# Claritysoft, Creatio vs Dynamics 365 Sales Comparison

| | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Star Rating** | 4.3 out of 5 | 4.6 out of 5 | 3.8 out of 5 | 
| **Total Reviews** | 106 | 313 | 1,618 | 
| **Largest Market Segment** | Small-Business (65.0% of reviews) | Small-Business (43.7% of reviews) | Mid-Market (39.4% of reviews) | 
| **Entry Level Price** | $49.00 | Starting at $40.00 1 user Per Month | $210/month per user | 

---
## Top Pros & Cons

### Claritysoft

Pros:
- Ease of Use (2 reviews)
- Easy Tracking (2 reviews)

Cons:
- Feature Issues (2 reviews)
- Limited Customization (2 reviews)

### Creatio

Pros:
- Ease of Use (32 reviews)
- Efficiency (21 reviews)

Cons:
- Learning Curve (10 reviews)
- Missing Features (10 reviews)

### Dynamics 365 Sales

Pros:
- Ease of Use (21 reviews)
- Integrations (11 reviews)

Cons:
- Learning Curve (13 reviews)
- Complexity (8 reviews)

---
## Ratings Comparison
| Rating | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
  | **Meets Requirements** | 8.5 (90 reviews) | 9.1 (224 reviews) | 8.1 (1291 reviews) | 
  | **Ease of Use** | 8.6 (91 reviews) | 9.1 (251 reviews) | 7.4 (1297 reviews) | 
  | **Ease of Setup** | 8.3 (51 reviews) | 8.4 (152 reviews) | 7.2 (417 reviews) | 
  | **Ease of Admin** | 8.9 (46 reviews) | 8.6 (120 reviews) | 7.6 (385 reviews) | 
  | **Quality of Support** | 8.7 (92 reviews) | 9.1 (222 reviews) | 7.5 (1132 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.1 (48 reviews) | 9.2 (119 reviews) | 7.8 (380 reviews) | 
  | **Product Direction (% positive)** | 8.3 (89 reviews) | 9.2 (209 reviews) | 6.3 (1268 reviews) | 

---
## Pricing

### Claritysoft

#### Entry-Level Pricing

Plan: Professional 

Price: $49.00

Description: A robust and comprehensive set of tools and essential features.

Key Features:
- Account & Contact Management
- Lead Management
- Task & Event Management

[Browse all 3 editions](https://www.g2.com/products/claritysoft/pricing)

#### Free Trial

Yes

### Creatio

#### Entry-Level Pricing

Plan: Growth

Price: Starting at $40.00 1 user Per Month

Description: Provide automation to SMB clients 

Key Features:
- No-code user interface designer
- Customization via scripts
- Unlimited number of records

[Browse all 3 editions](https://www.g2.com/products/creatio/pricing)

#### Free Trial

No

### Dynamics 365 Sales

#### Entry-Level Pricing

Plan: Dynamics 365 Plan

Price: $210 /month per user

Description: Get full use of all applications in one comprehensive, cost-efficient option.


[Browse all 3 editions](https://www.g2.com/products/dynamics-365-sales/pricing)

#### Free Trial

No

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Claritysoft** | 7.9/10 | 72 |
| **Creatio** | 8.8/10 | 187 |
| **Dynamics 365 Sales** | 7.9/10 | 1201 |

#### Sales Force Automation

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Contact & Account Management** | 8.5 (62 reviews) ✓ Verified | 9.0 (152 reviews) ✓ Verified | 8.1 (965 reviews) ✓ Verified | 
| **Partner Relationship Mgmt. (PRM)** | Feature Not Available | 9.0 (91 reviews) | 7.9 (679 reviews) ✓ Verified | 
| **Opportunity & Pipeline Mgmt.** | 8.3 (53 reviews) ✓ Verified | 8.9 (144 reviews) ✓ Verified | 7.9 (905 reviews) ✓ Verified | 
| **Task / Activity Management** | 8.4 (61 reviews) ✓ Verified | 8.8 (148 reviews) ✓ Verified | 7.8 (971 reviews) ✓ Verified | 
| **Territory & Quota Management** | 7.6 (32 reviews) ✓ Verified | 8.7 (117 reviews) ✓ Verified | 7.6 (736 reviews) ✓ Verified | 
| **Desktop Integration** | 8.4 (51 reviews) ✓ Verified | 8.7 (132 reviews) ✓ Verified | 7.9 (869 reviews) ✓ Verified | 
| **Product & Price List Management** | 7.4 (33 reviews) ✓ Verified | 8.6 (129 reviews) ✓ Verified | 7.6 (730 reviews) ✓ Verified | 
| **Quote & Order Management** | 7.6 (34 reviews) ✓ Verified | 8.8 (125 reviews) ✓ Verified | 7.8 (721 reviews) ✓ Verified | 
| **Customer Contract Management** | 8.3 (40 reviews) ✓ Verified | 8.9 (121 reviews) ✓ Verified | 8.0 (768 reviews) ✓ Verified | 

