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Document Management Software with CRM (2026) - Page 4

Last updated: March 2026

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129 software options

Contractify logo

Rely on experience | AI-driven automated contract management

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Missing opportunities due to inefficient contract management or missing documents? There's an easier way to manage contracts and avoid risks. Anytime. Anywhere. Start centralizing and improving collaboration & contract management with Contractify today

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JobRouter logo

Automate business processes with low-code

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JobRouter is a digital process automation platform that helps businesses manage workflows, electronic forms, document handling, and more. It provides a centralized platform for seamless integration across all systems and departments within your company. It allows users to customize and scale the platform according to their specific needs.

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ELMA365 logo

Low-code business process management (BPM) software

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ELMA365 is a low-code business process management (BPM) software that helps businesses model, monitor, execute, and manage projects and tasks.

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DocDigitizer logo

No-Code Cognitive Data Capture with 100% accuracy.

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DocDigitizer is an AI-enables data capture solution that allows businesses to improve accuracy and optimize cost savings in paper processing operations.

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SpreadOffice logo

Cloud-based business management tool

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SpreadOffice is a cloud-based business management tool that assists with the creation of accounting forms such as purchase orders, and invoices. Users can generate reports and customize estimates and invoices according to the organization's format.

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netLex logo

Simple and secure agreements

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netLex is an end-to-end platform used by leading companies to manage their contracts’ lifecycle. Gain +240% productivity by automating document creation and configuring intelligent workflows, as well as extracting data for management and intelligence panels.

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Moebius Software logo

Business management software for multiple industries & teams

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Centralised document repository with access controls, versioning, document templates, workflow scenarios, electronic signatures and approvals, MS Office integration

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SYDLE ONE logo

BPMS, ECM, CRM & Service Desk- All-in-one platform

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In a single platform, it combines the tools to customize document approval flows, have full versioning control, search within document content, learn physical file storage location, ensure authenticity with digital signatures, and more.

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AdvantageNFP Fundraiser logo

All-in-one CRM system for non-profit organizations

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AdvantageNFP is an integrated customer relationship management (CRM), fundraising, membership, alumni, and event management solution designed to help non-profit organizations of all sizes manage donations, payments, charity events, campaigns, and more.

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Legal Suite logo

Leading global provider of Enterprise Legal Technology®

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Preserve your Enterprise Legal Memory®. Manage the classification of all records and guarantee the tractability of information.

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Spruce logo

Integrated ERP software for home and building suppliers.

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Spruce is a cloud-based business management and point of sale (POS) solution for home and building supply businesses. It offers end-to-end process management for sales, accounting, purchasing, rentals, manufacturing, delivery, and more from desktop and mobile devices.

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Sellizer logo

Find out what happens with the proposals you send

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Sellizer is a comprehensive sales support tool that will notify you when a Customer opens an offer and provide key statistics that you have never had access to.

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d.velop process studio logo

Workflow management and automation software for businesses

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d.velop process studio is a workflow management software for the automation of manual and recurring business processes. It enables businesses to digitize and automate their standard procedures.

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Chronos Workflow logo

Business Process Automation and Document Management

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Chronos Workflow Platform is a business process automation system that helps organizations streamline their business processes in a traceable and automated web-based system. Features such as enterprise agility, real time reporting and fast implementation helps increase efficiency and save time.

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ELO ECM Suite logo

Digitalizes information management and business processes

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Software for digital document management and automated business processes – powered by AI, quick and easy to customize thanks to low-code technology, in the cloud or on-premises.

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Zoho Contracts logo

Contract management software

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Zoho Contracts is a robust contract management software that enables users to streamline their entire contract lifecycle, improve governance and achieve compliance at scale with reduced costs.

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Docupace logo

Wealth management software solution

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The Docupace Platform is a comprehensive and customizable wealth management software solution that simplifies the way firms process information. It increases efficiency, productivity, and profit by digitizing operations through powerful paperless workflows, automated compliance, and seamless integrations.

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top.legal logo

We eliminate the hassle of contract negotiation.

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top.legal optimizes contract negotiation with smart analytics and automation. Create, edit, and negotiate multiple contracts swiftly while adhering to compliance frameworks. Experience the seamless intersection of speed, compliance, and efficiency.

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Nectain logo

AI-enabled document management and automation tool

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Nectain is a mobile-based and AI-enabled platform for document management and business process automation. It combines a no-code DMS with BPM, PM, and CRM. It allows full customization.

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RamBase logo

ERP software for the manufacturing and wholesale industry

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RamBase is an enterprise resource planning (ERP) solution that helps businesses manage processes related to accounting, invoicing, purchasing, sales, and quality assurance, among other operations. It enables staff members to manage general ledger, account receivables, budgeting, and taxes.

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DANAConnect logo

Automations for the financial ecosystem

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DANAconnect is the ideal communication automation platform for the financial ecosystem.

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e-automate logo

ERP for small & medium-sized field service businesses

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e-automate is a cloud-based business management solution for companies that support, sell, and service technology products, such as office equipment, banking equipment, and two-way wireless. The platform covers accounting, contracts, purchasing, inventory, sales, customer service, and more.

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Intaker logo

AI-enabled conversational platform for lead conversion

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Intaker is an AI-enabled conversational platform that transforms lead conversion and client engagement. With fully automated, customizable chatbots and seamless integrations, Intaker helps law firms, home service companies, and local businesses capture, qualify, and retain clients on autopilot.

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Azuba CCM Platform logo

Turn fragmented communications into meaningful conversations

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Azuba's platform enhances customer communication by providing a unified hub for seamless data exchange & interactions across multiple channels. Azuba's CCM Platform supports efficient healthcare workflows with customizable solutions, improving efficiencies, patient care & customer relationships.

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ENSPACE logo

Work made simple

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ENSPACE is a no-code SaaS platform that helps Legal, HR, Finance, and Operations teams digitize and automate complex workflows, reduce manual work, and gain full control and visibility—without relying on IT or using multiple disconnected tools.

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