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Top Rated Sales Tracking Software with Document Management in 2026 - Page 5

Last updated: April 2026

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198 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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Rolldog logo

Customer relationship management solution

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Rolldog is a CRM and opportunity management solution that helps businesses better manage customer relationships, while proactively tracking and scoring leads and opportunities to help increase revenue, boost sales and marketing effectiveness.

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TeamGram logo

All-in-one CRM & collaboration tool for SMBs

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TeamGram is a CRM & collaboration tool for SMBs that enables users to create sales quotes, track inventory, manage orders & invoices, build custom apps & more

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Oracle E-Business Suite logo

Suite of e-business applications

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Oracle E-Business Suite is a comprehensive suite of applications designed to address complex business requirements. It provides organizations with integrated business and industry solutions, enabling them to streamline operations, improve productivity, and respond to changing demands.

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SalesOutlook CRM logo

CRM for Microsoft Outlook and Office 365

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SalesOutlook CRM is an Outlook CRM solution built entirely inside the Microsoft Office system. It allows teams to automatically file emails and see recent activity. SalesOutlook CRM utilizes the security of Microsoft 365 to turn MS Office system into a full fledge CRM.

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LionDesk logo

CRM, marketing & transaction management for real estate

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LionDesk is a CRM, lead, and transaction management platform for real estate agents, teams, brokers, and lenders, with native mobile apps for Android & iOS

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Lofty logo

AI-Powered Real Estate CRM & lead generation software

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All-in-one AI-powered CRM and marketing platform helping real estate professionals generate leads, engage clients, and close deals.

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Redtail CRM logo

Web-based CRM for financial professionals

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Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing contacts, documents, records, activities, email broadcasts, seminars, workflow automations, reporting, and more

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The Newspaper Manager logo

Software for managing customer relations and sales pipeline

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Newspaper Manager is a cloud-based CRM software designed to help businesses manage customer relationships via a sales pipeline opportunities module, an order management system to handle print orders, events, and digital products, a billing module, and an accounts receivable system.

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BrandWide logo

Franchise sales, marketing & operations solution

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BrandWide is a franchise sales, marketing & operations solution which enables entire franchises to connect corporate offices & franchisee locations with branded CRM & marketing tools, plus a range of other features like lead capture, appointments & tasks, sales forecasting, & more

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Sellsy logo

CRM, invoicing, automation, marketing (+ more) in one place!

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The all-in-one sales suite to take the headache out of customer relationships. Manage your CRM, customer support portal, invoicing, and more from one platform!

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Anthill logo

Customer process management & CRM

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Anthill is a customer process management & CRM solution that allows organizations to organize employee and customer interactions into workflow streams across teams, channels and locations to streamline business operations

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Efficy CRM logo

Pay-less for more. Europe's most flexible CRM

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Known as Europe’s most flexible CRM, Efficy offers a completly customisable Customer Relationship Management solution. With us, you'll centralize your customer data, empower your employees, and grow your business.

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UseResponse logo

All-in-one Customer Support and Feedback Suite

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Organize online documentation, customer self-service and provide customer support with UseResponse's customer feedback software and help desk system.

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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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DSS logo

Robust Marketing Automation Platform

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DSS is a robust Marketing platform with a CMS & CRM that lets you take your business to the next level. DSS offers multiple training options to learn how to fully leverage the software.

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Brivity Platform logo

All-in-one Real Estate Solution

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Brivity Platform is an all-in-one real estate solution with features such as proven automation, lead generation, customizable IDX websites, robust marketing tools, transaction management, a client portal, and more.

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PlanPlus Online logo

Personal Planner and CRM software

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PlanPlus Online is planning software, plus a progressive set of productivity, collaboration, and Customer Relationship Management (CRM) features that allow you to increase individual effectiveness and build a Culture of Productivity

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BNC IBIS logo

Cloud CRM for selling on construction projects.

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IBIS is a game-changer solution for managing project sales. The system enables opportunity-based sales forecasting to provide greater accuracy through integration with BNC Intelligence for construction projects.

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Allbound logo

We Make Managing Partners Simple.

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Allbound is the leading PRM tool used to manage partners and resellers in one place. Store content, increase partner engagement, manage pipeline, get real-time reporting and integrate all of your favorite tools.

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ConvergeHub logo

Sales, marketing, customer service & billing CRM for SMBs

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ConvergeHub is a business growth enabler, offering cloud-based all-in-one CRM software for complete customer engagement, empowering users to stay connected to leads, customers, partners and employees, from any device, at any time

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Initiative CRM logo

CRM for B2B companies

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Initiative CRM is a CRM for B2B that includes shared agenda, opportunity tracking, quotes, invoices, complaints in one tool.

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Recapped logo

Proposal management solution for B2B sales teams

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Recapped.io is a cloud-based solution, which helps business development professionals provide guidance to prospects about the sales cycle and track customer engagement. Users can also create proposal documents containing recaps of conversations and share them with stakeholders in the pipeline.

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Contractors Cloud logo

Roofing and Specialty Trade CRM

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Contractors Cloud is a roofing and specialty trade CRM that empowers contractors and subcontractors to manage sales and leads

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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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