List of the Top CRM Software for Mid Size Business in 2026 - Page 12

Maximizer CRM Software boasts an array of features designed to enhance client management effectiveness! With your monthly subscription, you gain access to modules focused on Sales Management, Marketing Automation, Customer Service, and the ability to integrate with various third-party applications. What sets Maximizer apart is its dual offering of a cloud-based CRM solution alongside an on-premise, self-hosted alternative—allowing you to select the option that best fits your needs. This user-friendly platform is essential for maintaining strong relationships with your customers! The Maximizer CRM Wealth Management system serves as a comprehensive customer relationship management solution suitable for organizations of all sizes. It can be deployed either in the cloud or on-premise, providing flexibility to suit different operational needs. Key features of Maximizer CRM encompass sales automation, marketing automation, and customer support, alongside various business productivity tools. Additionally, it offers compatibility with popular tools like Excel, SharePoint, and Outlook, ensuring seamless integration into existing workflows. Users can also benefit from its business analytics capabilities, which include customizable dashboards to track performance metrics effectively.

Webasyst is an open-source platform that features over 15 cloud applications tailored for teams, providing everything necessary to build websites, blogs, and online stores while facilitating collaboration seamlessly in a single location. You can manage your site, collaborate with your team, and accomplish tasks effortlessly, all under your domain and consistently available online. With Webasyst, which is recognized as a cutting-edge content management system, you can integrate blogging, web publishing, and e-commerce functionalities alongside an enterprise-level collaboration platform. Your personalized domain name is central to this experience, ensuring everything operates from one cohesive space. The platform offers cloud hosting with Webasyst pre-installed, allowing you to start experimenting with its apps immediately and craft impressive websites in just ten minutes. You maintain complete control over your server's data, and adding new applications is as simple as a few clicks. Additionally, you have the opportunity to customize and develop your own applications using PHP, MySQL, Smarty, and jQuery. Updating and installing new apps from the Webasyst Store can be done effortlessly, as everything is automatically downloaded and set up for your convenience. The ease of managing everything from one platform not only saves you time but also enhances productivity across your projects.

Method:CRM ranks as the top-rated CRM solution amongst users of both QuickBooks Desktop and QuickBooks Online. Integrations With its patented real-time synchronization technology, Method:CRM seamlessly updates customer data, invoices, and payments between its platform and QuickBooks. It boasts native integrations with popular services such as Gmail, Outlook, Mailchimp, and Zapier, allowing users to link hundreds of applications via Zapier as well. This means that your entire daily operation can be efficiently managed through a single system. Management of the leader Rather than wasting time on administrative tasks and data entry, let Method:CRM empower your sales team to concentrate on acquiring new clients, nurturing leads, and closing deals. By consolidating opportunities, invoices, estimates, and other essential information in one accessible location, Method:CRM simplifies your sales workflow. Customization Completely customizable with no coding needed, Method:CRM features intuitive drag-and-drop tools that enable users to design a personalized CRM. This flexibility allows it to align closely with your specific business processes and evolve alongside your organization's needs as they change. By adapting to your requirements, Method:CRM ensures that your CRM will always serve your business effectively.

Attio is an AI-native CRM platform created for the next generation of go-to-market teams and revenue builders. It brings together workflows, automation, data, AI, and reporting into a single, powerful system of action. Businesses can automate sophisticated processes and maintain full control over their operations using Attio’s intelligent automation engine. The platform deploys AI agents to handle complex tasks such as prospecting, lead distribution, and data enrichment at scale. Attio’s adaptive data model is designed to mirror how each business actually works, offering unmatched flexibility. It seamlessly connects product, billing, communication, and customer data to form a real-time source of truth. Built-in reporting tools allow users to create deep, customizable insights in seconds rather than hours. Attio also accelerates setup by instantly syncing with email and calendar platforms. Designed for growth, it supports millions of customer records with ultra-low latency. Enterprise-grade security certifications ensure data protection and compliance as organizations scale. Trusted by thousands of companies globally, Attio supports businesses across startups, SMBs, and enterprises. Ultimately, Attio redefines CRM by combining intelligence, flexibility, and performance in one modern platform.

Bid Track Sell is a customer relationship management tool designed to help Manufacturers Reps effectively monitor their sales activities. This versatile application, optimized for both online and mobile use, enables users to oversee complex relationships, manage sales, quotes, products, customers, and commissions, while also keeping an eye on their sales trajectory. With its automated reporting capabilities, users can access insightful dashboards that highlight win/loss ratios for manufacturers, products, and customers, allowing agencies to quickly identify which items and clients are performing well in real-time. Additionally, this CRM enhances decision-making by providing key analytics that can drive future sales strategies.

