Dynamics 365 vs CloudBlue PSA
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Overview
Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.
Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
CloudBlue supports the entire business lifecycle, from lead generation to contract renewal. It is designed specifically for software and services businesses, automating business functions in a single platform available on the cloud. It includes integrated time tracking systems and automated billing
CloudBlue supports the entire business lifecycle, from lead generation to contract renewal. It is designed specifically for software and services...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
Images
Pricing
Starting from
Not provided by vendor
- Free Version
- Free Trial
- Subscription
Starting from
US$65.00/month
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
4.1/ 5Features
4.3/ 5Customer Service
4.2/ 5Value for Money
4.1/ 5Ease of Use
4.3/ 5Features
4.4/ 5Customer Service
4.6/ 5Value for Money
4.3/ 5Features
Total features 117
- "What If" Scenarios
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Agile Methodologies
- Alerts/Escalation
- Alerts/Notifications
- Approval Process Control
- Asset Lifecycle Management
- Asset Tracking
- Assignment Management
- Attendance Tracking
- Audit Management
- Audit Trail
- Automated Quoting
- Automated Routing
- Automated Scheduling
- Automatic Billing
- Automatic Time Capture
- Autoresponders
- Availability Management
- Backup and Recovery
- Bank Reconciliation
- Batch Processing
- Billable & Non-Billable Hours
- Billable Items Tracking
- Billing & Invoicing
- Billing Portal
- Budget Management
- Budgeting/Forecasting
- Business Process Automation
- Business Process Control
- Buy Side (Suppliers)
- CRM
- Calendar Management
- Calendar/Reminder System
- Call Center Management
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Capacity Management
- Cash Management
- Catalog Management
- Change Management
- Chat/Messaging
- Client Management
- Client Portal
- Collaboration Tools
- Commission Management
- Communication Management
- Completion Tracking
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Configuration Management
- Consolidation/Roll-Up
- Contact Database
- Contact Management
- Contingency Billing
- Contract Drafting
- Contract/License Management
- Contractor Database
- Conversion Tracking
- Cost Tracking
- Currency Management
- Customer Accounts
- Customer Database
- Customer History
- Customer Segmentation
- Customizable Branding
- Customizable Dashboard
- Customizable Fields
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Connectors
- Data Extraction
- Data Import/Export
- Data Visualization
- Deadline Management
- Deferred Billing
- Discount Management
- Dispatch Management
- Document Management
- Document Storage
- Drag & Drop
- Dunning Management
- Electronic Signature
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Employee Database
- Employee Management
- Employee Scheduling
- Enterprise Asset Management
- Estimating
- Event Triggered Actions
- Expense Claims
- Expense Tracking
- File Sharing
- Financial Analysis
- Financial Management
- Financial Reporting
- Fixed Asset Management
- For Call Centers
- For Insurance Industry
- For Medical Purposes
- For Real Estate
- For Startups
- For iPad Devices
- Forecasting
- Forms Management
- Full Text Search
- Fund Management
- Gantt/Timeline View
- General Ledger
- Graphical Workflow Editor
- HR Management
- Help Desk Management
- Hourly Billing
- IT Asset Management
- IT Asset Tracking
- Idea Management
- Incident Management
- Income & Balance Sheet
- Integrated Business Operations
- Interaction Tracking
- Internal Chat Integration
- Inventory Management
- Invoice Creation
- Invoice History
- Invoice Management
- Invoice Processing
- Issue Auditing
- Issue Management
- Issue Scheduling
- Job Management
- KPI Monitoring
- Kanban Board
- Key Performance Indicators
- Knowledge Base Management
- Knowledge Management
- Labor Forecasting
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- Leave Tracking
- License Management
- Live Chat
- Macros/Templated Responses
- Maintenance Management
- Maintenance Scheduling
- Marketing Automation
- Milestone Tracking
- Mobile Access
- Mobile App
- Mobile Payments
- Mobile Receipt Upload
- Multi-Channel Communication
- Multi-Channel Marketing
- Multi-Company
- Multi-Currency
- Multi-Period Recurring Billing
- Multiple Billing Rates
- Multiple Projects
- Offline Time Tracking
- Online Invoicing
- Online Payments
- Online Time Clock
- Online Time Tracking Software
- Opportunity Management
- Order Management
- Overtime Calculation
- Patch Management
- Payment Processing
- Payroll Management
- Percent-Complete Tracking
- Performance Metrics
- Pipeline Management
- Planning Tools
- Point of Sale (POS)
- Portfolio Management
- Pre-built Templates
- Predictive Analytics
- Pricing Management
- Prioritization
- Problem Management
- Process Change Tracking
- Process Modeling & Designing
- Procurement Management
- Product Catalog
- Product Roadmapping
- Profit/Loss Statement
