Contactually CRM (discontinued) vs. Microsoft Dynamics 365

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Contactually CRM (discontinued)
Score 8.0 out of 10
N/A
Contactually was a CRM for real estate agents and brokerages, that automatically prompted users to take action with the most important people to prevent things from falling through the cracks. Contactually was acquired by Compass in 2019, and is no longer available.
$69
per month
Microsoft Dynamics 365
Score 7.8 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
Contactually CRM (discontinued)Microsoft Dynamics 365
Editions & Modules
Professional
$69.00
per month
Accelerator
$119.00
per month
No answers on this topic
Offerings
Pricing Offerings
Contactually CRM (discontinued)Microsoft Dynamics 365
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
Contactually CRM (discontinued)Microsoft Dynamics 365
Top Pros
Top Cons
Features
Contactually CRM (discontinued)Microsoft Dynamics 365
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Contactually CRM (discontinued)
8.8
4 Ratings
14% above category average
Microsoft Dynamics 365
7.9
69 Ratings
3% above category average
Customer data management / contact management9.84 Ratings8.868 Ratings
Workflow management9.64 Ratings7.266 Ratings
Territory management8.92 Ratings8.150 Ratings
Opportunity management9.43 Ratings8.362 Ratings
Integration with email client (e.g., Outlook or Gmail)9.94 Ratings7.565 Ratings
Contract management6.02 Ratings8.351 Ratings
Quote & order management6.01 Ratings8.347 Ratings
Interaction tracking9.84 Ratings7.159 Ratings
Channel / partner relationship management9.83 Ratings7.450 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Contactually CRM (discontinued)
9.1
4 Ratings
19% above category average
Microsoft Dynamics 365
7.0
54 Ratings
7% below category average
Case management9.74 Ratings7.950 Ratings
Call center management8.03 Ratings8.044 Ratings
Help desk management9.73 Ratings4.948 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Contactually CRM (discontinued)
9.7
4 Ratings
25% above category average
Microsoft Dynamics 365
7.7
66 Ratings
2% above category average
Lead management9.84 Ratings8.360 Ratings
Email marketing9.64 Ratings7.261 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Contactually CRM (discontinued)
6.3
3 Ratings
18% below category average
Microsoft Dynamics 365
7.7
63 Ratings
2% above category average
Task management7.03 Ratings7.358 Ratings
Billing and invoicing management5.01 Ratings7.443 Ratings
Reporting7.01 Ratings8.352 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Contactually CRM (discontinued)
7.0
3 Ratings
8% below category average
Microsoft Dynamics 365
8.8
64 Ratings
15% above category average
Forecasting7.01 Ratings9.154 Ratings
Pipeline visualization7.03 Ratings9.160 Ratings
Customizable reports7.01 Ratings8.363 Ratings
Customization
Comparison of Customization features of Product A and Product B
Contactually CRM (discontinued)
7.0
2 Ratings
8% below category average
Microsoft Dynamics 365
7.8
66 Ratings
3% above category average
Custom fields7.02 Ratings8.265 Ratings
Custom objects7.01 Ratings8.060 Ratings
Scripting environment7.02 Ratings8.247 Ratings
API for custom integration7.01 Ratings6.651 Ratings
Security
Comparison of Security features of Product A and Product B
Contactually CRM (discontinued)
7.5
3 Ratings
10% below category average
Microsoft Dynamics 365
7.8
61 Ratings
7% below category average
Single sign-on capability9.02 Ratings8.355 Ratings
Role-based user permissions6.02 Ratings7.456 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Contactually CRM (discontinued)
8.4
3 Ratings
15% above category average
Microsoft Dynamics 365
7.8
36 Ratings
7% above category average
Social data9.92 Ratings8.335 Ratings
Social engagement7.02 Ratings7.436 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Contactually CRM (discontinued)
9.9
3 Ratings
32% above category average
Microsoft Dynamics 365
7.4
55 Ratings
3% above category average
Marketing automation9.93 Ratings7.455 Ratings
Compensation management00 Ratings7.428 Ratings
Platform
Comparison of Platform features of Product A and Product B
Contactually CRM (discontinued)
9.4
4 Ratings
22% above category average
Microsoft Dynamics 365
8.3
47 Ratings
10% above category average
Mobile access9.44 Ratings8.347 Ratings
Best Alternatives
Contactually CRM (discontinued)Microsoft Dynamics 365
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.2 out of 10
Creatio
Creatio
Score 9.2 out of 10
Enterprises
Creatio
Creatio
Score 9.2 out of 10
Creatio
Creatio
Score 9.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Contactually CRM (discontinued)Microsoft Dynamics 365
Likelihood to Recommend
9.0
(5 ratings)
7.8
(88 ratings)
Likelihood to Renew
1.0
(1 ratings)
8.0
(20 ratings)
Usability
7.0
(1 ratings)
8.0
(18 ratings)
Support Rating
-
(0 ratings)
7.9
(11 ratings)
Online Training
