


Workbooks is a web-based CRM offering simple functionality that conforms to your business size and needs.
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Open configuration allows users to completely modify the software in any manner they see fit.With a simple UI, the product is easy to pick up, allowing you to immediately begin streamlining all of your company’s customer management needs. Add-ons available for process automation, business activity and reporting, as well as an optional HubSpot connectorĬreatio seamlessly integrates business process management assets with customer relationship management tools to create a more efficient CRM platform.

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Full customization and integration that meet your unique business needs.Efficient lead management tools that streamline acquisition through software-to-sales access.The platform lets you define what type of information is tracked and shown, allowing you to productively focus on your company’s particular interests and needs. Having been on the scene for more than 25 years, Maximizer CRM has proven itself to be a solid, all-in-one software that is easily adaptable to your company’s needs. Here are just a few alternatives to Microsoft Dynamics CRM to consider: User-Friendly Alternatives Maximizer CRM Many vendors help address Dynamics’ shortcomings by offering specific features that can end up being more relevant to your business’s efficiency. The first step to deciding what CRM platform is the best fit for your company begins with simply assessing what you need your software to do. What these vendors lack in notoriety, they certainly make up for with their unique approaches to the tried-and-true CRM implementation methods. Even with these missteps, it is easy to see how Microsoft Dynamics CRM casts such a large shadow.īut what of the vendors that are caught underneath the shadow of this CRM powerhouse? You might think that businesses would shy away from trying to compete with a corporate juggernaut such as Microsoft, but you’d be surprised at how many companies are willing to step into the ring. Customization can also offer too much complexity for smaller businesses seeking to implement a quick-and-easy CRM. As CRM solutions go, Dynamics is not the most cost-effective and can be cumbersome to use with any other programs beside Microsoft Office. Microsoft Dynamics CRM may perform well for most business types, but cost of entry and complex customization options can lead users to wonder if a more optimal solution is out there.Īlthough Dynamics has a highly customizable user interface that integrates easily with Microsoft Office, it is not without fault. When it comes to choosing a Customer Relationship Management (CRM) platform, familiarity or loyalty to a brand should not be a factor in your decision - just because a platform has a recognizable name doesn’t automatically mean it’s a good fit for your company’s needs. Working with Microsoft Dynamics is a lot like dining at your local go-to restaurant: it adequately satisfies your cravings, but you can’t help but wonder if there might be a better alternative out there.
