Merlin CRM

Merlin CRM

Merlin Business Software
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About

With Merlin you get unlimited company and contact records, which alongside the standard fields you would expect from a CRM system, Merlin allows for approximately 40 user-definable (customisable) fields. With this you can store and report on the information you want. Tired of clicking through screens to find the relevant windows, Merlin has an intelligent, dynamic menu, which will predict and show the options you’re most likely to need next on any given page. With its fully integrated approach, Merlin records all activity against the relevant contact, so there is no duplication of data and you get a full historical archive. The Customer Relationship Management (CRM) module allows for a proactive sales force to have their diaries automatically populated with appointments scheduled for the next month, week, day or a given date range. This also works with your Accounts and Purchasing teams chasing payments or deliveries respectively.

About

Fractional Ownership & Timeshare Management Platform Merlin is purpose-built for vacation ownership clubs, fractional resorts, timeshare operations, and HOA communities. Unlike generic hotel PMS platforms, Merlin handles the operational complexity of fractional ownership natively. Key Capabilities: • Fractional Allocation: Points systems, banking/borrowing, fixed/floating weeks, and split-week logic. • Owner Management: Centralized profiles, usage rights enforcement, and multi-tier ownership structures. • Reservation Engine: Owner self-service booking portal, rental guest management, and inventory distribution. • HOA Billing: Automated maintenance fee calculations, owner statements, and payment reconciliation. • Owner Portal: Self-service reservations, account access, and document management. Why Merlin: Engineered by pioneers of fractional ownership models, Merlin eliminates spreadsheets and custom code workarounds. Merlin has clients across the globe.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Contact relationship management solution for companies wanting to manage accounts, relationships, and interactions with customers, prospects and suppliers

Audience

Vacation Ownership Clubs, Fractional and Timeshare Resorts, Timeshare operators and HOA Communities

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Bespoke to suit all clients needs
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Merlin Business Software
Founded: 1974
United Kingdom
www.merlinbusinesssoftware.com/our-software/contact-management/

Company Information

Merlin Software
Founded: 2006
Global
easymerlin.com

Alternatives

Alternatives

BestTime

BestTime

BestTime Software
Merlin Business Intelligence

Merlin Business Intelligence

Merlin Business Software
TimeShareWare

TimeShareWare

SS&C Technologies
Viewpoint

Viewpoint

@Work International
OwnerRelations.com

OwnerRelations.com

Owner Relations
TSS Rhea

TSS Rhea

TSS International

Categories

CRM

Categories

Timeshare Features

Accounting
Commission Management
Contract Management
Lead Management
Maintenance Management
Owner Management
Property Management
Sales Tracking
Tour Management

Integrations

No info available.

Integrations

No info available.
Claim Merlin CRM and update features and information
Claim Merlin CRM and update features and information
Claim Merlin Software and update features and information
Claim Merlin Software and update features and information