We tackle your IT obstacles with our user-friendly yet powerful products that prioritize simplicity. Our dedication is to provide all-encompassing IT solutions for businesses seeking to enhance their operational capabilities. Since our founding in 2007, we have strived to streamline business processes effectively. Our team comprises dedicated ICT professionals, including roles such as System Architect, System Analyst, Software Engineer, Designer, Tester, and Business Development Manager, all committed to delivering exceptional services. We understand that achieving customer satisfaction is crucial for any company's growth and longevity. OFCOM CRM serves as the ideal solution for overseeing customer interactions along with sales and marketing initiatives. This comprehensive web-based platform allows users to access the system from any location and at any time, even simultaneously. Furthermore, our innovative strategies ensure that our clients can seamlessly adapt to the rapidly changing technological environment while maintaining a competitive edge. By focusing on these elements, we empower businesses to thrive in an increasingly digital world.

When users access the Simple CRM interface, they are welcomed by the Simple CRM desktop, which prominently features the day's scheduled interactions, including tasks and appointments, thus providing a comprehensive view of reminders. This web-based CRM solution is accessible through any web browser, ensuring it works seamlessly across all devices. For added flexibility, a mobile app allows users to work offline on their smartphones and tablets. Users can efficiently manage several companies from one Simple CRM account, with the option to incorporate the Simple ERP module to create quotes, purchase orders, and invoices. In addition, HaPPi enhances sales efforts by delivering four to six potential customer leads to sales representatives each day, utilizing a vast "Big Data" database comprised of around 30 million company records that align with a customized "ideal" customer profile for each user. This forward-thinking strategy not only improves lead generation but also simplifies the overall sales process for organizations, ultimately leading to increased efficiency and productivity. By integrating these tools, businesses can significantly enhance their operational capabilities and customer engagement.

Boost the productivity of both your direct and indirect sales teams—comprising Field Operations Specialists, in-store promoters, dealer sales representatives, and pre-sales personnel—by harnessing the robust capabilities of zigihub's machine learning-powered sales CRM, which dramatically enhances sales effectiveness. With a mobile CRM solution, your sales staff can maintain high levels of productivity while on the go. Furthermore, zigihub provides extensive digital marketing services aimed at strengthening your online visibility and increasing lead generation for your website. By taking advantage of our offshore marketing organization, you can benefit from cost savings of 60-70% compared to your competitors, all while enjoying superior outcomes. Our completely integrated platform and cohesive data model ensure that your information is utilized efficiently across CRM, sales automation, and marketing automation functions. Additionally, we offer predefined master data and optimal parameters to guarantee that your data is set up correctly and can be acted upon immediately, streamlining the shift towards greater efficiency. This customized strategy not only enhances your operational capabilities but can also lead to a remarkable shift in how your teams function and meet their objectives. Embracing these innovations will undoubtedly set your organization on a path to success.

Don't miss out on any chances to secure deals or follow up with clients ever again. Many growing businesses encounter common hurdles, including losing potential leads, becoming inundated with emails, and overlooking vital follow-ups. The good news is that Funnel effectively solves all of these problems. You can try Funnel CRM free for 14 days, allowing you to experience its benefits firsthand. This intuitive CRM software streamlines lead tracking, simplifies follow-up management, reduces data entry, and significantly enhances sales outcomes. It really is that easy. With our simple form builder, crafting contact forms is a breeze; just insert the given code into your website, and you're good to go. Submissions from these forms are transformed into deals organized within a sales funnel, eliminating the mess of overflowing inboxes. You will get alerts when your clients have read your messages. Delight your customers with sleek, professional proposals, and take advantage of support for various currencies. Funnel automatically builds and manages your contacts database using the collected information from the contact forms, requiring no extra effort from you. Additionally, you can respond to your clients through your favorite email client or mobile device, ensuring a smooth integration that simplifies the management of customer relationships. This innovative approach not only saves you time but also increases your ability to maintain strong client connections.