#### Marketing Automation

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Email Marketing** | 7.8 (46 reviews) ✓ Verified | 8.8 (132 reviews) ✓ Verified | 7.6 (754 reviews) ✓ Verified | 
| **Campaign Management** | 7.3 (37 reviews) ✓ Verified | 8.9 (123 reviews) ✓ Verified | 7.5 (732 reviews) ✓ Verified | 
| **Lead Management** | 8.5 (54 reviews) ✓ Verified | 9.1 (141 reviews) ✓ Verified | 7.8 (822 reviews) ✓ Verified | 
| **Marketing ROI Analytics** | 7.0 (28 reviews) ✓ Verified | 8.9 (109 reviews) ✓ Verified | 7.6 (642 reviews) ✓ Verified | 

#### Customer Support

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Case Management** | 8.3 (40 reviews) ✓ Verified | 9.1 (122 reviews) ✓ Verified | 8.0 (708 reviews) ✓ Verified | 
| **Customer Support Portal** | 8.8 (42 reviews) ✓ Verified | 8.8 (113 reviews) ✓ Verified | 7.8 (672 reviews) ✓ Verified | 
| **Knowledge Base** | 8.5 (45 reviews) | 8.9 (128 reviews) ✓ Verified | 7.9 (694 reviews) ✓ Verified | 
| **Call Center Features** | 6.9 (12 reviews) | 8.8 (110 reviews) ✓ Verified | 7.7 (603 reviews) ✓ Verified | 
| **Support Analytics** | 8.5 (39 reviews) ✓ Verified | 9.1 (115 reviews) ✓ Verified | 7.9 (630 reviews) ✓ Verified | 

#### Reporting & Analytics

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Reporting** | 8.1 (57 reviews) ✓ Verified | 8.8 (147 reviews) ✓ Verified | 7.9 (896 reviews) ✓ Verified | 
| **Dashboards** | 8.0 (51 reviews) ✓ Verified | 9.0 (155 reviews) ✓ Verified | 7.9 (946 reviews) ✓ Verified | 
| **Forecasting** | 7.9 (35 reviews) ✓ Verified | 8.7 (120 reviews) ✓ Verified | 7.7 (783 reviews) ✓ Verified | 

#### Mobile & Social

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Social Collaboration Features** | 6.7 (22 reviews) | 8.6 (115 reviews) ✓ Verified | 7.5 (556 reviews) ✓ Verified | 
| **Social Network Integration** | Feature Not Available | 8.5 (110 reviews) ✓ Verified | 7.6 (550 reviews) ✓ Verified | 
| **Mobile User Support** | 7.8 (32 reviews) ✓ Verified | 8.5 (122 reviews) ✓ Verified | 7.4 (620 reviews) ✓ Verified | 

#### Platform

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Customization** | 8.5 (37 reviews) ✓ Verified | 8.8 (96 reviews) ✓ Verified | 8.1 (293 reviews) ✓ Verified | 
| **Workflow Capability** | 8.2 (31 reviews) | 9.0 (97 reviews) ✓ Verified | 8.1 (308 reviews) ✓ Verified | 
| **User, Role, and Access Management** | 8.4 (37 reviews) ✓ Verified | 8.8 (97 reviews) ✓ Verified | 8.2 (302 reviews) ✓ Verified | 
| **Internationalization** | 6.4 (11 reviews) | 8.7 (70 reviews) | 7.9 (227 reviews) ✓ Verified | 
| **Sandbox / Test Environments** | 7.3 (18 reviews) | 8.9 (79 reviews) ✓ Verified | 7.9 (249 reviews) ✓ Verified | 
| **Document & Content Mgmt.** | Feature Not Available | 8.7 (82 reviews) ✓ Verified | 7.8 (276 reviews) ✓ Verified | 
| **Performance and Reliability** | 8.6 (38 reviews) ✓ Verified | 8.8 (91 reviews) ✓ Verified | 7.7 (292 reviews) ✓ Verified | 
| **Output Document Generation** | 8.0 (25 reviews) | 8.6 (76 reviews) ✓ Verified | 7.8 (254 reviews) ✓ Verified | 

#### Integration

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Data Import & Export Tools** | 8.4 (36 reviews) ✓ Verified | 8.8 (98 reviews) ✓ Verified | 7.9 (297 reviews) ✓ Verified | 
| **Integration APIs** | 6.7 (18 reviews) ✓ Verified | 8.7 (81 reviews) ✓ Verified | 7.8 (234 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | 6.4 (14 reviews) | 8.5 (75 reviews) | 7.6 (239 reviews) ✓ Verified | 

#### Generative AI

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **AI Text Generation** | Not enough data | 9.0 (28 reviews) | 8.1 (18 reviews) | 

