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CRM Software with Document Management (2026) - Page 11

Last updated: April 2026

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374 software options

SmartOffice logo

Enhancing sales via smart reports & marketing.

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SmartOffice is an agency practice management and enterprise CRM solution. It is trusted across the financial services industry to help improve marketing efforts, provide valuable reporting capabilities, and increase sales revenue.

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Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

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Financial Services Cloud is a CRM software that allows financial services teams to access actionable client insights and deliver personalized advice across any channel or device.

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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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Accon logo

Enterprise Resource Planning solution

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Accon is a complete ERP that offers features such as accounting, CRM, warehouse management, sales, HHRR, purchases, manufacturing, project management and more.

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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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Engagement Hub logo

Community and stakeholder software trusted by government

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Engagement Hub is consultation software that helps organisations inform, collaborate, and engage with communities. Administrators can create personalized websites, add project-related details, import stakeholder lists, and build registration forms on a unified interface.

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C2CRM logo

Affordable, Robust & Easy to Use CRM

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C2CRM streamlines sales process by providing real-time information on leads, prospects and customers. It helps improve marketing efforts by tracking which marketing initiatives work and which ones do not. while streamlining the customer service by providing comprehensive customer information.

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STEL Order logo

Cloud-based ERP and field service management platform

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STEL Order is a cloud-based ERP and field service management platform that helps businesses streamline key workflows like scheduling, dispatching, invoicing, expense tracking, inventory management, and more. End-to-end document traceability and a full history of interactions with each client.

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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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Zenith CRM logo

CRM, Auto Call, AI Dialer, Call Center Software.

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Experience streamlined growth with Z-CRM, your AI-enhanced, cloud-based CRM and call center solution. Boost efficiency, automate communication, and personalize to fit your brand, all while keeping data secure and operations scalable. Welcome to round-the-clock productivity.

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RevHelm logo

Cloud-based marketing & sales platform

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RevHelm is a cloud-based marketing & sales tool that helps enterprises optimize sales, marketing and customer management operations.

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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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Heffl logo

All in one app

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Heffl is an all-in-one business management software designed for SMEs, offering project management, and field service solutions. It allows users to manage leads, schedule jobs, track employee performance, and generate invoices with a cloud-based platform accessible on iOS, Android, and web.

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RevHelm logo

Cloud-based marketing & sales platform

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RevHelm is a cloud-based marketing & sales tool that helps enterprises optimize sales, marketing and customer management operations.

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Deltek Vantagepoint logo

Power project success

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Deltek Vantagepoint is a powerful, intuitive solution that helps people manage projects from start to finish. With full visibility of client, project and financial details, your organization accelerates workflows, maximizes productivity and realize great business results.

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QAlert logo

Citizen request management solution for local & county gov

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QAlert is a a web-based citizen request management software solution suite used by local and county governments and 311 call centers to track, log, and manage the life-cycle of non-emergency requests, concerns, and complaints.

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ICS Flow logo

Automate your business, your way.

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ICS Flow by Inspired Change Solutions is a web-based automation platform that streamlines workflows, manages leads, tracks performance, and integrates communication, payments, and more — giving businesses visibility, control, and scalability from one powerful system.

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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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ChilliDB logo

Client management system for nonprofit organizations

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Customer Relationship Management

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Wisere logo

All-in-one cloud management solution for dental clinics

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Wisere is the all-in-one cloud management solution for healthcare and beauty care services providers.

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PBS Systems logo

Elevate Efficiency, Drive Innovation, Power Operations

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Our DMS tools empower auto dealers to build lasting customer relationships, increase vehicle turnover, and achieve long-term sustainability

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F-RevoCRM logo

Cloud-based, open-source CRM software for Japanese market

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F-RevoCRM is a cloud-based, open-source CRM software that is only available in Japanese. The software provides customer relationship management tools and automated workflows, designed for both sales and service departments. F-RevoCRM is suitable for various use cases such as managing leads, cases, inquiries, and sales data. It can be used to manage all contact information and track activity in real-time. Customizable reporting and an optional customer portal are also available.

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Karanext logo

Karanext, a French ERP platform designed for service firms.

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Karanext is an ERP with an integrated CRM module designed for service companies including IT services firms, engineering consultancies, architecture firms, consulting firms, and financial advisory businesses. It centralizes prospects, clients, and opportunities, automates sales tracking...

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TeamSystem Enterprise logo

ERP platform for small to midsize businesses

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TeamSystem Enterprise is an enterprise resource planning (ERP) platform that optimizes and helps small to midsize businesses streamline workflows through guided configuration, centralized updates, and data security.

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Fitnet Manager logo

ERP software for managing administrative operations

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Fitnet Manager is an enterprise resource planning (ERP) software that enables marketing agencies, consulting firms, and architecture, engineering, software, and IT service companies to manage and automate administrative operations related to contracts, projects, billing processes, and more

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