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Dynamics 365 vs Claritysoft CRM Comparison (2026)
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Good recommendations?

Dynamics 365
5
3K
4
2.1K
3
561
2
95
1
33
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Claritysoft CRM
5
149
4
92
3
11
2
2
1
2
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
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.
Claritysoft CRM is a customer relationship management software with which SMBs & large enterprises can manage contacts, accounts & sales leads efficiently
- 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
4.4
5.8K
5
4
3
2
1
3K
2.1K
561
95
33
- Value for money
- Ease of use
- Features
- Customer support
4.5
256
5
4
3
2
1
149
92
11
2
2
- Value for money
- Ease of use
- Features
- Customer support
Pros

Andrea L.
Innovation Manager

Christopher V.
Human Relations

Andrea L.
Innovation Manager
Pros
Rob R.
New Member Engagement Coordinator
Luanne L.
Director of Business Development
Jose R.
Sales Account Manager
Cons

Breanna G.
Onboarding Coordinator

Christopher V.
Human Relations

Jessica S.
admin
Cons
Jillian B.
Territory Manager
Christopher C.
Project Manager
Joshua L.
Academic Tutor
- Vendor responds to reviews
- Last review2 days ago
- Vendor responds to reviews
- Last reviewa month ago
Key features
- Total features134
- API
- Access Controls/Permissions
- Accounting
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Appointment Scheduling
- Asset Lifecycle Management
- Assignment Management
- Automated Routing
- Bank Reconciliation
- Billing & Invoicing
- Budgeting/Forecasting
- Business Intelligence
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Campaign Planning
- Cash Management
- Channel Management
- Chat/Messaging
- Client Management
- Collaboration Tools
- Commission Management
- Compliance Management
- Configurable Workflow
- Consolidation/Roll-Up
- Contact Database
- Contact Management
- Contract/License Management
- Conversion Tracking
- Customer Database
- Customer Engagement
- Customer History
- Customer Segmentation
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Connectors
- Data Import/Export
- Data Integration
- Data Security
- Data Visualization
- Dispatch Management
- Document Management
- Document Storage
- Drag & Drop
- EDI
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Employee Management
- Employee Scheduling
- Expense Tracking
- Field Sales Management
- Filtering
- Financial Analysis
- Financial Management
- Financial Reporting
- Fixed Asset Management
- For Call Centers
- For Insurance Industry
- For Medical Purposes
- For Real Estate
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Fund Management
- General Ledger
- Generative AI
- HR Management
- 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
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Maintenance Scheduling
- Marketing Automation
- Marketing Management
- Mobile Access
- Mobile App
- Monitoring
- Multi-Channel Communication
- Multi-Channel Marketing
- Multi-Currency
- Online Invoicing
- Opportunity Management
- Payroll Management
- Performance Metrics
- Pipeline Management
- Point of Sale (POS)
- Predictive Analytics
- Product Catalog
- Profit/Loss Statement
- Project Management
- Proposal Generation
- Prospecting Tools
- Purchase Order Management
- Quotes/Estimates
- Real-Time Data
- Real-Time Notifications
- Receiving
- Referral Tracking
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Requisition Management
- Role-Based Permissions
- Sales Activity Management
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search
- Search/Filter
- Segmentation
- Self Service Portal
- Single Page View
- Source Tracking
- Spend Management
- Status Tracking
- Supplier Management
- Supply Chain Management
- Support Ticket Management
- Task Management
- Task Scheduling
- Template Management
- Templates
- Territory Management
- Third-Party Integrations
- Time & Expense Tracking
- Training Management
- Transaction Management
- Trend Analysis
- Vendor Management
- Visual Analytics
- Warehouse Management
- Web Forms
- Work Order Management
- Workflow Management
- Total features91
- API
- Access Controls/Permissions
- Accounting
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Appointment Scheduling
- Asset Lifecycle Management
- Assignment Management
- Automated Routing
- Bank Reconciliation
- Billing & Invoicing
- Budgeting/Forecasting
- Business Intelligence
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Campaign Planning
- Cash Management
- Channel Management
- Chat/Messaging
- Client Management
- Collaboration Tools
- Commission Management
- Compliance Management
- Configurable Workflow
- Consolidation/Roll-Up
- Contact Database
- Contact Management
- Contract/License Management
- Conversion Tracking
- Customer Database
- Customer Engagement
- Customer History
- Customer Segmentation
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Connectors
- Data Import/Export
- Data Integration
- Data Security
- Data Visualization
- Dispatch Management
- Document Management
- Document Storage
- Drag & Drop
- EDI
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Employee Management
- Employee Scheduling
- Expense Tracking
- Field Sales Management
- Filtering
- Financial Analysis
- Financial Management
- Financial Reporting
- Fixed Asset Management
- For Call Centers
- For Insurance Industry
- For Medical Purposes
- For Real Estate
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Fund Management
- General Ledger
- Generative AI
- HR Management
- 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
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Maintenance Scheduling
- Marketing Automation
- Marketing Management
- Mobile Access
- Mobile App
- Monitoring
- Multi-Channel Communication
- Multi-Channel Marketing
- Multi-Currency
- Online Invoicing
- Opportunity Management
- Payroll Management
- Performance Metrics
- Pipeline Management
- Point of Sale (POS)
- Predictive Analytics
- Product Catalog
- Profit/Loss Statement
- Project Management
- Proposal Generation
- Prospecting Tools
- Purchase Order Management
- Quotes/Estimates
- Real-Time Data
- Real-Time Notifications
- Receiving
- Referral Tracking
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Requisition Management
- Role-Based Permissions
- Sales Activity Management
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search
- Search/Filter
- Segmentation
- Self Service Portal
- Single Page View
- Source Tracking
- Spend Management
- Status Tracking
- Supplier Management
- Supply Chain Management
- Support Ticket Management
- Task Management
- Task Scheduling
- Template Management
- Templates
- Territory Management
- Third-Party Integrations
- Time & Expense Tracking
- Training Management
- Transaction Management
- Trend Analysis
- Vendor Management
- Visual Analytics
- Warehouse Management
- Web Forms
- Work Order Management
- Workflow Management
Integrations
- Total integrations24
- ADP Workforce Now
- Ameyo
- AskNicely
- Campaign Monitor by Marigold
- Docusign
- Five9
- Gainsight CS
- Gmail
- Google Calendar
- InsideView
- Lattice Engines
- LinkedIn for Business
- Microsoft 365
- Microsoft Azure
- Microsoft Excel
- Microsoft Outlook
- Microsoft Power BI
- Microsoft SharePoint
- Microsoft Teams
- PROS Smart CPQ
- PandaDoc
- QuickBooks Online Advanced
- SOFT4Spaces
- Salesforce Sales Cloud
- Sana Commerce
- Tacton CPQ
- Zapier
- airSlate SignNow
- Total integrations6
- ADP Workforce Now
- Ameyo
- AskNicely
- Campaign Monitor by Marigold
- Docusign
- Five9
- Gainsight CS
- Gmail
- Google Calendar
- InsideView
- Lattice Engines
- LinkedIn for Business
- Microsoft 365
- Microsoft Azure
- Microsoft Excel
- Microsoft Outlook
- Microsoft Power BI
- Microsoft SharePoint
- Microsoft Teams
- PROS Smart CPQ
- PandaDoc
- QuickBooks Online Advanced
- SOFT4Spaces
- Salesforce Sales Cloud
- Sana Commerce
- Tacton CPQ
- Zapier
- airSlate SignNow
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