#### Agentic AI - CRM

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 8.0 (5 reviews) | 
| **Multi-step Planning** | Not enough data | Not enough data | 6.7 (5 reviews) | 
| **Cross-system Integration** | Not enough data | Not enough data | 7.7 (8 reviews) | 
| **Adaptive Learning** | Not enough data | Not enough data | 9.0 (5 reviews) | 
| **Natural Language Interaction** | Not enough data | Not enough data | 8.3 (5 reviews) | 
| **Proactive Assistance** | Not enough data | Not enough data | 8.7 (5 reviews) | 
| **Decision Making** | Not enough data | Not enough data | 8.3 (5 reviews) | 

### Help Desk

| Product | Score | Reviews |
|---|---|---|
| **Claritysoft** | N/A | N/A |
| **Creatio** | 8.8/10 | 6 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Ticket and Case Management

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Ticket creation user experience** | Not enough data | Not enough data | Not enough data | 
| **Ticket response user experience** | Not enough data | Not enough data | Not enough data | 
| **Workflow** | Not enough data | Not enough data | Not enough data | 
| **Response Automation** | Not enough data | Not enough data | Not enough data | 
| **SLA Management** | Not enough data | Not enough data | Not enough data | 
| **Attachments/Screencasts** | Not enough data | Not enough data | Not enough data | 
| **Ticket Collaboration** | Not enough data | Not enough data | Not enough data | 
| **Customer and Contacts Database** | Not enough data | Not enough data | Not enough data | 

#### Generative AI

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | Not enough data | 
| **AI Text Summarization** | Not enough data | Not enough data | Not enough data | 

#### Agentic AI - Help Desk

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 

#### Communication Channels

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Customer Portal** | Not enough data | Not enough data | Not enough data | 
| **Email to Case** | Not enough data | Not enough data | Not enough data | 
| **Chat/Live Support** | Not enough data | 9.3 (5 reviews) | Not enough data | 
| **Social Integration** | Not enough data | Not enough data | Not enough data | 
| **Voice** | Not enough data | 8.3 (5 reviews) | Not enough data | 

#### Platform

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Mobile User Support** | Not enough data | Not enough data | Not enough data | 
| **Customization ** | Not enough data | Not enough data | Not enough data | 
| **User, Role, and Access Management** | Not enough data | Not enough data | Not enough data | 
| **Integration** | Not enough data | Not enough data | Not enough data | 
| **Reporting** | Not enough data | Not enough data | Not enough data | 
| **Dashboards** | Not enough data | 8.3 (5 reviews) | Not enough data | 

### Lead Generation

| Product | Score | Reviews |
|---|---|---|
| **Claritysoft** | N/A | N/A |
| **Creatio** | N/A | N/A |
| **Dynamics 365 Sales** | N/A | N/A |

#### Lead Generation

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Lead Builder** | Not enough data | Not enough data | Not enough data | 
| **CRM Integration** | Not enough data | Not enough data | Not enough data | 
| **Marketing Automation Integration** | Not enough data | Not enough data | Not enough data | 
| **Social Media Integration** | Not enough data | Not enough data | Not enough data | 
| **Data Import & Export Tools** | Not enough data | Not enough data | Not enough data | 

### Retail Distributed Order Management Systems

| Product | Score | Reviews |
|---|---|---|
| **Claritysoft** | N/A | N/A |
| **Creatio** | N/A | N/A |
| **Dynamics 365 Sales** | N/A | N/A |

#### Administration

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Dashboards** | Not enough data | Not enough data | Not enough data | 
| **Reports & Analytics** | Not enough data | Not enough data | Not enough data | 

#### Inventory Control

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Inventory Management** | Not enough data | Not enough data | Not enough data | 
| **Inventory Sourcing** | Not enough data | Not enough data | Not enough data | 

#### Omni-Channel

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Customer Service** | Not enough data | Not enough data | Not enough data | 
| **Order Fulfillment** | Not enough data | Not enough data | Not enough data | 
| **Order Management** | Not enough data | Not enough data | Not enough data | 
| **Integrations** | Not enough data | Not enough data | Not enough data | 

### Workflow Management

| Product | Score | Reviews |
|---|---|---|
| **Claritysoft** | N/A | N/A |
| **Creatio** | 9.0/10 | 25 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Setup

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Activities** | Not enough data | 9.2 (22 reviews) | Not enough data | 
| **Flows** | Not enough data | 8.9 (22 reviews) | Not enough data | 
| **Dependencies** | Not enough data | 8.9 (19 reviews) | Not enough data | 
| **Notifications** | Not enough data | 9.1 (24 reviews) | Not enough data | 

#### Management

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Updates** | Not enough data | 8.9 (19 reviews) | Not enough data | 
| **Audit Trail** | Not enough data | 8.9 (18 reviews) | Not enough data | 
| **Integration** | Not enough data | 8.8 (20 reviews) | Not enough data | 

#### Generative AI

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **AI Text Generation** | Not enough data | 9.0 (10 reviews) | Not enough data | 

#### Agentic AI - Workflow Management

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | Not enough data | 

### Contact Center

| Product | Score | Reviews |
|---|---|---|
| **Claritysoft** | N/A | N/A |
| **Creatio** | 8.5/10 | 30 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Channels