Effectively oversee your campaigns by utilizing a thorough CRM solution specifically tailored for the tourism industry, which helps streamline processes, cut costs, and boost customer satisfaction. Since your clients are the key to your future success, it is vital to evaluate and manage your engagements with them from the initial contact point through bookings and ongoing feedback to repeat bookings. ISO has developed Emerald, a CRM system specifically designed to meet the needs of the tourism sector, supporting the complete travel experience from the first inquiry to follow-ups that motivate customers to plan future trips. In addition, Emerald's modular design allows for customization to accommodate the unique requirements of your business. There is also iEmerald, a mobile CRM tailored for your sales team, ensuring that marketing, sales, and customer service processes are efficient. By adopting this strategy, you not only enhance customer loyalty but also gain valuable insights into customer preferences and needs, paving the way for more impactful relationships. Ultimately, this comprehensive approach positions your business to thrive in a competitive market.

Axonaut serves as a comprehensive solution designed to enhance efficiency, power, and ease of use while remaining affordable for small businesses. Running a small business presents its own challenges, so a competent CRM should alleviate some of that burden. This platform enables you to manage all your contacts in a centralized location, streamlining customer relations and boosting productivity. You can effortlessly generate branded invoices and quotes, with the convenience of transforming quotes into invoices with a single click. It also allows for effective management of cash flow, expenses, and income, while keeping track of bank transactions and account balances. Users can access in-depth statistics and automate various accounting tasks, making financial management more straightforward. The platform offers the flexibility to customize export processes and formats, as well as manage specific accounting codes unique to your company. Additionally, you can create and manage effective marketing campaigns via email and text messaging, utilizing segmented mailing lists for a more focused approach. Furthermore, the Staff Registry feature provides an efficient way to oversee your team and all related expenses, ensuring that every aspect of your business is well-organized. This holistic approach allows even the smallest enterprises to thrive in a competitive landscape.

Systematically organize and oversee your company's customer and contact information, as this is essential for all sales, marketing, and support initiatives. Harness the power of marketing automation to improve engagement at every stage of the customer journey, starting from the first point of contact to becoming loyal advocates. Enhance your operational efficiency and responsiveness by promoting teamwork among sales, marketing, and support departments. Eliminate geographical constraints by integrating face-to-face video conferencing into your sales, marketing, support, and overall business strategies. By successfully executing these approaches, you can facilitate smooth communication and cooperation within your organization. Adopting these innovations will not only create a more agile and responsive business atmosphere but will also empower your teams to work more effectively towards common goals. A commitment to these best practices will ultimately elevate your overall customer experience and satisfaction.

Discover the ultimate all-in-one platform for subscription and membership management that combines identity verification, dynamic paywalls, CRM capabilities, authorization, and billing in one cohesive package. This self-serve solution is designed for users of all skill levels, requiring no coding knowledge while still offering advanced development tools for maximum adaptability. Pelcro serves as your definitive source of truth, seamlessly integrating with most of your existing tools to streamline your processes. Key Features of Pelcro Include: * Enhance your conversion rates through a fluid user experience * Implement dynamic paywalls that maintain user engagement on the same page * Increase your revenue with automated billing solutions * Effortlessly connect with your preferred applications * No programming skills necessary * Access to reliable customer support Explore Pelcro.com today to start your free trial or schedule a demo to see how it can transform your membership management. Don't miss out on revolutionizing your business operations with this innovative platform.

Chatabox is a highly adaptable cloud-based CRM solution that is not only user-friendly but also starts at an affordable price of just $6 AUD per month. This software offers streamlined workflows and automation capabilities that greatly enhance the efficiency of sales and lead management. Among its many features are the ability to track and share contacts, manage emails, handle attachments, and schedule appointments seamlessly. Users can easily store and request quotes as well as proposals, and generate invoices through customizable dashboards. With Chatabox, you can access crucial information anytime and from any location, ensuring you stay productive regardless of where you are. Our platform is designed to be both smart and effective, allowing for customization to suit your specific requirements. By implementing efficient processes tailored to your needs, you can significantly reduce costs, minimize errors, and boost overall productivity, making your business operations smoother and more effective than ever before.

Our CRM solution combines the intuitive features of basic CRMs with the powerful functionalities of leading platforms, all while ensuring a highly efficient user experience. With Veloxity’s cutting-edge sentence-based Rules Engine, automating everyday tasks becomes as easy as filling out a few fields. From lead scoring and task assignments to scheduling emails, the Rules Engine takes care of everything and beyond. Developed by specialists in machine learning and sales, Veloxity is designed to be the most effective, intelligent, and automated resource for sales and marketing, all built on a versatile platform that adapts to your specific needs. This ambitious vision has been realized, now available at competitive pricing compared to other solutions in the market. Enabling your sales team with this sophisticated tool can provide a notable advantage over rivals in the industry. By leveraging this opportunity, you can enhance your sales processes and achieve superior outcomes, helping your business thrive. The potential benefits of integrating such a tool are immense, paving the way for future growth and success.

