Best CRM Software for Mid Size Business

The waiting is over. A simplified CRM/ERP SaaS solution built for the 21st century has arrived! Introducing LionO360 business operations platform, the ultimate SaaS solution to run your business. Stop trying to stitch together multiple solutions to run your business, and having to deal with perpetual data reconciliation issues and manual work-arounds. With LionO360 CRM, you can easily manage your customer relationships, leads & pipelines, sales quota, cases, etc. Run your whole business operations with a unified ERP that includes Finance, Inventory, Purchasing, Warehouse Management, Analytics & Reporting, etc. Leverage out-of-box integrations to continue doing business with your existing vendor partners i.e., easy integration with Ecommerce platforms like NopCommerce, global logistics vendors like FedEx/UPS, common applications like DropBox/OneDrive/GoogleDrive etc. using the same unified CRM/ERP platform. Upgrading to LionO360 will streamline operations, increase agility, and ensure high-fidelity data. To learn how LionO360 can help drive your top & bottom-line growth, Contact us for a confidential discussion about the possibilities!

Please also update our description as follows: Birdeye is the top-rated reputation, social media, and customer experience platform for local brands and multi-location businesses. Over 150,000 businesses leverage Birdeye’s AI-powered platform to get found online, improve online reputation, streamline social publishing, connect through digital channels, and deliver a wowing customer experience.

Contractor Foreman starts at $49/m per company and is the most affordable construction management system for contractors. It has been endorsed by over 75 countries and industry awards. It all comes with a 100% guarantee. Stop wasting your time and money on expensive software. Quickly create estimates, generate invoices, then get paid online. Our QuickBooks integration eliminates double entry. Contractor Foreman makes it easy to keep track of your time, expenses, daily logs, and more for you and your crew. Best price + Best features = Best Choice

SiteMinder's online hotel booking engine is highly-converting and allows you to increase bookings on your hotel website while reducing dependence on third-party sales channels. Get more direct online bookings without any commission. Make it easy for your guests to book. It's a simple 2-step process. Mobile-friendly, so guests can book from any device. Modern and sleek design allow you to visually present the hotel's offerings in the best possible way. Automated entry eliminates manual entry and guesswork. SiteMinder's platform helps you reach, attract and convert more visitors. SiteMinder's #1 ranking Booking Engine brings the demand right to your door. This is your chance to take control of your hotel bookings.

Jotform has been trusted by more than 18,000,000 users around the world. It is an all-in one platform that provides powerful tools for data collection and management. You can create digital forms and surveys for any business without any programming. You can create your own form or use one of the 10,000+ pre-made templates. Advanced features such as conditional logic, autoresponder email, and 100+ integrations to popular apps allow you to go beyond the basics. You can make the most of your data with Jotform PDF editor, Jotform Report Builder, and Jotform Approvals. Turn your responses into PDFs or visual reports. Jotform allows you to collect the data you need in order to grow your business. Create an online store with Jotform Store Builder — no coding required. Sell products, services, and subscriptions; collect donations; and receive payments through one of our 30+ supported payment gateways.

The number one unified B2B sales platform for medium-sized to enterprise CPG/FMCG manufacturers & distributors. This omnichannel commerce platform will manage all aspects of your B2B sales - and includes a robust trade promotions module. With it's B2C-like experience, Pepperi consists of a B2B eCommerce storefront, mobile order-taking app (iOS/Android), Sales Force Automation, Trade Promotions, Retail Execution, Route Accounting / DSD & Inside Sales - in ONE integrated cloud-based platform that runs online & offline on all devices to maximize online B2B and in-person sales. The Pepperi IPaaS (Integration Platform as a Service), will keep your data syncing seamlessly to your existing software such as ERPs, Accounting software, Payment & Shipping gateways. Pepperi is trusted by over 1000 companies in 65 countries. and has offices in the US, Europe, Middle East and Australia.

