MasterStream vs. NeoCRM Comparison Chart

Epicor Prophet 21 is a leading ERP solution for wholesale distributors that combines proven distribution expertise with a web-enabled infrastructure and modern technology stack. Cloud and on-premises deployment options are available. From inventory to logistics, Prophet 21 keeps everything in balance within your organization and unlocks the potential of your supply chain to help grow sales, boost productivity, and drive profits. • Data-driven, with industry-specific functionality, to help you make smart decisions • Cloud-based applications to modernize and mobilize operations • Connected ecosystems to ensure visibility across your business • AI-infused solutions to drive efficiencies

Transform how you manage alternative investments with Dynamo Software’s cloud-native, AI-powered platform that unifies front-, middle-, and back-office operations into one configurable solution. For General Partners (GPs), Dynamo provides an edge with advanced CRM, deal pipeline management, fundraising support, investor relations, and secure fund accounting. Limited Partners (LPs) gain real-time research and portfolio management tools, featuring automated document processing, data extraction, and deep exposure analytics. Key features include AI-driven data automation, dynamic dashboards, tailored reporting, and seamless API integrations. We support GAAP and ILPA standards and offer robust what-if modeling capabilities, all secured by enterprise-grade protocols (SOC, NIST, ISO/IEC). Built for scalability and precision, Dynamo empowers firms to streamline workflows, improve data accuracy, and drive alpha through intelligent automation.

Deliver workflows and real-time visibility across your operations so your teams can outpace change. Extend and connect data, processes, and workflows to drive deeper insight and automation across complex processes and disparate systems. Adapt your operations faster to respond to opportunities and risks. Tailor workflows to support the unique, ever-changing ways your people work. Create new workflows to respond to emerging challenges and support new ways of working in days, not weeks. Create, connect, govern  and continually improve  an ecosystem of  custom digital solutions on a secure platform for your most critical data and processes. Transform the way your data is used and safely empower your people to deliver real-time insights from one unified platform. Unlock your team's potential. Get started with Quickbase today.

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.

At ROLLER, we're passionate about empowering leisure and entertainment businesses to reach new heights of success. With a track record of serving 2,600+ customers across 30+ countries, including some of the most renowned names in the attractions industry, including SkyZone, Altitude, American Dream, Uptown Jungle, Flip Out, WhoaZone, Oxygen, Innoflate, and Jumpsquare, we understand the unique needs of playcenters, family entertainment centers, wake parks, water parks, trampoline parks, theme parks, amusement parks, indoor climbing facilities, children's museums, zoos, aquariums and more. ROLLER serves as the ultimate all-in-one venue management solution for attraction businesses, offering a comprehensive array of features that boost revenue and drive operational efficiencies like seamless ticketing, POS, membership management, and integrated waivers.

CDK is a secure, SOC 2-compliant dealership software solution provider who’s fully integrated for all areas of the automotive dealership — from the Front Office, Back Office, Service and Parts, and all areas in between. Our mission is to help dealers sell and service more cars and run more efficient operations by developing solutions and services that streamline workflows, most notably the CDK Dealership Xperience Platform. Dealers can choose from six scalable suites—Foundations, Fundamentals, Vehicle Inventory, Modern Retail, Fixed Operations, and Intelligence—tailored to franchise, independent, and multi-rooftop needs. With over five decades in automotive software and 15,000+ dealers served, CDK offers scalable suites tailored to any dealership size — all with secure infrastructure, real-time data flow, and measurable performance impact.

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.

The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies.

Zendesk is an AI-powered service solution that’s easy to set up, use, and scale. It works out-of-the-box and adapts quickly, enabling businesses to move faster. Built on billions of CX interactions, Zendesk AI supports the whole service journey—from self-service to agents to admins—helping teams resolve issues faster and operate efficiently at scale. Zendesk empowers agents with tools, insights, and context to deliver personalized service on any channel—social messaging, phone, or email. It unifies personalized conversations, omnichannel case management, AI workflows, automation, and a Marketplace of 1200+ apps. Easy to implement, it frees teams from relying on IT or costly partners. Serving over 130K global brands in 30+ languages, Zendesk simplifies business complexity to create meaningful customer connections. Headquartered in San Francisco, it operates worldwide.

Repfabric is a customer relationship management (CRM) software designed specifically for multi-line sales teams (i.e. reps, distributors, wholesalers, dealers, and manufacturers). It streamlines and simplifies the sales process by providing deep integration with email, contacts, calendars, and deal tracking. The platform enables users to track commissions from CRM to sale, make updates directly from mobile devices, and document sales calls using voice-to-text features. In addition to these core functionalities, Repfabric offers features such as account activity and opportunity reviews, sales numbers and trend analysis by manufacturer, and a Nearby feature to find the closest client when a sales call is canceled. The platform is supported by a full-service customer care team and an experienced data team, ensuring a smooth transition for businesses and allowing you to focus on growing your business.