Insightly vs Dynamics 365 Sales

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

Insightly Software Tool

Product Basics

Insightly is a cloud-based platform with tools that support every phase of the customer lifecycle. The solution’s capabilities allow organizations to accomplish sales activities, nurture customer relationships and manage projects to deliver on customer orders. The software is best suited for small businesses, although several larger companies have had success with the product as well.
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Dynamics 365 Sales streamlines customer relationship management (CRM) for businesses, automating tasks and centralizing data to empower sales teams. Tailored for mid-sized to large organizations, it excels in managing complex sales pipelines, forecasting revenue, and generating reports. Key benefits include increased productivity, improved lead conversion rates, and enhanced customer insights. Popular features include contact management, opportunity tracking, marketing automation, and real-time analytics. User reviews praise its flexibility, scalability, and seamless integration with Microsoft's suite of productivity tools. However, the learning curve can be steeper compared to simpler CRM solutions, and pricing scales with user licenses and functionality, potentially reaching enterprise-level costs.

Pros
  • Extensive features
  • Powerful customization
  • Seamless Microsoft integration
  • Robust reporting tools
  • Mobile accessibility
Cons
  • Steeper learning curve
  • Potentially high costs
  • Complex setup process
  • Occasional performance issues
  • Limited customization for some features
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$29/User, Monthly
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Tailored to your specific needs
$65/User, Monthly
Get a free price quote
Tailored to your specific needs
Small 
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Medium 
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Large 
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Small 
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Medium 
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Large 
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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

