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Sales Tracking Software with Document Storage (2026) - Page 4

Last updated: April 2026

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254 software options

Salesmate logo

The most customizable CRM. Now with AI

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Salesmate is an AI-powered, flexible, modern CRM and Automation Platform to help your business attract, engage, and retain right customers.

Hottest features:

Sales Automation
Marketing Automation
Built-in Calling & Texting
Sandy AI
Custom Layouts and Modules
Sequences
Email Campaigns

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BenchmarkONE logo

CRM & Marketing for small businesses and marketing agencies.

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BenchmarkONE (formerly Hatchbuck) is an integrated CRM, email marketing, and marketing automation tool for small businesses. BenchmarkONE aims to help users drive more business, organize their contacts, boost response rates, and see their progress at a glance.

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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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Ricochet360 logo
Category Leaders

Customer relationship management and auto dialer solution

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Ricochet360 is an all-in-one auto-dialer, CRM, lead management, and marketing automation platform designed for both inbound and outbound agents looking for a competitive advantage. It enables teams to call a new lead in one second, nurture and engage prospects throughout the entire sales process, and automate most of the daily workflows.

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GlassHive logo
Category Leaders

Sales and marketing platform for IT industry

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GlassHive assists businesses in the IT industry such as MSPs, MSSPs, VARs, and more. It caters to businesses of all sizes. It enables teams to manage marketing and sales efforts using intuitive tools, pre-built content, and insightful data.

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Highrise logo

Simple CRM for tracking leads and managing follow ups

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Simple CRM to store and share and manage leads and prospects; communicate with team members; and manage follow ups.

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GreenRope logo

CRM solution for sales, marketing and operations

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GreenRope is a sales tracking platform that helps you monitor and optimize your sales performance. You can use email marketing, landing pages, web forms, and more to capture and qualify leads, use automation to send personalized messages and follow-ups based on data.

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Ringy logo

Customer relationship management & marketing automation tool

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Ringy (formerly iSalesCRM) is a customer relationship management software that provides businesses with tools to generate leads and automate marketing operations. Supervisors can gain an overview of turnover rates, incoming leads, outbound calls, account balance, and other key metrics via charts and drip analytics.

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SugarCRM logo

Cloud-based customer relationship management (CRM) platform

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Automate repetitive tasks so your front-line employees can focus more on your customers. With Sugar Automate, you can ensure employees follow best practices with highly interactive process guides, making it easier to
consistently execute sales plays.

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Ad Orbit logo

End-to-End Ad Operations Solution

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Discover the most innovative ad booking, delivery, and billing workflow software for media companies. Ad Orbit unifies sales, design, finance, business intelligence, advertiser portals, and project management in one solution. Ad Orbit is easy to deploy, use, and manage.

Come grow with us!

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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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Wingmate logo

Field Service Management Software

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Wingmate helps businesses to incentivize field service staff to gather important customer intelligence, sales leads, competitive insights, prospects, and more.

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Funraise logo

Fundraising technology: donation forms & donor management

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A complete nonprofit fundraising and donor management platform. Nonprofit organizations using Funraise grow
online giving 73% annually on average.

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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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WORKetc logo

Business management system for SMBs

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WORKetc is a business management platform for growing businesses that includes CRM, project management, billing, help desk, customer portal, social media and more. It includes advances features such as Email marketing, web forms & reporting, Customer portals and discussions.

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Dropbox DocSend logo

Secure document sharing and tracking for professionals.

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DocSend is a secure sharing platform that helps you identify who is interested in doing business with you and protect your documents.

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SalesNOW logo

Mobile & online CRM for sales teams

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SalesNOW is a cloud-based, mobile customer relationship management (CRM) solution which centralizes all information to provide access to necessary data for all members of the sales team. The software includes tools for sales management, lead tracking, customer management, marketing, chat, and more.

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Upnify CRM logo

Web-based customer relationship management (CRM) solution

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Upnify CRM is a customer relationship management solution that allows business owners to keep track of their contacts, maximize business opportunities, and make their conversations more productive. The software supports managers in all phases of the sales process, from the beginning to the end.

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InfoFlo logo

HIPAA compaliant case management software

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HIPAA compliant Case Management software made simple so you can focus on your running your organization all at an affordable price!

Seamlessly manage all your client goals, referrals, documentation, events, classes, and activities within a single platform—eliminating the need for multiple tools.

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servis.ai logo

Powerful, easy-to-use BOMP your whole team will love.

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FreeAgent CRM is a fully-featured CRM. Real-time reporting at your fingertips, without the scramble; track pipeline and revenue achievements.

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LineLeader by ChildcareCRM logo

Simplify your staff and family experience.

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LineLeader delivers full-featured customer relationship management (CRM) software, a parent engagement app, and childcare management software (CMS)— together in one solution.

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Re:amaze logo

Support, engage, and convert customers on a single platform.

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Re:amaze is a web based help desk platform that enables businesses to communicate with customers at scale. Multi-channel support for all conversational channels like chat, email, social media, and mobile, helps entire teams stay in sync with customers in a shared team inbox so nothing goes missing.

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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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Aligned logo

Customer Collaboration Platform for sales & CS teams

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Aligned empowers reps to communicate more effectively, better control next steps and timelines, connect with more stakeholders, and gain visibility into blind spots around buyers' intent and where they are in the process, in one shared workspace.

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Mothernode CRM logo

Complete CRM for Small and Medium Sized Businesses

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Cloud based CRM for sales teams

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