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Dynamics 365 vs Claritysoft CRM Comparison (2026)

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Good recommendations?

Dynamics 365 logo

Dynamics 365

Claritysoft CRM logo

Claritysoft CRM

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

Starting from

50

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

29

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

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
68%
would recommend this app

4.5

256

5

4

3

2

1

149

92

11

2

2

  • Value for money
  • Ease of use
  • Features
  • Customer support
73%
would recommend this app

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.”
Verified reviewer profile picture

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.”
Verified reviewer profile picture

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.”
Verified reviewer profile picture

Andrea L.

Innovation Manager

Pros

“Overall, the platform provides a smooth and user‑friendly experience, with intuitive data tracking, a helpful calendar and activity/task list, and customizable views that make daily work easier.”
RR

Rob R.

New Member Engagement Coordinator

“It's also geared towards tracking "people" as leads and Opportunities, but we track Construction Projects at Radius Track, so although we make it work in the Opportunity module with customization, it's not idea especially when it comes to reporting and KPIs.”
LL

Luanne L.

Director of Business Development

“Claritysoft CRM offers strong security, great value, responsive support, solid sales and lead management, easy search, and helpful workflow automation.”
JR

Jose R.

Sales Account Manager

Cons

“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.”
Verified reviewer profile picture

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.”
Verified reviewer profile picture

Christopher V.

Human Relations

“Customization, while powerful, can require technical expertise, and performance can occasionally be slow depending on the configuration.”
Verified reviewer profile picture

Jessica S.

admin

Cons

“I wish that it was easier to create metric charts for some reason I can never get the data I need from the charts”
JB

Jillian B.

Territory Manager

“When we first onboarded Claritysoft, I had minor issues printing out a single page for each in-field appointment. ”
CC

Christopher C.

Project Manager

“One of the few things I noticed is the lack of ability to add multiple contacts (phone numbers and emails) to a project.”
JL

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