CleverBalance
5.8#27 in intercompany accounting softwareWeb
VisitCleverBalance vs Microsoft Dynamics 365 Sales
Microsoft Dynamics 365 Sales
7.6#1 in supply chain management softwareAndroidiOSWebAPI
VisitWhat both publish
| Fact | CleverBalance | Microsoft Dynamics 365 Sales |
|---|---|---|
| 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. |
CleverBalance plans
- Free trialFree
- Enterprise—
- Growth—
- Professional—
- Starter—
Microsoft Dynamics 365 Sales plans
- Dynamics 365 Human Resources Self Service$4 a month
- Dynamics 365 Sales free trialPriced on request
- Dynamics 365 Sales free trial—
- Dynamics 365 Human Resources$135 a month
- Microsoft Relationship SalesPriced on request
- Dynamics 365 Sales Professional$65
Pick CleverBalance if…
You want what its maker publishes above — check its page for the details.
Pick Microsoft Dynamics 365 Sales if…
You want what its maker publishes above — check its page for the details.