PHP CRM is a cloud-based customer relationship management software that enables users to handle various aspects of their business, including customer interactions, sales leads, proposals, quotes, and billing. This self-hosted solution provides flexibility and control over your data and processes, making it an ideal choice for businesses seeking a tailored CRM experience.

Rolldog serves as a comprehensive Customer Relationship Management (CRM) and Sales Enablement tool that aids businesses in managing their relationships, enhancing revenue, and improving the effectiveness of sales and marketing efforts. Additionally, Rolldog provides a range of CRM-related solutions, including a specialized Lead/Opportunity Management module aimed at optimizing the qualification, management, scoring, and closing of opportunities for companies that already utilize a CRM system. At the core of our offering is the ability to oversee business relationships and interactions through detailed account information, relationship tracking, activity logs, integrations, and document management. What truly distinguishes Rolldog is its capability to guide users through the entire process of opportunity management, from initial lead generation to final closure, allowing for a customizable approach that aligns with various sales methodologies and processes. This flexibility empowers sales representatives and organizations to effectively manage their pipelines, resulting in more precise opportunity forecasting and a higher success rate in closing deals. Moreover, Rolldog's modular structure enables businesses to tailor each component, including the Lead and Opportunity Management module, to meet their specific operational requirements, enhancing their overall efficiency and effectiveness in sales processes. The adaptability of Rolldog ensures that no matter the unique needs of a business, they can find a solution that fits seamlessly into their workflow.

Streamline the often monotonous tasks associated with business development, allowing you to focus on activities that can enhance your probability of winning (PWin). NextStage serves as a comprehensive resource for obtaining market intelligence, managing task orders, and facilitating proposal workflows. Platforms like SAM.gov, FPDS, and GovWin enable you to search for various government contracting opportunities. Meanwhile, GSA eBuy, GovWin, and CIO-SP3 provide tools for overseeing task orders related to government contract vehicles. With a single click, you can seamlessly add opportunities to your pipeline, and saved searches will keep you updated on new prospects. Eliminate the need for spreadsheets, slide presentations, or tedious manual data entry and ensure that you monitor essential data points regarding each opportunity. NextStage integrates with SAM.gov and eBuy to deliver crucial insights about your prospects, while offering a Shipley-ready pipeline and opportunity management tailored to fit your workflow. This central hub fosters effective communication among business development, proposal, and executive teams. Additionally, it's crucial to establish a timeline highlighting key milestones and to create revenue projections specifically for the government contracting sector. You also have the option to design a personalized dashboard to keep track of the metrics that are most important to your success. By utilizing these tools, you can transform your business development approach and significantly improve your operational efficiency.

Dex serves as a personal CRM that aids in nurturing relationships with individuals who may otherwise be neglected, seamlessly integrating platforms such as LinkedIn, email, calendar, and your contact list to enhance connectivity. By merging LinkedIn with your everyday communication tools, Dex simplifies the process of staying in touch, allowing you to monitor your interactions and visualize your network effectively. The task of manually tracking who you’ve met can take up precious time, and the act of copying information is often laborious. Maintaining current contact information is frequently a challenge; however, with Dex, you can connect to LinkedIn and various other platforms in mere minutes, ensuring that updates like new job titles are automatically reflected. This efficiency allows you to spend less time on data management and more energy on what truly matters—cultivating your relationships. Rather than grappling with cumbersome systems like Salesforce, which are not designed for personal connections, Dex offers simple navigation and smooth interaction transitions. You'll be alerted whenever your contacts update their professional information, presenting the perfect opportunity to reconnect and solidify your relationships. Ultimately, Dex revolutionizes how you engage with your network, making the art of relationship-building not only more intuitive but also more effective and enjoyable over time. With a streamlined approach, Dex empowers users to prioritize meaningful connections in an increasingly digital world.

