38 Ratings
Top Rated
817 Ratings
38 Ratings
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Score 8.3 out of 100
Top Rated
817 Ratings
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Score 7.8 out of 100

Feature Set Ratings

  • Close ranks higher in 6 feature sets: Sales Force Automation, Customer Service & Support, Marketing Automation, Customization, Social CRM, Platform
  • Microsoft Dynamics 365 ranks higher in 4 feature sets: CRM Project Management, CRM Reporting & Analytics, Security, Integrations with 3rd-party Software

Sales Force Automation

8.9

Close

89%
8.5

Microsoft Dynamics 365

85%
Close ranks higher in 5/9 features

Customer data management / contact management

8.3
83%
8 Ratings
8.1
81%
71 Ratings

Workflow management

7.9
79%
8 Ratings
7.9
79%
70 Ratings

Territory management

8.0
80%
1 Rating
8.2
82%
54 Ratings

Opportunity management

9.4
94%
6 Ratings
9.0
90%
66 Ratings

Integration with email client (e.g., Outlook or Gmail)

9.4
94%
8 Ratings
9.6
96%
69 Ratings

Contract management

10.0
100%
1 Rating
8.4
84%
55 Ratings

Interaction tracking

8.2
82%
8 Ratings
8.7
87%
63 Ratings

Channel / partner relationship management

9.7
97%
3 Ratings
7.7
77%
54 Ratings

Quote & order management

N/A
0 Ratings
8.6
86%
51 Ratings

Customer Service & Support

8.7

Close

87%
7.5

Microsoft Dynamics 365

75%
Close ranks higher in 3/3 features

Case management

8.0
80%
3 Ratings
7.6
76%
54 Ratings

Call center management

8.0
80%
5 Ratings
7.8
78%
46 Ratings

Help desk management

10.0
100%
2 Ratings
7.0
70%
51 Ratings

Marketing Automation

9.1

Close

91%
8.3

Microsoft Dynamics 365

83%
Close ranks higher in 1/2 features

Lead management

8.8
88%
6 Ratings
9.1
91%
64 Ratings

Email marketing

9.5
95%
5 Ratings
7.6
76%
64 Ratings

CRM Project Management

8.1

Close

81%
8.4

Microsoft Dynamics 365

84%
Microsoft Dynamics 365 ranks higher in 2/3 features

Task management

8.1
81%
5 Ratings
8.3
83%
61 Ratings

Billing and invoicing management

10.0
100%
1 Rating
8.4
84%
46 Ratings

Reporting

6.3
63%
5 Ratings
8.5
85%
56 Ratings

CRM Reporting & Analytics

8.0

Close

80%
8.6

Microsoft Dynamics 365

86%
Close ranks higher in 2/3 features

Forecasting

10.0
100%
1 Rating
8.8
88%
58 Ratings

Pipeline visualization

8.4
84%
6 Ratings
8.0
80%
63 Ratings

Customizable reports

5.5
55%
4 Ratings
9.0
90%
66 Ratings

Customization

8.5

Close

85%
8.0

Microsoft Dynamics 365

80%
Close ranks higher in 3/4 features

Custom fields

9.2
92%
7 Ratings
8.4
84%
69 Ratings

Custom objects

10.0
100%
2 Ratings
8.1
81%
64 Ratings

Scripting environment

8.0
80%
3 Ratings
7.3
73%
51 Ratings

API for custom integration

6.8
68%
7 Ratings
8.1
81%
55 Ratings

Security

8.2

Close

82%
8.6

Microsoft Dynamics 365

86%
Microsoft Dynamics 365 ranks higher in 2/2 features

Single sign-on capability

8.0
80%
3 Ratings
8.8
88%
59 Ratings

Role-based user permissions

8.4
84%
6 Ratings
8.4
84%
60 Ratings

Social CRM

10.0

Close

100%
8.2

Microsoft Dynamics 365

82%
Close ranks higher in 2/2 features

Social data

10.0
100%
1 Rating
7.9
79%
39 Ratings

Social engagement

10.0
100%
1 Rating
8.5
85%
40 Ratings

Integrations with 3rd-party Software

7.0

Close

70%
8.2

Microsoft Dynamics 365

82%
Microsoft Dynamics 365 ranks higher in 2/2 features

Marketing automation

7.0
70%
4 Ratings
8.3
83%
59 Ratings

Compensation management

N/A
0 Ratings
8.2
82%
32 Ratings

Platform

10.0

Close

100%
8.5

Microsoft Dynamics 365

85%
Close ranks higher in 1/1 features

Mobile access

10.0
100%
1 Rating
8.5
85%
51 Ratings

Attribute Ratings

  • Close is rated higher in 3 areas: Likelihood to Recommend, Usability, Support Rating

