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Top Rated Small Business CRM Software with Document storage - Page 4

Last updated: May 2026

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177 software options

Spotler CRM logo

The Powerful CRM for Growing Teams

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Spotler CRM is designed for growing teams, making it easy to set up and simple to use. All your data is in one place helping you effectively manage your contacts and share information, enabling great team collaboration, improved customer relationships and increased sales.

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Sales Town logo

Customizable CRM software

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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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Accelo logo

Transform the way you manage client work

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Accelo is used and loved by professional service businesses around the world to manage their day-to-day operations with profitably in mind. The end-to-end cloud-based platform manages all aspects of project delivery.

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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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Practice logo

Cloud-based software for managing clients and operations

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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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BluWave CRM logo

Cloud-based customer relationship management solution

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BluWave CRM is a cloud-based customer relationship management solution that helps businesses streamline their sales processes and improve customer relationships. With features like opportunity tracking, automated sales workflows, and integration with popular accounting and ERP systems, BluWave CRM enables companies to boost sales and enhance customer connectivity.

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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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TakeOff Estimates and Reports 4.0 logo

CRM software for freelancers and businesses

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TakeOff is a customer relationship management (CRM) software designed to help freelancers and businesses handle reports, estimates, budgets, travel accounting, proposals, goals, and more on a unified platform. Administrators can create quotes using existing cards and monitor opportunities.

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Saleoid logo

Best CRM Software for leads, sales, marketing & billing

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Saleoid is the Best CRM Software for startups, agencies & SMBs an all-in-one platform to generate leads, manage sales, run marketing, and handle billing in one connected system. Starts at $5/month (2-year plan).

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Opportunity CRM logo

CRM for small to midsize businesses

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Opportunity® CRM is a platform with integrated business intelligence that helps businesses manage internal processes by encouraging interaction between people or departments.

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BOAST logo

Collaborative platform for pharma companies and law firms

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BOAST is a collaboration platform designed to help consultants, pharmaceutical companies, and law firms manage various administrative operations related to finance, sales, projects, and more. Key features include lead management, audio or video conferencing, document storage, and timesheets.

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Customer Database App logo

Customer relationship management tool for small businesses

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Customer Database App is a CRM solution that aims at small businesses. It's quick to set up and easy to use, you can import customer information from CSV file(s), and create custom workflows and custom fields.

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Studio Plan logo

Billing, document management, and time tracking platform

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Studio Plan helps firms, accountants and labor consultants manage finances and projects including contacts, billing rates, timesheets, and invoices. Users can use the web-based tool to customize their website for each client.

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Selly Erp logo

ERP software for sales and customer relationship management.

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Selly Erp is an integrated business application platform. The main features include customer and contact management, sales management, purchase management, procurement, and electronic invoicing.

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Chatabox logo

A user-friendly CRM software for small to medium business.

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Chatabox is a user-friendly CRM that is highly scalable and centralises and tracks contact management, marketing campaigns, appointments, reminders, task management and more. Its built-in search functionality allows users to locate reports, emails, files, and calendar items using custom criteria.

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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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Outlaw Practice logo

Practice management software for legal firms

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Outlaw Practice is a cloud-based legal practice management software designed to help legal firms manage accounts receivable, cases, billing, sales, human resources, marketing, reporting, and other operations. The platform enables users to create and run custom marketing campaigns to engage with the target audience, track costs, and monitor performance, payments, and referrals via a unified portal.

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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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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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TimO logo

The modular Project-ERP Business Suite

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Digitize your processes from time tracking and resource planning to invoicing – flexible, secure, and 100% made in Germany.

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Harlow logo

Find your freelance flow with Harlow.

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Harlow helps freelancers manage and organize their day-to-day operations, get a full view of their clients, and get paid for the work they do—all from one centralized hub. It’s everything you need to manage your small business and optimize your workday. Find your freelance flow with Harlow.

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HouseService 365 logo

Field Service Management Software

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HouseService 365 is a template-based software solution for house service professionals to streamline job costing, execution, scheduling, dispatching, invoicing & more.

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QOIPR logo

"Qoipr: Automate, Integrate, and Accelerate Your Growth"

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QOIPR is an all-in-one business solution designed to help streamline best practice workflows across sales, marketing, eCommerce, purchasing, logistics, and finance. Developed by small business experts, QOIPR helps growing companies and startups boost revenues, reduce operational costs, and enhance employee engagement and productivity.

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TAG logo

Cloud-based customer relationship management platform

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TAG is a CRM platform that assists businesses with customer and company management including personal data database, contact management, notifications, social media marketing, knowledge base, video conference user management, contract management, electronic invoicing, warehouse management, accounting, integration, and e-commerce processes.

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Yacht Logic Pro logo

Web-based solution to manage your marine service business

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Your Ultimate App Solution for Marine Repair and Detailing Businesses to manage your team, jobs, customers and leads. Geo tracking and parts tracking integration to QBO for uploading receipts and easy invoicing.

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