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Top Rated CRM Software with Document management - Page 12

Last updated: September 2026

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470 software options

Quickbase logo

AI-powered no-code ops platform for all sizes

Improve your team's accountability and productivity with a flexible CRM that matches your complex sales process exactly. Track tasks, leads, and opportunities in real time. Built-in mobile forms and workflows keep everything moving and automated reporting keeps your stakeholders in the know.

Read more about Quickbase

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Service Management Enterprise logo

A complete service management solution for SMBs

SME Complete is a cloud-based solution designed to help service companies manage customers, maintenance, inventory and staff schedules

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FranConnect logo

Franchise software for the entire franchise lifecycle

FranConnect is a cloud-based franchise management solution designed for managing the entire franchise lifecycle, including franchisee onboarding, field ops, customer relationship management, sales, financial data management, communications, training, marketing, performance tracking, and more.

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Kickserv logo

Field service management software for service professionals

Kickserv is a field service management app that doubles as a CRM, facilitating detailed contact records, client communication, customer portal, & reporting.

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SalesOutlook CRM logo

CRM for Microsoft Outlook and Office 365

The Best CRM for Outlook, Teams and CoPilot built entirely inside the Microsoft Office system. Easy to use and deploy. Deploy once and administer permissions on the Office365 admin console. No client installation or user login needed.

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eWay-CRM logo

Customer relationship management solution

eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage customers, contacts, sales, projects and marketing.

It contains apps for iOS and Android so that people can work on the go. There is also a web interface for those who prefer working from home or on Mac.

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Soffront CRM logo

CRM. Marketing. Simplified

Soffront CRM is an award winning fully integrated CRM solution for sales, marketing, customer service, helpdesk, project management and more. Save without the cost of multiple add-ons and third party partners.

Soffront CRM can be deployed hosted or on-premise.

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AFAS Software logo

Human resources, payroll, and finance management

AFAS Software is a suite of tools that automates processes for human resources, payroll, & finance management, providing personalized access to the platform for both employees & managers. AFAS features include automated invoice reconciliation, leave and absence registration, payroll analysis & more.

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Standard ERP logo

Standard ERP is a powerful system

Standard ERP is an intuitive business platform helping you reach your productivity goals and can be tailored to your business needs.

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Unanet ERP GovCon logo

Web-based integrated project management and ERP solution

Unanet is an integrated project management solution which offers tools for resource planning, accounting, workforce collaboration, timesheet management and more

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FunnelMaker logo

Customizable, integrated CRM & marketing automation platform

FunnelMaker is a customizable, web-based CRM and marketing automation software for businesses of all sizes, which supports text and email marketing, real-time tracking and statistics, opportunity management, QuickBooks and Salesforce integrations, and more

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CRM in Cloud logo

Cloud-based software for managing sales and marketing

CRM in Cloud is a cloud-based customer relationship management software designed for small and medium-sized businesses. It provides a 360-degree view of your business and customer network, allowing you to manage email, leads, marketing activities, and monitoring.

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SurePoint logo

Modern legal management system for mid-sized law firms

SurePoint® empowers law firms to maximize financial performance and profitability with streamlined workflows and market-leading accounting capabilities.

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PBS Systems logo

Elevate Efficiency, Drive Innovation, Power Operations

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

Read more about PBS Systems

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Better Agency logo

Comprehensive CRM solution for insurance agencies

Better Agency is an insurance CRM software designed to help P/C agents manage service requests, follow up with prospects, and communicate with claimants for renewals. It lets users automate campaigns via emails, texts, and notifications that are sent to clients, prospects, and other team members.

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ECI Homebuilder Sales & Marketing logo

Sales and marketing platform for homebuilders

ECI Sales Suite offers homebuilder-specific sales and marketing software that combines customer relationship management, interactive lot maps, and virtual tours. The platform includes automated lead routing and follow-up capabilities, real-time inventory visualization, and AI-powered sentiment analysis for homebuyer feedback. It features integration with websites, ERP systems, and marketing platforms to synchronize data across the sales process.

Read more about ECI Homebuilder Sales & Marketing

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Haufe X360 logo

Haufe X360: Empowering the Digital Business Evolution

Haufe X360, a Cloud ERP system, delivers a comprehensive solution tailored for SMEs and mid-sized businesses across the DACH region.
The SaaS model of Haufe X360 provides all relevant core modules, which can be expanded through industry-specific add-ons.

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Axonaut logo

All-in-one business management for small teams.

Manage contacts, sales pipelines, and customer interactions. Automate follow-ups and gain a 360° view of every client with Axonaut.

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Priority Software logo

ERP Should Be Easier

Full customer life cycle management, from generating leads to recording price quotes/sales orders, shipping, receiving payment, handling service calls & more

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FollowUp CRM logo

Free CRM for construction

Followup CRM construction CRM & sales platform designed to help contractors measure, record & streamline the sales process.

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Kaseya BMS logo

Business management solution for IT departments & MSPs

Kaseya BMS CRM allows you to manage the business relationship and interactions you have with customers, prospects, vendors, etc., and store all the data.

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Snapforce logo

CRM, call center and telephony software

Snapforce combines CRM, call center and telephony to offer a complete CRM with an integrated phone system, ACD, IVR and call center reports.

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weclapp logo

Compact CRM solution for small businesses & freelancers

Weclapp Cloud CRM is a web-based customer relationship management (CRM) software for small and medium-sized companies to manage their contacts, leads, and customers, identify sales opportunities, and create campaigns, with tools including team chat, task management, Microsoft Outlook sync, and more

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Workbooks logo

A made-to-measure CRM for an off-the-shelf price.

Workbooks is the provider of CRM apps designed for small and mid-size organizations. Our suite of software enables clients to accelerate sales growth, improve marketing execution, streamline business processes and improve the customer support they deliver.

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Function Point logo

Project Management for Creative Agencies & In-house Teams

Function Point alleviates the chaotic nature of operating creative agencies, internal marketing teams and professional service firms. Used by over 600 customers across the world, the all-in-one solution helps teams connect each stage of project management.

Read more about Function Point

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