Best CRM Software - Page 134

Medicolize

Medicolize is clinic management software for specialty clinics, polyclinics and multi-branch groups across the Middle East, built around the thing a medical clinic actually sells: a course of treatment. A block of eight physiotherapy sessions or a six-session laser package is sold once, drawn down visit by visit, and its balance is readable at every session. One patient record serves every department. Scheduling, WhatsApp confirmations and reminders, and online booking keep the diary full; treatment quotations go to the patient priced and in their language, and an accepted quotation becomes the treatment plan. The money side is built for the region: billing and accounts, insurance with NPHIES eligibility and claims for Saudi clinics, ZATCA phase 2 e-invoicing, treasury and daily closing, payroll with each doctor's share calculated per visit, and profitability reporting by doctor, department and branch. Medicolize is fully bilingual, Arabic right to left and English, on the web, iOS and Android, and is trusted by more than 2,000 practitioners across 30 countries. Pricing is quote-based per branch and users, with a free demo on your own specialty.

MedPrax OPD

Clinic software for Indian doctors: token queues, multilingual e-prescriptions, WhatsApp sharing, billing and bookings. Free plan.

Meetlify

O Meetlify é uma plataforma brasileira de vendas que organiza toda a jornada do cliente, do agendamento ao fechamento, em um só lugar. O cliente agenda um horário online, responde a um formulário de qualificação e vira automaticamente uma ficha organizada. A partir daí, o lead entra em um funil onde cada etapa pode disparar um e-mail automático de acompanhamento. Com extensões para WhatsApp e LinkedIn, o Meetlify leva a organização para onde a venda realmente acontece no Brasil, sem forçar você a mudar o seu jeito de trabalhar. Ideal para profissionais de hora marcada e equipes comerciais que querem reduzir faltas, acompanhar cada lead e nunca deixar uma oportunidade escapar por esquecimento.

Meets CRM

Meg-CRM

Meira 16

Meira 16 is a CRM built for UK agencies and growing teams that are tired of running their business across spreadsheets, inboxes and WhatsApp chats. Every client gets one page with their contacts, tasks, emails, calls and payments, so anyone on the team can see where things stand. Work is managed on a simple task board with owners and due dates, and new business is tracked in a sales pipeline. Teams can send email from their own business address, use WhatsApp alerts and buttons, and give clients a free portal where they can see the progress of their work. Revenue, payroll and invoices are kept private to the founders and leadership. Meira, the built-in AI assistant, tells each person what to work on next, and can draft emails, log calls and update tasks once they approve. Growing teams can add email campaigns, follow-up sequences, automations, reports, a website lead form, calendar sync, and connect other tools through the API, webhooks or Zapier. Pricing is one monthly fee for the whole team rather than per user. There is a free plan for up to 3 people, and every paid plan comes with an 8-day free trial.

Meisterio

Meisterio is a cloud-based business management software designed for small and medium-sized trade and contracting businesses. It combines customer management, quotations and invoicing, project and construction site management, scheduling, employee planning, time tracking, task management, service jobs, maintenance contracts and digital documentation in one central platform. Office teams can manage customers, projects, tasks, appointments and commercial workflows, while employees can access relevant information on mobile devices, track working time, complete assigned tasks and document work directly on site. Photos, documents, reports and other project information remain linked to the relevant customer, project or service job. Meisterio supports the workflow from quotation to invoice, including ZUGFeRD-compliant e-invoices. Project and construction site management provides teams with a central overview of tasks, schedules, documentation and progress. Service businesses can organize service jobs and recurring maintenance contracts, including due dates, appointments, documentation and subsequent invoicing. Customer management keeps contact details, projects, quotations, invoices and related activities organized in one place. Meisterio also supports the management of properties and units for businesses working with property managers, owners and recurring service locations. AI-assisted features help reduce administrative work, for example when creating text and structuring information. Users remain in control and can review and edit generated content before using it. Meisterio runs directly in the web browser without local installation and is designed around the day-to-day workflows of German trade businesses. The goal is to replace fragmented spreadsheets, paperwork and separate tools with one easy-to-use platform for office staff and employees in the field.

