Best Marketing Software for Mid Size Business
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Compare the Top Marketing Software for Mid Size Business as of March 2026
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What is Marketing Software for Mid Size Business?
Marketing software is used to help businesses manage their marketing activities more effectively. It includes tools such as analytics, automation, and customer relationship management. This type of software is used by many businesses in order to organize and analyze their customer data, as well as to improve customer engagement. Marketing software can be tailored to the specific needs of each business and offers a range of features from basic tracking to advanced reporting capabilities. Compare and read user reviews of the best Marketing software for Mid Size Business currently available using the table below. This list is updated regularly.
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1
Pipedrive
Pipedrive
Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier.Starting Price: $24/month -
2
Jotform
Jotform
Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows. Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction. The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights.Starting Price: $34 per month -
3
Act!
Act!
Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s 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. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses.Starting Price: $30.00/month/user -
4
Odoo
Odoo
Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible.Starting Price: $25.00/month/user -
5
Podium
Podium
Podium is a comprehensive AI-driven lead management and communication platform utilized by over 100,000 businesses seeking to enhance customer acquisition and retention. At the heart of Podium’s innovation is its AI employee, which ensures businesses respond to incoming leads instantly around the clock, dramatically improving conversion rates and revenue growth. The platform assists businesses in generating more customer reviews, improving their Google rankings, and unifying their lead channels into a single, manageable dashboard. Through the web and mobile applications, businesses can call and text customers, send payment links for quick transactions, and deploy bulk messaging campaigns to boost repeat sales. Podium’s powerful AI-driven automations seamlessly manage customer interactions across multiple communication platforms, providing accurate and timely responses that help drive sales.Starting Price: $399 per month -
6
Notifyre
Notifyre
Elevate your business communications with Notifyre's secure SMS and fax solutions. We're ISO 27001 certified and fully HIPAA compliant, providing BAA's, user access controls and audit trails and more security features. Benefit from flexible pay-as-you-go fax & SMS and outstanding value receive fax plans. Fax service features include: - Online Fax Platform - Email to Fax and Fax to Email - Fax API -Online Fax Numbers -Fax Number Porting -Fax Broadcast Text messaging service features include: - 10DLC Registration -> Book a Demo for one-on-one guidance! - SMS Online, Email to SMS, SMS API - Mass Text Messaging & SMS Marketing - Subscriber Management Tools - Bulk Upload Contacts to Address Book - Create SMS Templates & Personalization Fields Outstanding value and 5-star service. Our dedicated team are here to help. We are 100% committed to providing the very best service.Starting Price: 2¢/SMS part; 3¢/fax page (USD) -
7
DoctorConnect
Adtel International
DoctorConnect delivers industry-leading patient engagement and automation tools that help healthcare providers improve efficiency, reduce no-shows, and enhance patient satisfaction. With over 32 years of experience, we support thousands of doctors, clinics, and hospitals nationwide. Our platform integrates with hundreds of EMR and PM systems to simplify communication and daily operations. Key Features: • ARIA Phase 1 – AI receptionist for 24/7 call answering, triage, and transfers • ARIA Phase 2 – AI scheduling automation for real-time booking and rescheduling • Automated Reminders and Recalls • Digital Patient Forms and Surveys • Automated Waitlist and No-Show Recovery • Secure Messaging, Telehealth, and Online Payments • And more Discover how DoctorConnect can boost revenue, streamline workflow, and transform your patient experience.Starting Price: $210 -
8
Educate the Wait
Educate the Wait
EASY INDOOR DIGITAL SIGNAGE - No technical experience needed! Use your screens to ENGAGE, ENTERTAIN AND EDUCATE your customers, clients, patients and employees. Create upselling opportunities. Increase customer engagement and satisfaction. Boost sales and manage inventory. Decrease perceived wait times. Promote new products. Easy drag and drop dashboard.Starting Price: $19.99 per month -
9
Quaeris
Quaeris, Inc.
