Callpro CRM and MS Dynamics CRM compared

Comparison of CallPro CRM and MS Dynamics CRM

When deciding on a system to use the first thing to consider is what you need a system for. The table below lists a number of key business functions together with how CallPro CRM and MS Dynamics CRM handle them. Note the call center functionality is listed first. You just need to decide which functions you need to decide which system to choose.

What was it designed for?

Expected number of calls per day
Increased calls = increased success rate

Telephone integration (CTI)

Dial directly from the CRM

Call lists

Used in call centers to define which records each agent will call

Call next record
Ease of moving to the next record to call

Call-back management

Action call-backs at the right time

Call logging and result workflow

Procedural automation

Call scripts and Call Guides

Assisting agents

Appointment booking

Ability to manage an appointment booking

Email campaigns

Email marketing capability

Number of databases

eg for outsource companies, company departments, data management

Data management

Manipulate data in bulk

Data privacy management

GDPR and privacy control

Object Orientation

Gamification

Induce competitiveness in the sales team

Data backups and restore

Ability to restore data to a previous backup

User screen design

Mobile app

Website tracking

Lead management

Opportunity management

Reporting

Dashboards

API's

Custom apps

Two factor authentication

Single Signon

Sales orders

Cases

Appointment booking

Support

High volume outbound calling and associated tasks, including email marketing

100+

Preview dialing, auto-dialing and hangup. Out-of-the-box integration with a wide variety of phone systems, including TAPI and the low cost FIVECRM VoIP

Out of the box. Can be predefined in the User Profile for each agent.

Out of the box. Single click to save the current record and dial the next one.

Call-backs presented automatically at the right time.

The user can filter manually. Alarms also available.

Wrap-up section used to select call outcome, set call-back, type notes and initiate workflow.

Easy workflow configuration for call and data management. Automatically shows next record to call.

Extensive call scripts and also call guides.

Out of the box

Advanced multi-step campaigns, one-off/scheduled/dynamic/triggered with link tracking and subscribe management.

Out of the box capability to create up to 999 databases.

Extensive bulk data management functions, including assign, update, copy, move, import/insert/update,export,deduplicate, delete

Extensive functionality to manage contact channel permissions and all lawful basis.

Single flexible object to store all and any type of customer records, differentiated by various criteria

Standard

Standard. User defined fields and extensive screen layout options.

Android only, for reporting

Standard

Live phone, chat, email support included. Maximum 4 hour response on emails. UK hours: 8:30am - 10pm; US hours: 8:30am - 5pm EST

General customer management, wide range of other functionality needing configuration and add-ons for a wide range of other generic uses

CTI provided by third party apps(additional cost). Auto-dialing depending on app.

Needs additional Marketing Automation licence

Manually find the next record to call.

The user must filter manually. Alarms available.

Log activity, set task. No automatic workflow. Return to list, manually select next record to call (enables cherry picking)

Agent scripts available. No call guides.

Not possible.

Basic mass email. No tracking or unsubscribe management.

External add-on apps available (chargable)

Can create multiple "Business Units". However, data structure changes affect all Buiness Units

Basic functionality, import, export, deduplicate

Additional cost

Fixed objects for Leads, Accounts, Contacts

Additional cost

Standard

Apps available for additional cost

Standard

Live phone support, various options

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"The beauty of your solution [CallPro CRM] is that it’s easily customisable and works really well in high volume lead generation and telesales environments out of the box."

Vitality Health