Dynamics 365 CRM vs Vtiger

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Our analysts compared Dynamics 365 CRM vs Vtiger based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Dynamics 365 CRM Software Tool
Vtiger Software Tool

Product Basics

Dynamics 365 CRM streamlines customer relationship management through a cloud-based platform. Tailored for mid-size to large businesses, it centralizes interactions, automates workflows, and fosters data-driven insights. Key benefits include sales force automation, marketing campaign management, and service case tracking. Popular features like social listening and lead scoring help nurture potential customers. User reviews within the CRM landscape praise its robust customization options and seamless integration with other Microsoft products. However, the subscription-based pricing model, starting at per-user monthly fees, can be a cost consideration for smaller businesses.

Pros
  • Robust customization
  • Seamless Microsoft integration
  • Strong sales automation
  • Intuitive interface
  • Mobile app functionality
Cons
  • Potentially complex setup
  • Higher learning curve
  • Subscription-based pricing
  • Limited reporting options
  • Occasional performance issues
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Vtiger is a cloud-based suite of marketing, sales and help desk offerings, which can be deployed separately or as an integrated, all-in-one ecosystem. It enables companies to eliminate silos and improve connections with customers.

Though designed to serve small and mid-sized businesses, it’s capable of handling the needs of Fortune 500 organizations. It’s accessible on Android and iOS devices, enabling work from anywhere.
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$65/User, Monthly
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Tailored to your specific needs
$12 Monthly
Get a free price quote
Tailored to your specific needs
Small 
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Gain a 360-Degree View: Sales and marketing benefit from a single source of customer data to provide a consistent experience for buyers. Customer service teams also get a view of every customer’s journey across all touchpoints. 
  • Execute Multichannel Campaigns: Target a number of channels for lead generation, including email marketing, events, SMS, landing pages and more. A connector to lead gen forms for LinkedIn enables audience targeting, lead nurturing and buyer journey creation using LinkedIn information. 
  • Deliver Exceptional Service: Predictive care tools and AI insights provide customer service agents with data to tackle issues proactively and reach the best outcomes. Other tools include intelligent case routing, gamification elements that encourage high performance, self-service options, agent performance metrics and more. 
  • Boost Conversion Rates: Scoring models help determine which contacts are most likely to convert, and smart scheduling capabilities ensure reps reach out at the best time. Sales reps can view lead score, lead trend and lead grade metrics to determine the status of each contact and target the hottest opportunities for better win rates. 
  • Personalize Messaging: Leverage embedded insights to use the most relevant, personalized messaging. Use in combination with segmentation to ensure tailored content reaches the right audience. Customize landing pages using prospects’ data. 
  • Connect With LinkedIn Sales Navigator: Create trust with contacts and conduct relationship selling using relevant data and rich profiles, such as related leads. 
  • Optimize Content: Know which contacts open emails, reply, click links and interact in other ways through metrics. Make informed email strategies, provide relevant content and reply with timeliness. Understand customer needs accurately using customer surveys. 
  • Use Other MS Tools: Microsoft Dynamics 365 has Office 365 apps built in, facilitating work with familiar tools like Excel and Outlook. 
  • Streamine Processes:: AI-driven prompts simplify data entry for records, and playbooks centralize sales techniques, ensuring more focus on selling. 
  • Coordinate Marketing and Sales: Ensure a smooth hand-off from marketing to sales, and automatically send leads to sales reps once lead scores reach the predetermined level. 
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  • Enhance the Sales Pipeline: Manage opportunities using a kanban view to easily visualize and track deals. Automatic alerts help sales reps accelerate deals, and filter lists provide visibility into the most important opportunities. 
  • Gain Data Insights: Assess performance across the organization. Sales insights include sales pipeline health and opportunities, win rate, pipeline value, sales cycle duration and more. Help desk KPIs reveal bottlenecks, cases due and ticket age, with the option to build reports based on help desk data. 
  • Provide Customer Self-Service: Simplify support efforts by providing a customer portal and public or private knowledge base. Offer multiple options including ticket submission and tracking, as well as FAQs based on common cases. 
  • Automate Workflows: Streamline recurring sales and help desk tasks, such as creating leads from form submissions, using rules to trigger a follow-up email, creating tasks, updating case fields, assigning tasks and sending alerts related to inactive cases. 
