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Description
Merlin provides users with an unlimited number of company and contact records, and in addition to the typical fields found in CRM systems, it offers around 40 customizable fields for tailored data storage and reporting. To enhance user experience, Merlin features a smart, dynamic menu that anticipates and displays the most relevant options based on the current page, eliminating the need for excessive navigation. Furthermore, the platform's fully integrated design ensures that all activities are logged against the corresponding contact, preventing data duplication and maintaining a comprehensive historical record. The Customer Relationship Management (CRM) module empowers a proactive sales team by automatically filling their calendars with appointments for upcoming periods, whether that be the next month, week, day, or a specified date range. This functionality also extends to your Accounts and Purchasing departments, aiding them in tracking payments and deliveries effectively. By streamlining communication and record-keeping, Merlin enhances overall operational efficiency.
Description
Fractional Ownership & Timeshare Management Platform
Merlin is purpose-built for vacation ownership clubs, fractional resorts, timeshare operations, and HOA communities. Unlike generic hotel PMS platforms, Merlin handles the operational complexity of fractional ownership natively.
Key Capabilities:
• Fractional Allocation: Points systems, banking/borrowing, fixed/floating weeks, and split-week logic.
• Owner Management: Centralized profiles, usage rights enforcement, and multi-tier ownership structures.
• Reservation Engine: Owner self-service booking portal, rental guest management, and inventory distribution.
• HOA Billing: Automated maintenance fee calculations, owner statements, and payment reconciliation.
• Owner Portal: Self-service reservations, account access, and document management.
API Access
Has API
No
API Access
Has API
Yes
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
Bespoke to suit all clients needs
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Merlin Business Software
Founded
1974
Country
United Kingdom
Website
www.merlinbusinesssoftware.com/our-software/contact-management/
Vendor Details
Company Name
Merlin Software
Founded
2006
Country
Global
Website
easymerlin.com
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Product Features
Club Management
Attendance Tracking
No
Billing & Invoicing
No
Check-In Manager
No
Contract Management
No
Employee Management
No
Event Management
No
Inventory Management
No
Marketing Management
No
Member Portal
No
Membership Management
No
Payment Processing
No
Point of Sale (POS)
No
HOA
Calendar Management
No
Committee Management
No
Document Management
No
Event Management
No
Member Communities
No
Member Directory
No
Online Payment Processing
No
Property Database
No
Website Management
No
Work Order Management
No
Timeshare
Accounting
Yes
Commission Management
Yes
Contract Management
Yes
Lead Management
Yes
Maintenance Management
Yes
Owner Management
Yes
Property Management
Yes
Sales Tracking
Yes
Tour Management
Yes