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Top Rated Small Business CRM Software with Document storage - Page 3

Last updated: May 2026

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177 software options

Livespace logo

Customizable CRM for B2B sales teams

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Livespace is a new generation CRM for B2B sales teams, with sales process automation, performance monitoring, and proven methodologies for driving sales results

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Initiative CRM logo

CRM for B2B companies

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Initiative CRM is a CRM for B2B that includes shared agenda, opportunity tracking, quotes, invoices, complaints in one tool.

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Simla.com logo

CRM platform to boost your eCommerce sales

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Simla.com is a CRM platform designed to boost eCommerce sales, improve customer service, send newsletters, and configure chatbots

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DataCRM logo

Revolutionize Your Sales Management with DataCRM.

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BEST CRM FOR SALES AND PROSPECTING IN LATIN AMERICA

Our easy to use solution allows you to manage and automate your sales process from anywhere.

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PipeRun logo

Cloud-based CRM tool for sales professionals.

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PipeRun is a cloud-based customer relationship management (CRM) solution that helps businesses streamline sales processes on a centralized dashboard. The platform offers various features such as lead management, sales automation, communication tools, customer history, document management, and more. Additionally, it also facilitates third-party integration with applications such as WhatsApp, Polichat, Twilio, GlobalBot, Microsoft Outlook, and Gmail.

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Freshsales logo

Sales management solution

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Freshsales is a cloud-based salesforce automation software designed to help businesses manage leads, customer engagement, client relationships, and more via a unified portal. The platform enables organizations to create and monitor sales activities, add custom fields to capture and store customer information, and synchronize data across the entire customer journey, from prospecting to contact and conversion.

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Orcatec logo

Cloud-based field service management software

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Orcatec is a cloud-based field service management software designed to help businesses handle and streamline various administrative processes, such as dispatching, employee management, and more. Supervisors can schedule appointments on a calendar and color-code them according to requirements.

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MadeMarket logo

Customer relationship and deal management platform

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MadeMarket is a purpose-built customer relationship and deal management platform designed for investment bankers and capital markets professionals. Key management features include dashboards with auto-generated data, ready-built around industry pipeline metrics that monitor tasks, projects, and deal flows with dynamic customization capabilities.

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Claritysoft CRM logo

User-friendly customer relationship management software

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Powerful. Intuitive. Customizable. Claritysoft CRM is designed to be easy to use without sacrificing power and functionality.

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Topline logo

Topline OS - The All-in-One Growth Operating System

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Topline OS finds your contacts before they fill out a form — matching website visitors to verified professionals from a 200M+ database. Then AI agents qualify, follow up, and book meetings while the built-in CRM tracks every deal from first visit to signed engagement.

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Agendor logo

A CRM sales tool for internal and external teams

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Agendor is a CRM system for internal and external sales teams, with which users can create and manage sales funnels, monitor metrics, plan appointments through an activity calendar, view a customer map to plot smart routes, and more. Available in Portuguese for the Brazillian market.

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Solve CRM logo

Productivity CRM for teams to manage customer workflows

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Solve is a mobile CRM for teams to manage customer workflows, field service, and projects.

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My Centre Office logo

All-in-one business tool to speed up your sales process

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MyCo is the all-in-one business solution you need to operate various aspects of your business and you're only a click away from transforming into a fully-automated business that consistently wins customers.

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True Client Pro logo

Customer relationship management system for small businesses

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True Client Pro is a customer relationship management (CRM) software designed to help small businesses handle leads, workflows, and online bookings. The application enables event planners to manage recurring tasks, track sales and revenue streams, generate custom reports, and interact with clients via a unified platform.

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User.com logo

The engine of growth. An all in one solution for user data.

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User.com is marketing automation platform aimed at boosting engagement and improving conversion by using a single data source for your customers, reaching them through a wide range of communication channels: email, live chat, chatbot, push notifications, and many more; all available in one place.

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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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Axonaut logo

All-in-one business management for small teams.

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Axonaut’s CRM is built for SMBs—centralize contacts, automate sales, and manage customer relationships in one easy platform.

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Teknovate CRM logo

CRM Software for marketing, sales, and service teams

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Teknovate CRM is a lead management software that helps businesses generate leads, create campaigns, and schedule follow-ups, among other operations. The sales management module lets managers create sales orders, send invoices, set agent commission rates, and track employee performance.

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Kawchi logo

Web-based small business CRM solution

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Kawchi is a small business CRM solution that offers multiple solutions in one place including project management, CRM, and contacts to improve productivity.

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Plannit logo

Job management & scheduling solution

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The only FREE home services app designed to serve Pros AND customers, by bringing job requests, quotes, billing and payments online, all organized in a single place.

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DealCloud logo

Deals, relationship, and firm management software

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DealCloud is a deal, relationship, and firm management software that helps businesses manage processes related to fundraising, marketing, compliance, and more. It enables administrators to configure dashboards, reports, and notifications for specific employees, teams, or the entire organization.

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Divalto weavy logo

CRM for the performance of SMEs and mid-sized companies

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Divalto weavy is an easy to use, intuitive, yet powerful CRM!
Whether it's a short or long cycle, sedentary or mobile. It will meet the needs of your sales force.

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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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Captafi logo

Simple to use loan and loan modification tracking software.

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Cloud-based CRM/Agency Management is designed for small businesses, financial advisors, and attorneys. No complex setup—purpose-built for your expertise. $25/user/month, scalable, with discounts for large teams. Start with a 14-day free trial—no credit card required!

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Target CRM logo

Simplify, Engage, Grow with TargetCRM

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TargetCRM is a versatile CRM solution designed to streamline customer management, automate sales processes, and enhance team collaboration. It offers lead tracking, customizable workflows, robust analytics, and integration capabilities to help businesses build long-term customer relationships

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