Dynamics 365 CRM vs Chime CRM

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Our analysts compared Dynamics 365 CRM vs Chime CRM based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Dynamics 365 CRM Software Tool
Chime CRM Software Tool

Product Basics

Dynamics 365 CRM streamlines customer relationship management through a cloud-based platform. Tailored for mid-size to large businesses, it centralizes interactions, automates workflows, and fosters data-driven insights. Key benefits include sales force automation, marketing campaign management, and service case tracking. Popular features like social listening and lead scoring help nurture potential customers. User reviews within the CRM landscape praise its robust customization options and seamless integration with other Microsoft products. However, the subscription-based pricing model, starting at per-user monthly fees, can be a cost consideration for smaller businesses.

Pros
  • Robust customization
  • Seamless Microsoft integration
  • Strong sales automation
  • Intuitive interface
  • Mobile app functionality
Cons
  • Potentially complex setup
  • Higher learning curve
  • Subscription-based pricing
  • Limited reporting options
  • Occasional performance issues
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Chime CRM is an all-in-one suite designed to serve small, mid-sized and large real estate companies. It offers a wide range of capabilities, including lead generation, relationship cultivation, lead closure, process automation, reporting, improved organization and more.

It helps engage and satisfy customers with optimized marketing, responsive CRM and an IDX website. Different customizable packages are available to choose from — Breakthrough, Essential and Domination.
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$65/User, Monthly
Get a free price quote
Tailored to your specific needs
$449/User, Monthly
Get a free price quote
Tailored to your specific needs
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Android
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Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
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Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Gain a 360-Degree View: Sales and marketing benefit from a single source of customer data to provide a consistent experience for buyers. Customer service teams also get a view of every customer’s journey across all touchpoints. 
  • Execute Multichannel Campaigns: Target a number of channels for lead generation, including email marketing, events, SMS, landing pages and more. A connector to lead gen forms for LinkedIn enables audience targeting, lead nurturing and buyer journey creation using LinkedIn information. 
  • Deliver Exceptional Service: Predictive care tools and AI insights provide customer service agents with data to tackle issues proactively and reach the best outcomes. Other tools include intelligent case routing, gamification elements that encourage high performance, self-service options, agent performance metrics and more. 
  • Boost Conversion Rates: Scoring models help determine which contacts are most likely to convert, and smart scheduling capabilities ensure reps reach out at the best time. Sales reps can view lead score, lead trend and lead grade metrics to determine the status of each contact and target the hottest opportunities for better win rates. 
  • Personalize Messaging: Leverage embedded insights to use the most relevant, personalized messaging. Use in combination with segmentation to ensure tailored content reaches the right audience. Customize landing pages using prospects’ data. 
  • Connect With LinkedIn Sales Navigator: Create trust with contacts and conduct relationship selling using relevant data and rich profiles, such as related leads. 
  • Optimize Content: Know which contacts open emails, reply, click links and interact in other ways through metrics. Make informed email strategies, provide relevant content and reply with timeliness. Understand customer needs accurately using customer surveys. 
  • Use Other MS Tools: Microsoft Dynamics 365 has Office 365 apps built in, facilitating work with familiar tools like Excel and Outlook. 
  • Streamine Processes:: AI-driven prompts simplify data entry for records, and playbooks centralize sales techniques, ensuring more focus on selling. 
  • Coordinate Marketing and Sales: Ensure a smooth hand-off from marketing to sales, and automatically send leads to sales reps once lead scores reach the predetermined level. 
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  • Leverage Intelligent Advertising: Devise the best possible campaign strategy using data and insights from AI-assisted advertising. Calculate keywords, high-frequency bidding, creative variations, targeting and more. 
  • Optimize Lead Generation and Capturing: Know customers better via a lead capture engine that gathers optimized information through intensive testing. Eliminate guesswork using AI-enabled tools and identify and attract potential leads through intent targeting. 
  • Respond Instantly: Save time, focus on hot leads, enhance lead quality and manage bulk leads using automated tags. An AI-powered assistant ensures automatic, instant and customizable responses to inquiries from new leads. 
  • Make Smart Transactions: Create automated workflows using smart action plans. Organize and upload files smoothly through digital tools. Track transaction details with a live-updating module and get visibility into aggregated earnings. 
  • Data Insights: Real-time access to key metrics like GCI, revenue, sales data and closing data enables users to make data-driven business decisions. 
