Microsoft Dynamics 365 vs. Nutshell Comparison


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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 Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Launched in 2010, Nutshell is a top-rated CRM known for its affordability and user-friendliness, serving thousands of businesses globally. Every Nutshell subscription includes unlimited data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. Nutshell integrates with the software small businesses already use, including Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps, allowing sales reps to create, search, and edit contact information in the field.
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 medium-sized businesses with inside sales teams, across multiple industries.
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 View more images or videos	Screenshots and Videos View more images or videos
Pricing $190 per user per month Free Version Free Trial	Pricing $13.00/month/user Nutshell Sales: From $13/user per month. Nutshell Marketing: Pricing based on # of marketable contacts, starting at $5/month. Nutshell Engagement: $16 per user 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 Read all reviews	Reviews/Ratings Overall 4.6 / 5 ease 4.6 / 5 features 4.4 / 5 design 4.4 / 5 support 4.5 / 5 Read all reviews
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.	Pros & Cons from Real Users Pros Easy to Use and Effective Makes Customer Tracking Easy Clean, User-Friendly CRM Simple, Intuitive, and Reliable One of the standout features of Nutshell CRM is its user-friendly interface. The clean, intuitive design makes it incredibly easy for team members to navigate and get up to speed quickly, even if they're not particularly tech-savvy. This simplicity doesn't sacrifice functionality, as the CRM also offers comprehensive reporting and analytics. With customizable reports and a dynamic dashboard, Nutshell provides valuable insights into sales performance, lead generation, and customer interactions. This combination of ease-of-use and powerful reporting tools makes it an ideal solution for teams looking to streamline their workflows while gaining actionable business insights. Nutshell is easy to adopt and intuitive for sales teams, which leads to higher usage and better data quality. Pipelines and fields are flexible enough to reflect real sales processes without overcomplication. Visibility into deals, activities, and follow-ups is clear, making it easier for managers to coach and forecast effectively. Nutshell is a user-friendly CRM that works well for managing contacts and sales activity. It’s intuitive and keeps our pipeline organized. Some advanced features may require setup and customization, but overall it’s a dependable tool. Ease of use Ability to group contacts together based on location Tracking leads and contacts Frequent updates Cons Some features take a little time to fully learn but not difficult at all While Nutshell offers a lot of great features, there are a few areas that could be improved. Some users may find the lack of advanced customization options in certain areas, like the user interface or reporting templates, a bit limiting. Additionally, while it integrates with many tools, it doesn't support as wide a range of integrations as some other CRMs, which could be a drawback for teams using more niche software. Advanced reporting and automation are more limited compared to larger enterprise CRMs, and highly complex workflows may require workarounds. Teams looking for deep native marketing automation or heavy customization at the enterprise level may find Nutshell intentionally streamlined rather than exhaustive. There are too many features and settings and it can get very confusing. Sometimes buggy. Pages can freeze up but resolves itself with page refresh.
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 Nutshell Founded: 2009 United States www.nutshell.com
Alternatives Sage Intacct	Alternatives monday CRM monday.com
Centrex Software	HubSpot CRM HubSpot
Infor M3 Infor	Maximizer CRM Maximizer Software
NetSuite Oracle	Pipedrive
SAP S/4HANA SAP View All	Salesforce View All
Categories AI CRM AI ERP Automotive ERP Billing and Invoicing Budgeting Business Intelligence Business Management CRM ERP Healthcare ERP Lead Generation Medical Accounting Sales Force Automation	Categories AI CRM Construction CRM Contact Management CRM Email Marketing Fatigue Management Inside Sales Lead Management Marketing Automation Online Form Builders Sales Analytics Sales Enablement Sales Engagement Sales Force Automation Sales Tracking
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 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 Show More Features 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	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 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 Show More Features Construction CRM Features Client Tracking Contract Management Forecasting Project Management Quote Management Sales Management Scheduling Time Management Contact Management Features Activity Management Appointment Management Contact Database Contact History Contact Import/Export Customer Pipeline Email Marketing Group Management Interaction Tracking Lead Management Prospecting Tools Sales Pipeline Management Search / Filter Segmentation Shared Contacts Social Media Integration Email Marketing Features A/B Testing Artificial Intelligence Auto-Responders CAN SPAM Compliance Customer Surveys Drip Campaigns Dynamic Content Event Triggered Email Image Library Landing Pages/Web Forms Mailing List Management Mobile Optimized Emails Reporting/Analytics Subscriber Management Template Management WYSIWYG Email Editor Inside Sales Features Auto-Dialing Call List Management Call Recording Campaign Management Dashboard Data Management Lead Capture Lead Distribution Lead Scoring Performance Management Lead Management Features Activity Tracking Campaign Management Lead Capture Lead Distribution Lead Nurturing Lead Scoring Lead Segmentation Pipeline Management Prospecting Tools Source Tracking Marketing Automation Features A/B Testing Analytics / ROI Tracking Artificial Intelligence Content / Blogging Platform Customizable CTAs Drip Campaigns Dynamic Content Landing Pages / Web Forms Lead Scoring Sales Intelligence Search Marketing Segmentation Social Marketing Website Visitor Tracking Online Form Builders Features Artificial Intelligence Assign Roles / Permissions Collaboration Tools Conversational Forms Data Tables Drag & Drop / No Code Export to PDF HIPAA Compliant Import Existing Forms Mobile Forms Offline Forms Pre-made Templates Quizzes / Questionnaires Reporting / Data Visualization Signup Forms Surveys Sales Analytics Features Collaboration Tools Dashboards Forecasting Analytics Ideal Customer Profile (ICP) Lead Analytics Pipeline Management Predictive Forecasting Predictive Lead Scoring Sales Intelligence Reporting Sales Enablement Features Collaboration Contact Management Content Management Document Management Goals / Quota Management Lead Management Meeting Management Performance Management Presentation Management Proposal Management Territory Management Training Management Sales Engagement Features Call Scripts / Call Steps CRM Integration Email Sequences Email Tracking / Automation Lead Management Reporting / Analytics Sales / Voice Dialer Sales Automation Search Task Management Templates Workflow Management Sales Tracking Features Activity Dashboard Alerts / Notifications Appointment Scheduling Call Logging Comments / Notes Custom Reports Document Management Email Templates Interaction Tracking Lead Management Lead Scoring Pipeline Management Reporting / Analytics Task Management
Integrations Asana Axis LMS Campaign Monitor Ema Exopen FlowUp Gmail Integry Kindo Kixie PowerCall & SMS Lead411 Mailchimp Membrane Microsoft 365 Microsoft Outlook Stackreaction Truto Voxloud Workers by Delos Zapier Show More Integrations View All 1555 Integrations	Integrations Asana Axis LMS Campaign Monitor Ema Exopen FlowUp Gmail Integry Kindo Kixie PowerCall & SMS Lead411 Mailchimp Membrane Microsoft 365 Microsoft Outlook Stackreaction Truto Voxloud Workers by Delos Zapier Show More Integrations View All 60 Integrations
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