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Spotler CRM vs Dynamics 365 Comparison (2026)
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Good recommendations?
Spotler CRM
4.5
(453)5
252
4
166
3
29
2
5
1
1
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Dynamics 365
4.4
(5.8K)5
3K
4
2.1K
3
561
2
95
1
33
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
The powerful small business CRM for B2B with everything you need to manage your sales and marketing. Find every customer, contact and communication instantly. Track your leads and automate your sales process. Keep on the ball by setting tasks and appointments so you never miss another sale.
Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.5
453
5
4
3
2
1
252
166
29
5
1
- Value for money
- Ease of use
- Features
- Customer support
77%
would recommend this app4.4
5.8K
5
4
3
2
1
3K
2.1K
561
95
33
- Value for money
- Ease of use
- Features
- Customer support
68%
would recommend this appPros
“Keeps everything together and allows me to have contacts at my fingertips.”
SP
Sian P.
Consultant
“It's fairly intuitive and covers all the basic elements you'd expect from a CRM with a marketing (email campaign) addition.”
Jake L.
Global Marketing Manager
“With its help, we can easily classify and respond to emails, schedule promotional offers, and gather valuable data about customers' interactions.”
TO
Tareq O.
Sales Engineer
Pros
“The platform offers powerful sales management and invoicing capabilities, along with strong integration with the Microsoft ecosystem, which helps streamline workflows and improve productivity. Despite its broad functionality, the interface is well organized, and once users become familiar with it, everyday tasks are straightforward to perform.”
Andrea L.
Innovation Manager
“You can watch a lead convert in Sales, see the inventory instantly allocate in Supply Chain, and track the automated invoice hit Finance, all happening in lockstep, perfectly clean. When it works, the sheer operational efficiency is beautiful.”
Christopher V.
Human Relations
“The platform is reliable, highly customizable, and integrates seamlessly with other Microsoft products, allowing us to streamline workflows and reduce manual work. While it requires some time to learn and configure, the investment is worthwhile given the breadth of functionality it offers.”
Andrea L.
Innovation Manager
Cons
“One of the primary concerns that businesses may have with Really Simple Systems CRM is its limited customization options. While the platform offers a range of features and functionalities, businesses may not be able to customize the platform to suit their unique needs as much as they would like.”
John S.
Social Media Consultant
“The biggest drawback is the lack of a merge mail feature to enable data to be inserted into a 'live' document for mailing letters etc.”
PW
Paul W.
Director
“I needed a CRM that I could customize for my specific requirements, where as other CRMs I tried, I had to try and fit my data in set fields and were not bespoke enough.”
IT
Ian T.
Director
Cons
“The other problem is that settings live in several places: inside the app itself, in the Dynamics admin center, and in the Power Platform admin center.”
Denis M.
AI Automation Specialist
“It does not have any visual cues options so it can make it easy for some errors to occur in billing and other transactions. If you don’t need that then go for it.”
Breanna G.
Onboarding Coordinator
“The learning curve is steep. If your people find the platform frustrating or overly click-heavy, they will resist using it. And a CRM or ERP is only as valuable as the data your people actually put into it. If adoption plummets, your investment is dead in the water.”
Christopher V.
