Best CRM Software for Mid Size Business - Page 5
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Compare the Top CRM Software for Mid Size Business as of April 2026 - Page 5
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1
Altitude CRM
Altitude CRM
Altitude CRM is an AI-native platform built for financial advisors to manage clients, marketing, and growth in one place. It combines CRM, marketing automation, and practice management into a single intelligent system. Advisors can track every client interaction, automate follow-ups, and manage pipelines with Pathfinder AI. The platform includes contact management, opportunity tracking, workflows, calendar and email integration, reporting, and compliance tools. Altitude helps firms standardize service, improve efficiency, and uncover growth opportunities hidden in their data. With secure document storage, built-in analytics, and smart automation, Altitude transforms how advisors organize their work, serve clients, and scale their business.Starting Price: $79/user/month -
2
SuiteMaster
Rithom Consulting LLC
SuiteMaster – A Flexible ERP & CRM Platform by Rithom SuiteMaster is a modular, cloud-based ERP platform for small to mid-sized businesses seeking to unify sales, operations, marketing, and finance in one system. Choose from hundreds of integrated modules—CRM, Marketing Automation, HR, Accounting, E-Commerce, Inventory, Project Management, Manufacturing, and more—that “snap” into place. Avoid costly integrations, scale at your own pace, and customize workflows to match your business processes. SuiteMaster is also fully white-label ready, enabling partners and consultants to deliver a branded ERP solution with their own value-added services. Affordable, flexible, and built for growth, it serves industries from manufacturing and distribution to professional services, retail, non-profits, and more. Get enterprise ERP power without enterprise cost—discover why businesses choose SuiteMaster for flexibility, scalability, and rapid ROI. -
3
Newired
Newired
Newired empowers companies to guide users to resources and answers on virtually any web application, by making the user learn and perform on the go. We shall not forget that digital is, first and foremost, for people. -Newired makes technology and software more accessible, replacing any disconnected documentation, tutorial, or training with contextual in-place guidance and support. -Newired guides users with in-place help so they can learn by doing until they comprehend it and are comfortable with challenging content, with support that ensures process compliance in complex internal applications. -Newired can be deployed on any web-based application or website without touching the code and can be adapted to meet customers' needs.Starting Price: $ 6,480 per year -
4
Sumac
Societ
Sumac is powerful, customizable case management software built for nonprofits. It helps you streamline client intake, track services, and manage programs with ease. Whether you're supporting families, running a shelter, or delivering health or community services, Sumac adapts to your unique workflows. With extensions for donations, volunteers, grants, and memberships, Sumac can become a complete nonprofit CRM. Features include web-based intake forms, e-signatures, built-in email marketing, and robust reporting—all in a secure, HIPAA & PIPEDA-compliant system. Your team can manage clients on the go using Sumac’s mobile-friendly Case Portal, and automate follow-ups with custom workflows and reminders. Plus, free live customer support is always included, so help is never far away. Trusted by thousands of nonprofits, Sumac gives you everything you need to manage services, engage supporters, and grow your impact—all from one place.Starting Price: $109 per month -
5
incentX
incentX
incentX is the go-to sales commission software for businesses that prioritize efficiency and clarity. It's designed to make complex tasks feel simple. Everyone works in harmony by aligning your sales team's targets with company goals. Forget manual calculations; incentX handles them in moments. With smooth integrations like SAP and Oracle NetSuite, your data flow remains uninterrupted. Our analytics don't just provide numbers; they offer actionable insights that inform your strategies. Streamlined operations mean fewer mistakes and a unified approach across all departments. And when it comes to customer interactions, incentX ensures they're meaningful, fostering stronger relationships. Choose incentX and experience a smarter way to manage incentives.Starting Price: $65 per user per month -
6
Tractivity
Tractivity
