Insightly vs Dynamics 365: Which CRM Offers Better Email Tracking

January 21, 2022

Are you looking for a CRM that provides excellent email tracking functionality? If so, you've come to the right place. Many CRMs offer email tracking, but Insightly and Dynamics 365 are two of the most popular options. In this blog post, we'll compare the email tracking capabilities of both CRMs to help you determine which one is the better choice for your business.

Insightly vs Dynamics 365: Overview

Insightly is a cloud-based CRM that’s tailored for small and medium-sized businesses. Insightly is known for its simple and user-friendly interface, which makes it easy for you to manage leads, track opportunities, and analyze your sales pipeline. At the same time, Dynamics 365 is an enterprise-level CRM that's perfect for larger organizations. With Dynamics 365, you can gain insights into your customer behavior, manage your sales team, and automate your workflows.

Email tracking function comparison

Now let's dive into the email tracking capabilities of Insightly vs Dynamics 365. Both CRMs provide tools that track email communication with customers and prospects, but there are differences between them.

Insightly email tracking:

  • Track email opens, clicks, and downloads.
  • Email campaigns can be automated and tracked.
  • Send and receive emails using Insightly.
  • Email templates and scheduling are available.

Dynamics 365 email tracking:

  • Track email opens, clicks, and forwards.
  • Insights on customer email engagement can be gained.
  • Tracking of customer engagement with Business Central documents
  • Functionality with a Microsoft account to support security and management added

While both systems allow the tracking of email opens and clicks, they do have their differentiating factors. Insightly allows for emails to be automated and scheduled, while Dynamics 365 allows you to track customer engagements with Business Central documents. Another key differentiator is the accessibility to the general public. Dynamics 365 is only accessible to those with a Microsoft account, while anyone can access Insightly.

Comparison

Both CRMs offer valuable email tracking tools, but the following points can be considered:

  • Insightly’s email tracking features are more affordable than Dynamics 365's.
  • Dynamics 365 integrates more effectively with Outlook.
  • Insightly generates more insights in the graphic display.

Therefore, one could say that Insightly is more accessible to smaller businesses or solopreneurs due to its pricing, whereas Dynamics 365 may be more effective for larger enterprises.

Conclusion

While both Insightly and Dynamics 365 provide email tracking features, they each have their unique selling points. In summary, Insightly offers more affordability and accessibility, while Dynamics 365 provides more advanced analytics and Microsoft support. Ultimately, the choice of CRM mostly depends on the business size, preferred software supplier, and purpose of use.

References


© 2023 Flare Compare