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September 15, 2023 Business Technologies

What’s the Best CRM for Mid-Market Businesses?

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By Connor O'Keefe

CRM software selection gives you a lot of options, so it’s important to take the time to evaluate each one. At a glance, the frontrunners seem to be apparent: HubSpot and Salesforce. And while it’s impossible to deny the market share of these two impressive pieces of software, they may not be the right fit for organizations outside of the enterprise level of industry. Finding the best mid-market CRM for your company requires an intimate knowledge of your own needs, limitations, and goals as well as the capabilities of the product. Not all solutions are created equal, so finding your ideal mid-market CRM requires a little effort, but the benefits are more than worth it for finding the right fit.

What is the Best Mid- Market CRM?

What makes a CRM a good fit for a mid-market company? What separates the needs of the mid-market from the small businesses or enterprises?

Mid-market companies usually deal with an increased workload, so features such as automation and scalability can be critical. Additionally, mid-market businesses often have more complex customer relationships which require more in-depth data and analytics capabilities. Finally, a good mid-market CRM should integrate easily with existing applications and processes to streamline the workflow and improve efficiency.

Conversely, small businesses and large-scale enterprises often find themselves dealing with different volumes of workflow. As such, they need different types of CRM software that can support the complexity and scale of their operations. Furthermore, large-scale enterprises will often require powerful AI capabilities to handle more nuanced customer data, where mid-market firms likely won’t have as much of a need for the cutting-edge AI technology.

What to Look for in a Mid-Market CRM


Scalability is one of the most important features for mid-market businesses. The ability for a CRM to grow and adapt with your business as it grows is necessary for any organization. A mid-market CRM should be able to scale up and down in order to meet the needs of your company at all times.

One of the best ways to ensure scalability is by selecting a CRM with an integrated architecture that allows for easy customization. This will allow you to quickly and easily adjust your system to meet the needs of your company as it grows and evolves over time.


Data security is essential for any business, but especially mid-market businesses. Mid-market companies often have more sensitive data than larger companies, and therefore need more robust security solutions. When selecting a CRM for your mid-market business, make sure it has the ability to protect your data from external threats. Look for features like encryption, two factor authentication, and access control so you can be sure that your company’s data is safe and secure.

User Experience

Having a good user experience is essential for any CRM system. Mid-market businesses are often understaffed and need to make the most out of every employee and their time. Look for a CRM that makes it easy for your team to access, search, and use data quickly and easily. Automated features can help streamline processes and save time. Additionally, having mobile access to your CRM system can help employees stay connected and productive while on the go.


When looking for a mid-market CRM, you should also consider the integration options available. Look for a system that offers integrations with other business systems such as ERP software or POS systems so you can easily manage customer and sales data across multiple channels. Additionally, integrations with your website or social media accounts can help you maintain a consistent customer experience and keep track of customer interactions.

Best CRM Products for Mid-Market Companies

HubSpot: Boost sales with Sales Hub – an intuitive and robust CRM solution. Enjoy a range of sales tools, configure-price-quote (CPQ) functionality, and in-depth analytics for high-growth teams. Sales Hub, on the reliable HubSpot CRM platform, elevates sales rep efficiency. Leverage our partner apps for an exceptional customer experience. Scaling your company is seamless with HubSpot.

Sugar CRM Sugar CRM provides a platform-agnostic solution for custom workflows, customer insights, and sales effectiveness. This all-in-one CRM includes marketing automation, sales management, and customer service capabilities. Integrate seamlessly with existing systems and enhance the customer experience through Sugar’s partner ecosystem. Streamline processes, improve customer service, and boost engagement with Sugar’s comprehensive tools.

Zendesk: Zendesk offers a customer service platform with ticketing, self-service portals, and chatbots for improved engagement. Gain insights through analytics, personalize experiences, and integrate with Sugar for customer data. Choose Zendesk for enhanced automation, quicker resolutions, and increased satisfaction.

Microsoft Dynamics CRM Microsoft Dynamics CRM helps increase efficiency for sales, marketing, and customer service teams. Automate data collection using AI-driven analytics and customize processes to fit organizational needs. Get smarter insights from reports, prioritize tasks with email integration, and better serve customers with integrated communication tools. Maximize the potential of your team with Microsoft Dynamics CRM.

SageCRM: SageCRM is an easy-to-use customer relationship management solution that helps you build relationships with customers and drive business growth. It offers powerful integrated features like contact management, marketing automation, sales forecasting, and more. With SageCRM’s deep integration to Sugar, you can access all of the customer data you need in one place.

Zoho CRM: Zoho CRM is a cloud-based tool for mid-scale to large-scale enterprises. It provides contact management, sales funnels, workflow automation, AI conversational assistant, task management, marketing campaigns, sales forecasting, customer support, inventory management, reporting, analytics, and integration with 500+ apps. Streamline your business with Zoho CRM.

Need more help finding the ideal CRM for your mid-market business? You’ve come to the right place! BrainSell has had nearly 30 years if experience helping companies just like yours find the ideal software to help them reach the next level. Contact us today and see what CRM is best for your business!

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Author Bio

Connor O'Keefe

Connor O'Keefe joined BrainSell as the content marketing manager in 2023 but has enjoyed writing since he was old enough to spell his name. Connor's passion for creating content is rivaled only on his love for camping trips and trivia nights.

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