  • Enable Effective Teamwork: Strengthen teamwork and improve client relationships by customizing agent roles. Assign leads to agents, lenders and assistants based on price, location, source and type using lead routing and follow up through Blast Alert or Next Up. Agents can claim leads and boost productivity via Lead Pond, which helps share and distribute leads. 
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  • Campaign Builder: Set up and execute campaigns via a visual building tool, and design customer journeys by arranging templates using the drag-and-drop interface. It’s also possible to set triggers based on a range of rules, choose segmented groups, assign emails, include events or surveys, and more. 
  • Dashboards: Access a host of metrics related to leads, revenue and other data sources from dashboards and customize them to show the most important KPIs. Dashboard types include: 
    • User Dashboards: Visible to and controlled by individual users. 
    • System Dashboards: Visible to everyone, with the option to reduce visibility to certain roles. Customized and controlled by system admins. 
  • Lead Nurturing: Account-based marketing features provide capabilities such as customer segmentation, personalized email content and performance metrics. Build buyer journeys and set rules that define a lead’s score based on the individual lead record, the related contact or the related account. 
  • Integrations: Apart from the Dynamics 365 toolset and other MS applications, the platform integrates with partner systems. Integration with Zapier offers access to more than 1,500 apps, ensuring greater extendability. 
  • Event Management: Control all aspects of events, from registrations and speakers to sessions and venue logistics from an event portal. It integrates with ON24 and other providers to support running webinars. 
  • Customer Service Insights: Powered by AI, machine learning and BI tools, this feature helps track KPIs visually for at-a-glance insights. Monitor: 
    • Customer satisfaction levels
    • A range of case metrics
    • Backlog trends
    • Incoming support topics
    • Engagement patterns
    • Support agent performance
  • Customer Insights: This add-on feature uses AI to support marketing efforts. 
    • Use Microsoft Graph to input audience intelligence.
    • Build triggered workflows with Microsoft Flow.
    • Customize reports and dashboards with the Power BI connection.
    • Microsoft PowerApps enables custom app creation.
    • Governance tools and security features ensure GDPR compliance and data privacy.
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  • AI Assistant: Increase lead response rate with automatic and instant responses. 
    •  Follow up with the right campaigns and workflows using Smart Plans and send automated property recommendations with Auto Property Alerts. 
    •  Reply to new leads in real time via customized script responses. 
    •  Send notifications to agents when leads are hot or require immediate attention. 
    •  Use automated tags to bulk manage leads. 
  • Operational Intelligence: Make informed decisions by measuring website traffic in a live timeline. Determine the best match for buyers with listings and streamline dialogues through communication analysis. 
  • Reporting and Forecasting: Determine business goals and track progress by closings, volume, revenue and GCI. Generate performance reports to monitor team productivity and provide helpful feedback. Track progress through updated business reports for real-time analytics. 
  • Listing Management: Add and edit property listings, and match them according to the buyer that best fits the profile. View MLS listings, including those that aren’t on the market yet. 
  • Automated Nurturing: Find the best lead matches according to search criteria, set up automatic property alerts based on customer behavior and encourage prompt actions leveraging instant market analysis and ongoing trends. 
  • Communication Management: Communicate with customers effectively using individual and mass texting and manage conversations in the system. Integrates with Gmail, iCloud, Exchange and Yahoo, and offers auto-email capabilities. Use its click-to-call feature to schedule follow-ups, leave voice messages, call clients and make conversation notes. 
  • Smart Plans: Engage short and long-term leads based on closing dates, holidays and birthdays. Streamline internal transactions and sales processes using automated action plans. Build a toolset quickly using a content library. 
  • Power Dialer: Approach leads using smart scripts, set automated text or voice messages for unanswered calls, and transfer calls to available agents. Create custom call lists or automatically generate them leveraging pipeline status and profile information. 
  • Mobile App: Contact prospects using automatic dialing and stay connected through real-time chat and instant notifications. Sort, filter and engage leads on the go. 
  • Integrations: Integrates with Realtor, Zillow, Homes, Redfin, Trulia, RE/MAX, Flipt, Bold Leads and more to ensure easy migration. Supports popular apps, such as Gmail, MailChimp, BombBomb, Google Calendar, Microsoft Exchange and Zapier, and transaction tools like Brokermint and Dotloop. 
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Product Ranking

#4

among all
CRM Software

#217

among all
CRM Software

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User Sentiment Summary

Great User Sentiment 5825 reviews
Great User Sentiment 135 reviews
82%
of users recommend this product

Dynamics 365 CRM has a 'great' User Satisfaction Rating of 82% when considering 5825 user reviews from 5 recognized software review sites.

84%
of users recommend this product

Chime CRM has a 'great' User Satisfaction Rating of 84% when considering 135 user reviews from 2 recognized software review sites.