Likelihood to Recommend

9.4

Close

94%
8 Ratings
7.9

Microsoft Dynamics 365

79%
92 Ratings

Likelihood to Renew

Close

N/A
0 Ratings
7.9

Microsoft Dynamics 365

79%
19 Ratings

Usability

8.8

Close

88%
3 Ratings
8.2

Microsoft Dynamics 365

82%
22 Ratings

Support Rating

9.2

Close

92%
3 Ratings
8.2

Microsoft Dynamics 365

82%
16 Ratings

Online Training

Close

N/A
0 Ratings
7.5

Microsoft Dynamics 365

75%
2 Ratings

Implementation Rating

Close

N/A
0 Ratings
9.5

Microsoft Dynamics 365

95%
8 Ratings

Contract Terms and Pricing Model

Close

N/A
0 Ratings
5.6

Microsoft Dynamics 365

56%
4 Ratings

Professional Services

Close

N/A
0 Ratings
7.4

Microsoft Dynamics 365

74%
2 Ratings

Likelihood to Recommend

Close

Excellent software to increase sales and follow up with existing and new customers. Email and SMS handling are really easy for the sales team, managing leads is really great, and Close merges duplicate leads to help our Data Leads avoid repetitive and unnecessary calls. As mentioned in some comments before, must improve in reports, Close is not appropriate to handle or track agents' hours making it necessary to implement additional software to cover this area.
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Microsoft

We work in a Cloud environment with Azure where using Microsoft Dynamics 365 as a CRM and ERP application helps us to a great extent. We mostly deal with data projects at the moment and combining/Integrating Microsoft Dynamics 365 with other Microsoft applications is easier that helps us to meet the project objective and our goal.
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Pros

Close

  • Email sequences. Create and send a sequence of emails until the sequence finishes or the contact replies to your email. You can also pause the sequence manually.
  • Email sync. Syncs in real time with your email account, which is huge.
  • Zapier integration. We've automated a lot of our pipeline management through the Zapier integration. This saves us soooo much time.
Read full review

Microsoft

  • Some useful out-of-the-box features, like mass uploads of Leads from trade shows or when qualifying a Lead, CRM automatically creates the Opportunity, Contact, and Account for you, etc.
  • Really powerful customizations through the user interface to improve user experience. Things like Business Rules, for example, if Field A = 1, then Field B = 2 and Field C = 2, if Field A = 2, then Field B and Field C don't apply, so automatically hide them.
  • Or other functionality that improves user experience, like Business Process Flows. These walk users step by step through our business process, helping them know when certain actions should take place, and at what point other data is now required. We've used this extensively with our Lead to Opportunity to Quote to Order process, helping users understand the business process each step of the way.
  • Customizations built on top of the platform now called model-driven PowerApps. You can have connections to "typical" data, like Accounts, Contacts, or Opportunities, for example, but then connect that data to custom entities, records that only apply to your specific business. This is all done through the user interface and allows you to customize and automate specific line-of-business applications for your specific needs.
  • Behind the scenes, D365 CE is built on SQL. So the data conforms to industry standards and makes it much easier to interact with. Your developers and IT team will thank you.
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Cons

Close

  • Make it so one can set the time at which the emails go out.
  • Make it easier to set up my workflow.
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Microsoft

  • Microsoft Dynamics 365 storage & license cost can prohibit some large deployments or even cost-sensitive small projects from using the platform (although I'm certain most deployments would realize a positive ROI if implemented correctly with process automation).
  • The cost and licensing document for Dynamics 365 is 61 pages and will take a rocket scientist to understand it. It's better to just have your Microsoft help estimate the cost if they are willing to help you that.
  • The documentation on how to first fully understand the Out of the Box default solution and settings is lacking or even non-existing. This has the potential to derail Dynamic 365 launches and implementations from the gitgo. Want to use an out of the box entity?.. well it's probably related to 5 other entities that require configuration and full understanding of it to successful implement. And you ask where is the laymen guide or instructions?... User groups and forums. In Summary, Microsoft can up its game in deployment training and supporting documentation.
  • Microsoft needs to incentivize more external platforms to build app connectors for easy integration, such as ZenDesk, Slack, Tableau, etc. Even the current connector apps such as Salesforce, MailChimp, Docusign are useless or don't work at all.
  • Several limitations inhibit successful Dynamics 365 deployments such as: limited number of Rollup field calculations (summarizing fields on child/related records), limited number rows that can exported to Excel via advanced find, Dynamics 365 files, log and database storage size limit is extremely small and will always require purchasing additional storage (for Online deployments).
  • New user buy-in or acceptance or system platform changes can be difficult if a solid change management plan isn't enacted.
  • Don't expect much help from Microsoft on implementation or solutions unless it's a technical flaw with the platform. Microsoft relies on their MVP partner network to consult for implementations at a hefty cost. Hiring a knowledgeable and savvy Dynamics 365 System Administrator can reduce the need for consultant support; of course, this is dependant upon many many variables.
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Pricing Details

Close

Starting Price

$29 per user, monthly

Editions & Modules

Close editions and modules pricing
EditionModules
Starter291
Basic692
Professional993
Business1494

Footnotes

  1. per user, monthly
  2. per user, monthly
  3. per user, monthly
  4. per user, monthly

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

Optional

Additional Details

15% discount on annual pricing in addition to the month-to-month prices listed here.