Align analytics to your everyday business workflows. Your business relies on people, data and documents, but the process of using them is broken. QuaerisAI enables seamless downstream workflows across your People, Documents and Data Assets. Use natural language search on data, documents and collaborate in private or within Communities - all in one platform! QuaerisAI offers time savings of at-least 30 minutes to an hour/day/resource - imagine the productivity enhancements you give your users without the expense of buying and consolidating a bunch of AI tools. Quaeris can be rolled out to team of 10s or 1000s of users seamlessly within a matter of days - without much need of IT, and that is why IT & data teams love us!Starting Price: $100 per month -
10
GreenOrbit
GreenOrbit
With over 25 years of experience, we understand leaders' frustrations with overly complicated and expensive solutions. Our easy, out-of-the-box software helps you handle core business functions and streamline internal processes. A GreenOrbit intranet will: - Reduce friction by bringing everyday tools into a single seamless experience – giving your users the social and collaborative features they need without the distractions of platform-switching. - Provide hybrid and remote workers with a digital tool to overcome disconnection and promote culture. - Offer a secure, scalable, and reliable cloud-based platform. - Increase productivity by providing access to relevant information and tools in a centralized location, reducing the time and effort required to find and discover We believe an intranet should equip you to get your company going — not hold you back.Starting Price: $6.50 - $4.50/month/user -
11
WinMan ERP
WinMan ERP Software
WinMan ERP is an all-encompassing solution designed to manage the operational, quality, commercial, and financial processes of manufacturers and distributors. It is particularly well-suited for companies embracing Lean strategies. Supported by our UK-based in-house development and support team, WinMan ensures a consistent and seamless experience throughout your journey. Its flexibility and scalability make it an ideal choice for a wide range of industries, offering On-Premises, Cloud, and mobile solutions to suit businesses of all sizes. With over 30 years of experience, WinMan focuses on continuous improvement and innovation to help organisations streamline processes, enhance productivity, and maximise ROI. Trusted by hundreds of active users worldwide, and with offices in the UK and US, our approach prioritises understanding your unique business needs to deliver a tailored ERP solution. -
12
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. -
13
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 -
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
Paubox
Paubox
Healthcare's simple, easy, and scalable way to email secure, HIPAA compliant patient information. Keeping patient data secure and remaining HIPAA compliant is a top concern for healthcare organizations, especially when it comes to email. Paubox Email Suite provides guaranteed encryption so you can rest assured your patient data is protected. Our HIPAA compliant email service removes the hassle of portals and passcodes by sending encrypted emails that can be read right in your recipient’s inbox. Healthcare email encryption is easy with our patented tools which integrate easily into your existing email system with no training necessary for employees. Paubox HIPAA compliant email service is designed to empower IT and simplify the process for end-users, making the frustrations and vulnerability of emailing PHI a thing of the past.Starting Price: $29/month -
16
Microsoft Dynamics 365
Microsoft
Accelerate your business growth with Dynamics 365, the next generation of CRM and ERP applications. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. Take actions that drive your business. Find and build stronger relationships. Improve productivity and performance. Get a single view of customers. Find and nurture the right leads. Create connected customer experiences. Stay on top of market trends. Deliver positive customer experiences—faster. Optimize resources and help technicians be more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to increase efficiency. Decrease operational expenses and financial complexities. Move from reactive to predictive operations. Automate and simplify your manufacturing and supply chain management. Maximize the life of your assets. Unify your physical and digital commerce. Build brand loyalty through personal engagement. Exceed customer expectations.Starting Price: $190 per user per month -
17
Bitrix24
Bitrix24
Replace a multitude of services and apps with a single ecosystem for your business to work in. Explore the tools of Bitrix24 Activity stream, group chat, calendars, workgroups and other collaboration tools at your disposal. Bitrix24 helps you plan and execute your projects on time every time. Available online and on-premise with open source code access. Collaborative task management for teams large and small. Time tracking, reminders, reporting, templates, task dependencies and more. The world’s most popular free CRM by number of users (12 million companies and growing). Outstanding real time assistance tools that keep customers happy and coming back for your goods or services. Stunningly beautiful websites, landing pages and online stores that can be created by anyone without writing a single line of code. Free domain name and hosting is included. You can use the self-hosted version of Bitrix24 to run on your server.Starting Price: $ 49 per month -