Tractivity is the UK’s leading stakeholder relationship management (SRM) software that streamlines all one-to-one engagement and communication in one place. Widely used in both the public and private sectors, the Tractivity SRM system supports organisations worldwide in managing projects whilst building trusted relationships with communities and stakeholders. Designed to help you work more efficiently and create impact through stakeholder engagement, Tractivity helps overcome problems such as silo working, poor engagement management, insecure data storage and fragmented data. Tractivity gives you access to all the tools you need to create impactful communications. Run successful stakeholder engagement projects and consultations from start to finish using a single source of truth. -
7
BizPlanBuilder
Business Power Tools
If you're here to produce a convincing business plan you can actually use, let's make sure it does everything you need. BizPlanBuilder® creates a detailed strategic business plan for "lean" growth and, if or when you need it, a credible and compelling investor pitch to raise capital on the best terms. BizPlanBuilder helps you write a professional business plan for your project quickly and efficiently. Its organized system of pre-scripted sample business plan templates in Microsoft® Word, flexible Excel financial models, and PowerPoint presentation ("pitch" deck) can be accessed online where you can collaborate with your team and advisors. Customizable, professionally-scripted narrative, financial models, supporting docs... with video tutorials make it easy. It’s the fastest and easiest way of turning your ideas into an investment-grade business plan and a successful company.Starting Price: $27/month -
8
RepCard
RepCard
RepCard is field sales software built for door-to-door and outside sales teams in home services. It's a Sales Operating System that replaces the fragmented stack of canvassing apps, recruiting tools, CRMs, and marketing platforms with one system. Teams use RepCard to recruit& onboard reps, manage territories and field activity in real time, track leads through the full pipeline, and run follow-up from the same platform. Core capabilities include rep recruiting and onboarding workflows, field sales management with real-time activity tracking, lead capture and pipeline management, digital business cards with personalized video intros, sales performance analytics and leaderboards, and automated customer follow-up. RepCard serves roofing, solar, pest control, HVAC, and home services companies with field sales teams of 3 to 100+ reps. Built by former D2D sales managers, it's the all-in-one field sales management alternative to running your operation across five disconnected apps.Starting Price: $20/user per month -
9
Vyoma SmartCRM
Vyoma Digital
Vyoma SmartCRM is Your Intelligent Sales Assistant. SmartCRM transforms traditional CRM into a proactive, AI-powered assistant for Sales, Marketing, and Support teams. It automates data entry, enriches customer profiles, and predicts outcomes to drive performance. Why SmartCRM? Imagine a CRM that listens, learns, and acts. SmartCRM delivers measurable ROI by: Reducing manual data entry by up to 1 hour per rep per day Improving lead conversion rates with predictive scoring Flagging at-risk deals before they slip away Crafting hyper-personalized outreach with GenAI Providing instant answers and actions via AI ChatbotStarting Price: $55 -
10
ChilliDB
Polymorphic Solutions
Client management made easy! Can manage all your information. Track all services and interactions. Designed for the Australian Not for Profit, Community and Health sectors. Use Xero to automatically invoice your members from ChilliDB and receive confirmation of payments as they occur. Integrate with Mailchimp and link your distribution lists in ChilliDB to a MailChimp list. Save time with Case management and Contract management tools with dedicated support for various national programs. Use surveys to capture anything from assessments, evaluations to information updates. Provide online pre-populated forms to your clients and have their responses automatically merged back into ChilliDB. Simplify your membership management with support for unlimited members, paid and non-paid membership and renewal tracking. Integrate with your website in less than 30 mins! Event and membership signup forms, service directories, newsletter subscriptions and more!Starting Price: $22 AUD per user per month -
11
HubSpot CRM
HubSpot
HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.Starting Price: Free -
12
Zoho CRM
Zoho
Zoho CRM delivers a basic and clean interface layout that has a variety of unique features that drive to help lead conversion rates. With an intuitive dashboard, the CRM can run 'macros' to streamline how a lead is contacted and tracked through the process of a sales. Administrators can monitor missed opportunities and best performing agent users, and also make business-impacting decisions using the sales report function.Starting Price: $14.00/month/user -
