MENU
GET LISTED
GET LISTED
SHOW ALLPOPULAR CATEGORIES

Compare MyCRMDashboard Mortgage CRM vs Microsoft Dynamics 365

What is better MyCRMDashboard Mortgage CRM or Microsoft Dynamics 365? We are here to streamline the whole process of assessing CRM Software products for you. For instance, on this page you can look at the overall performance of MyCRMDashboard Mortgage CRM (8.0) and contrast it with the overall performance of Microsoft Dynamics 365 (9.2). You can also match their overall user satisfaction rating: MyCRMDashboard Mortgage CRM (N/A%) vs. Microsoft Dynamics 365 (96%).

Likewise, lexamine their features thoroughly to check which product can better address your company’s needs. Generally, any B2B software must let you to quickly view the big picture, at the same time allowing you quick access to the details.

We did our best to prepare reviews of all popular CRM Software services available on the market, but among them these three caught our special attention: HubSpot CRM, Salesforce CRM, Freshsales.

NOAWARDS
YET

SmartScore™

OUR SCORE 8.0

User Satisfaction

CUSTOMER EXPERIENCE N/A

Pricing

By quote

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Dedicated Account Manager and customer service team
  • Training for every loan officer
  • Automated email and direct mail campaigns based on 45 years of experience in the industry
  • Real-time exclusive lead generation with email alerts
  • Built-in PURLS (personalized web pages) for lead generation
  • Customer satisfaction survey with NPS scoring
  • White labeled private storefront with corporate approved designs

Pricing Info

Contact MyCRMDashboard for basic and enterprise pricing information on MyCRMDashboard Mortgage CRM product. You can also submit a request for a free trial to see if the software is a perfect fit for your business.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Mohave State Bank, Resource Financial, North Shore Bank

Integrations

MyCRMDashboard Mortgage CRM integrates with the following business systems and applications:

  • LOS/API integration

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Cloud-based customer relationship management software (CRM) intended primarily for the residential mortgage industry.

Company Email

info@continuityprograms.com

Contact No.

Company's Address

Continuity Programs Inc. Corporate Headquarters
8451 Boulder Court
Walled Lake, MI 48390
United States

NOAWARDS
YET

SmartScore™

OUR SCORE 9.2

User Satisfaction

CUSTOMER EXPERIENCE 96%

Pricing

Starting from $40

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Customer insights
  • Editable grids
  • Web API enhancements
  • Activity sorting control
  • Programmatic management of product properties
  • Define access permission for modular business apps
  • Use form scripts to add icons with tooltip text for view columns
  • Client APIs for creating and managing records in Dynamics 365 mobile clients
  • Server-to-server authentication
  • Process enhancements
  • Sitemap designer for apps
  • Power BI
  • Dynamics 365 app for Outlook
  • Cortana Integration

Pricing Info

Dynamics 365 Plan – From $210/user per month

  • Finance and Operations
  • Retail
  • Talent
  • Sales
  • Customer Service
  • Project Service Automation
  • Field Service
  • Microsoft Social Engagement
  • PowerApps

Additional users:

  • Team Members – $8/user per month
  • Operations Activity – From $50/user per month
  • Operations Devices – From $75/device per month

Unified Operations Plan – From $190/user per month

  • Finance and Operations
  • Retail
  • Talent
  • PowerApps

Additional users:

  • Team Members – $8/user per month
  • Operations Activity – From $50/user per month
  • Operations Devices – From $75/device per month

Customer Engagement Plan – $115/user per month

  • Sales
  • Customer Service
  • Project Service Automation
  • Field Service
  • Microsoft Social Engagement
  • PowerApps

Additional users:

  • Team Members – $8/user per month

Applications and Offers – From $40 to $170/user per month

  • Retail
  • Talent
  • Sales
  • Customer Service
  • Project Service Automation
  • Field Service
  • Microsoft Relationship Sales
  • PowerApps

Additional users:

  • Team Members – $8/user per month

All Plans include:

  • Data security
  • 99.5% uptime SLA
  • Office 365 integration
  • Phone and web support

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Covirán, Ashley Furniture, Delta Airlines, Hitachi Solutions

Integrations

  • Sharepoint
  • Outlook
  • Exchange
  • Yammer
  • One Note
  • Power BI
  • Office 365
  • Dynamics AX
  • Dynamics GP
  • Dynamics NAV
  • ESB Integration

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Cloud-based CRM solution Microsoft Dynamics 365 is a repackaged version of the former Dynamics CRM Online tool.

Company Email

Contact No.

Company's Address

Microsoft Headquarters One Microsoft Way Redmond, WA 98052

Salesforce CRM

Partner

This product is our partner, which means they paid for being featured as one of the suggestions. Our team takes great care to ensure all sugested products are reliable, top-quality solutions.

