# Pipedrive vs Dynamics 365: Features and Cost Comparison 2026 | Capterra

> Pipedrive vs Dynamics 365: Which crm tool is right for you? Dive into our detailed comparison of their features, costs, and user experience to make your decision.

Source: https://www.capterra.com/compare/132666-157279/Pipedrive-vs-Dynamics-365

---

# Pipedrive vs Dynamics 365 Features and Cost Comparison

Last updated March 15th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

PipedriveDynamics 3652/4 selected

[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[4.5 (3050)](https://www.capterra.com/p/132666/Pipedrive/reviews/)

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.4 (5819)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

[## Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[4.5 (3050)](https://www.capterra.com/p/132666/Pipedrive/reviews/)

[## Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.4 (5819)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

Starting Price

$19.00/month

Starting Price

$19.00/month

Value-for-Money

4.4

Functionality

4.3

Ease of Use

4.5

Customer Service

4.4

Starting Price

$50.00/month

Starting Price

$50.00/month

Value-for-Money

4.1

Functionality

4.3

Ease of Use

4.1

Customer Service

4.2

Reviews Sentiment

Based on [3,050 reviews](https://www.capterra.com/p/132666/Pipedrive/reviews/)

Positive

2,850

Neutral

138

Negative

62

Positive

2,850

Neutral

138

Negative

62

Reviews Sentiment

Based on [5,819 reviews](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

Positive

5,135

Neutral

549

Negative

135

Positive

5,135

Neutral

549

Negative

135

Best for (according to reviews)

-   **Business size**: Small businesses account for 64% of reviews (1952), suggesting strong market traction among this segment compared to midsize and enterprise users.
-   **Industry**: Computer software, marketing & advertising, and IT/services together represent 33% of reviews, indicating broad adoption across technology-driven sectors.
-   **Use cases**: CRM (65%), sales tracking (33%), and lead management (28%) are the main uses, reflecting a focus on sales process optimization.

Best for (according to reviews)

-   **Business size**: Small businesses account for 47% of reviews (2,750), suggesting strong market traction in this segment compared to enterprise (16%) and midsize (14%) organizations.
-   **Industry**: Computer software, IT services, and education management together represent 23% of reviews, indicating adoption across technology and educational sectors.
-   **Use cases**: CRM (34%), business management (33%), and dashboard (17%) functions are frequently cited, highlighting its role in customer and operational management.

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## Send this comparison chart to my inbox

### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.

## Reviewer verdict

Pipedrive

Pipedrive users find it best for intuitive and customizable sales pipeline management, efficient contact and lead tracking, and streamlining sales processes, especially for small businesses and startups. Reviewers value its affordable pricing, flexible integrations with tools like Zapier, Gmail, and Mailchimp, and its user-friendly mobile app, though they mention some limitations with email integration and call management.

Dynamics 365

Dynamics 365 reviewers consider it ideal for organizations needing comprehensive CRM management, advanced analytics, and seamless integration with Microsoft tools such as Outlook, Excel, and SharePoint. Users highlight its powerful customization, AI-driven insights, and ability to support complex business processes, though they note the steep learning curve, complex pricing, and higher costs may suit larger enterprises more than smaller teams.

## Connect with a Capterra advisor for a free 15-minute consultation

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## Features comparison

In the crm market, Pipedrive and Dynamics 365 both offer a range of features, and comparing them goes beyond just looking at price. Understanding which functionalities align with your specific requirements can help maximize value and eliminate unnecessary spending. Below is a breakdown of the most critical aspects to consider. \[[1](#source-item-1)\]

Key features rated by users

Features selected based on 44,336 reviews from CRM users.  
about the Fit Score methodology.

Fit Score methodology

To calculate the Fit Score, our proprietary methodology factors in the following:

  

-   The importance level for each feature. By default, this is determined by user reviews. They can rate a feature Critical, High, Low, or Not Used.
-   Feedback from real users on how the product performs for each key feature, derived from verified user reviews and ratings.

