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Insightly CRM vs Microsoft Dynamics 365 for Sales: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Insightly CRM vs. Microsoft Dynamics 365 for Sales is based on a specific set of business needs and context. The comparison uses 16664 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Insightly CRM and Microsoft Dynamics 365 for Sales

Insightly CRM, Microsoft Dynamics 365 for Sales, Freshsales, Pipeline CRM, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Insightly CRM covers Contact List Management with E-Mail, Engagement Management with E-Mail, Lead Tracking, Workflow Management, etc.

Microsoft Dynamics 365 for Sales focuses on Engagement Management, Contact List Management, Lead Tracking with E-Mail, Sales Document Management, etc.

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Insightly CRM

Focus area

Software Failure Risk

  • medium

logo Microsoft Dynamics 365 for Sales

Focus area

Microsoft Dynamics 365 for Sales is better than Insightly CRM for

Software Failure Risk

  • low

About

CRM Software for Gmail, G Suite and Outlook.

Sales Force Automation | Microsoft Dynamics 365

Age

2009

1975

Financials

SERIES C

IPO

Business Need

Total Processes
(we found evidences for)

108

97

Total Goals
(we found evidences for)

13

14

Top Processes

Evidences indicate better relative satisfaction


contact list management

creating contact list


engagement management

engaging and following up




communication management

sending & publishing communications

tracking & monitoring communications


sales document management

proposal & quote management

contract management



opportunity management


generation of new leads


conversion management


relationship management


pipeline management


campaign management

campaign monitoring




business development


helpdesk management


social media management

social media analytics


training & onboarding




sales call management

meeting management


products & pricelist management


knowledge management



customer feedback management

measuring customer satisfaction

measuring net promoter score




competitive intelligence





follower management


rating and review management






customer case management




sales review & feedback


lifetime value management


revenue cycle management



loyalty management

identify target customers


trade show marketing



calendar management


advocacy management


sales commission management


discount management


promotion management




motivation management



renewal management


personalized marketing





content management


lead qualification

lead qualification: demographic

lead qualification: technographic


membership management


courses & assessment

track learning progress




international marketing


merger and acquisition


community building




social media marketing


sales quota management


billing and invoice management


license management


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve internal communications

  • Improve stakeholder relations

  • Enter new markets internationally or locally

  • Improve visibility

  • Improve ROI

  • Launch new products

  • Improve consistency

  • Improve efficiency

  • Scale best practices

  • Increase average basket value

  • See 10 more
  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve ROI

  • Improve efficiency

  • Improve internal communications

  • Scale best practices

  • Improve visibility

  • Improve stakeholder relations

  • Grow market share

  • Increase customer life time value

  • Launch new products

  • Manage risk

  • Enter new markets internationally or locally

  • See 11 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • offline

  • point of sale

  • website

  • on premises

  • social media

  • mobile

  • mobile app

  • games

  • promotions

  • blogs

  • user generated content

  • out of home

  • brochure

  • Facebook

  • review sites

  • Amazon

  • video

  • events

  • trade shows

  • newsletter

  • LinkedIn

  • See 20 more
  • e-mail

  • phone calls

  • offline

  • point of sale

  • website

  • on premises

  • social media

  • mobile

  • mobile app

  • games

  • promotions

  • blogs

  • user generated content

  • out of home

  • brochure

  • Facebook

  • review sites

  • Amazon

  • video

  • events

  • trade shows

  • newsletter

  • LinkedIn

  • See 20 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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low

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Security & Privacy Risk

low

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medium

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Integration Risk

medium

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low

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Migration Risk

medium

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medium

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Business Setting