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

Last updated: September 2026

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178 software options

Livespace logo

Customizable CRM for B2B sales teams

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

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

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DataCRM logo

Revolutionize Your Sales Management with DataCRM.

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.

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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Orcatec logo

Cloud-based field service management software

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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Solve CRM logo

Productivity CRM for teams to manage customer workflows

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

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MadeMarket logo

Customer relationship and deal management platform

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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Topline OS logo

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

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

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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Simla.com logo

CRM platform to boost your eCommerce sales

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

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My Centre Office logo

The all-in-one platform built for small businesses.

Stop Juggling Multiple Tools. Run Everything Here.
The all-in-one platform built for solopreneurs, SMEs and Non-Profit Organisations. Manage bookings, invoices, payments, clients and marketing from one simple dashboard, so you can focus on growth.

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Capsule logo

Customer relationship management solution

Capsule is an online CRM solution that helps businesses build stronger customer relationships, make more sales, save time, be more organized and collaborate.

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True Client Pro logo

Customer relationship management system for small businesses

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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Positive User logo

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

Positive User is an omnichannel emailing and customer engagement platform aimed at boosting engagement and improving conversion by using a single data source for your customers.

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Practice logo

Cloud-based software for managing clients and operations

Practice is a comprehensive client management software that helps businesses streamline their operations. It offers features such as automated package tracking, real-time scheduling tools, and a centralized client activity dashboard. Practice also provides tools for accurate team payroll, shared assets, and personalized integrations, making it a versatile solution for client-based businesses.

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Teknovate CRM logo

CRM Software for marketing, sales, and service teams

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

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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Claritysoft CRM logo

Simple CRM. Real Support. Real Results.

Claritysoft CRM is a simple, powerful cloud-based CRM and marketing automation platform for growing businesses. It combines sales, marketing, project management, and customer service tools in one intuitive system with real human support and easy customization.

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Plannit logo

Job management & scheduling solution

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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Target CRM logo

Simplify, Engage, Grow with TargetCRM

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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Captafi logo

Simple to use loan and loan modification tracking software.

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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DealCloud logo

Cloud-based deal & relationship platform for finance

DealCloud is a cloud-based, AI-powered deal and relationship management platform for financial and professional services firms.

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Sales Town logo

Customizable CRM software

Sales Town is a powerful software solution that helps businesses track and convert prospects into leads and contacts efficiently, automate workflows, create detailed analytics, manage goals/teams, stay on top of daily activities with smart alerts and push notifications, and capture leads in one centralized place.

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Divalto weavy logo

CRM for the performance of SMEs and mid-sized companies

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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vcita logo

Appointment scheduling and reminder solution

vcita is an all-in-one business management app designed with small businesses in mind, helping teams manage clients, schedule, billing and administration. The platform includes a CRM to manage client records, online scheduling to book appointments and manage team calendars, billing and invoicing tools, and a client portal for customers to book, pay, and communicate with the business.

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