28 Ratings
Top Rated
819 Ratings
28 Ratings
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Score 8.8 out of 100
Top Rated
819 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 7.8 out of 100

Feature Set Ratings

    Sales Force Automation

    Customer.io

    Feature Set Not Supported
    N/A
    8.5

    Microsoft Dynamics 365

    85%
    Microsoft Dynamics 365 ranks higher in 9/9 features

    Customer data management / contact management

    N/A
    0 Ratings
    8.1
    81%
    71 Ratings

    Workflow management

    N/A
    0 Ratings
    7.9
    79%
    70 Ratings

    Territory management

    N/A
    0 Ratings
    8.2
    82%
    54 Ratings

    Opportunity management

    N/A
    0 Ratings
    9.0
    90%
    66 Ratings

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

    N/A
    0 Ratings
    9.6
    96%
    69 Ratings

    Contract management

    N/A
    0 Ratings
    8.4
    84%
    55 Ratings

    Quote & order management

    N/A
    0 Ratings
    8.6
    86%
    51 Ratings

    Interaction tracking

    N/A
    0 Ratings
    8.7
    87%
    63 Ratings

    Channel / partner relationship management

    N/A
    0 Ratings
    7.7
    77%
    54 Ratings

    Customer Service & Support

    Customer.io

    Feature Set Not Supported
    N/A
    7.5

    Microsoft Dynamics 365

    75%
    Microsoft Dynamics 365 ranks higher in 3/3 features

    Case management

    N/A
    0 Ratings
    7.6
    76%
    54 Ratings

    Call center management

    N/A
    0 Ratings
    7.8
    78%
    46 Ratings

    Help desk management

    N/A
    0 Ratings
    7.0
    70%
    51 Ratings

    Marketing Automation

    Customer.io

    Feature Set Not Supported
    N/A
    8.4

    Microsoft Dynamics 365

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

    Lead management

    N/A
    0 Ratings
    9.1
    91%
    64 Ratings

    Email marketing

    N/A
    0 Ratings
    7.6
    76%
    64 Ratings

    CRM Project Management

    Customer.io

    Feature Set Not Supported
    N/A
    8.4

    Microsoft Dynamics 365

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

    Task management

    N/A
    0 Ratings
    8.3
    83%
    61 Ratings

    Billing and invoicing management

    N/A
    0 Ratings
    8.4
    84%
    46 Ratings

    Reporting

    N/A
    0 Ratings
    8.5
    85%
    56 Ratings

    CRM Reporting & Analytics

    Customer.io

    Feature Set Not Supported
    N/A
    8.6

    Microsoft Dynamics 365

    86%
    Microsoft Dynamics 365 ranks higher in 3/3 features

    Forecasting

    N/A
    0 Ratings
    8.8
    88%
    58 Ratings

    Pipeline visualization

    N/A
    0 Ratings
    8.1
    81%
    63 Ratings

    Customizable reports

    N/A
    0 Ratings
    9.0
    90%
    66 Ratings

    Customization

    Customer.io

    Feature Set Not Supported
    N/A
    8.0

    Microsoft Dynamics 365

    80%
    Microsoft Dynamics 365 ranks higher in 4/4 features

    Custom fields

    N/A
    0 Ratings
    8.4
    84%
    69 Ratings

    Custom objects

    N/A
    0 Ratings
    8.1
    81%
    64 Ratings

    Scripting environment

    N/A
    0 Ratings
    7.3
    73%
    51 Ratings

    API for custom integration

    N/A
    0 Ratings
    8.1
    81%
    55 Ratings

    Security

    Customer.io

    Feature Set Not Supported
    N/A
    8.7

    Microsoft Dynamics 365

    87%
    Microsoft Dynamics 365 ranks higher in 2/2 features

    Single sign-on capability

    N/A
    0 Ratings
    8.8
    88%
    59 Ratings

    Role-based user permissions

    N/A
    0 Ratings
    8.5
    85%
    60 Ratings

    Social CRM

    Customer.io

    Feature Set Not Supported
    N/A
    8.2

    Microsoft Dynamics 365

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

    Social data

    N/A
    0 Ratings
    7.9
    79%
    39 Ratings

    Social engagement

    N/A
    0 Ratings
    8.5
    85%
    40 Ratings

    Integrations with 3rd-party Software

    Customer.io

    Feature Set Not Supported
    N/A
    8.2

    Microsoft Dynamics 365

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

    Marketing automation

    N/A
    0 Ratings
    8.3
    83%
    59 Ratings

    Compensation management

    N/A
    0 Ratings
    8.2
    82%
    32 Ratings

    Platform

    Customer.io

    Feature Set Not Supported
    N/A
    8.5

    Microsoft Dynamics 365

    85%
    Microsoft Dynamics 365 ranks higher in 1/1 features

    Mobile access

    N/A
    0 Ratings
    8.5
    85%
    51 Ratings

    Attribute Ratings

    • Customer.io is rated higher in 1 area: Likelihood to Recommend

    Likelihood to Recommend

    9.9

    Customer.io

    99%
    8 Ratings
    7.9

    Microsoft Dynamics 365

    79%
    92 Ratings

    Likelihood to Renew

    Customer.io

    N/A
    0 Ratings
    7.9

    Microsoft Dynamics 365

    79%
    19 Ratings

    Usability

    Customer.io

    N/A
    0 Ratings
    8.2

    Microsoft Dynamics 365

    82%
    22 Ratings

    Support Rating

    Customer.io

    N/A
    0 Ratings
    8.2

    Microsoft Dynamics 365

    82%
    16 Ratings

    Online Training

    Customer.io

    N/A
    0 Ratings
    7.5

    Microsoft Dynamics 365

    75%
    2 Ratings

    Implementation Rating

    Customer.io

    N/A
    0 Ratings
    9.5

    Microsoft Dynamics 365

    95%
    8 Ratings

    Contract Terms and Pricing Model

    Customer.io

    N/A
    0 Ratings
    5.6