4.6 (21)
n/a
3.7 (1433)
n/a
4.3 (3779)
4.21 (67)
n/a
4.2 (68)
4.5 (23)
n/a
3.9 (569)
n/a

Synopsis of User Ratings and Reviews

Easy to Use: 98% of reviewers referencing usability felt the software is user-friendly.
Improved Productivity and Efficiency: The system aids efficiency and productivity, as observed by every user who talks about this aspect.
Customer Relationship Management: 95% of the reviewers who reference this aspect noted that it aids a positive customer experience.
Customization: Adding or removing fields is simple and doesn’t require technical help, as observed by more than 85% of reviews mentioning this feature.
Integration: Important integrations such as Power BI, Cortana, Azure and Office are of great help, as noted by 92% of the reviewers who refer to this element.
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Smart Calling Features: Users appreciate the platform's ability to automatically log calls, record conversations, and send follow-up text messages, which streamlines communication and saves time.
AI Assistant: The AI assistant is a valuable tool for lead generation and qualification, providing insights and automating tasks to help users prioritize leads effectively.
Social Media Integration: Chime's integration with social media platforms allows users to manage interactions and engage with potential clients directly within the CRM, enhancing social media marketing efforts.
Website & Lead Form Integration: The platform seamlessly integrates with websites and lead forms, automatically capturing leads and their information, which simplifies lead management and ensures no opportunities are missed.
Team Collaboration Tools: Chime facilitates team collaboration through features like shared task lists, calendars, and communication channels, promoting efficient teamwork and project management.
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Learning Curve: According to 90% of the reviewers talking about this factor, new customers require a bit of training, which is time consuming.
Pricing: Microsoft Dynamics 365 is expensive, as observed by every user mentioning cost.
Slow Performance: At times, the platform takes time to sync and perform simple tasks, as observed by almost 70% of reviewers referring to this aspect.
Navigation: 90% of the reviews about this feature mentioned the navigation is complicated, especially for new users.
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Limited Customization: Users have expressed frustration with the inability to tailor certain features to their specific workflows, such as customizing pipeline stages or adding custom fields to contact records.
Reporting Limitations: Generating custom reports or accessing granular data for in-depth analysis can be challenging, limiting users' ability to gain comprehensive insights into their sales performance and customer behavior.
Integrations: While Chime offers some integrations with popular business tools, users have noted that the range of available integrations is not as extensive as some other CRM platforms, potentially hindering seamless data flow between different systems.
Mobile App Functionality: The mobile app's functionality has been a point of contention for some users, with reports of limited features and occasional performance issues compared to the desktop version.
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A mix of praise and critique defines 2023 user reviews for Dynamics 365 CRM. Fans champion its robust customization, enabling precise tailoring to diverse business needs, like adding fields to track specific equipment rentals or crafting workflows for complex approval processes. This flexibility, some say, surpasses competitors like Salesforce, where out-of-the-box options might constrain unique workflows. Yet, this very strength can be a double-edged sword. Detractors find the customization curve steep, requiring significant IT expertise or costly consultant guidance, unlike the more user-friendly setup of HubSpot. Integration shines as a clear win for Dynamics 365. Seamlessly blending with Microsoft's ecosystem, including Outlook and Teams, streamlines communication and boosts collaboration. Imagine pulling CRM data directly into an email or setting up team meetings from contact records – a breeze for Dynamics users, while competitors often require clunky workarounds. However, pricing structure remains a sore spot. While subscription fees are competitive, the extensive customization often necessitates additional add-ons and consultancy, potentially inflating costs compared to more all-inclusive options like Zoho CRM. Ultimately, reviews suggest Dynamics 365 excels for businesses seeking in-depth customization and Microsoft integration, willing to invest time or resources in setup. For those prioritizing ease of use or budget-friendliness, alternatives might be a better fit. The key takeaway? Choose the CRM that complements your unique needs and technical capabilities.

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Let's dive into the world of Chime CRM and see what users have been saying about it over the past year.  Chime CRM seems to be a bit of a mixed bag, with users highlighting both its strengths and weaknesses.  One of its biggest strengths is its all-in-one nature, bringing together a bunch of different tools like a CRM, marketing automation, and even a dialer, which can be a real time-saver for busy folks.  Users also give it props for its ease of use, especially for those who might not be tech-savvy.  However, there are some downsides too.  Some users find the interface a bit clunky and outdated, and the customer support can be hit or miss.  Plus, the pricing can get a little steep, especially as you add more users or features. Now, let's see how Chime CRM stacks up against the competition.  Compared to other CRMs like Salesforce or HubSpot, Chime is often seen as the more affordable option, especially for smaller teams or solopreneurs.  It's also praised for its focus on real estate, with features like IDX website integration and lead generation tools that are tailor-made for realtors.  However, it might not be as feature-rich or customizable as some of the bigger players in the CRM game.  So, who is Chime CRM best suited for?  Well, it seems like it's a good fit for real estate professionals who want an all-in-one solution that's easy to use and won't break the bank.  But if you need a highly customizable CRM with all the bells and whistles, you might want to look elsewhere.  Keep in mind that user experiences can vary, so it's always a good idea to check out the latest reviews and maybe even try a free trial before making a decision.  The CRM landscape is constantly evolving, so staying up-to-date is key!

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