  

Please note:

  

-   To calculate the Fit Score, the number of reviews for those features and the actual rating carry the same weight. You might see that, in some cases, even though the ratings are the same, we still determine a winner because it had more reviews.
-   If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation.

Pipedrive

82%Fit

Feature ratings

Contact Database

4.4

Contact Management

4.4

Lead Management

4.4

Sales Pipeline Management

4.5

Dynamics 365

82%Fit

Feature ratings

Contact Database

4.5

Contact Management

4.4

Lead Management

4.4

Sales Pipeline Management

4.4

Contact Database

4.4 (289)

4.5 (368)

Pipedrive users appreciate the comprehensive and customizable contact database, which they find critical for efficient contact management and personalized communication strategies. They highlight the ease of adding, categorizing, and updating contacts, as well as the seamless integration with other tools. They particularly value the mobile app for on-the-go access. However, some users mention poor usability and design. Dynamics 365 users, on the other hand, value the centralized repository for contact information, robust data analysis capabilities, and seamless integration with Microsoft tools. They appreciate the customization options and the ability to segment contacts for targeted marketing. Overall, users find Pipedrive's contact database user-friendly and customizable, while they value Dynamics 365 for its comprehensive data management and integration capabilities.

Contact Management

4.4 (393)

4.4 (603)

Pipedrive users find contact management intuitive and efficient, appreciating features like smart search, mobile access, and integration with other software. They appreciate the ability to categorize and manage contacts, sync with Google and Outlook, and use custom fields. However, some users report issues with duplicate contacts and poor usability. Dynamics 365 users highlight the seamless integration with Microsoft tools, centralized data, and advanced analytics. They value the ability to track customer interactions, preferences, and history, which they say enhances personalized communication and customer satisfaction. Overall, users think Pipedrive offers easy and customizable contact management, while they note Dynamics 365 provides advanced analytics and seamless integration for efficient contact management.

Lead Management

4.4 (376)

4.4 (401)

Pipedrive users appreciate the efficient lead management tools that enable them to prioritize, segment, and track leads. They value the ability to convert leads to deals, schedule follow-ups, and use visual management for better lead tracking. However, some users mention limitations in automation and support. Dynamics 365 users, meanwhile, highlight the advanced lead scoring, automated lead capture, and nurturing capabilities. They appreciate the integration with other Microsoft applications and the ability to customize lead records. Overall, users find Pipedrive's lead management tools efficient for prioritizing and tracking leads, while they value Dynamics 365 for its advanced lead scoring and nurturing capabilities.

Sales Pipeline Management

4.5 (384)

4.4 (408)

Pipedrive users highly value the sales pipeline management feature, citing its intuitive visual representation, customizable stages, and ease of tracking deals. They appreciate the ability to forecast sales, identify bottlenecks, and automate administrative tasks. However, some users mention issues with usability and design. Dynamics 365 users, on the other hand, highlight the comprehensive view of the sales process, advanced forecasting, and integration with other modules. They appreciate the visual representation, customization options, and collaboration features. Overall, users find Pipedrive's sales pipeline management intuitive and customizable, while they note Dynamics 365 offers advanced forecasting and comprehensive integration for effective sales pipeline management.

## Pricing comparison

### Starting prices

Pipedrive

$19.00

Per User

(Per Month)

Free Trial

Free Version

[View pricing plans](https://www.capterra.com/p/132666/Pipedrive/pricing/)

Dynamics 365

$50.00

Per User

(Per Month)

Free Trial

Free Version

[View pricing plans](https://www.capterra.com/p/157279/Dynamics-365/pricing/)

### Value-for-money analysis

4.4 (3050)

4.1 (5819)

