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Sales Tracking Software with Document Storage (2026) - Page 9

Last updated: April 2026

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254 software options

Neon Fundraise logo

Peer-to-Peer Fundraising: Take Your Mission to New Heights

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Amplify fundraising, engage donors, and boost participation - your toolkit for peer-to-peer, virtual events, campaigns, and donations.

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LionO360 CRM logo

Cloud-based CRM solution for small to midsize businesses

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We help growing businesses increase sales, improve customer relationships, and grow with our cloud-based CRM, FSM, and ERP business platforms. Visit our offices in New Jersey or our website www.lionobytes.com and see a demo for our incredibly powerful business management software, LionO360.

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Better Agency logo

Comprehensive CRM solution for insurance agencies

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Better Agency is an insurance CRM software designed to help P/C agents manage service requests, follow up with prospects, and communicate with claimants for renewals. It lets users automate campaigns via emails, texts, and notifications that are sent to clients, prospects, and other team members.

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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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OptifiNow logo

Your CRM, Your Way – Tech and Service Beyond Expectations

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OptifiNow is a CRM solution designed for the mortgage industry. Its robust capabilities effortlessly accommodate various sales structures—be it retail, wholesale, or consumer direct. With versatile tech and unparalleled service, it's the ultimate CRM choice for the mortgage industry.

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RapidStart CRM logo

Simple Customer Relationship Management

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RapidStart CRM is a free sales and service application for essential business processes. Our low-cost add-ons like Project Management or Field Service build upon that to offer even more capabilities. Fully customizable and extendable to fit any need.

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Cirqll logo

Cloud-based customer relationship management solution

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Cirqll is a cloud-based CRM solution that helps businesses manage customer contacts, leads, appointment tasks, and more.

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C2CRM logo

Affordable, Robust & Easy to Use CRM

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C2CRM streamlines sales process by providing real-time information on leads, prospects and customers. It helps improve marketing efforts by tracking which marketing initiatives work and which ones do not. while streamlining the customer service by providing comprehensive customer information.

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4Degrees logo

Customer relationship & pipeline management for companies

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4Degrees is a cloud-based relationship and pipeline management tool which assists recruitment and real estate firms with collaboration and reporting. Key features include interaction tracking, lead management, task tracking, documentation, customer segmentation and talent management.

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Unypax logo

Funeral home and cemetry software

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Unypax is a cemetery software designed to help businesses manage funeral plans, benefit cards, receiver and collector applications, equipment, and customer relationships on a unified interface. The platform offers various tools for managing finances, cash flows, portfolios, fleet, access controls and more.

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Zenith CRM logo

CRM, Auto Call, AI Dialer, Call Center Software.

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Experience streamlined growth with Z-CRM, your AI-enhanced, cloud-based CRM and call center solution. Boost efficiency, automate communication, and personalize to fit your brand, all while keeping data secure and operations scalable. Welcome to round-the-clock productivity.

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AG-VIP logo

Contact and communication management platform

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AG-VIP is a contact and communication management tool that helps businesses store and retrieve information on a centralized platform. All functionalities required for address management, including built-in search, postcode identification and duplicate checks, are directly integrated in this SaaS solution.

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Salestrakr CRM logo

Simply Powerful CRM

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Salestrakr is a web-based CRM application that provides contact management features at a fraction of the price of most high-end CRM apps. It is used by companies all over the world to keep track of their customers, vendors, and prospects to close more sales.

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Lucrativ logo

Sales acceleration platform designed for deal management

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Lucrativ is a cloud-based sales acceleration platform that helps businesses of all sizes with pipeline management, call prioritization, lead management, SMS campaign management & more. The platform leverages artificial intelligence to help sales teams derive insight & deliver custom-built solutions.

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Salesdash CRM logo

CRM for sales growth & client management development

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Salesdash CRM allows users to build and develop the client management process to help users effectively track communications, follow-up, and work with the team to grow sales.

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Attio logo

Customer relationship magic.

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Real-time, completely customizable, and intuitively collaborative, Attio is a completely new kind of CRM.

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Voiro logo

MONETISE YOUR MEDIA. Sell Better. Price Better. Bill Faster.

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Voiro orchestrates orders, placements, billing, and integrations for leading web publishers and e-commerce companies across the globe to make it the leading revenue and analytics suite.

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Airdesk logo

Centralized workspace for all services.

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Airdesk is a centralized workspace with a 360º view of all your services. With it, businesses can manage customers and contacts, deals and contracts, project and task management, customer interactions and ticket handling in a single place.

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Togile logo

Cloud-based customer relationship management software

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Togile is a customer relationship management (CRM) software designed for small to large enterprises that assists with workflow automation, communication management, and analytics generation.

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RADAR CRM logo

The full workflow lifecycle CRM at a small business price.

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RADAR CRM is an affordable, full workflow lifecycle (from lead to invoice management) platform, which is fully automated and heavily customizable to your unique processes.

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Zurmo logo

Gamified CRM software that your users will love to use.

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Zurmo is an open source CRM platform that encompasses sales, marketing automation, and project management software into one solution. Through the use of gamification, Zurmo engages, motivates, and recognizes users. This helps increase user adoption which results in a successful CRM implementation

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Onpipeline logo

Customer relationship management (CRM) with visual pipeline

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CRM for managing leads, the entire sales process, activities, reporting, and producing price quotes and invoices. 

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MyBasicCRM logo

MyBasicCRM is a customizable yet easy CRM platform for SMEs

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MyBasicCRM is an excellent alternative for small to medium-sized companies with 1-20 users looking for an effective and economical CRM solution to adapt to their custom needs.

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Botree SFA logo

Made for Field Sales. Designed for Productivity.

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Botree SFA is an end-to-end sales solution. a user-friendly app for managing daily tasks, tracking performance, and boosting efficiency

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Business Manager Enterprise (BME) logo

Complete Business Management solution (CRM, ERP, MRP, WHM)

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BME allows companies to manage all aspects of their business from prospect first contact to invoice. Supply chain, inventory, and warehousing, along with Human Resources, Project Management, Asset and Service Management, plus much more..

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