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CRM Software with Document Management (2026) - Page 14

Last updated: April 2026

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374 software options

MyClic logo

French customer relationship management (CRM) tool for SMEs

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MyClic is a French CRM software that helps businesses manage contacts, prospects, quotes, invoices, agendas, projects, and more on a centralized platform. Team members can assign production tasks, track employee notes, monitor project progress, and share other relevant information with colleagues.

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Tranquil CRM logo

Integrated sales & customer relationship management software

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Tranquil CRM is a cloud-based customer relationship management software designed to help travel, real estate, eCommerce, logistics, and other sectors in the Indian market drive sales operations through automated lead capture and assignment functionality.

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SmartSales logo

All-in-one field sales app for modern sales teams.

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SmartSales is an all-in-one field sales CRM that eliminates paperwork and allows reps on the road to sell more and better. Upload documents, take orders, and write visit reports right in the app.

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Gridbees logo

The 100% customizable, API-first headless ecommerce platform

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Because Gridbees is much more than a software solution, entrust us with your most complex e-commerce projects for a tailor-made solution !

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HUBYup logo

Franchise management platform

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HubyUP is a versatile franchise software that supports your business development, customer relationship management and company management needs.

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Practifi logo

The single, unified workplace for your advisory firm.

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Powered by Salesforce and built for the wealth management industry, Practifi is an award-winning business management platform powering the nation’s largest RIAs, international broker-dealers and enterprises.

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1Centre logo

Customer onboarding and decision software

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1Centre is a trade-credit and client onboarding software. The platform is mobile friendly and helps build relationships with SME clients.

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Partner Insight logo

Partner Management Platform

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Partner Insight is a partner management platform that allows companies to collaborate with their channel partners on a single shared platform. Automate partner engagement, reporting and data sharing to grow revenue faster.

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Service Hub CRM logo

Customer relationship management & claims processing system

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Service Hub CRM is a customer relationship management software designed to help businesses of all sizes streamline claims processing, field service management, and billing operations via a unified platform. It enables employees to schedule appointments, communicate with internal and external stakeholders, and track work orders.

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CloudOffix logo

Cloud-based Customer Based Business Management Platform

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CloudOffix is an all-in-one CRM platform with a 360-degree view of the customer while offering easy customization features, having access to all the natively integrated apps through one screen.

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Logic4 logo

ERP and webshop solution for retailers and wholesalers

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Logic4 is an ERP (enterprise resource planning) and eCommerce solution for retailers and wholesalers. Businesses can manage and automate purchasing, stock, logistics, orders, POS, projects, CRM, and accounting within the same platform. It integrates with tools for logistics, payments, and databases.

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Silvasoft logo

Online booking and invoicing solution

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Silvasoft is an accounting solution, designed to help businesses in the Netherlands and Belgium manage bookkeeping and invoicing. It also offers support for business management, with tools such as time registration, inventory tracking, personnel management, project management, agenda & a CRM tool.

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PM II RENT logo

Equipment rental software for rental business

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PM II RENT is a software tool that assists rental companies with inventory management, contact storage, order handling, and more.

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BizApp logo

CRM platform

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Biz is an all-in-one integrated SaaS operating platform. With Biz, users can digitize their business, streamline their workflow and centralize their data allowing them to access their most essential business operations in a single platform.

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AgencySmart logo

Work Smart...AgencySmart!

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Answer client questions, make calls based on when they are up for renewal and track what they are doing with any web-connected device.

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CCH Integrator logo

Tax compliance and reporting software

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CCH Integrator is a tax compliance and reporting platform designed to cater to the needs of individuals and multinational teams. A cloud-based solution, it offers a streamlined approach to managing the complexities of tax compliance and reporting across various entities and jurisdictions. With CCH Integrator, you can have increased control over your tax processes while reducing the associated risks. This platform enables you to focus on higher-value tasks and strategic initiatives.

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Dailybiz logo

The management software for VSEs & SMEs

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Dailybiz is a SaaS software that optimizes business management thanks to complete functional coverage: sales, purchases, CRM, accounting, business management and taxation. Flexible & customizable solutions according to the problems of each company.

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Ekkotime logo

Unique ERP software for your company

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Ekkotime is an enterprise resource planning (ERP) platform that enables businesses to manage invoicing, handle stock movements, manage warehousing, automate contract generation, set up recurring billing, and more on a centralized platform.

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Repasat logo

ERP cloud solution for business management

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Repasat is a cloud ERP for integrated business management. The platform includes a CRM, SAT, document management, human resources, project management, distribution, and logistics. The application is accessible on all devices from any browser with internet access.

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MyClic logo

French customer relationship management (CRM) tool for SMEs

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MyClic is a French CRM software that helps businesses manage contacts, prospects, quotes, invoices, agendas, projects, and more on a centralized platform. Team members can assign production tasks, track employee notes, monitor project progress, and share other relevant information with colleagues.

Read more about MyClic

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Teczen logo

ERP solution with task, asset and lead management

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Teczen is an enterprise resource planning (ERP) solution that helps businesses manage meetings, human resource processes, documents, expenses, assets, sales, inventory, and more from within a unified platform.

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WorkGuru logo

Job Costing Done Right

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WorkGuru is an all-in-one job management and costing platform for the fabrication, construction, and engineering industry.

WorkGuru brings together every element of job management and costing into a simple, yet powerful platform to keep your projects on track, and profit in your pocked.

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A20 Connect logo

Automation platform for accounting firms

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Sector-specific CRM by A20 Connect, merging lead management with sales for growth in the competitive accounting market.

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Bevica logo

ERP for the UK drinks industry

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Bevica’s drinks‑focused CRM tracks customer activity, pricing, sales history and interactions in one place. With segmentation, tasks, opportunities and integrated stock visibility, teams can manage key accounts, run promotions and improve customer relationships across all channels.

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Gem Logic logo

Gem Logic, jewelery business software

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Gem Logic offers cloud-based software for jewelers, creators, gem traders, goldsmiths, and workshops. It provides comprehensive management of stock, orders, invoicing, POS, repairs, certificates, CRM, and more.

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