  • Compile Data Insights: A range of BI tools, such as dashboards and configurable reports, let you drill into metrics. Views include win rates, past or projected revenue, lead sources and sales rep performance. Drag-and-drop capability makes it easy to arrange layouts, and you can share full dashboards or specific graphs and charts with other users. The system also supports automated scheduling and emailing for reports. 
  • Use Your Favorite Apps: Insightly integrates with a range of popular third-party apps so your organization can work with familiar tools. Supported integrations include Office 365, G Suite, MailChimp, Slack, QuickBooks, Outlook, Zapier, Dropbox, Evernote, Box and Xero. 
  • Customize Insightly: You can add custom fields and arrange custom page layouts to fit the software to how your business works. Setting page layouts lets you determine the fields displayed, who can view them and what order they appear in. 
  • Gain Data Security: The software employs security measures like authentication for single sign-on, data encryption and two-factor authentication. It also supports GDPR compliance and EU/US Privacy Shield regulations. 
  • Price & Quote Products: You can create and edit price books, allowing you to store your company’s products and accompanying details in an organized way. You can choose a price book to be associated with an opportunity and then add products. You can then generate and manage quotes, either from within the opportunity screen or from the quotations tab. 
  • Manage Projects: Insightly includes project management functionality to help your teams stay on top of all aspects of an order. Closed opportunities can be converted into projects, which transfers all data from the deal. From there, features such as a board view, cards, task lists, milestones, notifications, email updates for the customer and project expense data help users see the project to completion. 
  • Work Mobile: Your teams can take information on the go with the mobile apps for iOS and Android. Mobile functionality lets users scan business cards, update information for current or new opportunities, take voice notes and manage project details. The apps also have real-time data sync. 
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  • Efficient Contact Management: Track contacts and visualize relationships using interactive organization charts. Build a hierarchy for existing accounts or use it as a starting point for adding contacts to a new account. Easy access to a LinkedIn Sales Navigator widget ensures contacts are kept up to date. 
  • Significant Sales Insights: Receive tailored and actionable insights by monitoring daily actions and communications, using a collection of action cards. Get reminders for upcoming activities, email messages, about-to-expire opportunities and inactive contacts or accounts. 
  • AI-Driven Insights: Ensure personalized customer experiences with a 360-degree view, maximize customer lifetime value and make informed business decisions using AI-driven insights. Automates workflows, unifies data by resolving customer identities using AI and machine learning-based recommendations, and helps discover new audience segments. 
  • Improved Relationships: Get recommendations on how to move sales forward based on customer interaction data, profiles and insights, and ways to secure a warm introduction. Personalize sales documents using embedded Office 365 tools and improve sales engagement by combining customer data with survey insights from Microsoft Forms Pro. 
  • Real-Time Prescriptive Insights: Sales reps can react to risks and opportunities promptly using real-time insights with adaptive AI that senses changes in buyer needs and trends. Email engagement, a mobile assistant, predictive forecasting and relationship health scores provide actionable insights about customer and prospect relationships. 
  • Mobility: Access data on the go. Configure dashboards, forms and charts, create notes, and access a relationship assistant. Includes offline sync and Excel export. Mobile and tablet apps support iOS, Android and Windows 10. 
  • Predictive Forecasting: Managers can project how much a sales team can sell and estimate organization revenue based on deal closure probability. AI-enabled predictive forecasting leverages both historical and pipeline data that use subjective bottom-up projections alongside objective data-driven forecasts. 
  • Accurate Prospect Information: Sales reps can quickly gather information about prospective customers using a business card scanner. It reads basic information from the card and populates data in lead or contact records. 
  • Improved Conversion Rate: Improve conversion and win rates with automated lead and opportunity scoring based on advanced scoring models, and identify customers most likely to convert and buy. 
  • Event Management: Control different aspects of events, including registrations, speakers, sessions and venue logistics from an event portal. Facilitate lead generation and registration conversion. 
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  • Lead Management: When a new lead enters the system, the software uses criteria you set up to automatically assign leads and tasks to sales reps. Each lead’s social profiles are automatically attached to their record. You can use web pages to capture leads while removing spam, and Insight Cards reveal duplicate records for better data quality. 
  • Opportunity Management: Customizable pipelines with a kanban view organize leads, which can be dragged and dropped to each new stage. Sales reps can drill down to view a deal’s call and email history, notes, proposals, and contracts. 
  • Email Automation: Features include templates, mass emailing capabilities, list segmentation and scheduling. The platform lets you save emails from your inbox and has a search functionality. 
  • Calculated Fields: Insightly enables you to use your CRM data to implement business logic and mathematical functions within the platform. You can create calculated fields for any number of items. Examples include commission, region assignment, working hour totals and remaining balance. It’s also possible to add fields to dashboards. 
  • Workflow Automation: This feature enables a variety of actions, such as assigning tasks, updating data, sending emails and transforming closed deals into projects. Insightly also contains webhooks and AWS Lambda functions for extended automation. 
  • Contact Management: The system stores all contact records — customers, prospects and more — in a single location. Multiple list views aid in organizing and searching contacts. Individual records contain all relevant information about the contact and support custom fields for further personalization. They also include a full list of interactions with your company along with details about who your contact knows. 
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  • Lead Management: Reps can connect with customers, create and define leads, and work with business process flows to manage them throughout their lifecycle. It also provides information about qualifying and disqualifying the leads. 
  • Opportunity Management: Create, use and manage opportunities to convert more leads. Shows options for creating opportunities and their relationships with other records. 
  • Interactive Dashboards: Get an overview of actionable business data, collected from views, lists and charts, viewable across the organization. Available in multi-stream and single stream format, catering to different levels of complexity and number of data sources. Offers global and timeframe filters, along with interactive charts to provide relevant records count, such as cases by priority or by status. 
  • Sales Playbook: Guides team members on how to respond to events when a decision-maker of an ongoing deal leaves an organization. Provides repeatable, winning sales techniques, and contextual reference materials. 
  • Power Apps: Generate, customize, share and run mobile apps with little or no code. Apps can be shared with the other users in the organization. 
  • Power BI Integration: Identify opportunities on a single dashboard, analyze the pipeline and view sales across a variety of metrics to gain actionable insights. Connect to hundreds of data sources like Excel spreadsheets, on-premise systems, big data, streaming data, cloud services and more. 
  • Partner Relationship Management: Recruit, onboard and strengthen partner channels so that partners can have a quick view of interactions across opportunities, cases and other relevant information. 
  • Collaboration: Sales teams can collaborate on deals across functions and geography, with customer information and document sharing directly from Microsoft Teams. The system integrates with Microsoft Office and libraries on SharePoint, enabling quick and easy quotes, RFPs and email sharing. 
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Product Ranking

#12

among all
CRM Software

#457

among all
CRM Software

Find out who the leaders are

Analyst Rating Summary

70
81
74
90
81
100
100
93
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Dashboards and Reports
Product Management
Integrations and Extensibility
Platform Security
Communication Channels
Product Management
Opportunity Management
Platform Security
Dashboards and Reports

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Insightly
Dynamics 365 Sales
+ Add Product + Add Product
Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 74 81 100 66 73 50 74 0 73 100 62 45 58 90 100 93 72 77 71 97 40 92 100 87 77 83 0 25 50 75 100
71%
0%
29%
71%
14%
15%
69%
8%
23%
100%
0%
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100%
0%
0%
83%
17%
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40%
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60%
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20%
57%
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43%
57%
14%
29%
43%
0%
57%
71%
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29%
63%
13%
24%
88%
13%
-1%
0%
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100%
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67%
10%
23%
81%
14%
5%
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33%
11%
56%
78%
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22%
38%
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62%
75%
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25%
50%
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50%
83%
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17%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

88%
0%
12%
69%
0%
31%
86%
0%
14%
86%
14%
0%

User Sentiment Summary

Great User Sentiment 1732 reviews
Great User Sentiment 6028 reviews
81%
of users recommend this product

Insightly has a 'great' User Satisfaction Rating of 81% when considering 1732 user reviews from 5 recognized software review sites.

