Insightly vs. Microsoft Dynamics 365

Insightly

824 Reviews and Ratings

Microsoft Dynamics 365

954 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Insightly	Score7.4 out of 10	N/A	Insightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.	$348 per year per user
Microsoft Dynamics 365	Score7.4 out of 10	N/A	Microsoft Dynamics 365 is a CRM providing sales, marketing, and service functionality. It is offered as SaaS and on-premise. Dynamics 365 is part of the larger Dynamics suite of business intelligence and ERP products.	$44 per month

Pricing

Insightly

Microsoft Dynamics 365

Plus: $29
per month (billed annually) per user
Professional: $49
per month (billed annually) per user
Enterprise: $99
per month (billed annually) per user

No answers on this topic

Pricing Offerings
Insightly	Microsoft Dynamics 365
Free Trial
Yes	Yes
Free/Freemium Version
No	No
Premium Consulting/Integration Services
Yes	Yes

No setup fee

No setup fee

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Community Pulse
Key User Insights
	Insightly	Microsoft Dynamics 365
Considered Both Products	Unbounce Verified User Chose Insightly We considered Microsoft Dynamics CRM, but the cost was higher than we wanted to pay when we were just starting out with a CRM program and learning how to integrate it into our daily workflow and business processes. Insightly was a great choice for us to learn how to use CRM and … Incentivized Helpful? Verified User Chose Insightly Microsoft Dynamics CRM is great for Microsoft shops and allows for rapid custom development as needed, which is definitely a strength. Insightly has the potential to surpass Microsoft Dynamics CRM. Incentivized Helpful? Amber Livingston Project Manager at Multifamily Utility Company (Utilities, 51-200 employees) Chose Insightly I have had experience with other tools and the Insightly support is far better than my experience with the other tools. Support and training are critical when it comes to the adoption of a new tool within an organization. Insightly very much values their partnerships and … Incentivized Helpful? Thomas Gauthier Founder in Corporate at AgTechLogic (Environmental Services, 11-50 employees) Chose Insightly It is the easiest! Best UX. Incentivized Helpful? Kunal Garg Inside Sales Manager in Professional Services at SmartBuzz Software (Computer Software, 51-200 employees) Chose Insightly Zoho CRM, Salesforce, MS Dynamics Incentivized Helpful? Verified User Chose Insightly The number one reason is it was very simple and easy to use. Another important factor is the price - it was reasonably priced compared to other software. Outlook integration was the other feature, which seemed simple. The mobile app is easy to use, similar functionality as a … Incentivized Helpful? Wesley Johnson Director in Corporate at TEcHonfidence (Information Technology and Services, 1-10 employees) Chose Insightly I've also used Microsoft Dynamics CRM which is more robust but also more difficult to setup and costly. Incentivized Helpful? Verified User Chose Insightly It's great at the basics, and the price is right. Incentivized Helpful? Andrew Hurrell Business Development in Sales at Lighthouse Communications (Non-Profit Organization Management, 1-10 employees) Chose Insightly Insightly was simpler, easier to use and less expensive than the alternatives. Incentivized Helpful? Robert Rovig Director of Sales in Sales at Atlas Genomics (Hospital & Health Care, 11-50 employees) Chose Insightly Insightly stacks up very well against the other two CRM programs we evaluated for our needs. For the value and the performance, Insightly was the right choice for our company. Incentivized Helpful? Younes El-Kojok Director of Sales in Sales at Leap To Success FZ LLC (Human Resources, 11-50 employees) Chose Insightly Best web based cloud CRM available [as of] today. Incentivized Helpful? Verified User Chose Insightly Insightly still feels more simple to use - not so 'step complex' ... and gives me quick access to the things that I need .... Incentivized Helpful? Verified User Chose Insightly More cost effective, feature rich and intuitive to use Incentivized Helpful? Katrina Rowe Management Consultant in Professional Services at Ballistix (Professional Training & Coaching, 11-50 employees) Chose Insightly I wasn't involved in the selection of which CRM my client chose. Insightly was already implemented when I started working with my client. Incentivized Helpful?	Microsoft No answer on this topic
	Would buy again
	No answers on this topic	No answers on this topic
	Delivers good value for the price
	No answers on this topic	No answers on this topic
	Happy with the feature set
	No answers on this topic	No answers on this topic
	Lived up to sales and marketing promises
	No answers on this topic	No answers on this topic
	Implementation went as expected
No answers on this topic	No answers on this topic