- Progress Tracking
- Project Accounting
- Project Billing
- Project Costing
- Project Management
- Project Planning
- Project Planning/Scheduling
- Project Templates
- Project Time Tracking
- Project Tracking
- Projections
- Proposal Generation
- Prospecting Tools
- Purchase Order Management
- Purchasing & Receiving
- Queue Management
- QuickBooks Integration
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Monitoring
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Receipt Management
- Recurring Invoicing
- Recurring Issues
- Recurring Orders
- Recurring Tasks
- Recurring/Subscription Billing
- Referral Tracking
- Reimbursement Management
- Relationship Tracking
- Release Management
- Reminders
- Remote Access/Control
- Remote Monitoring & Management
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Requirements Management
- Requisition Management
- Resource Allocation & Planning
- Resource Management
- Resource Scheduling
- Revenue Recognition
- Risk Management
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Schedule Distribution
- Scheduling
- Scorecards
- Search/Filter
- Segmentation
- Self Service Portal
- Sell Side (Customers)
- Service Catalog
- Service Level Agreement (SLA) Management
- Service Reporting
- Shared Contacts
- Shift Swapping
- Single Page View
- Social Media Integration
- Source Tracking
- Specialty Contracts
- Spend Management
- Status Tracking
- Strategic Planning
- Sub-Task Management
- Subcontractor Management
- Supplier Management
- Supply Chain Management
- Support Ticket Management
- Support Ticket Tracking
- Supports Scrum
- Surveys & Feedback
- Task Board View
- Task Editing
- Task Management
- Task Planning
- Task Progress Tracking
- Task Scheduling
- Task Tagging
- Tax Calculation
- Tax Management
- Team Assignments
- Team Collaboration
- Templates
- Territory Management
- Testing/QA Management
- Third-Party Integrations
- Ticket Management
- Time & Attendance
- Time & Expense Tracking
- Time Off Requests
- Time Tracking
- Time Tracking by Client
- Time Tracking by Project
- Timer
- Timesheet Management
- To-Do List
- Traditional Methodologies
- Training Management
- Transaction Management
- Trend Analysis
- Utilization Reporting
- Vacation/Leave Tracking
- Vendor Management
- Version Control
- Visual Analytics
- Warehouse Management
- Work Order Management
- Workflow Configuration
- Workflow Management
Total features 285
- "What If" Scenarios
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Agile Methodologies
- Alerts/Escalation
- Alerts/Notifications
- Approval Process Control
- Asset Lifecycle Management
- Asset Tracking
- Assignment Management
- Attendance Tracking
- Audit Management
- Audit Trail
- Automated Quoting
- Automated Routing
- Automated Scheduling
- Automatic Billing
- Automatic Time Capture
- Autoresponders
- Availability Management
- Backup and Recovery
- Bank Reconciliation
- Batch Processing
- Billable & Non-Billable Hours
- Billable Items Tracking
- Billing & Invoicing
- Billing Portal
- Budget Management
- Budgeting/Forecasting
- Business Process Automation
- Business Process Control
- Buy Side (Suppliers)
- CRM
- Calendar Management
- Calendar/Reminder System
- Call Center Management
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Capacity Management
- Cash Management
- Catalog Management
- Change Management
- Chat/Messaging
- Client Management
- Client Portal
- Collaboration Tools
- Commission Management
- Communication Management
- Completion Tracking
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Configuration Management
- Consolidation/Roll-Up
- Contact Database
- Contact Management
- Contingency Billing
- Contract Drafting
- Contract/License Management
- Contractor Database
- Conversion Tracking
- Cost Tracking
- Currency Management
- Customer Accounts
- Customer Database
- Customer History
- Customer Segmentation
- Customizable Branding
- Customizable Dashboard
- Customizable Fields
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Connectors
- Data Extraction
- Data Import/Export
- Data Visualization
- Deadline Management
- Deferred Billing
- Discount Management
- Dispatch Management
- Document Management
- Document Storage
- Drag & Drop
- Dunning Management
- Electronic Signature
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Employee Database
- Employee Management
- Employee Scheduling
- Enterprise Asset Management
- Estimating
- Event Triggered Actions
- Expense Claims
- Expense Tracking
- File Sharing
- Financial Analysis
- Financial Management
- Financial Reporting
- Fixed Asset Management
- For Call Centers
- For Insurance Industry
- For Medical Purposes
- For Real Estate
- For Startups
- For iPad Devices
- Forecasting
- Forms Management
- Full Text Search
- Fund Management
- Gantt/Timeline View
- General Ledger
- Graphical Workflow Editor
- HR Management
- Help Desk Management
- Hourly Billing
- IT Asset Management
- IT Asset Tracking
- Idea Management
- Incident Management
- Income & Balance Sheet
- Integrated Business Operations
- Interaction Tracking
- Internal Chat Integration
- Inventory Management
- Invoice Creation