An exploration of what reviewers say about both Pipedrive's and Dynamics 365's value for money finds that Pipedrive reviewers see it as an affordable and flexible CRM solution, while Dynamics 365 reviewers comment on its comprehensive suite of business applications. Reviewers find Pipedrive to be a cost-effective option for small businesses and startups, appreciating its simple pricing model, free trial options, and the absence of hidden fees. They value its customizable features and integrations, though some mention that advanced functionalities and add-ons can increase costs. Users also note that while the basic plans are affordable, higher-tier plans may be necessary for more extensive capabilities. When it comes to Dynamics 365, reviewers highlight its extensive range of integrated features across various business areas, which they say justifies the cost for larger organizations. They appreciate its cloud-based accessibility and comprehensive functionality, noting significant improvements in efficiency and cost savings. However, users also mention that the complex licensing structure and high costs can be prohibitive for small businesses, and the setup and customization processes can be time-consuming and expensive.

## Integrations

Popular Integrations

Compare available integrations between Pipedrive and Dynamics 365.

### Microsoft 365

Pipedrive

Dynamics 365

### Microsoft Outlook

Pipedrive

Dynamics 365

### PandaDoc

Pipedrive

Dynamics 365

### Docusign

Pipedrive

Dynamics 365

### Microsoft Teams

Pipedrive

Dynamics 365

### Aircall

Pipedrive

Dynamics 365

### Microsoft Excel

Pipedrive

Dynamics 365

### Datananas

Pipedrive

Dynamics 365

Total Integrations

96

Zapier

Users report that they use Zapier to automate tasks and integrate Pipedrive with various tools, which they say saves time and enhances their sales processes.

Gmail

Users mention that they integrate Gmail with Pipedrive to track email correspondence and centralize communication, noting that it improves efficiency and record-keeping.

Microsoft Outlook

Reviewers state that they use Microsoft Outlook with Pipedrive for email and calendar synchronization, which they indicate helps in tracking communications and scheduling.

Mailchimp

Users say that they integrate Mailchimp with Pipedrive to manage email campaigns and track engagement, citing that it helps in identifying and nurturing leads.

Slack

Reviewers report that they use Slack with Pipedrive to receive real-time updates on deals and activities, saying that it improves team communication and collaboration.

Pipedrive Integrations (96)