Features

Insightly

Microsoft Dynamics 365

Comparison of Sales Force Automation features of Insightly and Microsoft Dynamics 365
Feature	Insightly 7.3 400 Ratings	Microsoft Dynamics 365 6.9 70 Ratings
Customer data management / contact management	8.6383 Ratings	8.069 Ratings
Workflow management	6.6351 Ratings	8.067 Ratings
Territory management	6.874 Ratings	6.051 Ratings
Opportunity management	8.7349 Ratings	7.063 Ratings
Integration with email client (e.g., Outlook or Gmail)	6.7357 Ratings	7.066 Ratings
Contract management	6.521 Ratings	7.052 Ratings
Quote & order management	8.364 Ratings	6.048 Ratings
Interaction tracking	5.8312 Ratings	7.060 Ratings
Channel / partner relationship management	7.724 Ratings	6.051 Ratings

Comparison of Customer Service & Support features of Insightly and Microsoft Dynamics 365
Feature	Insightly 7.1 13 Ratings	Microsoft Dynamics 365 6.7 55 Ratings
Case management	7.011 Ratings	6.051 Ratings
Call center management	7.28 Ratings	7.045 Ratings
Help desk management	7.19 Ratings	7.049 Ratings

Comparison of Marketing Automation features of Insightly and Microsoft Dynamics 365
Feature	Insightly 4.9 312 Ratings	Microsoft Dynamics 365 7.5 67 Ratings
Lead management	5.3298 Ratings	8.061 Ratings
Email marketing	4.4245 Ratings	7.062 Ratings

Comparison of CRM Project Management features of Insightly and Microsoft Dynamics 365
Feature	Insightly 6.2 385 Ratings	Microsoft Dynamics 365 8.3 64 Ratings
Task management	6.3374 Ratings	8.059 Ratings
Billing and invoicing management	6.039 Ratings	8.044 Ratings
Reporting	6.4321 Ratings	9.053 Ratings

Comparison of CRM Reporting & Analytics features of Insightly and Microsoft Dynamics 365
Feature	Insightly 7.5 343 Ratings	Microsoft Dynamics 365 7.0 65 Ratings
Forecasting	7.092 Ratings	7.055 Ratings
Pipeline visualization	8.0321 Ratings	5.061 Ratings
Customizable reports	7.5307 Ratings	9.064 Ratings

Comparison of Customization features of Insightly and Microsoft Dynamics 365
Feature	Insightly 6.2 345 Ratings	Microsoft Dynamics 365 7.8 67 Ratings
Custom fields	6.5344 Ratings	8.165 Ratings
Custom objects	6.0105 Ratings	8.060 Ratings
Scripting environment	6.86 Ratings	7.048 Ratings
API for custom integration	5.5178 Ratings	8.052 Ratings

Comparison of Security features of Insightly and Microsoft Dynamics 365
Feature	Insightly 8.0 295 Ratings	Microsoft Dynamics 365 6.5 62 Ratings
Single sign-on capability	7.8262 Ratings	7.056 Ratings
Role-based user permissions	8.2197 Ratings	6.057 Ratings

Comparison of Social CRM features of Insightly and Microsoft Dynamics 365
Feature	Insightly 7.4 90 Ratings	Microsoft Dynamics 365 7.5 37 Ratings
Social data	6.825 Ratings	8.036 Ratings
Social engagement	8.078 Ratings	7.037 Ratings

Comparison of Integrations with 3rd-party Software features of Insightly and Microsoft Dynamics 365
Feature	Insightly 6.0 146 Ratings	Microsoft Dynamics 365 6.5 56 Ratings
Marketing automation	6.9146 Ratings	7.056 Ratings
Compensation management	5.14 Ratings	6.029 Ratings

Comparison of Platform features of Insightly and Microsoft Dynamics 365
Feature	Insightly 4.8 310 Ratings	Microsoft Dynamics 365 7.0 48 Ratings
Mobile access	4.8310 Ratings	7.048 Ratings

User Ratings
	Insightly	Microsoft Dynamics 365
Likelihood to Recommend	7.1 (420 ratings)	6.4 (90 ratings)
Likelihood to Renew	9.2 (33 ratings)	8.0 (20 ratings)
Usability	7.4 (156 ratings)	6.4 (20 ratings)
Availability	9.0 (6 ratings)	- (0 ratings)
Performance	7.9 (25 ratings)	- (0 ratings)
Support Rating	8.9 (34 ratings)	8.0 (11 ratings)
In-Person Training	9.1 (1 ratings)	- (0 ratings)
Online Training	9.0 (8 ratings)	7.5 (2 ratings)
Implementation Rating	8.2 (26 ratings)	9.2 (4 ratings)
Configurability	9.9 (18 ratings)	- (0 ratings)
Contract Terms and Pricing Model	8.4 (3 ratings)	3.8 (3 ratings)
Ease of integration	9.0 (10 ratings)	- (0 ratings)
Product Scalability	9.0 (9 ratings)	- (0 ratings)
Professional Services	10.0 (1 ratings)	9.0 (1 ratings)
Vendor post-sale	9.1 (3 ratings)	- (0 ratings)
Vendor pre-sale	7.8 (3 ratings)	- (0 ratings)