Dynamics 365 CRM vs Rethink CRM

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Our analysts compared Dynamics 365 CRM vs Rethink 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
Rethink 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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Rethink CRM is a sophisticated software solution designed to streamline customer relationship management tasks, particularly for real estate professionals. It offers a comprehensive suite of features including lead management, deal tracking, and automated workflows, which enhance productivity and client engagement. The platform is particularly well-suited for commercial real estate brokers and agents due to its industry-specific functionalities, such as property and transaction management tools.

Users appreciate the intuitive interface and robust analytics capabilities, which provide actionable insights into client interactions and market trends. The software's integration with other business tools further amplifies its utility, making it a versatile choice for firms looking to consolidate their operations. Pricing typically falls within a mid-range bracket, often structured on a per-user, per-month basis, making it accessible for both small teams and larger enterprises.

Compared to similar products, Rethink CRM stands out for its tailored approach to real estate, offering a more specialized experience that resonates well with its target audience. This focus on industry-specific needs, combined with positive user feedback, underscores its effectiveness in enhancing CRM processes.

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$65/User, Monthly
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$120/User, Monthly
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Tailored to your specific needs
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Mobile
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Product Assistance

Documentation
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Live Online
Videos
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Email
Phone
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FAQ
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Knowledge Base
24/7 Live Support
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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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  • Enhanced Customer Insights: Gain a deeper understanding of customer behavior and preferences through detailed analytics and reporting.
  • Improved Sales Efficiency: Streamline sales processes with automated workflows, reducing manual tasks and freeing up time for more strategic activities.
  • Better Customer Retention: Utilize targeted communication and personalized follow-ups to maintain strong relationships and reduce churn rates.
  • Centralized Data Management: Store all customer information in one place, ensuring easy access and reducing the risk of data silos.
  • Increased Collaboration: Foster teamwork with shared access to customer data and collaborative tools, enhancing coordination across departments.
  • Scalable Solutions: Adapt the CRM to grow with your business, accommodating increasing data and user needs without compromising performance.
  • Enhanced Decision-Making: Leverage real-time data and predictive analytics to make informed business decisions and identify new opportunities.
  • Customizable Dashboards: Tailor dashboards to display the most relevant metrics and KPIs, providing a clear overview of performance at a glance.
  • Seamless Integration: Integrate with existing tools and platforms, such as email and marketing automation software, to create a cohesive tech ecosystem.
  • Cost Savings: Reduce operational costs by automating routine tasks and minimizing the need for manual data entry and management.
  • Enhanced Security: Protect sensitive customer data with robust security measures, ensuring compliance with industry standards and regulations.
  • Mobile Accessibility: Access CRM features on-the-go with mobile-friendly interfaces, allowing for greater flexibility and responsiveness.
  • Personalized Customer Experiences: Deliver tailored interactions based on comprehensive customer profiles, enhancing satisfaction and loyalty.
  • Streamlined Onboarding: Simplify the onboarding process for new employees with intuitive interfaces and comprehensive training resources.
  • Proactive Issue Resolution: Identify and address potential issues before they escalate, improving overall customer satisfaction and trust.
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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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  • Customizable Dashboards: Tailor your dashboard to display key metrics and data points relevant to your business needs.
  • Advanced Reporting: Generate detailed reports with customizable parameters to gain insights into sales performance and customer interactions.
  • Lead Management: Efficiently track and manage leads through the sales pipeline with automated workflows and reminders.
  • Contact Management: Maintain a comprehensive database of customer information, including communication history and personal details.
  • Integration Capabilities: Seamlessly integrate with popular tools like Outlook, Gmail, and various marketing automation platforms.
  • Mobile Access: Access your CRM data on-the-go with a fully functional mobile app, ensuring productivity from anywhere.
  • Email Campaigns: Create, send, and track email campaigns directly from the CRM, with built-in analytics to measure effectiveness.
  • Task Automation: Automate repetitive tasks such as follow-up emails and data entry to save time and reduce human error.
  • Pipeline Management: Visualize and manage your sales pipeline with drag-and-drop functionality to easily update deal stages.
  • Role-Based Access Control: Ensure data security by assigning specific access permissions based on user roles within the organization.
  • Customer Support Integration: Integrate with customer support platforms to provide a unified view of customer interactions and support tickets.
  • Analytics and Insights: Utilize built-in analytics tools to gain actionable insights into customer behavior and sales trends.
  • Custom Fields: Add custom fields to capture unique data points specific to your business processes and requirements.
  • Collaboration Tools: Facilitate team collaboration with shared calendars, task assignments, and internal messaging features.
  • Data Import/Export: Easily import and export data in various formats to ensure seamless data migration and integration.
  • API Access: Leverage API access to build custom integrations and extend the functionality of the CRM to meet specific business needs.
  • Real-Time Notifications: Receive real-time alerts and notifications for important events, such as new leads or deal updates.
  • Document Management: Store and manage documents within the CRM, linking them to relevant contacts, deals, or projects.
  • Social Media Integration: Connect with social media platforms to track customer interactions and gather additional insights.
  • Training and Support: Access comprehensive training resources and customer support to ensure successful CRM adoption and usage.
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Product Ranking

