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Top Rated Sales Tracking Software with Document management - Page 7

Last updated: May 2026

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199 software options

Quickbase logo

Dynamic work management and project platform

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Quickbase is a low-code application platform for dynamic work and complex project management. It allows teams to build custom applications without extensive coding, connecting information, processes, and people across business functions. It offers solutions for project management, resource optimization, workflow automation, and field service management, with features like integrations, mobile access, and real-time insights to help organizations manage work from start to finish.

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Snapforce logo

CRM, call center and telephony software

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Snapforce combines CRM, call center and telephony to offer a complete CRM with an integrated phone system, ACD, IVR and call center reports.

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eWay-CRM logo

Customer relationship management solution

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eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage customers, contacts, sales, projects and marketing.

It contains apps for iOS and Android so that people can work on the go. There is also a web interface for those who prefer working from home or on Mac.

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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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Workbooks logo

A made-to-measure CRM for an off-the-shelf price.

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Workbooks is the provider of CRM apps designed for small and mid-size organizations. Our suite of software enables clients to accelerate sales growth, improve marketing execution, streamline business processes and improve the customer support they deliver.

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SPOTIO logo

Field service management and sales engagement software

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SPOTIO is a field service management solution that helps businesses across several industry segments, including solar, medical, telecommunications, and distribution manage operations related to route optimization, customer communications, lead visit tracking, and more on a centralized platform.

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SmartOffice logo

Enhancing sales via smart reports & marketing.

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SmartOffice is an agency practice management and enterprise CRM solution. It is trusted across the financial services industry to help improve marketing efforts, provide valuable reporting capabilities, and increase sales revenue.

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IXACT Contact logo

Real estate CRM & marketing automation

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IXACT Contact is a web-based real estate CRM that helps realtors and agents stay organized while building lasting relationships with past clients, prospects and important referral sources, including automated, professionally designed and written real estate e-newsletters and drip email campaigns

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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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Focus Softnet logo

CRM solution for automating sales, marketing & services

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Centra Hub CRM is a CRM solution that helps businesses automate processes related to sales, marketing and services. The platform comes with an appointment scheduling functionality, which enables enterprises to capture leads from websites, forums and social media platforms.

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Copper logo

The CRM designed for Google Workspace

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Copper is a CRM tool that’s designed for and recommended by Google. Get set up in minutes thanks to its seamless integration with Google Workspace (formerly G Suite) and beautiful user experience. Automate repetitive tasks, stay on top of projects and deadlines, and build more valuable, long-lasting relationships.

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Vtiger CRM logo

All-in-one CRM for small businesses

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Vtiger works with over 100,000 businesses helping them deliver outstanding customer experiences by breaking barriers between their marketing, sales, and support teams.

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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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Dynamics 365 logo

ERP and CRM applications from Microsoft

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Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.

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LeadSquared logo

Marketing automation and sales execution platform

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LeadSquared is a complete CRM & marketing automation software to help businesses capture, nurture, manage & track their leads in one place. The cloud-based solution is designed for enterprises & SMEs and provides tools for lead capturing, lead nurturing, sales management, marketing analytics & more.

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SuperOffice CRM logo

European CRM for SMB sales, marketing & service teams.

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SuperOffice CRM is a leading European CRM software provider, which helps sales, marketing & customer service teams find, capture & retain customers. SuperOffice CRM includes company, contact, document & activity management features, plus integrations with Microsoft Office & G-Suite.

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BoldTrail logo

The Smarter Broker Alternative - Ranked #1 by 250K Agents

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Ranked #1 by 250K Agents, BoldTrail is a complete real estate platform built for MODERN BROKERAGES and teams looking to automate and grow their business.

BoldTrail saves 35% on tech costs, enhancing brand recognition, and guarantee agent success.

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Zendesk Sell logo

All-in-one sales platform for sales teams.

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Zendesk Sell is a CRM software focused on empowering sales teams to win more deals. By automating tasks and data analysis, the all-in-one platform aims to help sales reps increase productivity while enabling sales leaders to provide the personalized coaching needed to accelerate performance.

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Pipeline CRM logo

A Sales CRM Built by Salespeople for Salespeople

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Pipeline is a CRM your team will actually use. Boost your business's sales pipeline and deal growth by up to 300% in the first 12 months using Pipeline CRM.

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MNprogram logo

Sales management software for legal and medical industries

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MNprogram is a cloud-based system designed to help businesses in legal, medical, healthcare, and other industries manage sales, customers, billing, accounting, and more. It enables supervisors to automate employee scheduling, run marketing campaigns, and store documents in a centralized repository.

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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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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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Propertybase Salesforce Edition logo

Real Estate CRM & Marketing Platform

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Propertybase is the leading global real estate platform. Propertybase simplifies your business by creating repeatable, streamlined and efficient processes to manage the entire sales cycle. Core product features include luxury IDX websites, CRM, lead generation, and transaction management.

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Jungo logo

Mortgage and real estate CRM

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Jungo is a cloud-based mortgage and real estate CRM solution that allows users to automate repetitive tasks, enhance marketing efforts, and streamline communication with everyone from prospects, clients, referral partners, and colleagues.

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NetSuite logo

AI-powered cloud-based business management suite

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NetSuite is an AI-powered cloud-based business management suite. It helps organizations streamline their operations and gain real-time insights into their performance. The suite caters to a range of industries such as manufacturing, retail, and professional services.

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