  • Manage Appointments Effectively: Handle appointments with prospects, customers and team members, with an appointment page link to make booking simple. Choose time slots, customize the design of the meeting page, schedule email reminders and send questionnaires beforehand to prepare. 
  • Improve Collaboration: With @mentions and real-time notifications, teams can communicate efficiently. Allows reassigning of tasks, opportunities or contacts to other team members. 
  • Extend Capabilities: Integrate with over 30 third-party apps including Dropbox, Mailchimp, QuickBooks, PayPal, Office 365, Zapier, Magento and DocuSign. 
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  • Campaign Builder: Set up and execute campaigns via a visual building tool, and design customer journeys by arranging templates using the drag-and-drop interface. It’s also possible to set triggers based on a range of rules, choose segmented groups, assign emails, include events or surveys, and more. 
  • Dashboards: Access a host of metrics related to leads, revenue and other data sources from dashboards and customize them to show the most important KPIs. Dashboard types include: 
    • User Dashboards: Visible to and controlled by individual users. 
    • System Dashboards: Visible to everyone, with the option to reduce visibility to certain roles. Customized and controlled by system admins. 
  • Lead Nurturing: Account-based marketing features provide capabilities such as customer segmentation, personalized email content and performance metrics. Build buyer journeys and set rules that define a lead’s score based on the individual lead record, the related contact or the related account. 
  • Integrations: Apart from the Dynamics 365 toolset and other MS applications, the platform integrates with partner systems. Integration with Zapier offers access to more than 1,500 apps, ensuring greater extendability. 
  • Event Management: Control all aspects of events, from registrations and speakers to sessions and venue logistics from an event portal. It integrates with ON24 and other providers to support running webinars. 
  • Customer Service Insights: Powered by AI, machine learning and BI tools, this feature helps track KPIs visually for at-a-glance insights. Monitor: 
    • Customer satisfaction levels
    • A range of case metrics
    • Backlog trends
    • Incoming support topics
    • Engagement patterns
    • Support agent performance
  • Customer Insights: This add-on feature uses AI to support marketing efforts. 
    • Use Microsoft Graph to input audience intelligence.
    • Build triggered workflows with Microsoft Flow.
    • Customize reports and dashboards with the Power BI connection.
    • Microsoft PowerApps enables custom app creation.
    • Governance tools and security features ensure GDPR compliance and data privacy.
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  • Contact Management: Provides: 
    • 360-degree customer view with contact records that store all personal information as well as historical communications, files, quotes and more.
    • One-click sending of notes, emails and calls.
    • Alerts for when a contact meets certain criteria, such as being idle for a month.
    • Contact import via email, forms, CSV file or external apps.
    • A search tool and filtered lists.
  • Email Marketing: Includes over 70 templates, campaign performance analytics, autoresponders and 25,000 free emails per month. Also offers a drag-and-drop interface to design templates, data on how each contact engages with campaigns and list segmentation. 
  • Project Management: Create projects for personal, team or customer use. Includes Gantt charts, milestones, tasks, internal and external collaboration, and notifications. 
  • Inventory Management: Provides price books, inventory management systems, quotes, invoices, online payments and more. 
  • Document Management: Provides a central, searchable location for storing and accessing documents. Users can exchange messages directly in the document viewer. Activity tracking shows how leads interact with documents, such as pages read. 
  • Forecasting: Predicts revenue based on best case, worst case and other scenarios, as well as forecasts for future periods using current opportunities and other factors. Forecasts can be exported as CSV files and then shared. 
  • Case Management: Generates cases from support requests and links them to the corresponding contact. Includes alerts and the option to automatically escalate cases. Assign cases to a support agent, view the time remaining based on the SLA, prioritize cases based on different criteria, provide support across multiple channels and access a FAQ for suggestions on resolution. 
  • Mobile App: Provides alerts, calendar summaries, record access and editing, and call logging (Android only). 
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Product Ranking

#4

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CRM Software

#32

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CRM Software

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User Sentiment Summary

Great User Sentiment 5825 reviews
Great User Sentiment 748 reviews
82%
of users recommend this product

Dynamics 365 CRM has a 'great' User Satisfaction Rating of 82% when considering 5825 user reviews from 5 recognized software review sites.

86%
of users recommend this product

Vtiger has a 'great' User Satisfaction Rating of 86% when considering 748 user reviews from 5 recognized software review sites.

