Dynamics 365 CRM vs RepairShopr

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Our analysts compared Dynamics 365 CRM vs RepairShopr 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

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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Designed specifically for repair shops and IT support businesses, RepairShopr offers an easy-to-use platform to manage invoicing, ticketing, point of sale (POS) and marketing. It helps build and maintain customer relationships, ensure repeat business, attract new customers and increase shop efficiency with a streamlined workflow.

It offers appointment, inventory, database management and web management capabilities, along with billing summary and invoice records, customer credit tracking, and barcode creation.
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$65/User, Monthly
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Tailored to your specific needs
$49.99 Monthly, Freemium
Get a free price quote
Tailored to your specific needs
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Windows
Mac
Linux
Android
Chromebook
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Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
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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  • Free of Cost: A free version of the software is available for users to test things out. This lets them check whether or not the solution is a fit for their business. 
  • Enhanced Capabilities: The platform integrates with third-party apps including niche industry software like d7, RepairTech, Max Focus, Toggl and TeamViewer. It also connects with Zapier, Office 365, Slack, Dropbox, Xero, Stripe, Authorize.net, PayPal, Google Calendar, Google Cloud Print and Quickbooks. 
  • Field Support: Users can view calendar appointments while in the field by enabling the two-way Google Calendar sync. 
  • Customization: A customizable template system offers the flexibility to edit the HTML-based PDF templates. Users can add HTML tags to create new layouts and personalized PDF templates. It allows users to edit emails, add shop terms and disclaimers, and create professional invoices, estimates and tickets. 
  • Localization: The software caters to non-U.S. companies, offering international currency and cash denomination support, worldwide SMS support and tax inclusive pricing with VAT invoice support. It also provides localized dates, spellings and languages (only for the customer portal). 
  • Multiple Location Management: The platform supports supervision of multiple stores at different locations from a single account. Users can stay organized and keep track of critical data with location-based documents and consolidated reports. 
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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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  • Core CRM: RepairShopr allows users to access the entire database instantly. It’s equipped with email marketing, a calendar and reminders, SMS and email integration, summary billing statements, tracking of referral sources, segmentation, document storage, marketing automation integration, quotes and proposals, auto-print barcode labels and internal chat integration. 
  • Integrated Marketing: This tool helps companies bring in new business by sending automated customer follow ups and auto-emails. It includes custom built lists, custom campaigns for sales and promotions, automatic collection of social media links and one-click follow up emails. 
  • Leads: This customizable wizard enables one-click customer conversion and creates a seamless flow that helps increase business from web traffic. Notifications alert support agents to customer issues so they can respond quickly, and it allows customers to create tickets from the website. 
  • Reporting: Insights and detailed reports are available for different areas like ticketing, invoicing, CRM and inventory. All reporting features are updated regularly. 
  • Customer Web Portal: Companies can serve users better by providing service statuses and invoice histories, as well as approving or declining estimates. Customers can view their account history and can download PDFs of previous tickets and invoices.
  • Customer Map: Using this tool, users can visualize data to glean insights and quickly analyze the geographical distribution of their target customers. 
  • Ticket Management: Users can filter tickets by assigned tech and current ticket status; organize the tickets by problem type, status or customer; and track tickets by due date or creation date. The lightweight workflow prompts users on what to work on next without slowing things down. 
  • Ticket Dashboard: This feature offers a centralized overview of the status breakdown and ticket quantity to help prioritize jobs. Configurable color coding ensures visibility for urgent items. 
  • Ticket Tracker: Support agents can keep customers updated with the ticket progress bar. They can create custom ticket fields, make single-step updates to the status, use the built-in timer for tracking, send automatic updates or prevent sharing and add other details as required. It includes inbound and outbound email and SMS integration, and one-click creation of invoices from ticket charges. 
  • Image and File Attachment: Users can fetch documents from different platforms and attach images using Dropbox, a webcam or mobile devices. 
  • Customizable Intake Form: These forms automatically fit into the ticket workflow and let customers sign physical or digital copies. 
  • Invoicing: This module allows users to scan serial numbers to invoices for warranty tracking, access recurring invoicing, scan barcodes for line items and insert payment links in emailed invoices. They can send invoices via email, SMS and snail mail. The software provides smooth checkout with payment types that are customizable, digital signatures for touchscreens, and a deposit and cart system. 
  • POS: Directly integrated with the inventory module, the POS system calculates changes automatically, manages multiple cash registers and supports barcode scanning. It offers reporting for individual retail shops and store chains. 
  • Inventory Management: This module offers batch tracking, return tracking and vendor information. Users can monitor stock levels, receive reminders about reorders, check barcode labels, specify both non-taxed and taxed items, and add warranties. It's equipped with a vendor and PO system, along with customizable product categories with reporting. It allows users to average the cost for variable price items as well as manage retail and wholesale pricing. 
  • Tracking Part Orders: This feature allows users to check part orders at different stages — from ticket raising to invoicing. They can track one-off purchases, associate them with a ticket and have them charge automatically upon invoicing. 
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Product Ranking

#4

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CRM Software

#88

among all
CRM Software

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User Sentiment Summary

Great User Sentiment 5825 reviews
Excellent User Sentiment 244 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.

90%
of users recommend this product

RepairShopr has a 'excellent' User Satisfaction Rating of 90% when considering 244 user reviews from 2 recognized software review sites.

4.6 (21)
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3.7 (1433)
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4.3 (3779)
4.52 (122)
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4.5 (122)
4.5 (23)
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3.9 (569)
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Awards

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RepairShopr stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

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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Streamlined Ticket Management: RepairShopr offers efficient ticket creation, assignment, and tracking, ensuring smooth workflow management for customer support teams.
Customizable Interface: Users appreciate the ability to tailor the platform to their specific needs, including custom fields, workflows, and branding options.
Integrations: RepairShopr integrates with various third-party tools, such as QuickBooks and Xero, for seamless data synchronization and enhanced functionality.
Mobile App: The mobile app allows technicians to access and update tickets, manage inventory, and communicate with customers while on the go.
Reporting and Analytics: RepairShopr provides comprehensive reporting tools to track key metrics, identify trends, and gain insights into business performance.
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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: RepairShopr's interface and workflow might feel restrictive for businesses with unique or complex processes, as it offers limited options for customization to tailor the platform to specific needs.
Reporting Challenges: Generating custom reports or extracting specific data insights can be cumbersome due to the platform's reporting limitations, potentially hindering data-driven decision-making.
Mobile App Shortcomings: The mobile app's functionality may not fully mirror the web version, potentially impacting technicians or users who rely on mobile access for field work or remote operations.
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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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Is your business in need of a tune-up? RepairShopr might just be the wrench in the works you need. RepairShopr users rave about its comprehensive features, especially inventory management and its built-in POS system, which simplifies the sales process and keeps track of every nut and bolt. The ability to create custom fields and workflows is a major plus, allowing businesses to tailor the software to their specific needs. RepairShopr's customer support also receives high marks, with users praising the team's responsiveness and helpfulness. However, some users find the interface a bit clunky and dated, and the mobile app could use some improvement. Compared to competitors like ServiceTitan and Housecall Pro, RepairShopr is often seen as a more affordable option with a wider range of features, making it a solid choice for small to medium-sized businesses looking for a one-stop shop to manage their operations. But for larger enterprises or those needing industry-specific features, other platforms might be a better fit. Overall, RepairShopr appears to be a reliable and versatile tool that can help businesses streamline their repair processes and boost efficiency. Keep in mind that software is constantly evolving, so it's always a good idea to check the latest reviews and comparisons before making a decision.

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