Best Social CRM Software for Mid Size Business

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.

ShareCRM is a comprehensive, AI-powered enterprise CRM solution built to seamlessly connect people, processes, and data. It manages the full customer lifecycle by integrating marketing automation, sales force automation, and service management in one unified platform. Businesses can engage customers across multiple channels, including websites, email, social media, and messaging apps. ShareCRM centralizes lead and customer data to create 360-degree profiles that help teams identify and prioritize high-value opportunities. Its sales tools support multi-stage pipelines, flexible pricing, quoting, and ERP integrations for order fulfillment. The platform also enhances service delivery by managing service requests, vendors, expenses, and on-site assessments. Collaboration features enable smooth communication, task tracking, and internal approvals across teams. With AI-driven insights and business intelligence reporting, organizations gain visibility into performance and ROI. Low-code customization allows companies to tailor workflows, interfaces, and permissions to their needs. ShareCRM empowers enterprises to scale operations while maintaining control and agility.

Act! Advantage, a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform, is the culmination of nearly four decades of feedback. Every feature is designed to reflect how today’s SMBs run their businesses and helps them stay organized, attract new customers, and turn relationships into results. Act! Advantage includes the largest injection of new functionality in Act’s history, broadening its footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.

Creatio offers an AI-driven CRM platform designed on a no-code and intelligent AI framework, allowing businesses to effectively oversee customer relationships and streamline workflows in marketing, sales, and service. This platform provides a comprehensive 360-degree perspective of customers, their interactions, and data, all integrated into a single system. Creatio encompasses the entire customer journey, from lead generation and managing the sales pipeline to customer service and retention, while facilitating smooth engagement across multiple channels. With its no-code capabilities, teams can effortlessly tailor processes, develop applications, and modify workflows without requiring extensive IT support. At the heart of the platform are AI agents that evaluate customer data, suggest optimal next steps, and automate various tasks throughout the customer experience. In conjunction with real-time analytics and interactive dashboards, Creatio empowers organizations to enhance operational efficiency, improve customer satisfaction, and foster scalable, data-driven growth.

IXACT Contact is a real estate CRM that makes it easy to manage your contacts, keep in touch with communications, active business, and online presence. All this in one, simple-to-use software. IXACT Contact's unique marketing automation and content will help you become the real-estate professional that your clients remember and prospects want to work with. IXACT Contact agents see an average increase of 55% in their GCI.

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.

monday AI work platform is a cloud-based work operating system and AI collaboration platform designed to help teams organize work, automate processes, and coordinate projects while integrating AI agents directly into day-to-day workflows. The platform allows businesses to create custom workflows, manage tasks, track projects, visualize operations, and connect external business tools through integrations and automations. Its AI capabilities enable organizations to deploy specialized AI agents for functions such as generating reports, conducting research, identifying operational risks, summarizing meetings, automating updates, optimizing business processes, and assisting teams with contextual workflow execution. monday AI work platform also supports integration with external AI providers including ChatGPT, Claude, Gemini, Copilot, and other MCP-connected tools, allowing businesses to bring their preferred AI systems directly into their operational workflows. The platform emphasizes collaboration between human teams and AI systems by providing centralized workspaces where AI agents can act with permissions, context awareness, governance controls, and human oversight mechanisms.

Popl is the leading solution for digital business cards and contactless lead capture, built for today’s professionals and teams. Instantly share your info—phone number, email, LinkedIn, calendar, and more—using a tap, QR scan, or custom link. Designed for fast-paced environments like trade shows, events, and on-the-go meetings, Popl empowers users to collect leads instantly, tag contacts, add notes, and push them directly into CRMs like HubSpot, Salesforce, Zoho, and thousands more. With a powerful team dashboard, organizations can manage user access, enforce brand consistency, monitor engagement, and streamline onboarding through Azure or CSV import. Integrated analytics and follow-up automations ensure every new connection drives real business impact. Be part of the future of networking—powered by Popl.

