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Top Rated Sales Tracking Software with Document management - Page 8

Last updated: May 2026

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199 software options

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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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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Zoho CRM logo

Customer relationship management solution

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Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

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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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Bitrix24 logo

All in one business management workspace

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Bitrix24 is a free cloud and open source collaboration platform providing CRM, document management, tasking, time management, and project management tools. Over 12 million companies rely on Bitrix24 in 186 countries.

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Maximizer CRM logo

Customer relationship and lead management solution

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Maximizer CRM is a lead management solution designed specifically for the unique challenges that sales teams and managers face. Teams can monitor and achieve revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center.

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Agile CRM logo

Sales and marketing CRM for growing businesses

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Agile CRM combines powerful automation, telephony, web, mobile, email, social and scheduling features to effectively manage the entire customer journey

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TOP PRODUCER logo

All-in-one real estate CRM

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Real estate specific CRM software that contains lead generation, follow-up prompts, AI-powered farming, drip campaigns and more.

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Deltek Vision logo

Project management tool for professional services managers.

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Deltek Vision is a project management solution, which helps businesses in the professional services sector manage customer relationship management (CRM), project planning, document tracking, resource planning, payroll processes, and more. It improves project profitability and streamlines client relationships by managing the complete lifecycle of a project, from identifying opportunities to estimating costs.

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Insightly logo

Insightly is the modern, affordable CRM that teams love.

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Insightly is easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Sales leaders use it to leverage accurate and up-to-date data to accurately forecast. Powerful reports are available to help manage sales opportunities.

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Act! logo

More than CRM - Your total relationship solution.

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Act! Advantage is an all-in-one, full front-office CRM solution that unites sales, marketing, and customer management.

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Bullhorn ATS & CRM logo

AI-powered ATS and CRM for staffing firms

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Staffing sales CRM and ATS in one system. AI-powered outreach, pipeline tracking, and 28% more jobs filled. All agency sizes.

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AS2 Seller logo
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Workflow and sales management application for sales teams

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AS2 Seller is a mobile application designed to help businesses streamline the sales management process. It enables users to manage inventory, generate automated orders, geolocate sales teams, and supervise operations in real time.

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WedPro logo
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Sales Pipeline Management Software for Wedding Venues

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WedPro covers every aspect of the wedding planning process from initial enquiry to final booking. With WedPro, you can efficiently source, manage, and convert leads, boosting conversion rates and increasing revenue for your wedding venue. Welcome to a more streamlined future!

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Gaia SPM logo
(0)

Sales Incentive and Commission Platform

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Gaia Sales Performance helps businesses track and motivate sales performance, using the visualized analytical dashboard.

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BizApp logo
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CRM platform

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Biz is an all-in-one integrated SaaS operating platform. With Biz, users can digitize their business, streamline their workflow and centralize their data allowing them to access their most essential business operations in a single platform.

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Commusoft Sales logo
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Sales tracking and quoting software

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Commusoft Sales is a sales tracking solution that helps businesses convert more opportunities into high-margin jobs effortlessly with customer relationship management, proposal builder, and sales financials to provide clarity.

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Forward logo
(0)

Drive your deals forward. Effortlessly.

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Say goodbye to chaotic B2B deals. Create sales proposals, engage buyers, get the deal done and onboard clients. All in one place.

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Pod logo
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Pod is the first AI Pipeline coach for account executives.

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Pod is a productivity tool built to help AE save time every day. We enable our users with an intuitive workspace, connected to the existing tools and powered by AI. AEs can more easily review, prioritize, execute, and collaborate on daily deal activity, all within a single solution.

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A20 Connect logo
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Automation platform for accounting firms

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Strategic sales tracking with A20 Connect, offering insights to refine tactics and align with business goals efficiently.

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ClientPro.ai logo
(0)

All-in-one Solution for Small Businesses

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Grow your business, manage your contacts, simplify your life The all-in-one sales and marketing platform designed simplify your life and business.

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Moovago logo
(0)

Mobile CRM app

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Moovago is a mobile CRM app for sales reps and sales teams, that gather all the useful tools they need for their every day work.

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Apex 72 logo
(0)

Manage Activity, Build Results.

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Remember the One Card System, Financial Advisors, Life Insurance Agents, and Producers?
You now have the simplicity of the previous method and the strength of modern technology.

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Spotlight.ai logo
(0)

Autonomous deal intelligence platform

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Spotlight.ai is an autonomous deal intelligence platform that boosts sales pipeline predictability and win rates through zero-touch MEDDICC qualification, real-time deal status updates, and AI-generated value propositions. Spotlight.ai captures data from calls, emails, and other tools to automatically execute critical sales activities, identify key stakeholders, and guide reps on how to win each deal.

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