Microsoft Dynamics 365 Sales Alternatives to Evaluate

Close CRM

Close CRM is a high-velocity sales platform built for SMB brokers and freight startups that need to make a high volume of calls and emails daily. It features a built-in power dialer, automated email sequences, SMS messaging, and predictive dialing — all without third-party add-ons. The unified inbox shows all communication across channels in one timeline. Smart views and pipeline management help sales teams prioritize hot leads and close deals faster.

• Features: Built-in Calling - Native VoIP with automatic call logging, Email Automation - Sequences and templates for outreach, Visual Pipeline - Drag-and-drop deal management, Power Dialer - High-volume calling for sales teams, Reporting Dashboard - Sales metrics and forecasting, Mobile App - iOS and Android for remote selling
• Integrations: Not listed on the approved SupplyWolf profile
• Best suited for: Not listed on the approved SupplyWolf profile
• Core strengths: Not listed on the approved SupplyWolf profile

Copper CRM

Copper CRM is a Google Workspace-native sales platform built for SMB shippers and brokers who live in Gmail. It automatically pulls contact information, tracks email threads, and logs interactions without manual data entry. Features include visual pipeline management, workflow automation, and reporting dashboards — all accessible directly from Gmail and Google Calendar. With zero learning curve for Google users, teams are productive from day one.

• Features: Gmail Integration - CRM data directly in your inbox, Google Calendar Sync - Meeting scheduling and tracking, Automated Data Entry - AI captures contacts from emails, Pipeline Management - Visual deal tracking and forecasting, Workflow Automation - Trigger actions based on activities, Mobile CRM - Full functionality on iOS and Android
• Integrations: Not listed on the approved SupplyWolf profile
• Best suited for: Not listed on the approved SupplyWolf profile
• Core strengths: Not listed on the approved SupplyWolf profile

Freshsales

Freshsales by Freshworks is an AI-powered CRM for SMB to mid-market brokers, carriers, and 3PLs. Freddy AI scores leads, suggests next best actions, and predicts deal outcomes. Built-in features include phone with call recording, email tracking, appointment scheduling, and territory management. The platform offers a free tier for small teams and scales to full enterprise capability with workflow automation, CPQ, and advanced analytics.

• Features: Freddy AI - Lead scoring and deal insights, Built-in Phone - Native calling with recording, Email Tracking - Open and click notifications, Sales Sequences - Automated multi-touch outreach, Territory Management - Geographic sales planning, Mobile CRM - Full-featured mobile app
• Integrations: Not listed on the approved SupplyWolf profile
• Best suited for: Not listed on the approved SupplyWolf profile
• Core strengths: Not listed on the approved SupplyWolf profile

HubSpot CRM

HubSpot CRM provides a comprehensive sales, marketing, and service platform for SMB to mid-market logistics companies. The free CRM tier includes contact management, deal tracking, email integration, and meeting scheduling. Paid hubs add marketing automation, sales sequences, custom reporting, and customer service tools. The platform features 2,000+ marketplace integrations, an AI-powered content assistant, and predictive lead scoring. Its intuitive interface makes it ideal for logistics teams adopting CRM for the first time.

• Features: Free Forever CRM - Unlimited users on free tier, Marketing Hub - Integrated email and content marketing, Sales Hub - Pipeline management and automation, Service Hub - Customer support and ticketing, Operations Hub - Data sync and workflow automation, Reporting Dashboard - Custom reports and analytics
• Integrations: Not listed on the approved SupplyWolf profile
• Best suited for: Not listed on the approved SupplyWolf profile
• Core strengths: Not listed on the approved SupplyWolf profile

Insightly CRM

Insightly CRM combines customer relationship management with project management capabilities. Features include pipeline management, workflow automation, email tracking, and built-in project delivery tools.

• Features: Pipeline management, Workflow automation, Email tracking, Project management, Lead routing, Custom dashboards, Mobile app, Contact management, Task management, Reporting
• Integrations: Gmail, Google Workspace, Google Drive, Microsoft Outlook, Microsoft 365, QuickBooks Online, Xero, NetSuite, Slack, Dropbox, Box, Mailchimp, DocuSign, PandaDoc, Shopify, WordPress, Salesforce, HubSpot, Zapier, PayPal, Asana, Zoom
• Best suited for: Not listed on the approved SupplyWolf profile
• Core strengths: Not listed on the approved SupplyWolf profile

Keap CRM

Keap (formerly Infusionsoft) provides CRM and marketing automation for small businesses. Features include contact management, sales pipeline, email marketing, appointments, and invoicing in one platform.

• Features: Contact management, Sales pipeline, Email marketing, Marketing automation, Appointment scheduling, Invoicing, Text messaging, Landing pages, Reporting, Mobile app
• Integrations: Shopify, Stripe, PayPal, WePay, Venmo, QuickBooks, ClickFunnels, Facebook Lead Ads, Gravity Forms, Typeform, Zapier, Gmail, Google Calendar, WordPress
• Best suited for: Not listed on the approved SupplyWolf profile
• Core strengths: Not listed on the approved SupplyWolf profile

Oracle NetSuite CRM

Oracle NetSuite CRM provides a complete view of customer interactions integrated with ERP and e-commerce. Features include sales force automation, marketing automation, customer service, and partner relationship management.