-   [Act-On](https://www.capterra.com/p/103468/Act-On/)
-   [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/)
-   [ActiveDEMAND](https://www.capterra.com/p/142305/ActiveDEMAND/)
-   [ActiveIQ](https://www.capterra.com/p/86971/ActiveConversion/)
-   [Acuity Scheduling](https://www.capterra.com/p/191978/Acuity-Scheduling/)
-   [Aircall](https://www.capterra.com/p/184709/Aircall/)
-   [APIANT](https://www.capterra.com/p/155486/APIANT/)
-   [Apollo.io](https://www.capterra.com/p/158696/Apollo/)
-   [Asana](https://www.capterra.com/p/184581/Asana-PM/)
-   [Bedrock Data](https://www.capterra.com/p/156578/BedrockData/)
-   [Calendly](https://www.capterra.com/p/148036/Calendly/)
-   [CallHippo](https://www.capterra.com/p/159578/CallHippo/)
-   [Callmaker](https://www.capterra.com/p/152121/Callmaker/)
-   [Crossbeam](https://www.capterra.com/p/193156/Crossbeam/)
-   [Cyclr](https://www.capterra.com/p/158623/Cyclr/)
-   [Datananas](https://www.capterra.com/p/146879/Datananas/)
-   [Dealfront](https://www.capterra.com/p/154835/Leadfeeder/)
-   [Demodesk](https://www.capterra.com/p/180493/Demodesk/)
-   [Docusign](https://www.capterra.com/p/121506/Docusign/)
-   [Drip](https://www.capterra.com/p/164933/Drip/)
-   [Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)
-   [Dryrun](https://www.capterra.com/p/135515/Dryrun/)
-   [Dux-Soup](https://www.capterra.com/p/210406/Dux-Soup/)
-   [FormCrafts](https://www.capterra.com/p/211812/FormCrafts/)
-   [FreshBooks](https://www.capterra.com/p/142390/FreshBooks/)
-   [Front](https://www.capterra.com/p/132901/Front/)
-   [Gmail](https://www.capterra.com/p/202338/Gmail/)
-   [Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)
-   [Google Contacts](https://www.capterra.com/p/203196/Google-Contacts/)
-   [Google Drive](https://www.capterra.com/p/161425/Drive/)
-   [Google Maps](https://www.capterra.com/p/227511/Google-Maps/)
-   [Google Meet](https://www.capterra.com/p/176572/Google-Hangouts/)
-   [Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)
-   [Gravity Forms](https://www.capterra.com/p/206381/Gravity-Forms/)
-   [Grow](https://www.capterra.com/p/136247/Grow/)
-   [HappyFox Chat](https://www.capterra.com/p/122234/HappyFox-Chat/)
-   [Help Scout](https://www.capterra.com/p/136909/Help-Scout/)
-   [Highrise](https://www.capterra.com/p/146703/Highrise/)
-   [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)
-   [Integrate.io](https://www.capterra.com/p/153780/Xplenty/)
-   [IntelligenceBank](https://www.capterra.com/p/121110/IntelligenceBank-DAM/)
-   [Intercom](https://www.capterra.com/p/134347/Intercom/)
-   [Jotform](https://www.capterra.com/p/158456/JotForm-4-0/)
-   [JustCall](https://www.capterra.com/p/157853/JustCall/)
-   [Kixie PowerCall](https://www.capterra.com/p/135636/Kixie-PowerCall/)
-   [Klenty](https://www.capterra.com/p/147408/Klenty/)
-   [Lead Liaison](https://www.capterra.com/p/124417/Lead-Liaison/)
-   [LeadBoxer](https://www.capterra.com/p/141290/LeadBoxer/)
-   [LeadRebel](https://www.capterra.com/p/192907/LeadRebel/)
-   [lemlist](https://www.capterra.com/p/173776/lemlist/)
-   [Lime Connect](https://www.capterra.com/p/131558/Userlike-Live-Chat/)
-   [LiveChat](https://www.capterra.com/p/62194/LiveChat/)
-   [Livestorm](https://www.capterra.com/p/153937/Livestorm/)
-   [Mailchimp](https://www.capterra.com/p/110228/MailChimp/)
-   [Mailjet](https://www.capterra.com/p/130105/Mailjet/)
-   [Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)
-   [Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)
-   [Microsoft Power Automate](https://www.capterra.com/p/227210/Microsoft-Power-Automate/)
-   [Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)
-   [monday.com](https://www.capterra.com/p/147657/monday-com/)
-   [MRPeasy](https://www.capterra.com/p/134177/MRPEasy/)
-   [NativeForms](https://www.capterra.com/p/207543/NativeForms/)
-   [Operations Hub](https://www.capterra.com/p/226298/PieSync/)
-   [Outfunnel](https://www.capterra.com/p/181249/Outfunnel/)
-   [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/)
-   [Plecto](https://www.capterra.com/p/160483/Plecto/)
-   [Proposable](https://www.capterra.com/p/122529/Proposable/)
-   [Proposify](https://www.capterra.com/p/133332/Proposify/)
-   [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)
-   [QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)
-   [QuoteWerks](https://www.capterra.com/p/135691/QuoteWerks/)
-   [Referral Factory](https://www.capterra.com/p/218230/Referral-Factory/)
-   [RightSignature](https://www.capterra.com/p/220507/RightSignature/)
-   [Ruler Analytics](https://www.capterra.com/p/161093/Ruler-Analytics/)
-   [Seamless](https://www.capterra.com/p/207295/Seamless-AI/)
-   [Slaask](https://www.capterra.com/p/151616/Slaask/)
-   [Slack](https://www.capterra.com/p/135003/Slack/)
-   [Slemma](https://www.capterra.com/p/153269/Slemma/)
-   [Snov.io](https://www.capterra.com/p/182902/Snovio/)
-   [SupportBee](https://www.capterra.com/p/132028/SupportBee/)
-   [Surfe](https://www.capterra.com/p/211913/Leadjet/)
-   [Survicate](https://www.capterra.com/p/132914/Survicate/)
-   [Talkdesk](https://www.capterra.com/p/132852/Talkdesk/)
-   [Talkspirit](https://www.capterra.com/p/157400/talkSpirit/)
-   [TimelinesAI](https://www.capterra.com/p/211597/TimelinesAI/)
-   [Toky](https://www.capterra.com/p/156115/Toky/)
-   [Tray.io](https://www.capterra.com/p/162651/Tray-io/)
-   [Trello](https://www.capterra.com/p/211559/Trello/)
-   [Wishpond](https://www.capterra.com/p/145745/Wishpond/)
-   [Wiza](https://www.capterra.com/p/187039/Wiza/)
-   [Woodpecker.co](https://www.capterra.com/p/150484/Woodpecker/)
-   [Woopra](https://www.capterra.com/p/155465/Woopra/)
-   [Xero](https://www.capterra.com/p/120109/Xero/)
-   [Yesware](https://www.capterra.com/p/136698/Yesware/)
-   [Zapier](https://www.capterra.com/p/130182/Zapier/)
-   [Zoom Workplace](https://www.capterra.com/p/144037/Zoom-Video-Conferencing/)

