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Claritysoft CRM vs Dynamics 365: Which is best for you?
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Features
- It brought much-needed organization to our client and prospect management, and we were able to implement a quoting process within the CRM that significantly reduced the time it takes us to generate and process quotes.
- The export and import system can be sometimes hard to work with. Because of this we prefer to do manual updates instead of uploading entire spreadsheets.
- For salespeople, it removes a lot of the usual admin - meetings are quick to log, and the Microsoft 365 integration makes a real difference, allowing calls to be made directly from the platform while automatically capturing and recording meetings.
- Customization options are limited compared to competitors and it takes extra steps to view and analyze data, which can be frustrating for users who need to make quick, data-driven decisions.
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Recommendations