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Voice** | Not enough data | 8.8 (17 reviews) ✓ Verified | Not enough data | 
| **Social** | Not enough data | 8.1 (17 reviews) ✓ Verified | Not enough data | 
| **Web Chat** | Not enough data | 8.2 (16 reviews) | Not enough data | 
| **Mobile SMS** | Not enough data | 8.3 (17 reviews) | Not enough data | 
| **Email** | Not enough data | 8.8 (19 reviews) | Not enough data | 

#### Generative AI

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **AI Text-to-Speech** | Not enough data | 9.3 (5 reviews) | Not enough data | 

#### Functions

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Session Routing** | Not enough data | 8.5 (19 reviews) | Not enough data | 
| **Session Queuing** | Not enough data | 8.6 (18 reviews) | Not enough data | 
| **Concurrent Calling** | Not enough data | 8.9 (19 reviews) ✓ Verified | Not enough data | 
| **Speech Analytics** | Not enough data | 8.5 (14 reviews) | Not enough data | 
| **Auto Dialer** | Not enough data | 7.9 (15 reviews) | Not enough data | 
| **IVR** | Not enough data | 8.4 (16 reviews) | Not enough data | 
| **Inbound Screen Pop** | Not enough data | 8.1 (16 reviews) ✓ Verified | Not enough data | 
| **Persistent Data** | Not enough data | 8.5 (17 reviews) ✓ Verified | Not enough data | 

#### Agentic AI - Contact Center

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 

#### Administrative

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Session Summary Notes** | Not enough data | 8.3 (19 reviews) ✓ Verified | Not enough data | 
| **Administrator Access** | Not enough data | 9.3 (22 reviews) ✓ Verified | Not enough data | 
| **Reporting & Dashboards** | Not enough data | 9.0 (23 reviews) ✓ Verified | Not enough data | 
| **Session Recording** | Not enough data | 7.7 (15 reviews) | Not enough data | 
| **Agent Scheduling and Assignment** | Not enough data | 9.2 (18 reviews) | Not enough data | 

### Digital Process Automation (DPA)

| Product | Score | Reviews |
|---|---|---|
| **Claritysoft** | N/A | N/A |
| **Creatio** | 9.0/10 | 15 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Digital Workflows

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Logic and Conditions** | Not enough data | 9.0 (10 reviews) | Not enough data | 
| **No-Code Or Low-Code** | Not enough data | 9.5 (13 reviews) | Not enough data | 
| **Document Management** | Not enough data | 9.1 (13 reviews) | Not enough data | 

#### Forms

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Data Mapping** | Not enough data | 9.2 (12 reviews) | Not enough data | 
| **Templates** | Not enough data | 9.2 (12 reviews) | Not enough data | 
| **Mobile-Friendly Forms** | Not enough data | 8.5 (12 reviews) | Not enough data | 

#### Automation

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Workflow Automation** | Not enough data | 9.4 (13 reviews) | Not enough data | 
| **Workflow Mapping** | Not enough data | 9.4 (12 reviews) | Not enough data | 
| **Real-Time Updates** | Not enough data | 8.8 (11 reviews) | Not enough data | 
| **Robotic Process Automation** | Not enough data | 8.2 (11 reviews) | Not enough data | 

#### Agentic AI - Digital Process Automation (DPA)

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | Not enough data | 

### AI Agents For Business Operations

| Product | Score | Reviews |
|---|---|---|
| **Claritysoft** | N/A | N/A |
| **Creatio** | N/A | N/A |
| **Dynamics 365 Sales** | N/A | N/A |

#### Responses

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Personalization** | Not enough data | Not enough data | Not enough data | 
| **Route To Human** | Not enough data | Not enough data | Not enough data | 
| **Natural Language Understanding (NLU)** | Not enough data | Not enough data | Not enough data | 

#### Automation - AI Agents

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Sales Follow-Up** | Not enough data | Not enough data | Not enough data | 
| **Customer Interaction Automation** | Not enough data | Not enough data | Not enough data | 
| **Lead Generation** | Not enough data | Not enough data | Not enough data | 
| **Document Processing** | Not enough data | Not enough data | Not enough data | 
| **Feedback Collection** | Not enough data | Not enough data | Not enough data | 

#### Platform

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Conversation Editor** | Not enough data | Not enough data | Not enough data | 
| **Integration** | Not enough data | Not enough data | Not enough data | 
| **Human-In-The-Loop** | Not enough data | Not enough data | Not enough data | 

#### Autonomy -  AI Agents

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Independent Decision Making** | Not enough data | Not enough data | Not enough data | 
| **Adaptive Responses** | Not enough data | Not enough data | Not enough data | 
| **Task Execution** | Not enough data | Not enough data | Not enough data | 
| **Problem Solving** | Not enough data | Not enough data | Not enough data | 

#### Generative AI

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | Not enough data | 
| **AI Text Summarization** | Not enough data | Not enough data | Not enough data | 

### Lead Capture

| Product | Score | Reviews |
|---|---|---|
| **Claritysoft** | N/A | N/A |
| **Creatio** | 8.7/10 | 11 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Lead Monitoring

