Comparing the Best CRMs 2018: ABLE vs. Dynamics 365

How ABLE Measures Up

In each installment of our “How ABLE Measures Up” series, we compare ABLE to another CRM tool on the market. We evaluate each CRM by system, features, and pricing structure in order to give you a good idea of how it measures up against ABLE, our CRM for accountants.

A quick comparison between ABLE and Dyanmics 365 appears below, followed by an in-depth, categorical analysis. We hope this will be helpful to you as you seek to find the CRM that is the best fit for your accounting firm!


About Dynamics 365

Dynamics 365 targets a variety of industries, including communications, insurance, media, and retail. Dynamics 365 offers several products for sales, marketing, and finance/operations. Additional products are available, based upon a tiered pricing system.


About ABLE

ABLE is a business development solution for CPA firms that simplifies contact and pipeline management. Because CPAs have a limited amount of time to dedicate to tracking business development activities, users can quickly add information regarding contacts and deals, assess the status of their relationships to determine necessary actions, and build their personal brands.


Conclusions of the CRM Comparison

Businesses heavily rooted in sales and ongoing customer support are the target client for Dynamics 365. Additional features allow for its customers to essentially build their “perfect” CRM. However, proper execution of the platform involves significant amount of usage—Dynamics 365 wants to be the central software of a business.

ABLE’s functionality centers on the theme of ‘doing smart well.’ Its primary focus is developing the top client, referral source, and prospect relationships that grow a CPA firm. Every feature addition and enhancement builds on that theme. Its modules reflect the development practices of successful firms and position users for growth. ABLE is the ideal fit for CPA firms seeking an accounting CRM.


In-Depth Dynamics 365 CRM Comparison

Read on to learn more about how ABLE and Dynamics 365 measure up to one another when it comes to systems, features, and pricing structures.


System Comparison

ABLE Dynamics 365 System Comparison


Feature Comparison

To compare feature sets of the two platforms, we focused on four major components of successful business development: relationship management, internal collaboration, accountability, and content delivery.


Client Relationship Management

For sales, Dynamics 365 helps users understand customer needs in order to close more deals. The customer service module facilitates reactive support when clients have questions.

ABLE’s CRoPs Tiles ensure the most important clients, referrals, and prospects are continuously supported. the simple interface makes client management and reminders easy to navigate.

The primary function of Dynamics 365 is to establish relationships in order to close transactional sales or react to a customer issue, whereas ABLE facilitates a proactive approach to ongoing relationships.


Internal Collaboration

Both systems offer strong tools for team synergy and collaboration. Users are able to see one another’s notes and comments on contact records, as well as tag and notify each other where necessary. In both systems, teams can leverage the platform to stay on top of customer/client relationships and deals.



Transparency in the two systems differs based on the users’ role.

In Dynamics 365, within the customer service applications, users can solicit feedback and use those insights to drive customer success.

With ABLE, users can assess client loyalty with the Net Promotor® Survey, benchmarking their progress, promoting high scores on future proposals, and uncovering any dissatisfaction before the relationship is lost.


Content Delivery

The systems approach content delivery differently.

Dynamics 365 works with Adobe Marketing Cloud to provide a complete customer view in order to design a comprehensive marketing experience.

ABLE’s Thought Leadership enables users to send clients the right piece of content at the right time. ABLE adds articles to its Content Library weekly, and users can share their own content or articles if they wish. Professionally curated articles and summaries are categorized and tagged for easy access. Users need not integrate in order to leverage Thought Leadership.



Dynamics 365’s pricing model is complex because the platform offers a number of products and services. Dynamics 365 offers additional products for supplemental features.

ABLE Dynamics 365 Price Comparison

While the Dynamics 365 plan appears to be less expensive than the ABLE subscription, ABLE currently offers personal training and live support at no additional cost. Dynamics 365 offers support plans, but at an additional cost.

Additionally, Dynamics 365 expects its customers to purchase supplemental applications in order to fully leverage the power of the platform. ABLE provides all features at one price point.


ABLE not only beats out Dynamics 365 as the best CRM for accountants, it also measures up well against other available tools. View our full CRM comparison to find out more.

Are you wondering if ABLE is the right CRM for your accounting firm? Schedule a demo today! Our team will show you how ABLE can make a difference in YOUR business.