SmartScore™

OUR SCORE 9.7

User Satisfaction

CUSTOMER EXPERIENCE 99%

Pricing

Starting from $25

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Account and Contact Management
  • Opportunity Management and Score
  • Lead Management
  • Sales Data
  • File Sync
  • File Sharing
  • Sales Forecasting
  • Salesforce Mobile App
  • Contact Manager
  • Real-Time Visibility
  • Drag-and-Drop Interface
  • Dashboards
  • Visual Workflow
  • Multi-Currency Support
  • In-Line Editing
  • Lead Assignment and Routing
  • Rules-Based Lead Scoring
  • Einstein Lead Scoring
  • Web-to-Lead Capture
  • Campaign Management
  • Duplicate Blocking
  • Mass Email
  • Salesforce Engage
  • Email Templates
  • Campaign Influence
  • Einstein Activity Capture
  • Calendar
  • Sales Console App
  • Enterprise Territory Management
  • Opportunity Splits
  • Salesforce CPQ and Billing
  • Contracts, Orders, Quotes, Products, and Price Books
  • Chatter, Files, Topics, and Recommendations
  • Case Management
  • Lightning Bolt Solutions
  • Partner Communities
  • Lead Registration
  • Roles and Permissions
  • Process Builder
  • Lightning Platform
  • Web Services API
  • Google Apps Integration
  • File Storage Per User
  • Sandbox

Pricing Info

Salesforce CRM offers four SMB and enterprise pricing plans billed annually. Give the details a look, and select your plan. You can also test Salesforce with a free demo version of the software. Start your free demo of Salesforce here.

Lightning Essentials – $25/user/month

  • Account & Contact Management
  • Opportunity Management
  • Lead Management
  • Web-to-Lead Capture
  • Email Templates
  • Task Management
  • Activity Feed
  • Salesforce Mobile App (with Offline Functionality)
  • Chatter
  • Files
  • Configurable Reports and Dashboards
  • Case Auto-Assignment
  • Case Management
  • AppExchange
  • Lightning App Builder
  • Einstein Activity Capture
  • Data and File Storage per User
  • Inbox Mobile and Desktop Apps
  • Unlimited Online Training
  • Online Case Submission
  • Standard Success Plan

Lightning Professional – $75/user/month

  • All Features of Lightning Essentials, plus…
  • Lightning for Gmail/Outlook
  • Topics and Recommendations
  • Developer Sandbox
  • Lead Assignment and Routing
  • Mass Email
  • 2 Roles and Permission, Profiles and Page Layouts
  • 1 Sales Console App
  • 3 Record Types per Object
  • 5 Process Builder per Org
  • Rules-Based Lead Scoring
  • Person Accounts
  • Order
  • Lightning Sync
  • Products and Price Books
  • Quotes
  • Contracts
  • Google Apps Integration
  • Duplicate Blocking
  • Campaign Management
  • Forecasting Mobile App
  • Lead Registration
  • 3 Campaign Influence
  • Collaborative Forecasting
  • Knowledge (read-only)

Lightning Enterprise – $150/user/month

  • All Features of Lightning Professional, plus…
  • 5 Campaign Influence
  • Sales Teams
  • Calendar
  • Opportunity Score
  • Forecasting: Custom Opportunity Fields
  • Opportunity Splits
  • Enterprise Territory Management
  • Advanced Reporting Features
  • Lightning Platform
  • Unlimited Process Builder per Org
  • Workflow and Approval Automation
  • Unlimited Roles and Permissions, Record Types per Object, Configurable Profiles and Page Layouts
  • 1 Partial Sandbox
  • Web Services API

Lightning Unlimited – $300/user/month

  • All Salesforce CRM Features and Capabilities

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Time Warner Cable, Dell, American Red Cross, Comcast, Wells Fargo

Integrations

Salesforce CRM integrates with the following business systems and applications:

  • Force.com
  • Heroku
  • ExactTarget Fuel
  • Third-party apps at Salesforce AppExchange
  • Service Cloud
  • Marketing Cloud
  • Pardot,
  • Desk.com
  • Analytics Cloud
  • Data Cloud
  • JIRA
  • Freshdesk
  • FinancialForce
  • LeadExec
  • Samanage
  • Zuora
  • Zendesk

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Salesforce CRM is a software app that lets you track all customer information and interactions in one location to follow more leads.

Company Email

info@salesforce.com

Contact No.

Company's Address

Salesforce.com, Inc.
The Landmark at One Market
Suite 300
San Francisco, CA 94105
USA

When you test different CRM Software services you shouldn’t simply study their features list and offered pricing plans. Consider that the solution must be matching your requirements and company so the more flexible their offer the better. Find our which systems are supported by MyCRMDashboard Mortgage CRM and Microsoft Dynamics 365 and ensure you will obtain mobile support for whichever devices you work on in your company. It may also be a good idea to learn which languages and geographies are supported, because this may be a key element for many companies.

Page last modified