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Features** | Not enough data | 9.2 (8 reviews) | Not enough data | 
| **Performance** | Not enough data | 9.3 (10 reviews) | Not enough data | 
| **Identification** | Not enough data | 8.8 (7 reviews) | Not enough data | 

#### Agentic AI - Lead Capture

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 

#### Data Capture

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Mobile** | Not enough data | 8.3 (8 reviews) | Not enough data | 
| **Websites** | Not enough data | 8.8 (8 reviews) | Not enough data | 
| **Social Media** | Not enough data | 7.9 (7 reviews) | Not enough data | 
| **Data** | Not enough data | 8.6 (7 reviews) | Not enough data | 

#### Analytics

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Export/Import** | Not enough data | 8.7 (9 reviews) | Not enough data | 
| **Reporting** | Not enough data | 8.8 (10 reviews) | Not enough data | 

#### Customization

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Forms** | Not enough data | 8.5 (8 reviews) | Not enough data | 
| **Personalization** | Not enough data | 8.6 (7 reviews) | Not enough data | 
| **Templates** | Not enough data | 9.0 (7 reviews) | Not enough data | 
| **Integration** | Not enough data | 9.0 (8 reviews) | Not enough data | 

### Revenue Operations & Intelligence (RO&I)

| Product | Score | Reviews |
|---|---|---|
| **Claritysoft** | N/A | N/A |
| **Creatio** | N/A | N/A |
| **Dynamics 365 Sales** | N/A | N/A |

#### Revenue Sourcing and Forecasting

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Revenue History** | Not enough data | Not enough data | Not enough data | 
| **Pipeline Management** | Not enough data | Not enough data | Not enough data | 
| **Dashboard Analytics** | Not enough data | Not enough data | Not enough data | 
| **Multi-Device Data Visualization** | Not enough data | Not enough data | Not enough data | 
| **Data Segmentation** | Not enough data | Not enough data | Not enough data | 
| **Predictive Forecasting** | Not enough data | Not enough data | Not enough data | 
| **Revenue Operations Cadence** | Not enough data | Not enough data | Not enough data | 

#### CRM Data Enrichment

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Calendar Sync** | Not enough data | Not enough data | Not enough data | 
| **Email Activity Capture** | Not enough data | Not enough data | Not enough data | 
| **Conversation Intelligence** | Not enough data | Not enough data | Not enough data | 
| **Marketing Leads** | Not enough data | Not enough data | Not enough data | 
| **Contact Capture** | Not enough data | Not enough data | Not enough data | 

#### Account Management

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Nonengaged Accounts** | Not enough data | Not enough data | Not enough data | 
| **Account optimization** | Not enough data | Not enough data | Not enough data | 
| **Historical Patterns** | Not enough data | Not enough data | Not enough data | 
| **Rep Performance** | Not enough data | Not enough data | Not enough data | 
| **Account Engagement** | Not enough data | Not enough data | Not enough data | 
| **Historical Win/Loss Patterns** | Not enough data | Not enough data | Not enough data | 

#### Agentic AI - Revenue Operations & Intelligence (RO&I)

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | Not enough data | 

### Retail Analytics

| Product | Score | Reviews |
|---|---|---|
| **Claritysoft** | N/A | N/A |
| **Creatio** | N/A | N/A |
| **Dynamics 365 Sales** | N/A | N/A |

#### Data Management

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Consolidation
** | Not enough data | Not enough data | Not enough data | 
| **Data types
** | Not enough data | Not enough data | Not enough data | 
| **Correction** | Not enough data | Not enough data | Not enough data | 
| **Cleansing** | Not enough data | Not enough data | Not enough data | 
| **Validation
** | Not enough data | Not enough data | Not enough data | 

#### Analytics

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **KPIs** | Not enough data | Not enough data | Not enough data | 
| **Forecasting** | Not enough data | Not enough data | Not enough data | 
| **Reports and Dashboards** | Not enough data | Not enough data | Not enough data | 
| **Predictive analytics** | Not enough data | Not enough data | Not enough data | 

#### Mobile

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Mobile dashboard** | Not enough data | Not enough data | Not enough data | 
| **Mobile application** | Not enough data | Not enough data | Not enough data | 

#### Platform Additional Functionality

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Cloud** | Not enough data | Not enough data | Not enough data | 
| **On-Premise** | Not enough data | Not enough data | Not enough data | 

#### Integration 

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Marketplace** | Not enough data | Not enough data | Not enough data | 
| **Retail POS** | Not enough data | Not enough data | Not enough data | 
| **Other software** | Not enough data | Not enough data | Not enough data | 

#### Generative AI

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | Not enough data | 

#### Agentic AI - Retail Analytics

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | Not enough data | 

### Sales Analytics

| Product | Score | Reviews |
|---|---|---|
| **Claritysoft** | N/A | N/A |
| **Creatio** | 8.8/10 | 29 |
| **Dynamics 365 Sales** | 8.5/10 | 22 |