4.6 (21)
5.0 (9)
3.7 (1433)
4.3 (338)
4.3 (3779)
n/a
n/a
4.3 (292)
4.5 (23)
4.4 (85)
3.9 (569)
3.6 (24)

Synopsis of User Ratings and Reviews

Easy to Use: 98% of reviewers referencing usability felt the software is user-friendly.
Improved Productivity and Efficiency: The system aids efficiency and productivity, as observed by every user who talks about this aspect.
Customer Relationship Management: 95% of the reviewers who reference this aspect noted that it aids a positive customer experience.
Customization: Adding or removing fields is simple and doesn’t require technical help, as observed by more than 85% of reviews mentioning this feature.
Integration: Important integrations such as Power BI, Cortana, Azure and Office are of great help, as noted by 92% of the reviewers who refer to this element.
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Customization: The platform’s extensive customization for modules and fields is incredibly helpful for tailoring it to user needs, according to 100% of reviews mentioning customization.
Integrations: According to 66% of users who mention this feature, Vtiger has valuable integrations that enable quick updates and high configurability.
Cost Efficient: The solution is budget-friendly and offers a rich set of features, as noted by 100% of reviews on this aspect.
Support and Training: Of users who reviewed this element, 62% suggested the support was helpful and prompt, which made their usage pleasant.
Unified Dashboard: Vtiger saves time by organizing everything in one place, as indicated by 100% of reviewers referencing this feature.
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Learning Curve: According to 90% of the reviewers talking about this factor, new customers require a bit of training, which is time consuming.
Pricing: Microsoft Dynamics 365 is expensive, as observed by every user mentioning cost.
Slow Performance: At times, the platform takes time to sync and perform simple tasks, as observed by almost 70% of reviewers referring to this aspect.
Navigation: 90% of the reviews about this feature mentioned the navigation is complicated, especially for new users.
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Complex Data Requirements: The platform could use self-read and capturing of data to make functionality easier, according to 60% of users who reviewed data requirements.
Subpar Performance: The platform has a few buggy features, as asserted by 58% of users who spoke of responsiveness and bugs.
Simple UI: The user interface is outdated and has no ability to properly manage inputs in the first go, as observed by 66% of reviews mentioning this feature.
Difficult Reporting: The reports feature is complicated, as observed by 75% of the users mentioning the topic.
Poor Device Compatibility: Vtiger lacks responsiveness in all web browsers, especially Safari and iOS apps, as noted by 50% of reviews on device compatibility.
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A mix of praise and critique defines 2023 user reviews for Dynamics 365 CRM. Fans champion its robust customization, enabling precise tailoring to diverse business needs, like adding fields to track specific equipment rentals or crafting workflows for complex approval processes. This flexibility, some say, surpasses competitors like Salesforce, where out-of-the-box options might constrain unique workflows. Yet, this very strength can be a double-edged sword. Detractors find the customization curve steep, requiring significant IT expertise or costly consultant guidance, unlike the more user-friendly setup of HubSpot. Integration shines as a clear win for Dynamics 365. Seamlessly blending with Microsoft's ecosystem, including Outlook and Teams, streamlines communication and boosts collaboration. Imagine pulling CRM data directly into an email or setting up team meetings from contact records – a breeze for Dynamics users, while competitors often require clunky workarounds. However, pricing structure remains a sore spot. While subscription fees are competitive, the extensive customization often necessitates additional add-ons and consultancy, potentially inflating costs compared to more all-inclusive options like Zoho CRM. Ultimately, reviews suggest Dynamics 365 excels for businesses seeking in-depth customization and Microsoft integration, willing to invest time or resources in setup. For those prioritizing ease of use or budget-friendliness, alternatives might be a better fit. The key takeaway? Choose the CRM that complements your unique needs and technical capabilities.

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Vtiger offers a single dashboard to save a lot of time, as well as features such as lead capturing, team scores and campaign tracking. The platform lacks some basic data capabilities, can be buggy at times and needs better Apple device compatibility. It also has a complicated reporting feature and poor UI. However, it is budget-friendly, offers deep customization and a wealth of integrations to extend functionality. Given the drawbacks mentioned, it may not be the best choice, particularly for Apple users, but users looking for an affordable, flexible system should consider it.

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