13
EngageBay
EngageBay
EngageBay is a simple, affordable, integrated, all-in-one marketing, sales and service automation platform with free CRM, built to grow small businesses and startups. The marketing automation suite helps you save time, nurture your audience and automate routine, manual tasks. With the free CRM and sales automation, you can organize all your email contacts, track deals, and the sales pipeline to grow your sales. Further, you can build meaningful customer relationships that stay for life. And finally, with the free live chat and helpdesk features, provide real-time assistance to convert visitors to happy customers. Track, prioritize, and solve customer support tickets in minutes.Starting Price: $10.79/user/month (biennially) -
14
monday.com
monday.com
Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries and verticals.Starting Price: $39/month for 5 users -
15
ClickUp
ClickUp
ClickUp is the future of work with tasks, docs, goals, project management and more. Data silos and duplicate spend have no place in a modern workplace. ClickUp brings all of your work into one place—one app to replace them all. Whether you're proofing ads or working on sprints, ClickUp is fully customizable for every type and size of team. Built for teams of all sizes and industries, ClickUp’s fully customizable and proprietary features make it a must-have for any teams that want to keep everything from design to development in one place. ClickUp AI is a role-based AI assistant that helps software teams use artificial intelligence to streamline workflows, save time, and enhance creativity. ClickUp AI provides more than 100 templated prompts that are tailored to users. These prompts were developed in partnership with workplace experts across industries. ClickUp AI can be used for AI writing, AI coding, summarizing, writing briefs, sales/marketing emails, and more.Starting Price: $5/user/month -
16
NetSuite
Oracle
Oracle NetSuite is the world’s leading AI-powered cloud ERP, trusted by more than 42,000 customers worldwide. The platform unifies ERP, financials, CRM, ecommerce, and analytics into one suite, creating a single source of truth for organizations. Its built-in AI doesn’t just predict—it learns from your business data to deliver accurate insights, recommendations, and automation. With NetSuite, companies can streamline accounting, manage global operations, improve customer relationships, and optimize HR processes all from a centralized cloud platform. Its omnichannel commerce tools also help businesses scale by connecting online, offline, and B2B sales seamlessly. By combining scalability, real-time visibility, and AI-driven intelligence, NetSuite empowers organizations to operate smarter and grow faster. -
17
Lime Connect
Lime Connect (formerly Userlike)
Lime Connect (formerly Userlike) is Germany’s leading platform for AI-powered customer messaging and support automation. All messages from your website, WhatsApp, or any preferred messaging channel are centralized in the Message Center, where professional features such as live translations, file sharing, and video calls enhance customer interactions. Connect AI allows you to deploy autonomous AI Agents that handle up to 70% of customer requests independently, while the AI Copilot assists your service team by summarizing conversations, suggesting answers, and providing relevant knowledge in real time. Automate processes with Workflows, update integrated systems, and deliver seamless support across all channels. Lime Connect is developed and hosted in Germany, making it a GDPR-compliant softwareStarting Price: $90.00 per month -
18
Nutshell
Nutshell
Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Launched in 2010, Nutshell is a top-rated CRM known for its affordability and user-friendliness, serving thousands of businesses globally. Every Nutshell subscription includes unlimited data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. Nutshell integrates with the software small businesses already use, including Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps, allowing sales reps to create, search, and edit contact information in the field.Starting Price: $13.00/month/user -
19
Simply CRM
Simply Consulting ApS