18
ALICE Receptionist
ALICE Receptionist
Mention the Promo Code: PC0300 to your sales rep to receive 5% off your first year of your ALICE software subscription. ALICE Receptionist is the most advanced full-service Visitor Management and Lobby automation solution available. ALICE receptionist uses A.I. video avatars to greet guests when they arrive in your building, provide instructions throughout the check-in process and enable guests using the ALICE kiosk to engage with your employees in live 2-way audio and video conversations. ALICE Receptionist includes: • Guest Sign In / Sign Out • Photo ID Scanning • Guest Security screening (US Gov watch list, Blacklist) • Health screening • Sign in forms • Photo capture • Badge printing • Alert employees upon guest arrivals (SMS, MS Teams, Slack, Email) • Pre-visit website option • Employee mobile app to manage guests • And much more... Contact us today to learn how ALICE Receptionist can automate and elevate the visitor experience for your building.Starting Price: $299.00/month -
19
monday sales CRM
monday.com
Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.Starting Price: $10 seat / month -
20
Avochato
Avochato
Avochato is an easy to use text messaging software solution built for sales, support, and operations teams. Avochato offers businesses the easiest way to connect to their customers, get more responses, and achieve higher conversion. It comes with a lead-generation chat widget, live inbox, broadcasting, automated surveys, programmable APIs, message templates, status tracking, and more. Avochato also offers integrations with leading business services including Slack, Office 365, Salesforce, and Desk.com. -
21
Weave
Weave
Weave is the all-in-one customer communication and engagement platform for small business. From the first phone call to the final invoice and every touchpoint in between, Weave connects the entire customer journey. Weave’s software solutions transform how local businesses attract, communicate with and engage customers to grow their business. The first Utah company to join Y Combinator, Weave has set the bar for Utah startup achievement & work culture. In the past year, Weave has been included in the Forbes Cloud 100, Inc. 5000 fastest-growing companies in America, and Glassdoor Best Places to Work. -
22
Appointible
Appointible
On the mission to help salons, spas and individual beauty professionals with the most efficient appointment booking system so that YOU can focus on taking care of their clients. We help you stay organized, get more done and grow your business faster. Let your clients book appointments with our modern and easy-to-use online bookings platform. Organize your business calendar on the go, manage your staff, and reduce no-shows with text reminders. Grow your business with text marketing and client engagement tools on autopilot. Streamline the process of scheduling appointments, text marketing, nurturing clients, organizing staff calendars, and more. Start managing your appointments with confidence and ease. Try for free and bring in more clients. Keep your clientele connected to you and your services, collect more reviews, and communicate with clients using our two-way text messaging system. Equip your team with simple and intuitive tools.Starting Price: $15 per month -
23
vcita
vcita
vcita is an all-in-one business management app built for small to mid-sized businesses. vcita boasts a wide range of features that helps SMBs streamline daily tasks and operations and improve how they interact with clients, fueling growth and success. Top features include client and calendar management, billing and invoicing, online scheduling, lead capturing, and email campaigns. vcita also integrates with dozens of platforms, including Facebook, PayPal, Quickbooks, and more.Starting Price: $12.00/month/user -
24
LeadSquared
LeadSquared
Manage all your products, teams and processes in one platform (digital, call center, or field agent driven). Never, ever miss a sales opportunity. In most B2C businesses, the prospect-to-customer journey is never straightforward. In fact, there isn’t just one path-to-closure. There are multiple sales journeys, involving different channels, processes, teams, and touchpoints. LeadSquared connects them all – processes, distributed teams, and touchpoints – to give you one complete end-to-end sales execution platform – for your digital teams, call center agents, feet-on-street teams (sales, partner onboarding, service), and operations. LeadSquared cuts down all the noise that your teams constantly wade through and allows them just to focus on just their next task, enhancing their efficiency and helping them sell more. No-code sales process builder. Sketch the best-possible sales workflows for your different products & teams. The sales processes are dynamic and completely flexible.Starting Price: $25 per user per month -
25
CentraHub CRM
CentraHub