Human Relations
- Vendor responds to reviews
- Last reviewa year ago
- Vendor responds to reviews
- Last review6 days ago
Key features
- Total features172
- "What If" Scenarios
- A/B Testing
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Activity/News Feed
- Ad hoc Reporting
- Alerts/Notifications
- Appointment Scheduling
- Asset Lifecycle Management
- Automated Scheduling
- Autoresponders
- Bank Reconciliation
- Batch Processing
- Billing & Invoicing
- Budgeting/Forecasting
- Business Intelligence
- Business Process Control
- CAN-SPAM Compliance
- CRM
- CRM Integration
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call List Management
- Call Logging
- Campaign Analytics
- Campaign Management
- Campaign Personalization
- Campaign Planning
- Campaign Scheduling
- Campaign Segmentation
- Cash Management
- Channel Management
- Chat/Messaging
- Click Tracking
- Client Management
- Client Tracking
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Communication Management
- Compliance Management
- Consolidation/Roll-Up
- Contact Database
- Contact Management
- Contract/License Management
- Conversion Tracking
- Customer Database
- Customer Engagement
- Customer History
- Customer Segmentation
- Customer Support
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Scoring
- Customizable Templates
- Customization
- Dashboard
- Dashboard Creation
- Data Connectors
- Data Extraction
- Data Import/Export
- Data Integration
- Data Management
- Data Synchronization
- Data Visualization
- Deal Management
- Dispatch Management
- Document Management
- Document Storage
- Donor Management
- Drag & Drop
- Drip Campaigns
- EDI
- Electronic Signature
- Email Campaign Management
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Employee Management
- Employee Scheduling
- Engagement Tracking
- Event Triggered Actions
- Exception Reporting
- Expense Tracking
- Field Sales Management
- File Sharing
- Filtering
- Financial Analysis
- Financial Management
- Financial Reporting
- Fixed Asset Management
- For AEC Industry
- For Call Centers
- For Financial Institutions
- For Insurance Industry
- For Mac Devices
- For Medical Purposes
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Forms Management
- Fund Management
- GDPR Compliance
- General Ledger
- Goal Setting/Tracking
- Graphical Data Presentation
- HIPAA Compliant
- HR Management
- Image Library
- Income & Balance Sheet
- Integrated Business Operations
- Interaction Tracking
- Internal Chat Integration
- Inventory Management
- Invoice Creation
- Invoice Management
- Invoice Processing
- KPI Monitoring
- Knowledge Base Management
- Knowledge Management
- Labor Forecasting
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Engagement
- Lead Generation
- Lead Management
- Lead Notifications
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- List Management
- Live Chat
- Maintenance Scheduling
- Marketing Automation
- Marketing Management
- Mobile Access
- Mobile App
- Mobile Optimization
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Marketing
- Multi-Currency
- Multiple Scoring Models
- Online Forms
- Online Invoicing
- Opportunity Management
- Payroll Management
- Performance Management
- Performance Metrics
- Personalization
- Pipeline Management
- Pipeline Reports
- Point of Sale (POS)
- Predictive Analytics
- Prioritization
- Profit/Loss Statement
- Project Management
- Proposal Generation
- Prospecting Tools
- Purchase Order Management
- Queue Management
- Quotes/Estimates
- ROI Tracking
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Receiving
- Referral Tracking
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Requisition Management
- Role-Based Permissions
- Sales Activity Management
- Sales Analytics
- Sales Forecasting
- Sales Onboarding & Training
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search
- Search/Filter
- Segmentation
- Self Service Portal
- Single Page View
- Single Sign On
- Social Marketing
- Source Tracking
- Spend Management
- Statistical Analysis
- Status Tracking
- Subscriber Management
- Summary Reports
- Supplier Management
- Supply Chain Management
- Support Ticket Management
- Task Management
- Task Progress Tracking
- Task Scheduling
- Template Management
- Templates
- Territory Management
- Third-Party Integration
- Third-Party Integrations
- Time & Expense Tracking
- Training Management
- Transaction Management
- Trend Analysis
- Vendor Management
- Visual Analytics
- Volunteer Management
- WYSIWYG Editor
- Warehouse Management
- Web Forms
- Web-based Deployment
- Website Integration
- Work Order Management
- Workflow Automation
- Workflow Management
- Total features134
- "What If" Scenarios
- A/B Testing
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Activity/News Feed
- Ad hoc Reporting
- Alerts/Notifications
- Appointment Scheduling
- Asset Lifecycle Management
- Automated Scheduling
- Autoresponders
- Bank Reconciliation
- Batch Processing
- Billing & Invoicing
- Budgeting/Forecasting
- Business Intelligence
- Business Process Control
- CAN-SPAM Compliance
- CRM
- CRM Integration
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call List Management
- Call Logging
- Campaign Analytics
- Campaign Management
- Campaign Personalization
- Campaign Planning
- Campaign Scheduling
- Campaign Segmentation