• Features: Sales force automation, Marketing automation, Customer service management, Partner management, Forecasting, Opportunity tracking, Lead management, Campaign management, ERP integration
• Integrations: Salesforce, HubSpot, Microsoft Dynamics, Shopify, Magento, BigCommerce, Amazon, eBay, Celigo, Dell Boomi, MuleSoft, Workato, Jitterbit, Stripe, PayPal, Avalara, ShipStation
• Best suited for: Not listed on the approved SupplyWolf profile
• Core strengths: Not listed on the approved SupplyWolf profile

Pipedrive

Pipedrive is a visual, deal-driven CRM designed for SMB to mid-market brokers, carriers, and small 3PLs. Its drag-and-drop pipeline interface makes it easy to track deals across customizable sales stages. Features include built-in email sync, activity reminders, contact history tracking, web forms for lead capture, and AI-powered sales assistant recommendations. The platform integrates with 500+ tools and offers mobile apps for managing relationships on the go.

• Features: Visual Pipeline - Drag-and-drop deal management, AI Sales Assistant - Lead and deal recommendations, Email Integration - Two-way sync with inbox, Workflow Automation - Trigger-based task automation, Revenue Forecasting - Predictive sales analytics, Mobile App - Full CRM on iOS and Android
• Integrations: Slack, Zoom, Gmail, Outlook, Zapier, Trello, Asana
• Best suited for: Not listed on the approved SupplyWolf profile
• Core strengths: Not listed on the approved SupplyWolf profile

Salesforce CRM

Salesforce CRM is the world's leading cloud-based customer relationship management platform, used by logistics companies from SMB brokers to enterprise shippers. Features include AI-powered Einstein analytics for lead scoring and opportunity insights, customizable sales pipelines, workflow automation, and a vast AppExchange marketplace with 7,000+ integrations. Industry-specific solutions for manufacturing and distribution add supply chain visibility. Mobile apps, Slack integration, and Tableau analytics provide real-time sales intelligence.

• Features: Sales Cloud - Complete sales automation platform, Einstein AI - Predictive insights and automation, Lightning Platform - Custom app development, AppExchange - Thousands of integrations, Revenue Intelligence - AI-powered forecasting, Mobile CRM - Salesforce anywhere on any device
• Integrations: Slack, MuleSoft, Tableau, DocuSign, Marketo, Snowflake, AWS
• Best suited for: Not listed on the approved SupplyWolf profile
• Core strengths: Not listed on the approved SupplyWolf profile

Salesforce Logistics Cloud

• Features: Logistics Workflows - Pre-built freight processes, Order Management - End-to-end order visibility, Carrier Integration - Connect to carrier networks, Customer 360 - Complete customer view, Einstein Analytics - Logistics intelligence, Flow Automation - No-code process builder
• Integrations: Salesforce CRM, MuleSoft, project44, FourKites, SAP, Oracle
• Best suited for: Not listed on the approved SupplyWolf profile
• Core strengths: Not listed on the approved SupplyWolf profile

SugarCRM

SugarCRM provides an AI-powered customer relationship management platform for mid-market logistics companies, brokers, and 3PLs. The platform combines sales automation, marketing campaigns, and customer service in a unified system. Features include predictive analytics powered by SugarPredict AI, workflow automation with drag-and-drop design, advanced reporting, and customizable dashboards. Flexible deployment options include cloud and on-premise, with extensive API support and 250+ marketplace integrations for logistics-specific workflows.

• Features: Sales automation, Marketing automation, Customer service, Predictive analytics, Workflow automation, Lead management, Opportunity tracking, Reporting dashboards, Mobile app, API integrations
• Integrations: Microsoft 365, Microsoft Outlook, Microsoft Teams, Google Workspace, Google Drive, Dropbox, Box, DocuSign, Mailchimp, Marketo, HubSpot, LinkedIn Sales Navigator, ZoomInfo, Zendesk, SAP, NetSuite, Shopify, Magento, WooCommerce, Zapier, Dell Boomi, MuleSoft
• Best suited for: Not listed on the approved SupplyWolf profile
• Core strengths: Not listed on the approved SupplyWolf profile

Zendesk Sell

Zendesk Sell is a modern sales CRM built for inside sales teams at SMB to mid-market brokers, retailers, and 3PLs. It features built-in calling and email, pipeline management with customizable stages, mobile offline access, and native integration with Zendesk Support for a unified view of customer interactions. Smart lists and automated lead scoring help sales reps prioritize outreach and close deals faster.

• Features: Sales Pipeline - Visual deal tracking, Smart Lists - Dynamic lead segmentation, Email Integration - Sync and track all emails, Built-in Calling - Native VoIP with logging, Sales Engagement - Automated outreach sequences, Mobile App - Sell on the go
• Integrations: Zendesk Support, Slack, Mailchimp, Gmail, Outlook, Zapier
• Best suited for: Not listed on the approved SupplyWolf profile
• Core strengths: Not listed on the approved SupplyWolf profile

Zoho CRM

Zoho CRM offers a comprehensive sales management platform for SMB to mid-market logistics companies. It features AI assistant Zia for lead scoring and deal predictions, multi-channel communication tracking (email, phone, social, chat), workflow automation with blueprint process management, and customizable dashboards. The platform integrates with 500+ third-party apps and Zoho's own 45+ business applications. Free tier supports up to 3 users with paid plans offering advanced analytics and territory management.

• Features: Sales Automation - Workflow and process automation, Zia AI - Intelligent sales assistant, Multichannel - Email, phone, social, chat, Analytics - Custom reports and dashboards, Blueprint - Guided sales processes, Mobile CRM - Offline-capable mobile app
• Integrations: Zoho Suite, Google Workspace, Microsoft 365, Slack, Mailchimp, Shopify
• Best suited for: Not listed on the approved SupplyWolf profile
• Core strengths: Not listed on the approved SupplyWolf profile