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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 Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies of all sizes

Audience

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

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$190 per user per month
Free Version Not Supported
Free Trial Not Supported

Pricing

$59/month
Free Version Not Supported
Free Trial Supported

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 Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

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

AI CRM Supported
AI ERP Supported
Automotive ERP Supported
Budgeting Supported
CRM Supported
ERP Supported
Healthcare ERP Supported
Lead Generation Supported
Medical Accounting Supported

Categories

AI CRM Supported

Business Management Features

Billing & Invoicing Not Supported
CRM Supported
Employee Management Not Supported
Financial Management Not Supported
Inventory Management Supported
Marketing Management Supported
Order Management Not Supported
Point of Sale (POS) Not Supported
Project Management Not Supported
Purchasing Not Supported
Scheduling Supported
Time & Expense Tracking Supported
Training Management Not Supported
Vendor Management Not Supported

Billing and Invoicing Features

Billing Portal Supported
Contact Database Supported
Contingency Billing Not Supported
Customer Portal Not Supported
Customizable Invoices Not Supported
Dunning Management Supported
Hourly Billing Not Supported
Invoice History Not Supported
Mobile Payments Not Supported
Multi-Currency Not Supported
Online Invoicing Not Supported
Online Payments Not Supported
Payment Processing Supported
Project Billing Not Supported
Recurring/Subscription Billing Not Supported
Service Ticket Billing Not Supported
Tax Calculator Supported

Budgeting Features

"What If" Scenarios Not Supported
Asset Planning Supported
Balance Sheet Supported
Capital Asset Planning Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Forecasting Supported
General Ledger Supported
Income Statements Supported
Multi-Company Not Supported
Multi-Department / Project Supported
Profit / Loss Statement Supported
Project Budgeting Supported
Run Rate Tracking Not Supported
Version Control Not Supported

CRM Features

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

ERP Features

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

Lead Generation Features

Contact Discovery Not Supported
Contact Import/Export Not Supported
Lead Capture Supported
Lead Database Integration Supported
Lead Nurturing Not Supported
Lead Scoring Not Supported
Lead Segmentation Not Supported
Pipeline Management Not Supported
Prospecting Tools Supported
Visitor Identification Not Supported

Sales Force Automation Features

Call Management Supported
Campaign Management Supported
Channel Management Not Supported
Commission Management Supported
Contact Management Supported
Contract Management Not Supported
Customer Database Supported
Email Marketing Supported
Field Sales Management Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Supported
Referral Tracking Supported
Sales Forecasting Supported
Territory Management Supported

Integrations

AccessPay Supported
Acefone Supported
DATABASICS Time & Expense Supported
Documati Supported
Exclaimer Supported
GetResponse Supported
MarketStudio Supported
Microsoft Dynamics 365 Contact Center Supported
Netstock Supported
Repfabric Supported
SalesCred PRO Supported
Sana Commerce Cloud Supported
ScreenMeet Supported
Sudozi Supported
Symphony Supported
Telia ACE Supported
Xima Cloud Contact Center Supported
altaFlow Supported
iFinder Supported

Integrations

AccessPay Not Supported
Acefone Not Supported
DATABASICS Time & Expense Not Supported
Documati Not Supported
Exclaimer Not Supported
GetResponse Not Supported
MarketStudio Not Supported
Microsoft Dynamics 365 Contact Center Not Supported
Netstock Not Supported
Repfabric Not Supported
SalesCred PRO Not Supported
Sana Commerce Cloud Not Supported
ScreenMeet Not Supported
Sudozi Not Supported
Symphony Not Supported
Telia ACE Not Supported
Xima Cloud Contact Center Not Supported
altaFlow Not Supported
iFinder Not Supported
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