Compare BrightOffice Broker CRM vs. MeridianLink Engage

Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. The software automates key financial processes, enhancing efficiency and accuracy. Sage Intacct provides real-time financial insights through intuitive and customizable dashboards, enabling data-driven decision-making. Seamlessly integrating with various business applications, Sage Intacct ensures a unified view of operations, enhancing data consistency and collaboration across departments. Its robust reporting and analytics tools allow users to generate detailed financial statements, track key performance indicators, and gain deep insights into financial performance. Sage Intacct is scalable, reliable, and trusted by thousands of organizations worldwide. It supports complex organizational structures with multi-entity management, facilitating seamless consolidations and inter-entity transactions. The cloud-based platform ensures continuous innovation, keeping your financial management tools up-to-date. With award-winning customer support, Sage Intacct empowers businesses to streamline

Act! is the leading provider of all-in-one CRM and Marketing Automation solutions that empower small and midsize businesses to market better, sell more, and create customers for life. Act! Premium accommodates all the unique ways you work, not the other way around, and adapts to any business or industry. Act! Premium is available both on-premises (Act! Premium Desktop) and in the cloud (Act! Premium Cloud). Or, you can leverage a hybrid deployment for maximum flexibility! Plus, you’ll never grow out of Act!, because we offer a portfolio of CRM and marketing automation solutions that can fit your needs at any stage.

Case Management Software made simple to allow you to focus on your non-profit. 360-degree views of all your cases from a single dashboard. Get rid of your excel documents and access your data anywhere, on any device. InfoFlo will provide you with a system that is fully customized to meet your needs at an affordable cost.

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.

Shape Software's purpose-built sales and marketing automation software empowers you to manage all aspects of your business from one platform. The cloud-based software from Shape offers many tools to help you manage and automate your online marketing, promotions via text, email and digital marketing ads, capture leads from online sources, nurture prospects and customers and project manage your day. You can also offer customers a secure portal to streamline your intake processes, systematically score leads with ShapeIQ, and run detailed custom reporting. Start growing your revenue with Shape's flexible suite of services today.

Built on monday.com's flexible low-code/no-code framework, WORK OS, monday sales CRM is a fully customizable CRM that empowers business owners and sales teams to manage every aspect of their sales cycle and customer data in one centralized place They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. Create customizable dashboards to confidently analyze your data and get a clear overview of your sales activities and performance to optimize your sales processes or adjust your strategy, without the need for an IT expertise. monday sales CRM eliminates hours of repetitive work by automating manual processes using no-code and seamlessly integrates with the tools sales teams already use. Beyond this, nurture all your client relationships by managing post-sale activities such as onboarding and their projects. Send out personalized invoices and quotes with ease. Unlike traditional CRMs, monday sales CRM is extremely user-friendly, providing your sales team with a CRM they'd actually want to use.

Pipedrive is a powerful CRM and sales pipeline management platform designed to help businesses track and optimize their sales processes. The platform offers automation tools, AI-powered sales insights, and real-time reporting to help businesses close deals faster and more effectively. With customizable workflows, integrations with a wide range of apps, and an intuitive interface, Pipedrive supports sales teams of all sizes in managing leads, automating repetitive tasks, and monitoring performance for smarter, data-driven decisions.

Streamline your lending operations and drive growth with Mortgage Automator - a powerful loan origination and servicing software. Designed specifically for North American private and hard money lending businesses, the platform enables lenders to automate critical processes, increase efficiency, and focus on what matters - growing their business. With Mortgage Automator's comprehensive loan origination suite, lenders can receive leads and loan requests, build a robust sales pipeline, easily manage tasks and communications, and streamline their lending operations. Automator's loan servicing features allow lenders to eliminate manual errors and save valuable time with powerful automation capabilities. Enhance the credibility of your lending operations and give investors peace of mind with our comprehensive fund structure solution. With Mortgage Automator, you can simplify your lending operations and focus on driving growth.

JobNimbus, the #1 all-in one roofing app (4.8 on app stores), has been making contractors heroes since 2013. JobNimbus is used by thousands of contractors to manage their entire business, including marketing, sales and production. "This is f$&%ing amazing!" "This is f$&%ing awesome!" ** MARKETING • SEO • Paid Ads Google Business Profile Website ** SALES ** • Scheduling Lead tracking • Boards • Customized sales workflows • Sales automation ** PRODUCTION ** • Production boards Customized job workflows • Production automation • Notes • Tasks • Ordering directly from Beacon Pro+ and Roof Hub SRS. Work Orders Subcontractors Reports BILLING ** • Invoicing • JN Payments • Text-to-Pay • Financing • QuickBooks 2-way synchronization ** COMMUNICATION** Engage texting Email • Caller ID • @mentions Job sharing • Notification center All of this will equip your entire team with the best all-in one roofing app.

Epicor Vision enterprise software is a powerful solution for automotive aftermarket parts distributors ready to deliver superior service to customers while maximizing profits. This comprehensive distribution management solution offers dozens of high-value features that help to drive increased profitability and efficiency while connecting virtually every part of your enterprise to help you remain competitive in today’s aftermarket. Key features include advanced inventory management and flexible pricing tools; innovative sales accelerator tools; extensive insight into business performance analytics; critical Epicor Vista® parts demand intelligence; channel connectivity to speed up operations up and down the channel; unique capabilities to help increase customer loyalty, including CRM modules; full integration with JMO warehouse management system; and visibility of inventory across enterprise at POS. Built to tailor specifically to your own unique mix of business, Epicor Vision software makes it easy to enable integrations of all your critical business processes into one single form.