Microsoft Dynamics 365

Starting Price

$44 per month

Editions & Modules

Microsoft Dynamics 365 editions and modules pricing
EditionModules

Footnotes

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Likelihood to Renew

    Close

    No answers on this topic

    Microsoft

    CRM has allowed us to keep all of our data in one place that is easy for all users within the company to view. I came into the company after they had been using CRM for about 4 years. They have all said that since we have used this it has helped us control work processes better, it has allowed us to be able to track things so much better, and has been something that has helped unite many processes that used to be all over the place. We are currently using CRM 4.0 and are planning on upgrading in the next 18 months to the 2011 version. Support for 4.0 is almost all but dried up. Understandably so. Some of the customization we have done, and a plugins we use, are now contained within the 2011 version so we are looking forward to that upgrade. We use an email marketing company as well, and they primarily support the 2011 version, but their product connects and is integrated within CRM. This is a great benefit as well so that all of our marketing information can be contained in one location.
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    Usability

    Close

    It's my favorite CRM to recommend to sales organizations. Robust Telephony options including a Power Dialer, SMS, and Voice Drop, are completely integrated into the CRM. The kicker is you can have "Unlimited" contacts where many platforms charge based on the number of users. This can make a huge difference in monthly billing.
    Read full review

    Microsoft

    It's one of the greatest CRM systems on the market, in my opinion, and it combines lighter ERP functions with CRM. I believe it to be the greatest program that is user-friendly and in line with our demands, regardless of what I'm working with my information sets and on the cloud.
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    Support Rating

    Close

    I haven't really had the need to use their support, but the only time I had an issue with the platform, the Close team was very attentive and responded in a short span of time. Also they take minimal time to solve issues. The only con here is there is no way to reach out to them apart from email.
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    Microsoft

    Our partner, Ledgeview Partners has been FANTASTIC to work with. They are always timely in their response and have taken time to understand our business and our specific needs. We've made a lot of advanced customizations and they have been a great help in making those updates.
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    Implementation Rating

    Close

    No answers on this topic

    Microsoft

    We used a data warehouse to house our data, and our IT team and implementation vendor worked diligently ahead of time to construct idea implementation plans. Out of millions of records- we had less than a dozen errors, which is remarkable. My major insight is simply having a group of completely devoted individuals working towards your goal who fully understand the desired outcome. Focused resources for implementation season are critical to success.
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    Alternatives Considered

    Close

    Pipedrive was great for us for a long time. We used it for over 4 years. Our product and process was simple. When things got more complex, we needed something that could handle our growing needs and Pipedrive kept falling short. We built our own custom solution in Airtable and though it worked, we spend a lot of time managing it. Close was able to solve all our issues and save us hours per week in admin work.
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    Microsoft

    Microsoft Dynamics was part of a system overhaul for a local school, and we looked at many products. If we had used it for a company with low turnover, then it might have been more feasible. They needed something a new person could learn quickly, someone who might also be learning marketing terms at the same time - especially if there is nobody to train the individual now expected to know the system. Similar issues occurred with all of these programs (we called it being too big for their britches), and one of the bigger things we liked was that it is more compatible with MS Office products in both technical and visual appeal. If you have a steady employees who use a CRM consistently, low turnover, and those who are very familiar with Office products, Dynamics would be the smartest option for you. Unfortunately, this was just not true for the school environment
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    Contract Terms and Pricing Model

    Close

    No answers on this topic

    Microsoft

    On our purchase, I'd been interrogated about our usage. Our needs are met by Microsoft Dynamics 365, which is simple to use. With so much data and information available, we must ensure that it is presented correctly to managers. Due to a lack of use, we don't have to spend as much money on Salesforce.
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    Professional Services

    Close

    No answers on this topic

    Microsoft

    My company's preferred program right now is Microsoft Dynamics 365. We use it to keep track of customers and important sales metrics in a streamlined manner. Anyone familiar with CRMs will find the tool extremely useful. Considering that we have a good turnover, this product will be used for its basic segments. As a result, there are few chances of error with Microsoft dynamics because it is so easy to use. Many options for recording data on these leads are available. It meets our needs and pays off.
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    Return on Investment

    Close

    • Positive - It's much easier now with Close.io to make sure that no deal falls through the cracks. Therefore helping us recover lost revenue.
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    Microsoft

    • For those without a centralized, all in one solution for major HR, Finance and other departments, Microsoft Dynamics 365 has vastly improved employee time utilization and profit.
    • Migrating clients from on-premise to the cloud has reaped benefits including better security, no unscheduled downtime and frequent updates to functionality.
    • Those transferring from cheaper solutions have lost money in the aim to be better integrated with other Microsoft products and AI they don't really utilize.
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