Platform guide

Compare the questions.
Then compare the platforms.

A focused overview of three established customer platforms. Use their official documentation to confirm features, regions, editions and implementation needs.

Salesforce

Connected customer operations

CRM spans sales, service, marketing and commerce, with Agentforce adding agent workflows.

Official platform

HubSpot

Context for growing teams

Smart CRM connects customer information with Breeze assistance across go-to-market work.

Official platform

Microsoft

CRM in the flow of work

Dynamics 365 combines sales and service applications with Copilot experiences and agents.

Official platform
Questions to take into a platform evaluation
QuestionSalesforceHubSpotMicrosoft Dynamics 365
What connects the context?Shared customer view across CRM applications.Smart CRM as a context foundation for customer-facing teams.Dynamics 365 applications and their underlying data platform.
Where is AI applied?Agentforce and AI-enabled customer workflows.Breeze assistance and agents grounded in customer context.Copilot experiences and agents across sales and service.
What should we verify?Data mapping, permissions, agent actions and consumption terms.Available hubs, data quality, subscription scope and agent controls.App licensing, Dataverse setup, Microsoft 365 context and access.

Editorial overview reviewed 9 November 2026. This is not a ranked product recommendation or a complete feature comparison. Availability and commercial terms can change.

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