- Invoice History
- Invoice Management
- Invoice Processing
- Issue Auditing
- Issue Management
- Issue Scheduling
- Job Management
- KPI Monitoring
- Kanban Board
- Key Performance Indicators
- Knowledge Base Management
- Knowledge Management
- Labor Forecasting
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- Leave Tracking
- License Management
- Live Chat
- Macros/Templated Responses
- Maintenance Management
- Maintenance Scheduling
- Marketing Automation
- Milestone Tracking
- Mobile Access
- Mobile App
- Mobile Payments
- Mobile Receipt Upload
- Multi-Channel Communication
- Multi-Channel Marketing
- Multi-Company
- Multi-Currency
- Multi-Period Recurring Billing
- Multiple Billing Rates
- Multiple Projects
- Offline Time Tracking
- Online Invoicing
- Online Payments
- Online Time Clock
- Online Time Tracking Software
- Opportunity Management
- Order Management
- Overtime Calculation
- Patch Management
- Payment Processing
- Payroll Management
- Percent-Complete Tracking
- Performance Metrics
- Pipeline Management
- Planning Tools
- Point of Sale (POS)
- Portfolio Management
- Pre-built Templates
- Predictive Analytics
- Pricing Management
- Prioritization
- Problem Management
- Process Change Tracking
- Process Modeling & Designing
- Procurement Management
- Product Catalog
- Product Roadmapping
- Profit/Loss Statement
- Progress Tracking
- Project Accounting
- Project Billing
- Project Costing
- Project Management
- Project Planning
- Project Planning/Scheduling
- Project Templates
- Project Time Tracking
- Project Tracking
- Projections
- Proposal Generation
- Prospecting Tools
- Purchase Order Management
- Purchasing & Receiving
- Queue Management
- QuickBooks Integration
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Monitoring
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Receipt Management
- Recurring Invoicing
- Recurring Issues
- Recurring Orders
- Recurring Tasks
- Recurring/Subscription Billing
- Referral Tracking
- Reimbursement Management
- Relationship Tracking
- Release Management
- Reminders
- Remote Access/Control
- Remote Monitoring & Management
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Requirements Management
- Requisition Management
- Resource Allocation & Planning
- Resource Management
- Resource Scheduling
- Revenue Recognition
- Risk Management
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Schedule Distribution
- Scheduling
- Scorecards
- Search/Filter
- Segmentation
- Self Service Portal
- Sell Side (Customers)
- Service Catalog
- Service Level Agreement (SLA) Management
- Service Reporting
- Shared Contacts
- Shift Swapping
- Single Page View
- Social Media Integration
- Source Tracking
- Specialty Contracts
- Spend Management
- Status Tracking
- Strategic Planning
- Sub-Task Management
- Subcontractor Management
- Supplier Management
- Supply Chain Management
- Support Ticket Management
- Support Ticket Tracking
- Supports Scrum
- Surveys & Feedback
- Task Board View
- Task Editing
- Task Management
- Task Planning
- Task Progress Tracking
- Task Scheduling
- Task Tagging
- Tax Calculation
- Tax Management
- Team Assignments
- Team Collaboration
- Templates
- Territory Management
- Testing/QA Management
- Third-Party Integrations
- Ticket Management
- Time & Attendance
- Time & Expense Tracking
- Time Off Requests
- Time Tracking
- Time Tracking by Client
- Time Tracking by Project
- Timer
- Timesheet Management
- To-Do List
- Traditional Methodologies
- Training Management
- Transaction Management
- Trend Analysis
- Utilization Reporting
- Vacation/Leave Tracking
- Vendor Management
- Version Control
- Visual Analytics
- Warehouse Management
- Work Order Management
- Workflow Configuration
- Workflow Management
Integrations
- ADP Workforce Now
- AdRoll
- Ameyo
- AskNicely
- Campaign Monitor by Marigold
- Docusign
- Five9
- Gainsight CS
- Google Calendar
- Google Workspace
- HubSpot CRM
- HubSpot Marketing Hub
- HubSpot Sales Hub
- InsideView
- Jira
- Lattice Engines
- LinkedIn for Business
- Mailchimp
- Meta for Business
- Microsoft Excel
- Microsoft Outlook
- Microsoft Power BI
- Microsoft Project
- Microsoft SharePoint
- N-sight
- NinjaOne
- PROS Smart CPQ
- PandaDoc
- PayPal
- QuickBooks Online
- QuickBooks Online Advanced
- SOFT4RealEstate
- SYSPRO
- Sage Accounting
- Salesforce Sales Cloud
- Sana Commerce
- Slack
- Tacton CPQ
- Unbounce
- Xero
- Zapier
- Zoom Workplace
- airSlate SignNow
- ADP Workforce Now
- AdRoll
- Ameyo
- AskNicely
- Campaign Monitor by Marigold
- Docusign
- Five9
- Gainsight CS
- Google Calendar
- Google Workspace
- HubSpot CRM
- HubSpot Marketing Hub
- HubSpot Sales Hub
- InsideView
- Jira
- Lattice Engines
- LinkedIn for Business
- Mailchimp
- Meta for Business
- Microsoft Excel
- Microsoft Outlook
- Microsoft Power BI
- Microsoft Project
- Microsoft SharePoint
- N-sight
- NinjaOne
- PROS Smart CPQ
- PandaDoc
- PayPal
- QuickBooks Online
- QuickBooks Online Advanced
- SOFT4RealEstate
- SYSPRO
- Sage Accounting
- Salesforce Sales Cloud
- Sana Commerce
- Slack
- Tacton CPQ
- Unbounce
- Xero
- Zapier
- Zoom Workplace
- airSlate SignNow