- Cash Management
- Channel Management
- Chat/Messaging
- Click Tracking
- Client Management
- Client Tracking
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Communication Management
- Compliance Management
- Consolidation/Roll-Up
- Contact Database
- Contact Management
- Contract/License Management
- Conversion Tracking
- Customer Database
- Customer Engagement
- Customer History
- Customer Segmentation
- Customer Support
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Scoring
- Customizable Templates
- Customization
- Dashboard
- Dashboard Creation
- Data Connectors
- Data Extraction
- Data Import/Export
- Data Integration
- Data Management
- Data Synchronization
- Data Visualization
- Deal Management
- Dispatch Management
- Document Management
- Document Storage
- Donor Management
- Drag & Drop
- Drip Campaigns
- EDI
- Electronic Signature
- Email Campaign Management
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Employee Management
- Employee Scheduling
- Engagement Tracking
- Event Triggered Actions
- Exception Reporting
- Expense Tracking
- Field Sales Management
- File Sharing
- Filtering
- Financial Analysis
- Financial Management
- Financial Reporting
- Fixed Asset Management
- For AEC Industry
- For Call Centers
- For Financial Institutions
- For Insurance Industry
- For Mac Devices
- For Medical Purposes
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Forms Management
- Fund Management
- GDPR Compliance
- General Ledger
- Goal Setting/Tracking
- Graphical Data Presentation
- HIPAA Compliant
- HR Management
- Image Library
- Income & Balance Sheet
- Integrated Business Operations
- Interaction Tracking
- Internal Chat Integration
- Inventory Management
- Invoice Creation
- Invoice Management
- Invoice Processing
- KPI Monitoring
- Knowledge Base Management
- Knowledge Management
- Labor Forecasting
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Engagement
- Lead Generation
- Lead Management
- Lead Notifications
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- List Management
- Live Chat
- Maintenance Scheduling
- Marketing Automation
- Marketing Management
- Mobile Access
- Mobile App
- Mobile Optimization
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Marketing
- Multi-Currency
- Multiple Scoring Models
- Online Forms
- Online Invoicing
- Opportunity Management
- Payroll Management
- Performance Management
- Performance Metrics
- Personalization
- Pipeline Management
- Pipeline Reports
- Point of Sale (POS)
- Predictive Analytics
- Prioritization
- Profit/Loss Statement
- Project Management
- Proposal Generation
- Prospecting Tools
- Purchase Order Management
- Queue Management
- Quotes/Estimates
- ROI Tracking
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Receiving
- Referral Tracking
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Requisition Management
- Role-Based Permissions
- Sales Activity Management
- Sales Analytics
- Sales Forecasting
- Sales Onboarding & Training
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search
- Search/Filter
- Segmentation
- Self Service Portal
- Single Page View
- Single Sign On
- Social Marketing
- Source Tracking
- Spend Management
- Statistical Analysis
- Status Tracking
- Subscriber Management
- Summary Reports
- Supplier Management
- Supply Chain Management
- Support Ticket Management
- Task Management
- Task Progress Tracking
- Task Scheduling
- Template Management
- Templates
- Territory Management
- Third-Party Integration
- Third-Party Integrations
- Time & Expense Tracking
- Training Management
- Transaction Management
- Trend Analysis
- Vendor Management
- Visual Analytics
- Volunteer Management
- WYSIWYG Editor
- Warehouse Management
- Web Forms
- Web-based Deployment
- Website Integration
- Work Order Management
- Workflow Automation
- Workflow Management
Integrations
- Total integrations26
- ADP Workforce Now
- ActiveCampaign
- Ameyo
- AskNicely
- Calendly
- Campaign Monitor by Marigold
- Constant Contact
- Docusign
- Dropbox
- Five9
- Gainsight CS
- Google Docs
- Google Drive
- Google Sheets
- Gravity Forms
- InsideView
- Lattice Engines
- LeadGen App
- Leadinfo
- LinkedIn for Business
- Meta for Business
- Microsoft 365
- Microsoft Azure
- Microsoft Excel
- Microsoft Outlook
- Microsoft Power BI
- Microsoft SharePoint
- Microsoft Teams
- OneLogin
- Osano
- PROS Smart CPQ
- PandaDoc
- QuickBooks Online Advanced
- SOFT4Spaces
- Saasu
- Salesforce Sales Cloud
- Sana Commerce
- Slack
- Tacton CPQ
- Trello
- Twitter/X
- Typeform
- Xero
- Zapier
- airSlate SignNow
- Total integrations24
- ADP Workforce Now
- ActiveCampaign
- Ameyo
- AskNicely
- Calendly
- Campaign Monitor by Marigold
- Constant Contact
- Docusign
- Dropbox
- Five9
- Gainsight CS
- Google Docs
- Google Drive
- Google Sheets
- Gravity Forms
- InsideView
- Lattice Engines
- LeadGen App
- Leadinfo
- LinkedIn for Business
- Meta for Business
- Microsoft 365
- Microsoft Azure
- Microsoft Excel
- Microsoft Outlook
- Microsoft Power BI
- Microsoft SharePoint
- Microsoft Teams
- OneLogin
- Osano
- PROS Smart CPQ
- PandaDoc
- QuickBooks Online Advanced
- SOFT4Spaces
- Saasu
- Salesforce Sales Cloud
- Sana Commerce
- Slack
- Tacton CPQ
- Trello
- Twitter/X
- Typeform
- Xero
- Zapier
- airSlate SignNow
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