Total Integrations

24

Microsoft Outlook

Reviewers mention that Dynamics 365 integrates seamlessly with Outlook, which they note helps manage emails, calendars, and contacts efficiently, enhancing communication and lead tracking.

Microsoft Excel

Users report that Dynamics 365 integrates well with Excel, citing that it facilitates data import/export, report generation, and detailed data analysis, making it essential for business operations.

Microsoft SharePoint

Reviewers state that Dynamics 365 integrates smoothly with SharePoint, which they say enables efficient document management, secure storage, and collaboration, enhancing overall business workflow.

Dynamics 365 Integrations (24)

-   [ADP Workforce Now](https://www.capterra.com/p/155895/WorkforceNow/)
-   [airSlate SignNow](https://www.capterra.com/p/154418/SignNow/)
-   [Ameyo](https://www.capterra.com/p/85852/Ameyo/)
-   [AskNicely](https://www.capterra.com/p/141434/AskNicely-for-NPS/)
-   [Campaign Monitor by Marigold](https://www.capterra.com/p/76928/Campaign-Monitor/)
-   [Docusign](https://www.capterra.com/p/121506/Docusign/)
-   [Five9](https://www.capterra.com/p/132405/Five9/)
-   [Gainsight CS](https://www.capterra.com/p/148980/Gainsight/)
-   [InsideView](https://www.capterra.com/p/178108/Apex/)
-   [Lattice Engines](https://www.capterra.com/p/167480/Predictive-Insights-Platform/)
-   [LinkedIn for Business](https://www.capterra.com/p/213505/LinkedIn-for-Business/)
-   [Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)
-   [Microsoft Azure](https://www.capterra.com/p/16365/Azure/)
-   [Microsoft Excel](https://www.capterra.com/p/176574/Excel/)
-   [Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)
-   [Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/)
-   [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)
-   [Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)
-   [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/)
-   [PROS Smart CPQ](https://www.capterra.com/p/79260/PROS-Smart-CPQ/)
-   [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)
-   [Sana Commerce](https://www.capterra.com/p/139645/Sana-Commerce/)
-   [SOFT4Spaces](https://www.capterra.com/p/169422/SOFT4-RealEstate/)
-   [Tacton CPQ](https://www.capterra.com/p/58632/Tacton-Configurator/)

For each product, we show you the most common integrations according to our user reviews and analyze themes in what reviewers say to highlight what you need to know.