Pronnel is a versatile SaaS solution designed for managing various work processes without a specific religious alignment. Users have leveraged Pronnel for crafting their Customer Relationship Management systems, developing technology projects, establishing recruitment workflows (AGILE methodology), managing human resources, coordinating logistics, organizing events, and handling lead management. Additionally, it serves as an effective platform for implementing ISO standards, conducting audits, and managing CAPI systems. Key features encompass: 1) Kanban boards alongside grid views in spreadsheet format and activity monitoring. 2) Customizable dashboards and reporting tools. 3) Settings for approval workflows and automation rules. 4) No-code options for tailoring processes to specific needs. 5) Integration capabilities with WhatsApp, email services, and web forms. 6) Configurable alert systems to keep users informed. Pronnel is accessible through a web platform as well as dedicated applications for both Android and iOS devices, ensuring that users can manage their tasks from virtually anywhere. The combination of flexibility and powerful features makes Pronnel an invaluable asset for organizations seeking to optimize their operational efficiency.

HaloCRM is an all-in-one customer service platform tailored for teams aiming to enhance their effectiveness in managing customer interactions. This versatile solution enables teams to oversee conversations across various channels, including Twitter, Facebook, Facebook Messenger, SMS, email, chat, and phone, ensuring that no customer inquiry goes unanswered, which ultimately boosts customer satisfaction through expanded communication options. With HaloCRM, support can be delivered through multiple mediums, including email, text, voice, and chat, allowing for flexibility in addressing customer needs. For larger customer service teams with intricate workflows, HaloCRM offers robust capabilities to manage complex processes through its intuitive drag-and-drop configuration and pre-built workflows. By utilizing HaloCRM, organizations can streamline customer prioritization and maintain a cohesive help desk, complete with integrated customer context for improved tracking of conversations and interactions. With such comprehensive features, teams can adapt to the ever-evolving demands of customer service while ensuring a seamless experience for their clientele.

Findentity serves as a comprehensive management system for documents, customers, tasks, and dictation, ensuring high efficiency. It stands out as a forward-thinking solution for managing office operations. This software boasts a modular design that allows for easy customization according to the specific requirements of your organization or business. The core module, known as Findentity, encompasses robust data management capabilities alongside advanced user management features. Users can establish profiles for clients, customers, files, books, and various other entities. Additionally, it offers seamless data synchronization with popular applications such as MS Office and SAP, while also supporting legal software like RA-Micro and AnNoText, as well as medical programs including CGM M1 and MediStar. With features like Document Management System (DMS), Customer Relationship Management (CRM), speech recognition, dictation, RFID, and barcode capabilities, Findentity is equipped to handle diverse needs. Thax Software, a prominent player in Germany's market for dictation devices and headsets, has successfully sold over 40,000 licenses along with numerous dictation devices and headsets, highlighting the growing demand for efficient management solutions.

Chakra Sales CRM is specifically designed for small businesses, facilitating the organization and enhancement of their sales processes. With a user-friendly interface that is both easy to set up and operate, it provides workflow automation that improves efficiency and speed, alongside no-code configurations for self-service customization. This platform not only ensures ease of use but also offers the flexibility and effective automation necessary to elevate productivity and accelerate sales efforts. Users can seamlessly begin by integrating lead generation sources, connecting their email and calling applications, creating tailored sales pipelines, and establishing reminders and automated tasks. Moreover, teams can configure advanced features such as API or webhook integrations, WhatsApp Connect, calendar synchronization, and lead nurturing workflows with automated lead assignments. The ability to customize layouts, user access, reports, and notifications further empowers teams to tailor the CRM to their specific requirements. With the trust of over 8,000 users and more than 150 organizations spanning various industries, Chakra Sales CRM significantly enhances revenue through effective management of sales, marketing, and support operations. As a result, it stands as a vital tool for businesses looking to optimize their sales strategies and improve overall performance.

Telecrm is a simple yet powerful tool built to make telecalling and sales management easier for your team. Instead of juggling multiple apps, you get everything—calls, WhatsApp, SMS, and emails—all in one place. That means less time switching between tools and more time actually selling. With Telecrm, your team can automate repetitive tasks like follow-ups and reminders, so they can focus on building relationships and closing deals. It also helps you improve your conversion rates by ensuring no lead slips through the cracks. Plus, with real-time reports and insights, you always know how your sales are doing and where to improve. Whether you're in real estate, healthcare, education, or any other sales-heavy industry, Telecrm is designed to simplify your sales process and help you close more deals—faster and smarter.

Twozo is an affordable CRM solution that simplifies sales management, customer service, and team collaboration for small businesses. The platform features customizable pipelines, advanced contact management, and automated workflows to streamline day-to-day operations. With real-time reporting and analytics, Twozo enables businesses to analyze sales performance and customer behavior, making it easier to optimize strategies and boost productivity. Ideal for small businesses, Twozo ensures all aspects of customer management are integrated into one easy-to-use platform.