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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

LocalTry is a web-based business operating system built for service organizations. Its CRM connects to jobs, scheduling, estimates, invoices, documents, customer portals, reviews, marketing analytics, email campaigns, social publishing, AI agents, and automated workflows. The Workspace Builder lets a business add custom modules, fields, and views without replacing the connected customer system. Teams can manage lead follow-up, delivery work, customer communication, and reporting from one current record. LocalTry runs on Cloudflare Workers and provides plan-based browser access.

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

Small and growing service businesses, agencies, consultants, local professional firms, and multi-location service operators.

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

$59/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:

Review this Software

Pros & Cons from Real Users

Pros

  • It's incredible with efficiency to manage cash by using different currencies. Incredible for it's effectiveness with project budgeting and forecasting.
  • Reliable with Fixed Asset management and easy to run depreciation. Superb experience with bank account reconciliation. Journal entries helps alot with reversal. Customization of invoices.
  • Very accurate with reporting on finances of the industry. Most convenient with Purchasing and supply. Super supportive customer service.
  • Microsoft Dynamics 365 is currently used as the recommended consumer partnership monitoring program in my organization's workplaces where I work. We use it to seamlessly manage consumer information and keep an eye on customers and important sales metrics. This makes it very easy for the superiors in my organization to determine our sales pipelines and also the possible sales targets.
  • Efficiency to manage different bank accounts and petty cash in the organization. Reporting is perfect and more accurate. Reliable with inventory control.

Cons

  • Love it's reliability with project planning and budgeting.
  • Great and best ERP with bank account management and inventory control.
  • Most convenient and very reliable with financial control.
  • Microsoft Dynamics 365 can be done with enhanced intuition for customers. For example, entering information is often a laborious experience for novice users. Its user interface style is not simplified enough for smooth browsing, specifically on web registration pages.
  • Great ERP and efficient with inventory control and its easy to customize.

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

LocalTry
localtry.com

Alternatives

Alternatives

LionO360

LionO360

LionOBytes
Infor M3

Infor M3

Infor
NetSuite

NetSuite

Oracle

Categories

Categories

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

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

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

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

CallMaker
Convertr
Experlogix CPQ
GigTel
GrowthLoop
IDL Publisher
Inogic Subscription and Recurring Billing Management
Lead Liaison
Mailock
Nucla
OnePlan
Proof
Rapid POS
ScreenMeet
Supervity
UpKeep
Xima Cloud Contact Center
eComFax
mainsim

Integrations

CallMaker
Convertr
Experlogix CPQ
GigTel
GrowthLoop
IDL Publisher
Inogic Subscription and Recurring Billing Management
Lead Liaison
Mailock
Nucla
OnePlan
Proof
Rapid POS
ScreenMeet
Supervity
UpKeep
Xima Cloud Contact Center
eComFax
mainsim
Claim Microsoft Dynamics 365 and update features and information
Claim Microsoft Dynamics 365 and update features and information
Claim LocalTry and update features and information
Claim LocalTry and update features and information