Guesty seamlessly unites technology and hospitality, offering a platform that serves industry novices and seasoned professionals alike. With over 250 engineers, our innovation automates operations and optimizes performance with AI-driven dynamic pricing, ensuring competitiveness. Our customizable API integrates a wide range of services, streamlining every aspect of property management from booking to guest communication, making advanced tech accessible to all users. In collaboration with over 150 industry leaders, including Airbnb, Vrbo, and Booking.com, Guesty enhances property visibility and booking opportunities. Our global team of 700+ professionals underpins a community dedicated to supporting each user through the industry's evolving landscape. We're not just adapting to today's market demands; we're anticipating the challenges of tomorrow, providing a platform that simplifies operations and empowers users to excel in a competitive environment. Join us to transform the hospitality industry, where innovative technology meets unmatched user support, driving your success forward.

Your operations can be transformed by delivering workflows and real-time visibility so that your teams can keep up with the pace of change. To drive deeper insight and automation across complex systems and processes, extend and connect data, processes and workflows. Rapidly adapt your operations to meet new opportunities and to address potential risks. You can tailor workflows to meet the changing needs of your employees. In days, not weeks, create new workflows that respond to new challenges and support new ways to work. Connect, govern, and continuously improve an ecosystem of digital solutions that you can use to secure your most important data and processes. Transform how your data is used, and empower your employees to provide real-time insights using one unified platform. Unlock the potential of your team. Quickbase is now available.

TicketSearch provides organizations of all sizes with the tools and support they need to sell tickets, register attendees, manage workshops and merchandise, accept donations, and manage customer relationships. TicketSearch provides two levels of service: the standard edition with features for all organizations, and the enterprise version, which offers additional services like marketing, phone sales and additional support. TicketSearch offers a customized box office solution that can be tailored to your team's needs. From managing ticket inventory to providing daily revenue reports and loading events, TicketSearch has it all. Virtual phone sales, distribution of tickets, and mailing of patron packages are all available. A dedicated sales and customer support representative will be assigned your account to ensure TicketSearch seamlessly integrates with your team.

Pylon's intuitive design software allows you to create accurate proposals from anywhere, in less than 2 minutes. Pylon is the only software that allows you to view high-resolution imagery within your app. Pylon's award winning 3D Solar Shading toolkit helps you identify and track shading impacts throughout the year. Pylon's load profile analysis and interval data analysis will help you and your team to better understand customer consumption patterns. Analyze load profiles & interval data. You can close more solar proposals by using interactive Web & PDF proposals and native eSignatures. Fully integrated solar CRM that integrates with your solar design software to convert proposals. Pylon Solar CRM offers 2-way SMS and email communications, team management, lead management and pre-made deal pipelines.

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.

Tractivity stands out as the leading stakeholder relationship management (SRM) software in the UK, consolidating all one-to-one engagement and communication into a unified platform. Extensively utilised across both public and private sectors, Tractivity provides global organizations with the means to effectively manage projects while fostering trusted relationships with communities and stakeholders. Tailored to enhance efficiency and promote impactful stakeholder engagement, Tractivity addresses challenges such as siloed working, suboptimal engagement management, insecure data storage, and fragmented data. Empowering you with a comprehensive suite of tools, Tractivity enables the creation of influential communications. Seamlessly execute successful stakeholder engagement projects and consultations from inception to completion by leveraging a single source of truth.

ReverseLogix is the only purpose-built, end-to-end returns management system (RMS), that can be configured and adapted to serve hybrid environments, as well as B2B and B2C. We do more than solve the logistics puzzle of returns. We optimize it. We provide a better customer experience and build loyalty. You can increase your profits, improve your processes, make efficiencies, and remain competitive. Manage customer registrations, coordinate return requests, and perform both in warranty and out-of warranty repairs. ReverseLogix is a Returns Management System (RMS), software solution that businesses trust to improve, connect and optimize their entire returns ecosystem. Learn how to make the entire return lifecycle seamless, enjoyable and efficient. Customer satisfaction and brand loyalty are increased while fraud and contra-revenue negotiations are reduced. Streamline your stock rotation and fulfillment operations to reduce logistics costs.