#4

among all
CRM Software

#399

among all
CRM Software

Find out who the leaders are

User Sentiment Summary

Great User Sentiment 5825 reviews
Great User Sentiment 7 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.

82%
of users recommend this product

Rethink CRM has a 'great' User Satisfaction Rating of 82% when considering 7 user reviews from 1 recognized software review sites.

4.6 (21)
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3.7 (1433)
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4.3 (3779)
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4.1 (7)
4.5 (23)
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3.9 (569)
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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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Easy to Use: Users consistently praise Rethink CRM for its intuitive interface, making it easy to navigate and manage customer data, even for those with limited CRM experience.
Strong Reporting Capabilities: Rethink CRM provides robust reporting features, allowing users to gain valuable insights into customer behavior and sales performance, helping them make data-driven decisions.
Excellent Customer Support: Users consistently highlight the responsiveness and helpfulness of Rethink CRM's customer support team, providing timely assistance and resolving issues efficiently.
Affordable Pricing: Rethink CRM offers competitive pricing plans, making it an attractive option for businesses of all sizes, especially those with limited budgets.
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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: Some users have found that Rethink CRM's customization options are limited, making it difficult to tailor the platform to their specific business needs. For example, they may not be able to create custom fields or reports that are essential for their workflow.
Steep Learning Curve: Rethink CRM's interface can be complex and challenging to navigate, especially for users who are new to CRM software. This can lead to frustration and a longer time to get up to speed with the platform.
Lack of Mobile App: The absence of a dedicated mobile app can be a significant drawback for businesses that require access to their CRM data on the go. This can make it difficult to manage leads, track sales, and stay connected with customers while away from the office.
Integration Challenges: Rethink CRM may not integrate seamlessly with other essential business tools, such as email marketing platforms or accounting software. This can create data silos and make it difficult to get a complete picture of customer interactions.
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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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Rethink CRM: Is it a game-changer or just a rehash of the same old CRM? User reviews for Rethink CRM paint a picture of a product that is a breath of fresh air for real estate professionals who are tired of clunky, outdated CRM systems. Users rave about its intuitive interface, which makes it easy to navigate and use, even for those who are not tech-savvy. They also appreciate the robust features that allow them to manage their contacts, deals, and tasks efficiently. Rethink CRM's ability to connect data points, such as properties, proposals, and contacts, is a major selling point for users who are frustrated with the limitations of spreadsheets. This feature allows them to gain a comprehensive view of their business and make better decisions. However, some users have expressed concerns about the lack of mobile app functionality, which can be a major drawback for those who need to access their CRM on the go. Additionally, some users have reported that the customer support could be more responsive. Despite these minor drawbacks, Rethink CRM is a powerful tool that can help real estate professionals streamline their operations and close more deals. Rethink CRM is most suited for real estate professionals who are looking for a user-friendly and powerful CRM system that can help them manage their business more effectively. It is particularly well-suited for teams that are tired of using spreadsheets and are looking for a more sophisticated solution.

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