#### Agentic AI - Sales Analytics

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 

#### Data Sourcing

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Data Sourcing** | Not enough data | 8.9 (23 reviews) | 8.7 (21 reviews) | 
| **Exporting & Sharing Data** | Not enough data | 8.9 (24 reviews) | 8.5 (21 reviews) | 
| **Multi-Device Data Visualization** | Not enough data | 8.5 (20 reviews) | 8.4 (20 reviews) | 
| **Interactive Dashboards** | Not enough data | 8.6 (25 reviews) | 8.1 (21 reviews) | 
| **Data Segmentation** | Not enough data | 9.0 (21 reviews) | 8.7 (20 reviews) | 

#### Predictive Analytics

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Lead Scoring** | Not enough data | 9.2 (22 reviews) | 8.7 (20 reviews) | 
| **Opportunity Scoring** | Not enough data | 8.8 (23 reviews) | 8.6 (19 reviews) | 
| **Risk Analysis** | Not enough data | 8.4 (20 reviews) | 8.3 (19 reviews) | 
| **Live Forecasting** | Not enough data | 8.8 (23 reviews) | 8.3 (19 reviews) | 

#### Sales Management

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Live Pipeline Management** | Not enough data | 8.7 (26 reviews) | 8.8 (20 reviews) | 
| **Sales Gamification** | Not enough data | 8.5 (21 reviews) | 8.7 (19 reviews) | 
| **Account-Based Analytics** | Not enough data | 9.2 (24 reviews) | 8.5 (20 reviews) | 
| **Activity Tracking** | Not enough data | 8.6 (27 reviews) | 8.7 (20 reviews) | 

### Sales Coaching

| Product | Score | Reviews |
|---|---|---|
| **Claritysoft** | N/A | N/A |
| **Creatio** | N/A | N/A |
| **Dynamics 365 Sales** | 8.6/10 | 6 |

#### Agentic AI - Sales Coaching

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Multi-step Planning** | Not enough data | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | Not enough data | 

#### Training

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Knowledge Base** | Not enough data | Not enough data | 8.9 (6 reviews) | 
| **Coaching Materials** | Not enough data | Not enough data | 8.6 (6 reviews) | 
| **Playbook Creation** | Not enough data | Not enough data | 7.5 (6 reviews) | 
| **Video Record** | Not enough data | Not enough data | 8.6 (6 reviews) | 

#### Feedback

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Review** | Not enough data | Not enough data | 8.9 (6 reviews) | 
| **Scorecard** | Not enough data | Not enough data | 8.9 (6 reviews) | 
| **Coaching Card** | Not enough data | Not enough data | 8.6 (6 reviews) | 
| **Leaderboard** | Not enough data | Not enough data | 9.2 (6 reviews) | 
| **Real-Time Updates** | Not enough data | Not enough data | 8.6 (6 reviews) | 
| **Notifications** | Not enough data | Not enough data | 8.6 (6 reviews) | 
| **Competition** | Not enough data | Not enough data | 8.6 (6 reviews) | 

#### Generative AI

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **AI Text Summarization** | Not enough data | Not enough data | Not enough data | 

### No-Code Development Platforms

| Product | Score | Reviews |
|---|---|---|
| **Claritysoft** | N/A | N/A |
| **Creatio** | 9.2/10 | 32 |
| **Dynamics 365 Sales** | N/A | N/A |

#### User Interface Design

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **WYSIWYG Editor** | Not enough data | 9.5 (22 reviews) | Not enough data | 
| **Customized Branding** | Not enough data | 9.0 (23 reviews) | Not enough data | 
| **App Templates** | Not enough data | 9.0 (24 reviews) | Not enough data | 
| **Workflow Management** | Not enough data | 9.5 (30 reviews) | Not enough data | 

#### Data Control

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Data Migration** | Not enough data | 9.0 (25 reviews) | Not enough data | 
| **Data Synchronization** | Not enough data | 9.0 (25 reviews) | Not enough data | 
| **Data Security** | Not enough data | 9.4 (25 reviews) | Not enough data | 

#### Publishing

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Application Deployment** | Not enough data | 9.3 (25 reviews) | Not enough data | 
| **Platform Compatibility** | Not enough data | 9.2 (23 reviews) | Not enough data | 
| **Lifecycle Management** | Not enough data | 9.3 (23 reviews) | Not enough data | 

#### Agentic AI - No-Code Development Platforms

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Adaptive Learning** | Not enough data | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 

### AI Customer Support Agents

| Product | Score | Reviews |
|---|---|---|
| **Claritysoft** | N/A | N/A |
| **Creatio** | N/A | N/A |
| **Dynamics 365 Sales** | N/A | N/A |

#### Customer Query Resolution - AI Customer Support Agents

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Automated Ticket Resolution** | Not enough data | Not enough data | Not enough data | 
| **Contextual Response Generation** | Not enough data | Not enough data | Not enough data | 
| **Sentiment Analysis** | Not enough data | Not enough data | Not enough data | 
| **Knowledge Base Utilization** | Not enough data | Not enough data | Not enough data | 
| **Multilingual Support** | Not enough data | Not enough data | Not enough data | 

