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Document Management Software with CRM (2026) - Page 5

Last updated: April 2026

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112 software options

Contractzy logo

Legal Contract Lifecycle Management Platform

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The Contractzy (formerly The Legal Capsule) provides AI-powered data extraction capabilities, e-stamping, e-signatures, contract storage, and end-to-end contract management.

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CrewSnap logo

All-in-one software designed for staff augmentation firms

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CrewSnap is software for staff augmentation firms to manage workflows, create branded resumes, and accelerate sales. It provides a portal for talent and client management, automates resume branding, and streamlines the submission process to help staffing firms operate more efficiently.

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MetaShare logo

Next generation document management

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MetaShare is fully integrated with Microsoft 365 and installs as a shell on top of Microsoft 365 or SharePoint 2019. In other words, MetaShare finds your documents no matter where they are stored in Microsoft 365.

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Cegid PHC GO logo

Online business management solution in Portuguese

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Integrated Document Management

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Perfect Doc Studio logo

Customer Communication Made Simple with AI

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Our cloud-based platform streamlines multichannel customer communications with user-friendly tools for composing and delivering personalized business messages in 100+ languages. Integrated with popular business software like BPM and CRM, Doc Studio automates customer communications across 6 channels

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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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DeskConnect logo

AI-enabled software for managing documents

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DeskConnect's cloud-based AI and ML streamline document workflows, automating tasks and cutting errors for businesses. Boost efficiency with seamless processing and integrations. Try free for 30 days, then $29/month/user.

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Bouwflow logo

Construction project management software

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Bouwflow is a construction software that provides project planning and management capabilities. Users can track project progress and collaborate with team members. The software includes automated invoicing processes, ensuring follow-ups and billing.

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Scopevisio logo

Simplify your daily business with Scopevisio.

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Scopevisio is the cloud-based business software that automates commercial processes, aligns your company more profitably and thus makes it fit for the digital future.

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iSite Lite logo

Web-based real estate property and asset management software

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iSite covers property, assets, facilities, projects, and programs management and combines data to deliver real-time insights. Key features include CRM, billing & invoicing, data capture & management, referral & activity tracking, client & task management, tenant portal & tracking, file sharing, and more.

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Diligent Entities logo

The Leading Entity Management Software

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Diligent Entities helps your organization store, access, manage and report on your entity information anytime, anywhere. Improve compliance, make better informed decisions and grow your organization sustainably.

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AutoPro logo

Web-based construction and collaboration management software

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AutoPro is a tech project management software that offers construction teams digital tools and smart solutions to control their projects. Key features include bid & fixed asset management, file conversion, RFI & submittals, sales approval, CRM, project & client tracking, billing, invoicing, and more.

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