83%
of users recommend this product

Dynamics 365 Sales has a 'great' User Satisfaction Rating of 83% when considering 6028 user reviews from 5 recognized software review sites.

4.6 (14)
4.6 (21)
4.1 (550)
3.7 (1485)
4.0 (481)
n/a
n/a
4.3 (4139)
4.6 (73)
4.4 (65)
4.0 (614)
3.9 (318)

Awards

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SelectHub research analysts have evaluated Dynamics 365 Sales and concluded it earns best-in-class honors for Communication Channels.

Communication Channels Award

Synopsis of User Ratings and Reviews

Customer Relationship Management: Communicating with customers and nurturing relationships is effortless, as observed by every reviewer who references this capability.
Ease of Use: According to 85% of reviewers who mention this aspect, the software is easy to navigate.
Integration: 70% of users who refer to integration noted that the platform seamlessly integrates with Gmail, Mailchimp, Slack, calendar apps, social media platforms and more.
Project Management: The software aids efficient project management, according to 95% of reviewers who reference this feature.
Task Management: It’s easy to create, track and organize tasks, according to every reviewer who mentions task management.
Contact Management: The capabilities for managing a contact directory are exceptional, according to 95% reviewers who refer to this feature.
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Streamlined Workflow: Intuitive interface and automation features save time and effort, boosting productivity.
Forecast Accuracy: Powerful analytics and reporting tools provide clear insights into pipeline health and sales performance.
360° Customer View: Centralized data and comprehensive customer profiles enable personalized interactions and stronger relationships.
Unified Ecosystem: Integrates seamlessly with other Microsoft tools like Outlook and Teams, streamlining workflows and boosting efficiency.
Adaptable to Growth: Scales to meet the needs of growing businesses and allows for customization to fit specific workflows.
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Customer Service: 70% of reviewers who mention customer support felt it was slow and could be more responsive and attentive.
Reporting: This feature is very basic and doesn’t offer many options to customize, according to more than 70% of reviewers who refer to it.
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Learning Curve: Initial setup and user adoption can require significant training and support.
Costly for Large Deployments: Pricing scales with user licenses and features, potentially reaching enterprise-level costs for extensive use.
Performance Glitches: Users report occasional lag or bugs, especially with large datasets or complex configurations.
Customization Constraints: Some features offer less flexibility for customization compared to other CRM solutions.
Data Migration Challenges: Migrating data from existing systems can be complex and require technical expertise.
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Insightly helps users track contacts through the customer lifecycle to increase sales and productivity, improve customer relationships and manage projects efficiently. It excels in capabilities such as customization, ease of use, contact management and more. However, features like reporting and dashboards have room for improvement. Users also pointed out that customer support isn’t as quick and attentive as it could be. Reviews on price are mixed, with some saying it’s justified for the features it offers, while others consider it a bit expensive. Overall, it’s a good fit for small businesses that are looking for a robust CRM within a decent budget.

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User reviews of Dynamics 365 Sales paint a picture of a powerful CRM with potential drawbacks. Fans praise its comprehensive features, from in-depth sales pipeline management to robust analytics. The seamless integration with other Microsoft products like Teams and Office 365 is a major draw for organizations already invested in the ecosystem. This unified experience boosts productivity and simplifies workflows, especially for sales teams accustomed to Microsoft tools. However, the complexity of Dynamics 365 Sales also presents a hurdle. The learning curve can be steep for new users, and some features lack the flexibility for deep customization compared to competitors like Salesforce. Additionally, the price tag scales with user licenses and features, potentially making it cost-prohibitive for smaller businesses or those with simpler sales needs. Ultimately, user reviews suggest Dynamics 365 Sales shines for mid-sized to larger organizations with complex sales pipelines and a commitment to the Microsoft ecosystem. Its strengths in data analysis, reporting, and integration outweigh the learning curve and cost concerns for many users. However, those seeking a more user-friendly or budget-friendly option may find alternative CRMs more suitable.

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Screenshots

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