#### Customer Interaction Automation - AI Customer Support Agents

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Proactive Customer Outreach** | Not enough data | Not enough data | Not enough data | 
| **Feedback Collection** | Not enough data | Not enough data | Not enough data | 
| **Escalation Handling** | Not enough data | Not enough data | Not enough data | 
| **Workflow Optimization** | Not enough data | Not enough data | Not enough data | 

#### Automation

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Customer Interaction Automation** | Not enough data | Not enough data | Not enough data | 
| **Feedback Collection** | Not enough data | Not enough data | Not enough data | 
| **Document Processing** | Not enough data | Not enough data | Not enough data | 

#### Autonomy

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Independent Decision Making** | Not enough data | Not enough data | Not enough data | 
| **Adaptive Responses** | Not enough data | Not enough data | Not enough data | 
| **Task Execution** | Not enough data | Not enough data | Not enough data | 
| **Problem Solving** | Not enough data | Not enough data | Not enough data | 

### AI Agents

| Product | Score | Reviews |
|---|---|---|
| **Claritysoft** | N/A | N/A |
| **Creatio** | N/A | N/A |
| **Dynamics 365 Sales** | N/A | N/A |

#### Agentic AI - AI Agents

| Feature | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (1):** [CRM Software](https://www.g2.com/categories/crm)


**Unique to Creatio (12):** [Retail Analytics Software](https://www.g2.com/categories/retail-analytics), [AI Agents For Business Operations](https://www.g2.com/categories/ai-agents-for-business-operations), [Workflow Management Software](https://www.g2.com/categories/workflow-management), [Digital Process Automation (DPA) Software](https://www.g2.com/categories/digital-process-automation-dpa), [Retail Distributed Order Management Systems](https://www.g2.com/categories/retail-distributed-order-management-systems), [No-Code Development Platforms](https://www.g2.com/categories/no-code-development-platforms), [Sales Analytics Software](https://www.g2.com/categories/sales-analytics), [Lead Capture Software](https://www.g2.com/categories/lead-capture), [Help Desk Software](https://www.g2.com/categories/help-desk), [Contact Center Software](https://www.g2.com/categories/contact-center), [AI Customer Support Agents Software](https://www.g2.com/categories/ai-customer-support-agents), [Revenue Operations & Intelligence (RO&I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i)

**Unique to Dynamics 365 Sales (2):** [Sales Analytics Software](https://www.g2.com/categories/sales-analytics), [Sales Coaching Software](https://www.g2.com/categories/sales-coaching)


---
## Reviewer Demographics

### By Company Size

| Segment | Claritysoft | Creatio | Dynamics 365 Sales | 
|---|---|---|---|
| **Small-Business** | 65.0% | 43.7% | 31.0% | 
| **Mid-Market** | 24.3% | 41.4% | 39.4% | 
| **Enterprise** | 10.7% | 14.9% | 29.6% | 

### By Industry

#### Claritysoft

- **Financial Services:** 11.7%
- **Marketing and Advertising:** 8.7%
- **Information Technology and Services:** 7.8%
- **Transportation/Trucking/Railroad:** 3.9%
- **Pharmaceuticals:** 3.9%
- **Non-Profit Organization Management:** 3.9%
- **Fund-Raising:** 2.9%
- **Insurance:** 2.9%
- **Health, Wellness and Fitness:** 2.9%
- **Computer Software:** 2.9%
- **Other:** 48.5%

#### Creatio

- **Information Technology and Services:** 18.2%
- **Computer Software:** 10.8%
- **Financial Services:** 5.9%
- **Banking:** 4.8%
- **Pharmaceuticals:** 2.6%
- **Telecommunications:** 2.6%
- **Marketing and Advertising:** 2.2%
- **Human Resources:** 2.2%
- **Hospitality:** 2.2%
- **Education Management:** 2.2%
- **Other:** 46.1%

#### Dynamics 365 Sales

- **Information Technology and Services:** 12.6%
- **Computer Software:** 8.4%
- **Retail:** 3.9%
- **Marketing and Advertising:** 3.9%
- **Financial Services:** 3.9%
- **Accounting:** 2.8%
- **Education Management:** 2.3%
- **Non-Profit Organization Management:** 2.3%
- **Insurance:** 2.3%
- **Real Estate:** 2.3%
- **Other:** 55.2%

---
## Alternatives

### Alternatives to Claritysoft

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25784 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2927 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13797 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3043 reviews)
- [Sugar Sell](https://www.g2.com/products/sugar-sell/reviews) — 3.8/5 stars (776 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1232 reviews)
- [Nimble CRM](https://www.g2.com/products/nimble/reviews) — 4.5/5 stars (1112 reviews)
- [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) — 4.2/5 stars (941 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1157 reviews)
- [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) — 4.9/5 stars (660 reviews)