Close is the top CRM for small businesses and startups looking to win more deals in less time. Your team can communicate with prospects or customers in one place using built-in SMS, email, and calling. It's an all-in-one platform that you can use as a standalone tool without the need for any additional sales email tools or calling products. Close is cloud-based and affordable. It's also easy to use and has straight-forward pricing. This makes it a great fit for small and medium-sized businesses. Plans start at $49//month. Close was designed to make salespeople as efficient as possible. With just one click, you can make and receive calls. All calls are automatically logged (no need to enter any data manually!). The phone rings and leads activity information is displayed immediately. This means that you always have the data you need! Support is available via email, phone, FAQ documentation online, and a self service knowledge base.

monday CRM is a modern, AI-driven platform designed to help businesses manage customer relationships and streamline their sales processes. It brings leads, contacts, deals, and communication into one centralized workspace for better organization. The platform uses automation to handle repetitive tasks like lead assignment, follow-ups, and activity logging. It offers code-free customization, allowing teams to easily adapt workflows to their specific sales processes. monday CRM provides real-time dashboards and analytics to track performance and predict outcomes. It includes email sequencing tools that help teams engage with prospects throughout the sales cycle. The platform integrates with over 500 apps, enabling seamless connectivity with existing tools. It is designed to support both small teams and large enterprises. The system improves efficiency by reducing manual work and increasing data accuracy. It also enhances collaboration across departments involved in the sales process. By combining AI, automation, and flexibility, monday CRM helps businesses accelerate growth and improve sales performance.

RebelMouse, a SaaS CMS CMS that is always up-to-date, helps publishers and marketers increase organic traffic by breaking away from the traditional approach to legacy web technology. Editors, writers, and designers all need to rank their content across social media platforms and channels. Businesses need traffic, and content creators need an easy experience. SquareSpace and WordPress offer simplicity, while RebelMouse offers both. RebelMouse has better performance and more traffic. With RebelMouse, Drupal and WordPress developers with experience can create high-performing sites that require less effort to set up and manage. RebelMouse is an enterprise-ready SaaS platform that is powerful enough for media companies, but easy enough for marketing teams who just want to generate more traffic. We are also a majority-female diverse, inclusive organization. For more information on how we are different from other tech companies, please watch the YouTube video!

Brandwatch is a leading Social Media Management and Consumer Intelligence solution that empowers over 5,000 of the world's most admired companies to understand and engage with customers at the speed of social. Brandwatch offers one of the most unified social media management platforms around. You can discover, attract and engage with customers, and connect social data to what you already know, across departments and channels. You will love the easy-to-use interface, backed by our dedication to stellar support. Its Consumer Intelligence solution offers AI-enriched data from over 100m social and online sources helping data-driven organizations better understand how consumers feel about their brands, products and industry trends and topics.

Sugar Sell stands out as a distinctive Customer Relationship Management solution, offering a wide array of features such as sales-force automation, marketing campaigns, customer support, collaboration tools, mobile accessibility, social CRM, and comprehensive reporting. By utilizing Sugar Sell, both individuals and teams can reclaim valuable time that can be devoted to enhancing project focus and engaging more effectively with customers, ultimately driving increased sales. Experience the advantage enjoyed by leading brands by trying Sugar Sell today. Unlike other customer management software, Sugar Sell guarantees an exceptional user experience that sets it apart. Recognized as a four-time winner for satisfaction, reliability, and technical support in PCMag’s Business Choice Awards, Sugar is a trusted choice among businesses. The true strength of our platform lies in the narrative it crafts—one that encompasses your customers, your business, and its future trajectory. When you seek to equip every employee with timely and relevant information, Sugar Sell emerges as the ideal customer experience solution, anticipating needs even before they arise. Additionally, embracing this innovative platform can lead to transformative outcomes for your organization.

Welcome to the Future of Customer Experience! We offer a technology platform that will help you win, keep and delight your customers. To improve your customer experience, we use AI, analytics, big-data, and automation. Use ORM services for social networking listening to engage your audience instantly and get instant insights. Smart AI technology allows you to manage your online persona on any social media channel. All your digital needs can be met in one place. Our digital command center allows you to see what your customers are talking about. You can nurture leads, monitor campaigns, and enjoy an unparalleled brand immersion experience. Smart bots allow you to communicate with consumers quickly and build a stronger relationship with them. This AI-driven tool can help you in precision marketing and in building a stronger relationship.

