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Sales Tracking Software with Document Storage (2026) - Page 5

Last updated: April 2026

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254 software options

SherpaDesk logo

A support soution to help track time and manage projects

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A complete solution to help organizations track customer support issues, capture billable time and monitor project profitability

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SuperOffice CRM logo

CRM software for sales, marketing & customer service teams

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SuperOffice CRM is a Customer Relationship Management (CRM) software 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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Blitz logo

Automate sales & marketing follow up activities

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Blitz is a sales management platform that automates sales tasks, processes, and follow-up activities when working with clients, leads, and referrals, and helps keep management and sales teams up to date and on the same page while communicating with contacts

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Method CRM logo

The most customizable QuickBooks CRM

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Meet Method CRM, the perfect extension for QuickBooks Online and Desktop. Track leads, stay on top of your sales pipeline, and keep customer interactions in check—all without the headache. Say goodbye to double data entry and hello to fast, easy sales reports.

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Perenso logo

All-in-one field sales solution for sales reps and managers.

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Perenso software enables businesses and sales teams to manage steps in the sales process and track key performance numbers. Features include calendar management, notes, customizable reports, mobile access, product catalog, activity dashboard, call logging, task management, and territory management.

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Commence logo

Online CRM for Small to Mid-Size Businesses

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An affordable robust On Line CRM Software solution for businesses of 5 to 200 users that includes Contact Management, Activity Management, Sales Management, Lead Management, Marketing, Customer Service, Project Management and Reporting.

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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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NextAgency logo

Agency management software for life & health agencies.

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NextAgency is an agency management system for life & health agencies that consolidates CRM, marketing automation, compliance, analytics, and optional commission tracking in one configurable platform. Hosted on AWS with 256-bit encryption. Free 30-day trial with no long-term contract required

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Yetiforce CRM logo

Open source CRM system

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YetiForce is an innovative and versatile CRM system that collects all information related to the most important business processes, such as sales, marketing, projects, accounting, support, logistics, and many more. It is truly open source and always free-to-use for unlimited number of users.

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Law Ruler Software logo

Legal Practice Management & Intake Software - Powered by AI

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Law Ruler is the case management software platform for growing firms. The one complete legal software that offers matter management, time/billing, expense mgmt, online forms, settlement tracking, 1-click text e-sign, and automates follow-up emails & text messages

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Cirrus Insight logo

#1 App for Salesforce Productivity & Meeting Automation

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AI-powered CRM automation that builds pipeline, manages deals, and keeps your sales engine running directly from your inbox.

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FLG logo

The best solution for first time CRM adopters.

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FLG is a UK–based lead management CRM system designed with simplicity, power, and ease of use in mind. It comes with a free trial, lite and professional packages. FLG offers everything you need to manage 100,000s of leads, helping automate workflows and schedule appointments.

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SalesNexus logo

CRM, Sales and Marketing Automation for B2B Sales Teams

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Sales tracking with real-time visibility into deals, activities, and pipeline health.

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Showpad logo

Close more deals. Faster.

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Showpad helps businesses align marketing, sales and enablement teams around a complete and scalable ecosystem of flexible tools and tailored training and coaching resources. These elements all work together to help sellers engage buyers and run deals with confidence. Teams can find the right content, every time, with improved sales content management. By centralizing all content and sales tools on Showpad, sellers can speak to any buyer need with access to content tailored by topic, role & more.

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Repfabric logo
Category Leaders

CRM system for multi-line sellers

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Repfabric is a platform that helps businesses in the multi-line sales industry manage customer relationships and sales data. It is designed for manufacturers, sales reps, and distributors and it offers tools to streamline multi-line selling processes.

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Teamwork CRM logo

CRM solution to manage sales process

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The powerful automated sales tools within Teamwork CRM allow you to split leads and opportunities into separate pipelines. Users can create separate pipelines for different client accounts, so you can effectively organize your sales data into manageable groups. The main dashboard will immediately show you who’s up next.

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Ummense logo

A software tool for managing workflows and teams

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Ummense is a solution for managing workflows and teams, where users can create editable workflows from ready-made templates and centralize all the information in a management dashboard, including tasks, deadlines, team interactions, and more. Available in Portuguese for the Brazilian market.

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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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Tubular logo

Sales pipeline software & CRM for teams

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Tubular is a cloud-based sales pipeline & customer relationship management (CRM) software built for teams, for managing contacts, leads, deals, tasks, and more

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Follow Up Boss logo

Cloud-based solution to organize leads and engage clients

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Follow Up Boss is a cloud-based platform that helps users organize their contacts and teams, engage with leads, and coach agents.

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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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Ontraport logo

Sales, marketing, and communication management software

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Ontraport helps businesses streamline sales, marketing, customer communication, and other operations on a unified portal. The marketing automation tools let organizations create, run, and manage marketing campaigns using customizable templates and send targeted emails or text messages to customers.

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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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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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