Find out what your peers are saying about monday.com, Microsoft, Salesforce and others in CRM. Updated: April 2024.
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    770,292 professionals have used our research since 2012.

    Insightly CRM is ranked 25th in CRM with 1 review while Microsoft Dynamics CRM is ranked 2nd in CRM with 68 reviews. Insightly CRM is rated 9.0, while Microsoft Dynamics CRM is rated 7.6. The top reviewer of Insightly CRM writes "Highly scalable, easy to use, flexible, and affordable". On the other hand, the top reviewer of Microsoft Dynamics CRM writes "Intuitive APIs, customizable design, but dashboards could improve". Insightly CRM is most compared with , whereas Microsoft Dynamics CRM is most compared with Salesforce Sales Cloud, SAP CRM, ServiceNow, Siebel CRM and monday.com.

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    We monitor all CRM reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. We validate each review for authenticity via cross-reference with LinkedIn, and personal follow-up with the reviewer when necessary.