Automate your LinkedIn profile searches and imports to simplify prospecting. The first step in any business is to find and engage with the right people. Without proper automation, browsing social networks can be frustrating and time-consuming. In just one click, import in FULL (not just Name, Role) hundreds, if not thousands, of potential leads. LinkedIn will not track you and allow you to do more than regular users. You can view a profile and import it into your Jobin repository by simply enabling Auto Import. You can seamlessly merge everything, so you don't end up with duplicates. LinkedIn profiles are full of useful information. However, they don't always have all the answers. Emails, phone numbers and other social media profiles are often kept private or not mentioned.

Wakeupsales, a cloud CRM that is easy to use for all sizes of teams, is ideal. It is used by sales teams in IT, real estate, digital agencies and online travel agencies to keep track of their sales pipeline, increase deal closure rates, and build lasting customer relationships. You can bring together all your leads, contacts, opportunities, and team members on one cloud platform. This will increase your closing rates. You can keep your team motivated and engaged by providing complete transparency throughout the sales process. Take the chaos out your customer management and put your focus on your customers to reach your goals. You can save a lot of time by avoiding repetitive and manual tasks.

SCRM Champion is a new approach to customer relationship management, bringing together social messaging with operational efficiency. It allows for unlimited logins on multiple social platforms. This eliminates app switching and enables secure mass marketing through customizable intervals. Features such as automated replies, AI translations in more than 100 languages, and quick response presets streamline communications and save time. The ability to tag leads and analyze them improves forecast accuracy for businesses and increases the platform's effectiveness. SCRM Champion provides privacy and security for both management and employees with real-time conversation recording, sensitive word monitoring and data masking.

Simla.com is a multi-agent platform that helps you to convert your WhatsApp, Facebook and Instagram conversations with clients into sales and improves your customer service. Simla.com unites in a single window all your accounts in social networks and groups together all the dialogues from multiple channels. You won't lose clients or miss a single message anymore. The platform allows you to automate your work with chats: Launch chatbots, Create automated and instant answers, Automatically distribute dialogs between your sales managers, etc. Analyze your business, control the performance of your employees and build your precise customer database.

SeoToaster CRM is the perfect tool for any website-centric campaign or organization. It comes with a mobile-friendly landing page builder, full-blown Content Management System and Google News friendly blog system, as well as a Shopping Cart. It can also be hooked up to SeoSamba Marketing Operating System, allowing you to deploy in one click call track and multi-site activity tracking, as well access advanced marketing features. The SeoToaster CRM Ultimate mobile application allows you to connect to any number cloud or on-premise CRM installations. You don't need to log in and sign out of another app. You can access all your contacts and send them text messages, emails, or drive to their locations. You can also add notes, look at open opportunities, and see where they are in your sales cycle. All this from your smartphone. Inbound calls automatically create contacts in your CRM, before leaving notes and a recording of your conversation.

Utilize Konnect’s Listening tool to tap into discussions from countless online sources and social media channels, gaining insights into what customers are expressing about your brand, the competitive landscape, industry trends, and the effectiveness of your marketing initiatives, among other valuable information. Stay attuned to every relevant conversation across the internet and social platforms that impact your business. Foster engagement with your audience on their preferred channels, employ sophisticated automated workflows and CRM solutions to ensure that conversations are directed to the appropriate teams, which helps to streamline response times and allows for comprehensive measurement of your activities. Enhance customer satisfaction with Konnect Insights Social CRM, featuring visually appealing dashboards and business intelligence tools designed to provide profound insights into your online reputation and social media presence. Gain a clear understanding of your share of voice, sentiment analysis, media type categorization, and social platform metrics for both your brand and competitors, while also accessing detailed reports on response times and other critical performance indicators. By leveraging these insights, you can refine your strategies and ultimately drive better outcomes for your organization.

