CleverBalance vs Microsoft Dynamics 365 Sales
CleverBalance
cleverbalance.aiMicrosoft Dynamics 365 Sales
microsoft.comSide by side
| Figure | CleverBalance | Microsoft Dynamics 365 Sales |
|---|---|---|
| Price from | — | $4/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 5 | 11 |
| Spec score · Intercompany Accounting Software | 7.7 (#18) | 8.7 (#3) |
| Headquarters | Mumbai, India | Redmond, Washington, USA |
| Integrations | The site describes uploading files exported from accounting systems or spreadsheets; it does not name specific software integrations on the opened pages. | Microsoft documentation lists integrations with Microsoft Teams, Exchange Online, SharePoint, and LinkedIn Sales Navigator. |
| Security | The privacy policy says data is encrypted in transit and at rest, with access controls, least-privilege principles, and continuous monitoring. | Sales data is stored in Dataverse and, for certain features, Azure resources; Microsoft says the data can be protected with Customer Lockbox and encrypted with customer-managed keys, with conversation intelligence exceptions. |
| Trial | The maker offers a 14-day free trial with no credit card required. | The pricing page offers a Dynamics 365 Sales free trial but does not state its duration in the opened page. |
Plans
CleverBalance
- Free trialFree
- EnterprisePrice not published
- GrowthPrice not published
- ProfessionalPrice not published
- StarterPrice not published
Microsoft Dynamics 365 Sales
- Dynamics 365 Human Resources Self Service$4 a month
- Dynamics 365 Sales free trialPriced on request
- Dynamics 365 Sales free trialPrice not published
- Dynamics 365 Sales Professional$65 a month
- Dynamics 365 Human Resources$135 a month
- Dynamics 365 Sales Enterprise Edition$105 a month
- Dynamics 365 Sales Premium$150 a month
- Microsoft Relationship SalesPriced on request
- Dynamics 365 Sales Professional$65 a year
- Dynamics 365 Sales Enterprise Edition$105 a year
In their own words
CleverBalance
CleverBalance has no write-up on Specifiction yet; its figures are above.
Microsoft Dynamics 365 Sales
Microsoft Dynamics 365 Sales has no write-up on Specifiction yet; its figures are above.