The CRM you will actually use. Gain more customers, optimize your business and earn more money - with Simply CRM! Designed for humans. We make it easy, quick & simple. Sales, marketing, support, projects, invoicing - and more! We will help you get started. Free local language support, 24/7. Integrates with all popular emails and calendars. Add events to your (and customers!) calendar. Send emails from your email address inside Simply. Check who had the last dialogue – and what it was about. See related Events, Calls, Emails, Documents, etc. Actionable: What is next step on this customer. Simply has all the tools you need - from first customer to last invoice - included in the price. Manage projects with tasks, milestones & visual overview. Never miss a deadline again! Efficiently handle customer support tickets, service contracts & subscriptions. Create Vendors, Products, Sales Orders & Invoices. Also integrates to existing ERP's.Starting Price: $25 per user per month -
20
HashMicro
HashMicro
HashMicro is a leading Singapore-based enterprise software provider offering cloud-based ERP solutions suitable for large enterprises. Initially designed for complex operations, it has grown into a modular platform trusted across industries and company sizes. With operations in 25+ countries and a strong presence in Southeast Asia, HashMicro delivers a full suite of ERP applications—including Finance, Inventory, Manufacturing, Procurement, CRM, and HRM—tailored to local compliance needs. It integrates advanced AI capabilities like automation, business intelligence, machine learning, and predictive analytics to boost insight and efficiency. A standout feature is Hashy, the AI assistant that allows users to manage ERP tasks directly through messaging platforms for faster, more intuitive control. Serving a broad range of sectors, HashMicro offers scalable enterprise-ready solutions aligned with operational and regional needs. -
21
AutoRaptor CRM
AutoRaptor
Rev up your dealership's sales with AutoRaptor, the easiest yet most powerful automotive CRM on the market. AutoRaptor empowers dealerships with cutting-edge productivity and automation tools, enabling your team to connect with leads swiftly and convert them into loyal customers. Our comprehensive CRM solution helps you market your inventory effectively, streamline communication, and retain customers. With seamless integration into your existing systems and unparalleled support from the industry's top training team, AutoRaptor ensures you stay ahead of the competition. Discover the power and simplicity of AutoRaptor — schedule a demo and see how we can drive your dealership's success.Starting Price: $299.00 /month -
22
Raklet
Raklet
Raklet is an all-in-one membership management software to grow your organization. Build, grow and monetize your audience through memberships, newsletters and other digital tools. Import your contacts easily and create custom fields. Automate your messages through different channels. Collect one-off or recurring payments. Automate reminders & invoices. Be there for your people whenever they need you, wherever they are. With our mobile app for iOS & Android, you can engage your members on the go or let us develop a branded mobile app just for you. Engage with your audience through different channels like events, private messages, newsletters, and much more. Create your own digital membership cards to check in at the door, and help your members feel more engaged. Use our Zoom integration for online events to track attendees. Raklet's membership management tools enable you to run your organization from a single platform.Starting Price: Free -
23
Linq
Linq
Turn a momentary handshake into a meaningful connection. Linq is built to support global organizations. Manage your team with enterprise-grade administration across mobile and desktop. Ready to make a great one? Linq makes it easy to share fully customized profiles containing links, photos, contact information, and more, straight to someone's phone or inbox. They don't need Linq or an app. Convert business cards to digital contacts with the Linq business card scanner. Create multiple profiles for different settings under one account. Choose from our variety of products designed to fit the on-the-go, ready-whenever lifestyle. Start customizing your profile. When your product arrives, simply activate it on your profile. Download the Linq app to share your profile with a simple scan to someone’s phone. They don’t need the app! Designed to work for sales, creatives, leaders, and networkers. Impress your future connections with the fastest, most effective way to share information.Starting Price: Free -
24
Airtable
Airtable
Organize your work your way with Airtable. An all-in-one collaboration software, Airtable combines the power of a relational database with the flexibility and ease of use of a spreadsheet. It works across platforms and devices, and syncs data in real-time. Users can choose from different formats to view the tasks at hand, including grid, calendar, Kanban, gallery, and forms.Starting Price: $12.00/month/user -
25
Microsoft Outlook
Microsoft
