# Close vs Microsoft Dynamics 365 Sales

**Leader by Vioscale score:** Close

| Attribute | Close | Microsoft Dynamics 365 Sales |
|---|---|---|
| **Vioscale score** | 70.8 (75% (high)) | 40.5 (9% (low)) |
| content.faq | `[{"answer":"Close is a sales CRM platform that integrates multiple communication and sales management tools into a single system. It's designed for sales teams of any size, from solo operators to larger organizations, combining contact management, pipeline tracking, and reporting capabilities.","source":"https://close.com","question":"What is Close and who is it designed for?","confidence":0.95},{"answer":"Close enables sales teams to communicate with prospects and customers through multiple channels including phone calling, email messaging, and SMS text messages. All these communication methods are integrated directly within the CRM, allowing teams to manage all interactions from a single interface.","source":"https://close.com","question":"What communication channels does Close support?","confidence":0.95},{"answer":"Close uses a per-user subscription model with flexible billing available on monthly or annual terms. The pricing is designed to be cost-effective for small teams and solo operators, with plans scaling based on team size and feature requirements.","source":"https://close.com","question":"How is Close priced?","confidence":0.92},{"answer":"Close offers a free tier for basic usage and a 30-day free trial for new users to explore the platform's full capabilities before committing to a paid plan.","source":"https://close.com","question":"Does Close offer a free tier or trial?","confidence":0.95},{"answer":"Close integrates with over 100 applications including popular tools like Slack, ChatGPT, Claude, WhatsApp, and Salesforce. This allows teams to connect their existing workflow and data systems to streamline operations.","source":"https://close.com","question":"What integrations does Close support?","confidence":0.95},{"answer":"Close combines contact and company management, email and SMS communication tools, and sales pipeline tracking within one platform. It also includes workflow automation to streamline repetitive tasks, performance dashboards with reporting and sales forecasting, API access for custom integrations, and support for custom fields tailored to your business needs.","source":"https://close.com","question":"What are Close's main capabilities?","confidence":0.95},{"answer":"Close includes an AI sales assistant called Chloe that automates certain sales tasks and activities. The assistant is integrated directly within the platform to help streamline team workflows and boost productivity.","source":"https://close.com","question":"Does Close include an AI sales assistant?","confidence":0.9},{"answer":"Close is a web-based platform accessible through standard web browsers, eliminating the need for desktop software installation. This allows sales teams to work from anywhere with an internet connection.","source":"https://close.com","question":"How does Close deploy—is it web-based or desktop software?","confidence":0.9}]` | `[{"answer":"Dynamics 365 Sales is a customer relationship management platform designed for sales teams. It combines traditional CRM capabilities with AI-powered features to help teams improve efficiency through automated lead qualification, deal analysis, and actionable sales insights.","source":"https://dynamics.microsoft.com/en-us/crm/sales/","question":"What is Microsoft Dynamics 365 Sales?","confidence":0.9},{"answer":"This solution is intended for sales teams seeking to improve their efficiency and close more deals. It supports both individual sales activities and broader organizational sales processes.","source":"https://dynamics.microsoft.com/en-us/crm/sales/","question":"Who is Dynamics 365 Sales designed for?","confidence":0.85},{"answer":"The platform provides three core capabilities: pipeline management to track deals through sales stages, lead scoring to identify high-potential prospects, and workflow automation to streamline repetitive sales processes. Together, these features help teams work more efficiently.","source":"https://dynamics.microsoft.com/en-us/crm/sales/","question":"What are the main features of Dynamics 365 Sales?","confidence":0.95},{"answer":"The platform uses AI to automate lead qualification (identifying promising prospects), analyze deals (assessing opportunity value), and generate sales insights (providing data-driven recommendations). This AI assistance reduces manual work and supports better decision-making.","source":"https://dynamics.microsoft.com/en-us/crm/sales/","question":"How does AI assist sales teams in Dynamics 365 Sales?","confidence":0.9},{"answer":"Yes, the platform includes workflow automation to streamline repetitive sales tasks. This frees up sales representatives to focus on relationship-building and closing deals.","source":"https://dynamics.microsoft.com/en-us/crm/sales/","question":"Does Dynamics 365 Sales include workflow automation?","confidence":0.9},{"answer":"Lead scoring is a built-in feature that helps sales teams identify and prioritize prospects most likely to convert. This allows sales representatives to concentrate their efforts on the highest-value opportunities.","source":"https://dynamics.microsoft.com/en-us/crm/sales/","question":"How does lead scoring work in Dynamics 365 Sales?","confidence":0.9},{"answer":"The platform generates AI-powered sales insights to help teams understand deal dynamics and customer patterns. These insights enable sales teams to make informed decisions and adjust their strategy based on real-time data.","source":"https://dynamics.microsoft.com/en-us/crm/sales/","question":"What kind of sales insights does Dynamics 365 Sales provide?","confidence":0.85}]` |
