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About

Accelerate your business growth with Dynamics 365, the next generation of CRM and ERP applications. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. Take actions that drive your business. Find and build stronger relationships. Improve productivity and performance. Get a single view of customers. Find and nurture the right leads. Create connected customer experiences. Stay on top of market trends. Deliver positive customer experiences—faster. Optimize resources and help technicians be more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to increase efficiency. Decrease operational expenses and financial complexities. Move from reactive to predictive operations. Automate and simplify your manufacturing and supply chain management. Maximize the life of your assets. Unify your physical and digital commerce. Build brand loyalty through personal engagement. Exceed customer expectations.

About

Enterprise resource planning (ERP) is a process used by companies to manage and integrate the important parts of their businesses. Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. An ERP/CRM system gives everyone, from sales, customer service, business development, marketing, or any other line of business, a better way to manage external interactions and relationships. Gartner predicts that by 2021, CRM will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. A cloud-based solution, open source ERP/CRM, over 30 base modules for your business, and over 500 addons to help you expand and grow. Supports all Industry Segments, flexible integration features, multilanguage and multicurrency features.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies of all sizes

Audience

Companies and businesses seeking a solution to manage their account, stock, project, commerce, and billing operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$190 per user per month
Free Version
Free Trial

Pricing

$60 per month
Free Version
Free Trial

Reviews/Ratings

Overall 4.8 / 5
ease 4.6 / 5
features 4.8 / 5
design 4.7 / 5
support 4.7 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Microsoft
Founded: 1975
United States
dynamics.microsoft.com

Company Information

Unbox ERP
United States
unboxerp.com

Alternatives

HubSpot CRM

HubSpot CRM

HubSpot

Alternatives

EVA ERP/CRM

EVA ERP/CRM

EVA Software Solutions
C2CRM

C2CRM

Clear C2
Tactic

Tactic

ALSOFT Pvt. Ltd.
NetSuite

NetSuite

Oracle

Categories

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

ERP Features

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Billing and Invoicing Features

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Budgeting Features

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Business Management Features

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Lead Generation Features

Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

ERP Features

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Integrations

Alvys
Beesbusy
Browntape
Cloud4Wi
CloudTalk
CobbleStone Contract Insight
Digitoo
EASY eSignature
Finario
Gnani Bot Builder Platform
InfoDesk
Microsoft Dynamics 365 Human Resources
Mobly
Olix365
Scout by Miller Heiman Group
Stadium
TechnoMile Contracts Suite
TradeCloud
Visual Planning
goDeskless

Integrations

Alvys
Beesbusy
Browntape
Cloud4Wi
CloudTalk
CobbleStone Contract Insight
Digitoo
EASY eSignature
Finario
Gnani Bot Builder Platform
InfoDesk
Microsoft Dynamics 365 Human Resources
Mobly
Olix365
Scout by Miller Heiman Group
Stadium
TechnoMile Contracts Suite
TradeCloud
Visual Planning
goDeskless
Claim Microsoft Dynamics 365 and update features and information
Claim Microsoft Dynamics 365 and update features and information
Claim Unbox ERP and update features and information
Claim Unbox ERP and update features and information