#1 Custom CRM Software for Businesses. Boost your Growth by Automating Sales, Marketing and Service. Sales force automation tools to track, monitor and manage pipeline. Close more customers efficiently. Marketing automation platform for converting leads to sales with campaigns, email and more. Customer service platform for ticket management with SLA's across assets and service classes. Automate sales and lease of real estate assets intelligently with site visits, reservations bookings and possession. Reduce cost & equipment downtime while increasing team productivity with enterprise facilities & asset management. Dealership Management System (DMS) for simplified automotive inventory, marketing, sales and service management. Automate asset lifecycle across procurement, inventory tracking, transfers, maintenance and retirement of assets. Manage customers effectively with smart analytics for profiling, loyalty, trend analysis and order fulfillment.Starting Price: $10 per user per month -
26
Emitrr
Emitrr
Emitrr is a human-like smart receptionist for small businesses. With Emitrr, business owners don’t have to worry about missing customer calls and can focus on their business growth, while Emitrr handles customer queries like booking appointments, quotes, FAQs, and more. A smarter phone system that integrates with your EHR/CRM, resulting in real-time conversion metrics, reduced average handling time with screen pop, and more! Convert customers with web chat that continues the conversation on text, so your patients never have to wait on the web. Most small businesses spend a lot of dollars on building a website, advertising, SEO, and other forms of marketing. In addition, small businesses work very hard to channel these customers to the website and more than a quarter of these web visitors never get converted. Your customers are not tied to a live chat on the web. Convert customers even when they walk away from the web. -
27
Smart Inventory Planning & Optimization
Smart Software
Smart Software is a leading provider of demand planning, inventory optimization and supply chain analytics solutions headquartered in Belmont, Massachusetts, USA. Founded in 1981 Smart has helped thousands of customers plan for future demand utilizing industry-leading statistical analytics. Smart Inventory Planning & Optimization (IP&O) is the company’s next-generation suite of native web applications, helping inventory carrying organizations reduce inventory, improve service levels and streamline Sales, Inventory, and Operations Planning. Smart IP&O, hosted on Amazon Web Services, is a Digital Supply Chain Platform driving three applications: demand planning, inventory optimization, and dashboard reporting. Smart IP&O functions as a transparent extension of our customers’ ERP systems of choice, receiving daily transaction data and returning forecasts and inventory policy values to drive replenishment and production planning. -
28
Creatio
Creatio
Creatio is a global vendor of an agentic CRM & workflow platform with no-code and AI at its core. Its offerings include Creatio Studio, a no-code agentic platform to build applications and AI agents with natural language and visual designers, and a CRM suite with embedded AI agents across Creatio Marketing, Sales, and Service. The company provides a Financial Services CRM platform, plus industry workflows across 19 verticals and a range of marketplace add-ons. Creatio is recognized as a Leader and Strong Performer in Gartner and Forrester reports and earned outstanding peer-to-peer reviews. Creatio is headquartered in Boston, MA, with 850 employees in ten offices across 25 countries. It has long-lasting relationships with thousands of customers and over 500 partners worldwide.Starting Price: $25 per user per month -
29
Doctible
Doctible
Doctible is a top choice among healthcare providers for its intuitive patient engagement platform that helps attract new patients and keep them engaged throughout treatment. Doctible’s software features stand out with tools for online reputation management, website management, 2-way texting, reminders, traffic alerts, the smart scheduler, digital forms, patient recall, campaigns, virtual waiting room, and more. Doctors and their staff really love our smart, automated workflows for collecting online reviews and user-friendly patient tools that make booking appointments and getting to your practice on-time a breeze. Doctible is a 5-time winner of the San Diego Union Tribune Great Workplace Award and recipient of Capterra's Best of in Patient Engagement and Appointment Reminders categories.Starting Price: $199 -
30
RepuGen
RepuGen
RepuGen is an all in one reputation and review management software for doctors, medical practices, bigger healthcare organizations and dental practices. With an unmanaged reputation, you're likely losing thousands in revenue as 75% of patients will not visit a healthcare business with below 4 stars. RepuGen administers a survey to understand patients' sentiments immediately after a visit, then directs them to review sites to share their experience. As a result, you’ll better understand patients, allow for service recovery, and strengthen your online reputation – all at once. Online reputation increasingly influences whether patients will call or visit a medical or dental practice, as more people continue using the internet to search for healthcare. However, in healthcare especially, unhappy patients tend to be the loudest. Thus, dissatisfied patients' reviews can negatively (and inaccurately) portray your healthcare practice.