| deployment.options | `{"cloud":true}` | `{"cloud":true}` |
| description.long | A cloud-based sales CRM combining built-in calling, email, and SMS with workflow automation and an embedded AI sales agent that proactively calls leads, qualifies prospects, and automates follow-ups. | A cloud-based CRM solution equipped with AI-driven automation capabilities designed to help sales teams manage customer relationships, streamline sales processes, and improve business outcomes. |
| features.capabilities | `{"api_access":true,"mobile_app":true,"custom_fields":true,"email_integration":true,"contact_management":true,"pipeline_management":true,"workflow_automation":true,"reporting_dashboards":true}` | `{"contact_management":true,"pipeline_management":true,"workflow_automation":true,"reporting_dashboards":true}` |
| integrations.count | 100 | 1 |
| integrations.list | `[{"name":"Fivetran"},{"name":"Zapier"},{"name":"Zoom"}]` | `[{"name":"Power Platform"}]` |
| market.availability | `{"primaryMarkets":["US","CA"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | `{"primaryMarkets":[],"availabilityScope":"global","availableCountries":["US","CA"],"notAvailableCountries":[]}` |
| platform.support | `{"ios":true,"web":true,"android":true}` | `{"web":true}` |
| pricing | `{"type":"subscription","plans":[{"free":false,"name":"Solo","summary":"$9/user/mo (annual) or $19/user/mo (monthly)","features":["Limited to 1 user","Up to 10k leads","500 AI credits per month","Chloe AI access","Workflows not included"],"minSeats":1,"components":[{"kind":"per_unit","unit":"user","amount":9,"period":"month","currency":"USD"}],"description":"Core CRM for solo operators and individual sales reps","contactSales":false,"includedLimits":{"leads":"10k","ai_credits_monthly":"500"}},{"free":false,"name":"Essentials","summary":"$35/user/mo (annual) or $49/user/mo (monthly)","features":["Unlimited contacts & leads","Team collaboration features","Built-in forms, email, calling & SMS","Centralized inbox & task list","1,000 AI credits per month","Workflows not included"],"components":[{"kind":"per_unit","unit":"user","amount":35,"period":"month","currency":"USD"}],"description":"System of action for small teams","contactSales":false,"includedLimits":{"leads":"unlimited","contacts":"unlimited","ai_credits_monthly":"1000"}},{"free":false,"name":"Growth","summary":"$99/user/mo (annual) or $109/user/mo (monthly)","features":["Automated workflows","Use Chloe in Workflows","Power dialer","Custom activities","Send bulk email","1,500 AI credits per month"],"components":[{"kind":"per_unit","unit":"user","amount":99,"period":"month","currency":"USD"}],"description":"Leveraging AI and automation for growing teams","contactSales":false,"includedLimits":{"ai_credits_monthly":"1500"}},{"free":false,"name":"Scale","summary":"$139/user/mo (annual) or $149/user/mo (monthly). Custom pricing available.","features":["Role-based access & permissions","Lead visibility rules","Predictive dialer","Unlimited call recording retention","Live call coaching","2,000 AI credits per month","Custom pricing available for complex needs"],"components":[{"kind":"per_unit","unit":"user","amount":139,"period":"month","currency":"USD"}],"description":"Advanced control for scaling organizations","contactSales":true,"includedLimits":{"ai_credits_monthly":"2000"}}],"summary":"From $9/user/mo (annual billing). Free 30-day trial. All plans include AI agent features and credits.","currency":"USD","freeTier":true,"sourceUrl":"https://close.com/pricing","retrievedAt":"2026-08-14T10:16:52.711Z","freeTrialDays":30,"startingPrice":{"amount":9,"period":"month","currency":"USD"},"billingPeriods":["month","year"]}` | - |
| pricing.free_tier | yes | - |
| pricing.model | freemium | commercial |
| pricing.price_level | low | - |
| pricing.transparent | yes | - |
| reliability.status_page | yes | - |
| security.disclosure_policy | - | yes |
| security.gdpr | yes | yes |
| security.soc2 | yes | - |

## Capabilities (CRM Software)

| Capability | Close | Microsoft Dynamics 365 Sales |
|---|:--:|:--:|
| **Core** |  |  |
| Contact & account management | ✓ | ✓ |
| Deal / pipeline management | ✓ | ✓ |
| Lead scoring | - | - |
| **Communication** |  |  |
| Email sync & tracking | ✓ | - |
| **Automation** |  |  |
| Marketing automation | - | - |
| Workflow automation | ✓ | ✓ |
| **Insight** |  |  |
| Reporting & dashboards | ✓ | ✓ |
| Sales forecasting | - | - |
| **Access** |  |  |
| Native mobile app | ✓ | - |
| **Extensibility** |  |  |
| Public API | ✓ | - |
| Custom fields & objects | ✓ | - |

*Source: Vioscale. Generated 2026-09-01T17:31:43.215Z. "-" = undocumented, not absent.*