## How does the user experience compare on Pipedrive vs Dynamics 365?

### Overall rating

4.5 (3050)

4.4 (5819)

### User interface

Pipedrive

Dynamics 365

### Customer service and support

Pipedrive

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live rep)

Chat

Dynamics 365

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live rep)

Chat

## What users say about the pros and cons of Pipedrive vs Dynamics 365

Both Pipedrive and Dynamics 365 are solutions that have been reviewed by verified reviewers on Capterra. Check out what real users have to say about their experiences to see how Pipedrive stacks up against Dynamics 365 and pick the one that fits best your needs. Users appreciate Pipedrive for its effective sales management, intuitive CRM system, and customizable sales pipeline. They highlight its ability to streamline sales processes, automate tasks, and provide insightful reports. At the same time, Dynamics 365 users value its seamless integration with other Microsoft products, comprehensive CRM management, and robust task management. They note its powerful customization options, AI-driven analytics, and ability to enhance productivity across departments. As for the cons, Pipedrive users find its email integration lacking and its pricing somewhat high. They also mention issues with call management. Meanwhile, Dynamics 365 users point out its complex pricing structure, challenging user interface, and steep learning curve. \[[2](#source-item-2)\]

Pros

Pipedrive

Matt G

Account ExecutiveLegal Services, 2 - 10 employeesUsed the software for: 1-2 years.

“Overall it has helped me manage my funnel of leads much more effectively. If your company is sales focused it is built for that line of work“

February 19, 2026

DL

Daniela L

Sales ManagerComputer Software, 11 - 50 employeesUsed the software for: More than 2 years.

“It’s like having a chessboard where each piece represents a sales opportunity, and you can easily move them from one stage to another. Plus, the task automation is a lifesaver; it saves you tons of time on repetitive tasks. And the real-time reports are awesome for knowing exactly how your sales are doing without having to do any complicated calculations.“

August 21, 2024

Dynamics 365

Manish C

Microsoft AdminAccounting, 201 - 500 employeesUsed the software for: 6-12 months.

“It offers strong customization, centralized administration, and scalable cloud capabilities, which make managing users, workflows, and data efficient.“

April 29, 2026

LB

Lucas B

IT Service Desk AnalystFinancial Services, 501 - 1,000 employeesUsed the software for: 6-12 months.

“My overall experience with Dynamics 365 has been strong because it brings so many moving parts of a business into one connected platform, making it easier to see the full picture and act on it. Once you get past the initial learning curve, the system feels powerful and flexible—automation, reporting, and integrations all work together to streamline daily operations.“

March 6, 2026

Cons

Pipedrive

MS

Marvin S

Product Development LeadComputer Software, 11 - 50 employeesUsed the software for: More than 2 years.

“I'm only reporting/reviewing from the perspective of an admin user, and the only downside I can see is that with the mass of our leads we need to temper ourselves when updating because of the 10k a day rate limit.“

July 24, 2024

JA

Josh A

Co-founder, VP of MarketingFood & Beverages, 2 - 10 employeesUsed the software for: 1-2 years.

“All the customization can make it difficult to decide how to best implement the services across the company.“

October 17, 2024

Dynamics 365

Vaibhav C

AnalystFinancial Services, 51 - 200 employeesUsed the software for: More than 2 years.

“Another limitation is the lack of functionality to clearly distinguish between a quick “hi/hello” phone call and a more meaningful business conversation - both tend to be logged in the same way, which can be misleading when reviewing client engagement.“

February 9, 2026

MG

Matt G

DirectorInsurance, 201 - 500 employeesUsed the software for: 6-12 months.

“The system is very cumbersome, users have a hard time self-servicing and need a lot of hand-holding for simple entry and analysis.“

April 14, 2026

* * *

Sources

1.  Our research team identified features from vendor websites based on their analysis of what users find valuable or expect from crm software. This list is not exhaustive. For additional features, refer to the vendor’s website.
    
2.  Review excerpts are passages extracted from longer reviews written by verified reviewers. We obtain these excerpts by applying an algorithm that considers factors including, but not limited to, length, topic coverage, and thematic relevance. Excerpts are evaluated for positive or negative sentiment and receive a sentiment score. They represent user opinion and do not represent the views of, nor constitute, an endorsement by Capterra or its affiliates. Excerpts are not edited for clarity or grammar.
    

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