-
(0 ratings)
7.5
(2 ratings)
Implementation Rating
-
(0 ratings)
9.2
(4 ratings)
Contract Terms and Pricing Model
-
(0 ratings)
3.9
(3 ratings)
Professional Services
-
(0 ratings)
9.0
(1 ratings)
User Testimonials
Contactually CRM (discontinued)Microsoft Dynamics 365
Likelihood to Recommend
Discontinued Products
Contactually is a very powerful CRM, even though it is extremely simple to use. It is very intuitive and fun to use! Their templates for nurturing and follow-up are phenomenal, so if you have a sales cycle, this is the tool for you. I even use it to keep track of family and acquaintances' interactions, as Contactually can alert me when it's been 30 days since the last time I talked to person A. The only reason I don't give it a 10 is because price has been going up in recent years.
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Microsoft
All told, if it hadn't been for the fact that we were testing it with both employees who knew CRM lingo and those who were new, we wouldn't have found such an issue. The program itself can be very useful for people who already manage CRMs, who know how to use them, who know how to run and manage employees on them, namely because of the "one-stop-shop" concept in data visibility. When it came down to it though, if you have high-turnover, then this product will devolve into only being used for it's base components. Down the middle, we found that the people who'd been in marketing for 4-5 years fell into the product easily because of the way it was written. Everyone before that, with novice experience, thought it was written like a textbook for a graduate class - little to no leeway if you don't happen to know one specific term
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Pros
Discontinued Products
  • The get connected prompts is a very useful feature.
  • Good data consolidation picked up from a variety of sources.
  • Once added, the contact profiles are updated regularly with how the contacts' LinkedIn profile would change.
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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
Discontinued Products
  • Pipeline functions. It's pretty bare minimum right now.
  • Capturing text and phone calls outside the app. It's hard to remember to initiate both from the app.
  • Calendar function. You should be able to edit the calendar in Contactually and it would sync with your Google calendar.
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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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Likelihood to Renew
Discontinued Products
Just doesn't provide the sophistication that I seek. It's a simple solution with some innovation automation relatively speaking, but ideal for individuals and small businesses with basic CRM needs.
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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
Discontinued Products
Easy to use, does not require a strong technical background at all.
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Microsoft
My review can help others to choose the correct CRM like Microsoft Dynamics 365 CRM. I see lots of great things in Microsoft Dynamics 365 that make your business easy and smooth also MS allows users to customize the software according to their needs. So Thought I should share my experience with others.
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Support Rating
Discontinued Products
No answers on this topic
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
Discontinued Products
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
Discontinued Products
It seemed to have everything that I wanted and wasn't too expensive.
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Microsoft
Salesforce has more desirable functions than Microsoft Dynamics 365, at a competitive price. Its user interface is far more superior, it has more customization, easier customization, and out of the box it is more pleasing to the eye and to the end user. If the client doesn't have a deep-rooted connection with Microsoft I wouldn't leap to Dynamics 365.
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Contract Terms and Pricing Model
Discontinued Products
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
Discontinued Products
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
Discontinued Products
  • It's had a very positive impact in building and maintaining my relationships. The ROI has been positive as an affordable and user-friendly CRM.
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Microsoft
  • It is hard to say, the reason why we are using Microsoft Dynamics CRM is because it is provided to us for free.
  • It could be worthwhile to investigate whether an alternative CRM (even though paid) can be used to boost the ROI
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