Insightly vs Microsoft Dynamics 365 Field Service
Side-by-side comparison of AI visibility scores, market position, and capabilities
Insightly is a unified CRM platform combining sales pipeline, marketing automation, and project management for SMB and mid-market teams; raised $38M total; serves 25,000+ organizations in 175 countries; headquartered in San Francisco.
About
Insightly is a San Francisco-based software company founded in 2009 by Anthony Smith, offering a unified customer relationship management (CRM) platform designed for small and mid-sized businesses (SMB) and mid-market organizations. Unlike traditional CRMs that focus exclusively on sales pipeline management, Insightly integrates sales CRM, marketing automation, and project management into a single application — enabling sales, marketing, and delivery teams to manage the full customer lifecycle from initial lead capture through deal close and post-sale project delivery in one connected platform. The company serves over 25,000 organizations across 175 countries, spanning professional services, technology, manufacturing, and non-profit sectors.
Microsoft (MSFT) enterprise field service management with AI scheduling, IoT predictive maintenance, and Teams integration; competing with ServiceNow and IFS for utility and manufacturing field operations.
About
Microsoft Dynamics 365 Field Service is a field service management (FSM) platform from Microsoft (NASDAQ: MSFT) — part of the Dynamics 365 business application suite — that provides work order management, intelligent scheduling, mobile technician apps, IoT predictive maintenance, and customer self-service portals for utilities, manufacturing, healthcare, and other organizations managing field technicians for installation, maintenance, and repair operations. Dynamics 365 Field Service integrates natively with the Microsoft ecosystem (Teams, Azure IoT, Power Platform, Outlook) and competes with ServiceNow and ServiceMax for enterprise FSM.
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