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Top Rated Sales Tracking Software with File sharing

Last updated: November 2026

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113 software options

Bigin by Zoho CRM logo

The easiest small business CRM, now enhanced with AI.

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From lead generation to closing deals, track and manage sales effectively with Bigin!
​With multiple pipeline management, deal tracking, automated workflows, insightful analytics, and seamless integrations, optimize your sales processes and achieve improved sales performance and efficiency.

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Less Annoying CRM logo

For small businesses outgrowing spreadsheets.

Less Annoying CRM is for small businesses outgrowing spreadsheets. Get the reminders and organization you need, without the CRM complexity. Simple contacts, tasks, and lead tracking. $15/user/month after your free 30-day trial.

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Flowlu logo

Work automation and team collaboration in one platform.

Flowlu’s sales tracking provides real-time insights into your sales pipeline, lead progress, and revenue forecasts. Track interactions, automate follow-ups, and manage deals efficiently to close more sales and drive business growth.

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The Magazine Manager logo

Magazine management solution for digital & print publishers

The Magazine Manager is a digital magazine software. This web-based CRM is designed to manage sales, production, and marketing in a centralized platform that includes email marketing, customer relationship management, invoice processing, live notifications, and custom statements and proposals.

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HoneyBook logo

Client management for freelancers & SMBs

HoneyBook is a client management tool designed for small business owners and freelancers to help manage and process payments, bookings, contracts, and more and aid collaboration and communication.

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VipeCloud logo

Franchise CRM for the AI era. More candidates, booked.

Franchise CRM for the AI era. More than half of franchise leads arrive after hours, and VipeCloud’s AI Booking Agent texts each one within seconds and books the call, driving a 62% lift in bookings. Pre-built for franchise brands, sales organizations, and consultants from day one.

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Clio logo

Clio is the legal AI platform for running your law firm

Clio is the legal AI platform for running your firm and doing the legal work. It’s ranked #1 on Capterra with the most 5-star reviews, and 400,000+ legal professionals in 130+ countries work in it.

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ClickUp logo

Cloud-based project & AI workspace for all teams

Cloud-based productivity platform for teams of all sizes, combining task management, docs, chat, goals, time tracking, and whiteboards.

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OnePageCRM logo

#1 Action-Focused CRM Software for Small Business

OnePageCRM is a simple CRM with a unique action-focused approach to contact and sales management. You can use this software to add tasks/reminders next to every contact and receive automatic notifications when the task is due. This helps you grow your business every day step by step.

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360Learning logo

AI-powered learning platform

360Learning is the AI-powered learning platform that combines LMS and LXP capabilities to scale skills development for mid-size and enterprise companies.

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EngageBay CRM logo

Integrated sales & marketing software for growing teams

AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.

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monday AI Work Platform logo

Project management software

monday.com is the AI Work Platform where people and agents operate as one team - with shared cross-department context, enterprise-grade trust, and an easy-to-use interface built for adoption at scale.

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Meritto logo

Purpose-built to grow your enrollments

From higher education institutions and K-12 schools to EdTech platforms, online degree programmes, study abroad consultants, coaching centres, and vocational training institutes, Meritto caters all.

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Jobin.cloud logo

Source, engage and hire in one AI recruiting workspace

Jobin.cloud is an all-in-one AI recruiting and business development platform for agencies and lean hiring teams. Source talent or clients, enrich profiles, automate LinkedIn and email outreach, and manage every conversation, note and pipeline stage inside a CRM.

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Sell.Do logo

𝗜𝗻𝗱𝗶𝗮'𝘀 𝗡𝗼.𝟭 𝗔𝗜-𝗳𝗶𝗿𝘀𝘁 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲

Sell.Do is a leading real estate CRM software that provides end-to-end sales and marketing automation solutions.

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Creatio AI CRM logo

AI CRM where people and AI agents work together.

Creatio Sales is an AI-native sales management platform that helps businesses achieve sales excellence by providing a complete customer 360 view, automating lead and sales processes, running accurate forecasts, streamlining order and document management, and boosting team collaboration.

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Salesflare logo

B2B sales CRM that keeps itself up to date

Track B2B deals and follow-up with visual pipelines, engagement signals and automatically captured activity history. For small and medium-sized teams managing relationship-driven sales.

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ActiveCampaign logo

Cloud-based marketing & sales automation for SMBs

ActiveCampaign is the AI-first marketing platform built to transform how marketers, agencies, and entrepreneurs work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp.

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Aligned logo

Customer Collaboration Platform for sales & CS teams

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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JobNimbus logo

Be more professional, profitable, efficient, and organized.

JobNimbus is a contractor software platform that customizes to your business and grows with it. With full visibility of all your jobs and their stages, our platform makes it simple to control your workflow. You can manage your processes and keep every aspect of your business running!

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Seismic logo

Cloud-based enablement software for sales & marketing teams

Seismic is a unified platform that empowers customer-facing teams with the right skills, content, tools, and insights to engage customers and grow revenue. It offers a range of features including sales content management, learning and coaching, buyer engagement, content automation, and enablement intelligence.

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Tracker logo

We help recruitment firms grow and increase profitability

Tracker offers an integrated applicant tracking system for Recruiter, Candidate and Client Success with a simple to use single place for sourcing solution to manage all relationships from any browser or mobile device.

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MediaOS logo

Online ad-based CRM for media companies

Ad Sales Genius is an online ad-based customer relationship management (CRM) solution designed to help media companies streamline production, automate accounting, and more. The web-based interface and customizable workflows enable collaboration across sales, production and accounting departments.

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Perenso logo

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

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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Mixmax logo

Email communication & sales productivity application

Mixmax is an email communication & sales productivity application designed to help businesses convert prospects into customers through Gmail, Google Inbox, Google Calendar, Salesforce & Pipedrive using 1-to-1 communication, personalized email, workflow automation, email tracking, CRM sync, & more

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