ROLLER has a proven history of serving over 2,000 clients spanning 30+ countries, including esteemed brands in the attractions industry such as SkyZone, Altitude, American Dream, Uptown Jungle, Flip Out, WhoaZone, Oxygen, Innoflate, and Jumpsquare. We possess an in-depth understanding of the unique requirements of play centers, family entertainment centers, wake parks, water parks, trampoline parks, theme parks, amusement parks, indoor climbing facilities, children's museums, zoos, aquariums, and more. ROLLER stands out as the leading all-inclusive venue management solution for attraction businesses, equipped with a diverse set of features that amplify revenue and streamline operations. Experience seamless ticketing, efficient point-of-sale systems, advanced membership management, and integrated waivers—all in one robust platform designed to elevate your business.

Zoho SalesIQ is a customer engagement, live chat and analytics platform that combines all of the best features of Zoho SalesIQ. It unifies all your marketing, sales and customer support efforts, giving your customers a great experience and driving business growth. Get to know your prospects and start the right conversation with them. SalesIQ is optimized for B2B and B2C businesses, regardless of size. It features built-in audio calling, screen-sharing, visitor information, lead ID, a drag-and drop custom bot builder, and an AI-driven chatbot that automates customer engagement. It is trusted by more than 450,000 businesses, including giants such as Mahindra & Mahindra and Renault, IIFL. Suzuki, Zee5, Fluitec and Borner Corp., to serve their customers at all stages of the customer lifecycle. Our live chat software starts at $0 and scales with your business without burning any holes in your pocket.

ConWize, a cloud-based platform that assists construction companies in estimating projects more accurately and winning more tenders, is ConWize. Estimating construction projects can be time-consuming and complex. Errors that are not corrected can lead to lost tenders or a reduction in budget during the execution phase. ConWize makes it easier to bid and estimate during the tender phase. This protects your company from critical mistakes so you can win more tenders and make them profitable. We offer: ALL-IN-ONE BIDDING & ESTIMATING PLATFORM TO TENDER DEPARTMENTS Tenders pipeline management, subcontractors bid automation, advanced estimating instruments, indirect costs, profit loading tools, Tender KPI Analytics, and many more. MANAGE EXECUTION AND ESTIMATE PROJECTS IN ONE PLATFORM We know that profitability is the most important factor in projects. ConWize's precontract management module seamlessly links the execution and tender phases to maximize control and project monitoring.

Prezly is a powerful CRM and communications tool that allows PR agencies and teams to achieve better coverage, influencer engagement, stronger relationships with clients, and greater media coverage. Prezly is simple and easy to use. It helps teams communicate and work together effectively, speed up workflows, reach stakeholders quickly with beautiful multimedia emails and create super-functional online newsrooms. Prezly allows you to easily keep track of all your contacts (e.g. bloggers, media, board members, and employees can easily keep track of all their contacts).

Ravetree, an award-winning work management platform, empowers teams to deliver work quicker, be more informed, spend less time looking for information, and is faster than any other software. Ravetree is a software platform that allows companies to manage their resources, projects, and creative workflows from one place. Ravetree makes it easy to move between applications to find the right information, use cumbersome spreadsheets, or enter the same data multiple times. Ravetree makes it easy to get the job done!

Sumac Case Management is an all-in-one solution for human & social service organizations. Effortlessly manage client intake, case notes, service delivery, and schedules; track clients, caseworkers, volunteers, and donors; and report on key metrics to report back to funders. HIPAA & PIPEDA Compliant and includes: Top-rated support Case portal - manage clients and cases on the go Built-in mass email Client intake forms Helpline & Referral Tracking Outcome-Based Reporting Need to do more? Add Sumac Donations, Grant Management, Volunteers, and more. Sumac Case Management is perfect if you’re looking for: - case management software for social workers - social work case management software - human services software - social services software - human services case management software - case management software social services - nonprofit case management software - case management software for nonprofits Or if your nonprofit falls into any of these categories: Food Bank, Social Welfare Org, Community Services, Child & Family Services, Shelter, Health Services, Mental Health Org, Hospice