Engage with your B2B network through email, LinkedIn, and Twitter to finalize deals and enhance customer loyalty. Utilize a streamlined prospecting feed to interact with potential clients without having to juggle over a thousand tabs daily. Consolidate LinkedIn and Twitter activities of your prospects as well as their companies in one central location, allowing you to easily like and comment on their content to foster connections. This approach not only helps in establishing relationships with new prospects but also aids in retaining existing customers. After interacting with warm leads on social media, follow up with a brief direct message on Twitter or LinkedIn, or send an email to keep your brand fresh in their minds. Draw inspiration from prospects' posts to tailor your communications without the need for extensive research. Breakcold serves as both a social selling CRM and a sales management platform, featuring a user-friendly sales pipeline management system. Moreover, your prospecting feed will dynamically adjust based on your leads' positions within the sales pipeline, enabling you to create opportunities, manage deals, and shift leads seamlessly across different lists directly from LinkedIn. This comprehensive approach ensures that you remain organized and efficient in your sales efforts.

HubSpot's AI powered customer platform puts your customers first, allowing you to grow more effectively. Connect your front-office teams with a complete view on the customer journey. Use AI-powered tools for a seamless experience with customers. Easily adapt to new industry trends and technologies. Traditional CRMs are not enough to drive growth. Most CRMs are not designed to connect with customers, which is crucial in an AI-driven environment where customers can easily explore, evaluate and buy. HubSpot's Customer Platform is so much more. It's powered with Smart CRM, which combines AI and customer data to help you adapt. It also has products for engaging customers throughout the entire journey and an ecosystem that includes integrations, education and community. It's designed to help businesses connect with their customers and grow.

Pally is a comprehensive AI-driven platform designed to manage relationships by consolidating connections from various messaging and social media platforms like iMessage, WhatsApp, LinkedIn, Google, and X. Utilizing advanced machine learning, it analyzes public online activity of your contacts to provide valuable insights, making your preparation for meetings much more efficient by offering relevant background information and conversation starters. The platform also helps maintain ongoing communication through tailored reminders and suggestions for follow-ups, enabling you to perform natural-language searches to find specific contacts based on location or last interaction. Additionally, Pally allows users to create customizable engagement pipelines, while also providing interactive statistics to assess the health of their relationships against industry benchmarks. By bringing together insights from diverse social channels into one easy-to-use interface, Pally not only streamlines communication but also reveals hidden opportunities, ultimately enhancing your ability to forge deeper and more meaningful connections without the hassle of managing multiple applications. With its innovative features, Pally is revolutionizing the way individuals approach networking and relationship management.

Each of our six industry-specific products is tailored to your specific vertical in order to help you achieve your business goals. CRM for Wealth Management - This tool helps advisors to grow their assets by building strong client relationships. CRM for Private Banking - CRM helps Relationship Managers to grow assets under management by strengthening client relationships. CRM for Commercial Banking – Helps bankers increase upsell and cross-sell opportunities through personalized service. CRM for Corporate Banking – This CRM helps business bankers increase upsell and cross-sell opportunities through connecting insights and sales teams across different regions. CRM for Sales, Research, Trading & Research enables users to maximize profit and maximize capital usage CRM for insurance helps agents drive renewals, cross-sell opportunities, and helps them get more business. Our products can fulfill all your CRM requirements in one package. This includes sales, service and marketing capabilities that are tailored to your industry.

Parllay operates as a personalized marketing platform designed to enhance the experience for your WeChat followers. By utilizing Parllay, businesses can seamlessly identify potential sales opportunities within their follower base, effectively nurture customers at various stages of their lifecycle, expedite conversion processes, and boost the transition rate from followers to buyers. The Parllay-WeChat CRM provides businesses with the tools to oversee WeChat Official Accounts, recognize customers from their follower lists, elevate purchase conversion rates through tailored engagement strategies, and fine-tune marketing decisions via comprehensive data analysis. Furthermore, by integrating with HubSpot CRM, Parllay offers a streamlined approach to managing the journey from "follower" to "lead" to "customer." The collaboration between Parllay and HubSpot facilitates omni-channel marketing automation, empowering potential customers to discover their buying paths more proactively, which in turn leads to increased transaction completion. By leveraging Parllay's WeChat marketing automation alongside HubSpot's workflow capabilities, businesses can effectively harness the behavioral data of each prospective customer, ultimately driving more meaningful interactions and sales outcomes. This comprehensive approach ensures that every customer touchpoint is optimized for success.