Meliora

Meliora is a comprehensive Telegram outreach platform designed to streamline and enhance the process of engaging with potential clients through Telegram. It integrates multiple functionalities into a single subscription, including message sending, inbox management, customer relationship management (CRM), and account health monitoring, thereby providing a unified solution for outreach campaigns. One of the core features of Meliora is its advanced sending capabilities. Users can create sequences of up to five messages, each with customizable conditions such as pauses between messages and daily limits per account. The platform supports account and message rotation to prevent repetitive content, and includes suppression lists and deduplication across teams to avoid redundant communications. This structured approach ensures that outreach efforts are both efficient and compliant with Telegram's guidelines. Inbox management is another critical component of Meliora. The platform consolidates replies from all connected accounts into a shared conversation queue, providing full visibility into the touch history of each lead. This centralized system allows for efficient assignment of conversations across team members, quick responses, and the addition of notes on leads. Importantly, any reply from a lead automatically halts further messages in the sequence, preventing overcommunication. Meliora's CRM functionality transforms a simple list of chats into a structured pipeline. Leads progress through customizable stages from initial contact to closed deals, with each card retaining information about the source, campaign, and complete message history. Users can define their own stages and loss reasons, set tasks and reminders for leads, and generate detailed reports on campaign performance, including metrics such as touches, replies, and deals. Account health is proactively managed within Meliora to prevent bans and restrictions. The platform employs a Risk Score system that evaluates behavior based on factors like complaints, sending speed, rejection rates, and signals from Telegram's SpamBot. As risk levels increase, accounts are automatically transitioned into warm-up phases or paused to mitigate potential issues. Scheduled SpamBot checks, dedicated proxies for each account, and automatic transfer of touches to backup accounts further enhance account longevity and reliability. To extend the lifespan of Telegram accounts, Meliora implements a three-stage warm-up process over 21 days. The initial stage involves no sending, allowing the account to establish a presence through activities like subscribing to channels and reading content. The second stage introduces live conversations and manual touches with gradually increasing daily limits. By the third stage, the account reaches full campaign capacity while remaining under continuous Risk Score monitoring. This methodical warm-up process has been shown to increase account lifespan by 60–80% compared to immediate full-scale sending. Meliora offers flexible subscription plans to cater to various user needs. The Light plan, priced at $49 per month, is suitable for solo marketers or pilot projects, supporting up to 10 Telegram accounts, one team seat, one workspace, and 2,000 credits per month. The Pro plan, at $169 per month, is designed for teams of 3–5 members, offering support for up to 25 Telegram accounts, five team seats, three workspaces, and 8,000 credits per month, along with integrations with Bitrix24 and amoCRM, and access to a dedicated manager. The Premium plan, costing $349 per month, targets agencies and larger operations, providing unlimited Telegram accounts, 15 team seats, 10 workspaces, 15,000 credits per month, external API access, white-label options, sub-accounts, and a dedicated manager. For large teams and agencies with specific requirements, the Enterprise plan offers customized solutions with no limits on accounts or seats, custom integrations, corporate sign-in (SSO), and a dedicated manager, with pricing available upon request. In summary, Meliora delivers a robust and integrated platform for Telegram outreach, combining sending capabilities, inbox management, CRM, and account health control. Its structured approach to message sequences, centralized conversation management, detailed lead tracking, proactive account health measures, and flexible subscription options make it a valuable tool for businesses seeking to optimize their Telegram outreach efforts.

MemoriaOS

MemoriaOS is a cloud-based management platform for funeral homes and cremation providers. It was developed by a licensed funeral director and embalmer and is offered as a multi-tenant software-as-a-service product. Case management supports at-need and pre-need cases, with case numbers assigned by location. Each case record includes vitals, family information, services, documents, finances, communications, and aftercare. An operations whiteboard displays all active cases across configurable columns. Arrangement Mode is a full-screen, seven-step workflow used during the arrangement conference with families. A token and PIN-protected Family Portal allows families to complete arrangement information remotely for staff review. Each case can also have a public memorial page with a QR code linking to service details, directions, and obituary or tribute links. The document module generates pre-filled PDFs from case data and supports on-screen signing, a custom form builder, and submission history. Communications include SMS and email with per-case message threads and templates. The finance module provides itemized statements, payment recording, insurance tracking, and balance summaries. Reporting covers revenue, operating expenses, and accounts payable. Staff management includes timesheets, a time clock, scheduling, a licensing tracker with expiration alerts, and five-tier role-based access control. Multi-location organizations can operate multiple locations under one account. A data import tool accepts CSV and Excel files from legacy systems. Pricing is published and tiered by number of locations rather than call volume. All features are included in every tier. Onboarding is performed by MemoriaOS staff and carries a one-time fee that varies by tier. Key features At-need and pre-need case management Operations whiteboard Guided arrangement conference workflow Family portal Public memorial pages with QR codes SMS and email communications Document generation and electronic signature Statements, payments, and insurance tracking Staff scheduling, timesheets, and license tracking Role-based access control Multi-location support Legacy data import (CSV and Excel)

Menixuz Insurance

Menixuz Insurance is an insurance CRM for agencies and IMFs in India. Upload your premium register, hand out renewal calls, and have every renewal reminder approved by your team. It tracks policies, renewal due dates, owners and outcomes, logs every enquiry with its source, and keeps quote follow-ups in one workflow. Proposal, payment and policy issue stay with the insurer. Built by Menixuz IT Solutions.

Meow

Mera

MERA è un gestionale cloud AI-native per medici di medicina generale: cartella clinica elettronica, ricette dematerializzate, certificati INPS, FSE 2.0 e Sistema Tessera Sanitaria, anche per medicina di gruppo, AFT e Case della Comunità. A partire da 65 €/medico/mese.

Meridio CRM

Meridio is the all-in-one CRM, power dialer and map for final expense and mortgage protection agents who sell by phone and in the home. Agents get one app instead of four: a CRM for their leads (CSV import, tags, history, duplicate check, documents); a power dialer with a hands-free mode, call outcomes, recording, a Do Not Call list and spam-label checks, with minutes and a local number included; a map to draw call lists and plan door-knock routes; a calendar that books appointments mid-call; policy tracking after the sale (pending, active, lapsed, replacements with Stop PAC reminders); a Direct Mail Extractor that reads mailed reply cards into leads; and appointment setters inside the agent's account. Plans start at $49 a month, first month free. Made by Meridio Software LLC, Jacksonville, Florida.

Message Plane CRM

Message Plane is an auto transport CRM for brokers from MESSAGE PLANE CRM LLC, founded in 2016. It brings built-in calls, SMS, and email into one workflow, with Central Dispatch and Super Dispatch synchronization and QuickBooks integration. Brokers can manage customer and vehicle-transport communications in one place. Flat pricing is $399–$499 per month for the base plan plus $59–$79 per seat, with straightforward pricing designed for growing broker teams.

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