### Alternatives to Creatio

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25784 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13797 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2927 reviews)
- [Kissflow](https://www.g2.com/products/kissflow/reviews) — 4.3/5 stars (591 reviews)
- [Nintex](https://www.g2.com/products/nintex-nintex/reviews) — 4.3/5 stars (1322 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3043 reviews)
- [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) — 4.2/5 stars (941 reviews)
- [Coevera](https://www.g2.com/products/coevera/reviews) — 4.6/5 stars (477 reviews)
- [Workbooks](https://www.g2.com/products/workbooks/reviews) — 4.2/5 stars (573 reviews)
- [ProcessMaker](https://www.g2.com/products/processmaker/reviews) — 4.3/5 stars (305 reviews)

### Alternatives to Dynamics 365 Sales

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25784 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14683 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13797 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3043 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2927 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1426 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1232 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1157 reviews)
- [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) — 4.2/5 stars (998 reviews)
- [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (951 reviews)

---
## Top Discussions

### Claritysoft

- Title: [What can I expect in terms of customer service?](https://www.g2.com/discussions/customer-service-aaa8638f-c8b6-47f9-a850-0ce60a57ca3e) — 2 comments, 1 upvote *(includes official response)*
  > **Top comment:** "Claritysoft’s customer service is what sets us apart. Our support team is based in the United States and our people “dive for the phone”. We have customer..."
- Title: [What if I have users that don’t access CRM very often? Can I add read-only users?](https://www.g2.com/discussions/limited-licence) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Claritysoft CRM is customized for each organization. Talk with one of our experts about your company, your users and your needs to determine options for your..."
- Title: [Does Claritysoft integrate with Office 365?](https://www.g2.com/discussions/integration-2363b3db-bed9-4d31-b8be-ea4c3611be47) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Yes, Claritysoft CRM integrates with Outlook 365 and other installed versions including Outlook 2003 and later."
- Title: [Does Claritysoft offer integration for online lead sources such as Hoovers.com, etc.?](https://www.g2.com/discussions/integration-ca7f515a-a4dc-4200-8c99-6db9a4826f32) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Claritysoft CRM can be customized to integrate with online resources via our open Application Programming Interface (API). To determine the amount of..."
- Title: [Does Claritysoft integrate with Enterprise Resource Planning (ERP) systems?](https://www.g2.com/discussions/erp-7c9c58d6-8b43-4fb6-aa23-a5e92719ec8d) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Claritysoft CRM can be customized to integrate with any Enterprise Resource Planning (ERP) system via our open Application Programming Interface (API). Talk..."

### Creatio

- Title: [what makes bpm'online better than other CRM systems](https://www.g2.com/discussions/3466-what-makes-bpm-online-better-than-other-crm-systems) — 2 comments, 1 upvote
  > **Top comment:** "Have to disagree with this one....salesforce EE isn't cheap but it works and works and works. "
- Title: [What is Creatio used for?](https://www.g2.com/discussions/what-is-creatio-used-for) — 1 comment *(includes official response)*
  > **Top comment:** "Creatio is used to automate business processes and manage customer relationships using AI-powered CRM and no-code tools. The platform helps organizations..."

### Dynamics 365 Sales

- Title: [how can i creat a new feild for the contact?](https://www.g2.com/discussions/how-can-i-creat-a-new-feild-for-the-contact) — 3 comments, 1 upvote
  > **Top comment:** "you must have the "System customizer" and/or "System Administrator" role, If you do you can Click on the "Form Editor" when you have a contact open, you will..."
- Title: [What is Microsoft Dynamics CRM competitive advantage?](https://www.g2.com/discussions/what-is-microsoft-dynamics-crm-competitive-advantage) — 3 comments, 1 upvote
  > **Top comment:** "Dynamics CRM has the advantage of being a part of Microsoft. Some see that as a pro, others a con. Nonetheless, it is a full featured CRM just like several..."
- Title: [I'm new to Dynamics 365 Sales and struggling to set up and customize the sales pipeline. Can someone guide me through this process?](https://www.g2.com/discussions/i-m-new-to-dynamics-365-sales-and-struggling-to-set-up-and-customize-the-sales-pipeline-can-someone-guide-me-through-this-process) — 2 comments
  > **Top comment:** "To set up and customize your sales pipeline in Dynamics 365 Sales:

Define Sales Stages: Go to Settings > Sales > Sales Process to set stages like "Lead,"..."
- Title: [What is Dynamics 365 Sales used for?](https://www.g2.com/discussions/what-is-dynamics-365-sales-used-for) — 1 comment
  > **Top comment:** " Lead management: Capturing and nurturing leads, assigning them to sales representatives, and tracking their progress through the sales funnel.
 ..."
- Title: [What Dynamics 365 application can be used for point of sales?](https://www.g2.com/discussions/what-dynamics-365-application-can-be-used-for-point-of-sales) — 1 comment
  > **Top comment:** "1. In-store and Online Sales.
2.Inventory Management.
3.Customer Engagement.
4.Omnichannel Capabilities.
5.Payment Processing.
6.Reporting and Analytics."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/claritysoft-vs-creatio-vs-dynamics-365-sales)