Bidtracer was developed by two highly engineers, combining expertise in mechanical, electrical, and computer engineering. This innovative tool serves as a specialized sales operations and channel partner solution specifically designed for the commercial construction sector. The tool simplifies the process of initiating sale opportunities, creating bid tracking plans, and specs, while also inviting subcontractors for assistance. This allows users to swiftly utilize the estimate tool to draft and send out proposals to customers. It assists sales professionals in automating their follow-up process with bids, enabling them to track and determine the winning contractor. This ultimately maximizes their chance of successful closing sale projects. Efficient project management is crucial to optimize time and maximize profits in construction projects. By automating various project management tasks, we can streamline operations and simplify all aspects of the project’s operational side.

SalesBuilder CRM, a cloud-based 4-in-1 CRM software for homebuilders, will fulfill all your marketing and sales needs. You can capture and nurture prospects, manage recorded sales, track option selections, and generate contracts. SalesBuilder CRM has marketing features that allow you to connect with prospects and record activity. These include email follow-up, phone log, and letters for mailing. Record prospect information and assign actions. Register at sales offices manually, import website leads, or import 3rd-party leads from Zillow. Realtors, BDX, and others. SalesBuilder CRM includes all the necessary tools to sell, starting from the beginning: creating scenarios, managing sales details, adding options, and generating contracts using optional DocuSign integration. Our CRM software for homebuilders allows you to capture leads, record important information, and promote prospects to potential homebuyers. Users can create their own registration cards so that all information is captured.

For 50 years, CDK has been providing solutions to help dealers run their businesses and build deeper relationships with customers in more than 15,000 retail locations across North America. The CDK Dealership Xperience expands dealers’ business potential through an offering of advanced solution suites designed to integrate seamlessly with our Foundations Suite to accelerate performance. • Foundations Suite: The core of the platform that offers proven, built-in functionality critical to operating all workflows effectively and efficiently across the dealership and delivering an unparalleled customer experience from the ground up • Fixed Operations Suite: The most comprehensive solution in the industry that allows dealers to build customer loyalty, streamline parts and service functionality and maximize income • Modern Retail Suite: Reduces friction points and boosts engagement along with revenue by improving and simplifying the buying transaction that customers now expect • Intelligence Suite: Harnesses the power of data-driven intelligence to boost performance and win customer loyalty through advanced analytics, AI and machine learning

Visual Planning is a powerful scheduling and resource management tool that's simple to use. Visual Planning is used by thousands of organizations to share their schedules and work more efficiently together.

Qomon is the most innovative and user-friendly Mobilization platform & mobile app. You can now run your nonprofit, project or campaign efficiently from the headquarter to the field using data and digital. Today, we have less time, more money, and more people to do complex work. You can unlock efficiency and focus on what is most important, your actions. Your people and volunteers are the best to help you act and spread your ideas. To unleash the power of your community, you need to bypass redundant systems and invest more in better tools. Let's change the way we interact with citizens and communities. You can meet people's new expectations by allowing more real-time interaction and greater agility with a digital tool. You can digitally transform your actions to increase efficiency and reach more people. Spend your time acting and not worrying about logistics. Qomon is the most popular software and mobile app that allows for real-time, end to end analysis, optimized field operations and enhanced supporters' engagement. This includes the Action CRM, Field & Digital Organizing tools (Canvassing, Calling Lists, Events, Petitions, and more), Data & Map tools designed to transform your data into actions

Frazer offers full-featured dealer management software for independent car dealers across the United States. Frazer's goal has always been to provide dealers with an easy-to-use, high-quality Dealer Management System at a reasonable price. They also ensure that they have a friendly and knowledgeable support staff to help them. Get a free trial to discover what everyone is talking about in the auto industry.