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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

Expedify is an AI-powered, agentic CRM designed to transform how businesses manage customer relationships. Unlike traditional CRMs, Expedify thinks, talks, and acts to deliver real-time insights, automated communications, and seamless decision-making. Key Features: - AI-Powered Automation: Predicts customer behavior, sends personalized messages, and automates workflows. - 2-Way Multichannel Communication: Enables interactive engagement—in channels like WhatsApp—without third-party tools. - Automated Follow-Ups & Journeys: Personalizes communication and manages leads from first contact to sale. - Predictive Analytics: Uses AI to forecast customer actions and drive smarter sales and marketing decisions.

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

SaaS Founders, Ambitious digital agency founders, IT Services agencies and founders

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

No images available

Pricing

$190 per user per month
Free Version
Free Trial

Pricing

$25/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 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.0 / 5

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

Expedify
Founded: 2018
India
app.expedify.ai/

Alternatives

Alternatives

Infor M3

Infor M3

Infor
Nutaan CRM

Nutaan CRM

Tecosys
NetSuite

NetSuite

Oracle
monday CRM

monday CRM

monday.com

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

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

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

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

Integrations

ATSTimeWork OnDemand
Citrix Enterprise Browser
Desktop.com
Evergiving
Exclaimer
Gnani Bot Builder Platform
InteractionSync
Marketing4Dynamics
MetaDocs
Narvar
PhoneBurner
SmartSales
Syfter
TradeCloud
Undo2Restore
Vincle CRM
WisePorter
eoStar

Integrations

ATSTimeWork OnDemand
Citrix Enterprise Browser
Desktop.com
Evergiving
Exclaimer
Gnani Bot Builder Platform
InteractionSync
Marketing4Dynamics
MetaDocs
Narvar
PhoneBurner
SmartSales
Syfter
TradeCloud
Undo2Restore
Vincle CRM
WisePorter
eoStar
Claim Microsoft Dynamics 365 and update features and information
Claim Microsoft Dynamics 365 and update features and information
Claim Expedify and update features and information
Claim Expedify and update features and information