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Top Rated Sales Tracking Software with Document management - Page 4

Last updated: May 2026

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199 software options

Shape logo

Cloud-based CRM, sales & marketing automation software

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Shape is a cloud-based CRM, sales, & marketing automation software for businesses in industries such as legal, real estate, mortgage, finance, & education. Shape offers tools to manage & automate online marketing & promotions, capture and service leads from online sources, & more

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Jetbuilt logo

Cloud-based sales tracking software

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Jetbuilt is a cloud-based project platform designed for AV, IT, and security professionals. It offers features for managing leads, building projects, getting paid, communicating with clients, installing projects, tracking inventory, and simplifying service. The platform provides access to a database of over 34 million products, allows for quick proposal creation, and streamlines project management and collaboration across teams.

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Akero logo

AI-enabled marketing automation & campaign management system

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Akero is a marketing automation software designed to help businesses create and upload digital assets for social media and programmatic campaigns on a unified platform. The AI-enabled platform scans various data points to create student advertising plans with predictive performance outcomes.

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Kawchi logo

Web-based small business CRM solution

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Kawchi is a small business CRM solution that offers multiple solutions in one place including project management, CRM, and contacts to improve productivity.

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Modisoft logo

All-in-one POS and back office solution

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Modisoft is an all-in-one POS solution that allows retail and restaurant owners to understand their business operations. Over 10,000 locations nationwide use Modisoft's in-depth reporting features to make data-driven decisions.

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Claritysoft CRM logo

User-friendly customer relationship management software

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Powerful. Intuitive. Customizable. Claritysoft CRM is designed to be easy to use without sacrificing power and functionality.

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Surefyre logo

Cloud-based customer relationship management (CRM) solution

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Surefyre is a cloud-based customer relationship management (CRM) solution designed for the needs of insurance agents. It is suitable for multiple types of carriers including property, casualty, life, and health care insurance providers. The application retains customer information by automatically generating personal and commercial policies whenever new leads are added to the system. This allows agents to receive a commission on all sales generated after sending just one lead.

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Capsule logo

Customer relationship management solution

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Capsule is an online CRM solution that helps businesses build stronger customer relationships, make more sales, save time, be more organized and collaborate.

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AtemisCloud logo

Full Business Management SaaS for service companies

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AtemisCloud is an advanced Business Management SaaS platform with features covering customer management, marketing, HR, back office, administration, projects, and finance. Used in 60 countries by 1500 corporations and SNE for the last 23 years.

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Data Dwell Sales Enablement logo

Sales enablement and content tracking, for Salesforce CRM.

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Data Dwell is the #1 Salesforce-dedicated solution that enables you to maintain full visibility over the content that sales teams use and share. All while equipping your sales teams with the insights they need to work smarter and create engaging, personalized buying experiences.

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Connect CRM logo

Make every connection count.

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Connect CRM integrates dealership tools & sales processes to deliver a single view of the customer across touchpoints and departments. With customizable processes and powerful lead automation, Connect CRM streamlines the car-buying process and enables dealers to deliver the experience customers expect.

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Qobrix CRM logo

SaaS, multi-tiered CRM platform for the real estate sector

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Qobrix is a CRM system that helps brokers in the real estate sector manage client registration, website building, marketing automation, and other processes across properties. Clients can access floor plans, property images, agreements, contracts, financial statements, and queries on a dashboard.

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Voze logo

Better notes. More visibility.

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Voze simplifies sales tracking with effortless note collection, enhancing productivity for reps. With 25,000+ weekly notes processed and 90% adoption, it provides valuable insights and seamless communication. Integrates with major CRM systems for enhanced tracking capabilities.

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ExtraaEdge logo

Manage, scale, and predict admissions

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Education CRM and marketing automation software designed to help admission teams integrate, manage, track and convert leads with zero leakage.

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Skyone logo

In-browser app management platform

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SkyOne is an in-browser app management platform which enables users to access, manage, & use all of their business apps in one place. The app gives users a single place to use their email, build & update their website, store all their files, keep track of their projects, & more.

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Freshsales logo

Sales management solution

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Freshsales is a cloud-based salesforce automation software designed to help businesses manage leads, customer engagement, client relationships, and more via a unified portal. The platform enables organizations to create and monitor sales activities, add custom fields to capture and store customer information, and synchronize data across the entire customer journey, from prospecting to contact and conversion.

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C2CRM logo

Affordable, Robust & Easy to Use CRM

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C2CRM streamlines sales process by providing real-time information on leads, prospects and customers. It helps improve marketing efforts by tracking which marketing initiatives work and which ones do not. while streamlining the customer service by providing comprehensive customer information.

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Zenith CRM logo

CRM, Auto Call, AI Dialer, Call Center Software.

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Experience streamlined growth with Z-CRM, your AI-enhanced, cloud-based CRM and call center solution. Boost efficiency, automate communication, and personalize to fit your brand, all while keeping data secure and operations scalable. Welcome to round-the-clock productivity.

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Unypax logo

Funeral home and cemetry software

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Unypax is a cemetery software designed to help businesses manage funeral plans, benefit cards, receiver and collector applications, equipment, and customer relationships on a unified interface. The platform offers various tools for managing finances, cash flows, portfolios, fleet, access controls and more.

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DealCloud logo

Deals, relationship, and firm management software

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DealCloud is a deal, relationship, and firm management software that helps businesses manage processes related to fundraising, marketing, compliance, and more. It enables administrators to configure dashboards, reports, and notifications for specific employees, teams, or the entire organization.

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RapidStart CRM logo

Simple Customer Relationship Management

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RapidStart CRM is a free sales and service application for essential business processes. Our low-cost add-ons like Project Management or Field Service build upon that to offer even more capabilities. Fully customizable and extendable to fit any need.

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OptifiNow logo

Your CRM, Your Way – Tech and Service Beyond Expectations

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OptifiNow is a CRM solution designed for the mortgage industry. Its robust capabilities effortlessly accommodate various sales structures—be it retail, wholesale, or consumer direct. With versatile tech and unparalleled service, it's the ultimate CRM choice for the mortgage industry.

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Accon logo

Enterprise Resource Planning solution

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Accon is a complete ERP that offers features such as accounting, CRM, warehouse management, sales, HHRR, purchases, manufacturing, project management and more.

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Salesdash CRM logo

CRM for sales growth & client management development

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Salesdash CRM allows users to build and develop the client management process to help users effectively track communications, follow-up, and work with the team to grow sales.

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QubeHub.ai logo

All-in-one real estate sales and marketing hub

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QubeHub.ai is a digital sales ecosystem designed for real estate professionals that combines agent portals, customer relationship management, and marketing tools. The platform features AI-powered lead management that pre-qualifies prospects, an inventory library for projects and units, and automated generation of offers and price lists. It includes mobile and web portals for agents, AI-generated marketing content and landing pages, and three-dimensional interactive sales maps.

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