    Microsoft Dynamics 365

    56%
    4 Ratings

    Professional Services

    Customer.io

    N/A
    0 Ratings
    7.4

    Microsoft Dynamics 365

    74%
    2 Ratings

    Likelihood to Recommend

    Customer.io

    This tool is well-suited for companies looking to run email marketing campaigns or send out newsletters regularly to their users/customers. The workflow setup is especially useful for companies who want to send specific emails based on user behavior - i.e. they've not logged in recently, have bought a specific product, haven't opened any emails, etc. This could also be useful for freelancers like me since you can create different workspaces within Customer.io. I have configured it this way to handle email marketing for a few of my clients, and the software keeps everything organized and separate. This might not be the best tool for small businesses, considering the price. It may be better to start out with a cheaper email marketing tool, and then if/when necessary, scale-up with a tool like Customer.io.
    Read full review

    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.
    Read full review

    Pros

    Customer.io

    • Managing users, attributes and events. You are easily able to modify any user, based on their ID, and add or remove attributes, assign events to them. That makes it very easy to segment later and to assign them to several campaigns based on behavior. Just a warning: this integration isn't so easy (at least it wasn't for us).
    • Creating workflows of campaigns is very easy. You can quickly create behavioral campaigns based on attributes, segments and add elements to the workflow. You can send an email, then wait, then send another, then exit the campaign if they converted, etc. The workflow is easy to configure and very powerful for automation.
    • We don't use many email templates (we make them in MJML) but it's very easy to add senders, to change templates and in general to test designs.
    • Deliverability works very well, at least for us. It sends emails pretty fast and without issues.
    • Exporting is very quick and easy. Importing wasn't a feature until recently, but it works well too.
    • Seeing activity it's also useful. In general, logs are awesome (be it of a customer, of activity on the site, email sends, etc.).
    • We don't use environments, but it might be very useful for a bigger company.
    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.
    Read full review

    Cons

    Customer.io

    • Push notifications are very rudimentary. Everything has to be done by hand unless you're sending an extremely simple message.
    • A bit too email centric.
    • Lacks an ability to schedule messages on a daily, weekly, etc. basis.
    Read full review

    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.
    Read full review

    Pricing Details

    Customer.io

    Starting Price

    $150 per month

    Editions & Modules

    Customer.io editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      Optional

      Additional Details

      Our basic plan starts at $150 a month and includes 8,000 profiles and up to a million messages. Our premium plan, ideal for high-growth companies looking for greater control over their messaging outcomes includes an annual contract, a 90-day onboarding program, and more. Our enterprise plan, ideal for at-scale companies looking to create world-class customer experiences includes a dedicated CSM, managed infrastructure, and more.

      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

        Customer.io

        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.
        Read full review

        Usability

        Customer.io

        No answers on this topic

        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.
        Read full review

        Support Rating

        Customer.io

        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.
        Read full review

        Implementation Rating

        Customer.io

        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.
        Read full review

        Alternatives Considered

        Customer.io

        Customer.io was really the first pure, full-featured drip email program on the market and as far as I know, it's still the simplest and best overall for that specific function. SendGrid has also added drip campaign features, but I would seriously evaluate Customer.io against any other drip email provider because they really have all the key elements you need to make it work.
        Read full review

        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
        Read full review

        Contract Terms and Pricing Model

        Customer.io

        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.
        Read full review

        Professional Services

        Customer.io

        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.
        Read full review

        Return on Investment

        Customer.io

        • Fast testing for new products to specific groups. It saves a lot of time and money.
        • Removed workload from marketing = more time to make it better.
        • Better contact with specific groups, seeing a increase in sales because of this.
        Read full review

        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.
        Read full review

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