Microsoft Outlook is the all-in-one email, calendar, and contact management platform designed to keep you organized and connected across your digital life. With Outlook, you can manage multiple accounts—including Gmail, Yahoo, and iCloud—within one unified inbox. Intelligent scheduling tools and shared calendars help you stay on top of meetings, events, and personal reminders. The built-in Microsoft Copilot assists with writing emails, summarizing long threads, and managing tasks to boost productivity. Outlook also offers enterprise-grade security, filtering out spam, phishing, and malware to keep your data safe. Whether on desktop, mobile, or web, Outlook helps you manage communication and time with clarity and confidence. -
26
SlickText
SlickText
The trusted leader in text marketing, SlickText helps create valuable connections with your customers through targeted, action-driven text messages. Over 15,000 brands rely on SlickText because of its powerful software and easy-to-use platform. With SlickText, subscriber growth is easy with tools like website popups, landing pages, custom QR codes, and third-party integrations. You'll be able to engage your audience in meaningful ways that make mass text messaging personal so you can build loyalty and action. Our automated workflow tool allows you to create automated SMS sequences that engage with people one-on-one. No coding required. SlickText is known for an intuitive, easy to navigate platform coupled with responsive customer service. Their knowledge of compliance and best practices helps them actively create wins for their users.Starting Price: $29.00/month -
27
OnePageCRM
OnePageCRM
OnePageCRM is the 1st action-focused sales CRM. It helps small and medium-sized businesses take control of their sales, focus on what needs to be done next, follow up with every lead, and close more deals, one sales action at a time. Main features: - Next Action sales: action every generated lead - Log calls, notes, and deals. All you need to close a deal is on one scrollable page - Email integration: send personalized emails in bulk, use custom templates, track email opens, and manage all sales communications from one tab - Manage deals with pipelines and send quotes in seconds - Save time with smart sales automation features - Use our Browser Extension and Web Forms to easily capture leads - Custom reports and Live KPIs Dashboard - Native iOS and Android mobile apps - Integrate with your favorite apps like Gmail & Outlook365, Mailchimp, WhatsApp, Wufoo, Xero, Help Scout, Evernote, Zapier, and more! - World-class support: email, phone & chatStarting Price: $9.95 per user/month -
28
Get More Reviews
Get More Reviews
Do you have customers, clients, guests or patients? Then Get More Reviews will work for your business. Collect new reviews & display your existing reviews straight from your website. Automatically share your best 5-star reviews as posts on your Facebook page. Get alerted when new reviews come in so you can take action and respond if needed. See how your business is performing and where you need to focus your efforts.Starting Price: $99 per month -
29
Neon CRM
Neon One
Designed specifically for nonprofit organizations and membership associations, Neon CRM is a constituent management platform that offers a comprehensive view of supporters and members, which allows you to engage more meaningfully and bring in more revenue. With Neon CRM you can easily manage fundraising campaigns, events, communications, and more, while gaining valuable insights into your organization through intuitive reporting and administrative tools. Create an enhanced and memorable generosity experience with unlimited forms and templates, popular payment methods, and personalized emails. Streamline your organization's processes by automating email marketing, workflows, volunteer management, and payment processing, so that you can spend less time on administrative tasks, and focus more on driving your mission forward.Starting Price: $99 per month -
30
Brevo
Brevo
Say hello to Brevo (formerly Sendinblue) — the platform that helps you build customer relationships across Email, SMS, Chat, and more. The complete toolkit to turn one-time browsers into long-term customers. Connect with contacts directly in their inbox with beautifully designed email campaigns. Send targeted messages that land straight in your customers' pockets. Brevo empowers businesses to build and grow relationships through marketing automation, email campaigns, transactional emails and SMS messages. What makes us different? Brevo is powered by our world-class customer happiness team and we offer pricing plans guaranteed to make you smile. Our platform combines a robust suite of services within a single, user-friendly solution. Happy Sending!Starting Price: €25 per month
