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Top Rated CRM Software with Document management - Page 14

Last updated: September 2026

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470 software options

LionDesk logo

CRM, marketing & transaction management for real estate

LionDesk is a CRM, lead, and transaction management platform for real estate agents, teams, brokers, and lenders, with native mobile apps for Android & iOS

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Deltek Maconomy logo

Cloud-based tool for project, finance, and HR operations.

Deltek Maconomy is a cloud-based enterprise resource planning (ERP) solution, which helps businesses in the professional services industry manage projects, financial operations, employee databases, and more. The platform offers various features such as expense management, work order tracking, project budgeting, subcontractor databases, accounting processes, performance monitoring, mobile application, and more.

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Propertybase Salesforce Edition logo

Real Estate CRM & Marketing Platform

Propertybase connects real estate businesses with scalable technology, creating repeatable, streamlined and efficient processes to manage the entire sales cycle

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Salesforce Marketing Cloud logo

Customer relationship management solution

Salesforce Marketing Cloud is a comprehensive marketing platform designed to help businesses personalize every moment of customer engagement across the entire customer lifecycle. By connecting every department through actionable data and Agentforce, the platform empowers teams to work together and build lasting customer relationships.

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PlanPlus Online logo

Personal Planner and CRM software

PlanPlus Online is planning software, plus a progressive set of productivity, collaboration, and Customer Relationship Management (CRM) features that allow you to increase individual effectiveness and build a Culture of Productivity

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ROLLER logo

Payment processing, venue and ticketing management platform

CRM modules from ROLLER manage and analyze interactions and data over the course of the customer journey cycle. Our smart CRM allows you to better segment and target your customers with marketing communications and simplifies processes to save you time.

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Sage 100 logo

Enterprise resource planning software

Sage 100 is a customizable business management solution that helps businesses automate financials, operations, and payroll, providing complete visibility into the operations. Sage 100 grows with the business, allowing teams to scale and meet specific needs as a small or medium-sized enterprise.

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CDK Global logo

Connections That Move Automotive Retail

CDK delivers unified, secure dealership software solutions for automotive dealerships that need to manage Sales, Service, Parts, Inventory, Accounting and customer engagement in one place.

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Efficy CRM logo

Pay-less for more. Europe's most flexible CRM

Known as Europe’s most flexible CRM, Efficy offers a completly customisable Customer Relationship Management solution. With us, you'll centralize your customer data, empower your employees, and grow your business.

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Agile CRM logo

Sales and marketing CRM for growing businesses

All-in-One CRM with Sales, Marketing & Service in single platform. Sales tracking, contact management, marketing automation, telephony, analytics and helpdesk.

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Lofty logo

AI-Powered Real Estate CRM & lead generation software

All-in-one AI-powered CRM and marketing platform helping real estate professionals generate leads, engage clients, and close deals.

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M1 ERP logo

Manufacturing enterprise resource planning (ERP) software

M1 is a modular web-based manufacturing enterprise resource planning (ERP) software for job shops, make-to-order manufacturers and custom & mixed mode manufacturers. The system is designed to manage multiple business areas including production, engineering, scheduling, inventory, shipping, and more.

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Act! logo

More than CRM - Your total relationship solution.

Act! Premium is a powerful, all-in-one CRM and Marketing Automation tool that empowers today’s small and midsize businesses to market better, sell more, and create customers for life.

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Deltek Vantagepoint logo

Power project success

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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Ellucian logo

Unlock learning for all.

Ellucian provides AI-powered SaaS solutions for higher education, serving over 3,000 institutions in 50 countries and more than 21 million students. Its ERP, SIS, CRM, analytics, and integration solutions streamline operations, improve student success, and support digital transformation.

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TOP PRODUCER logo

All-in-one real estate CRM

Real estate specific CRM software that contains lead generation, follow-up prompts, AI-powered farming, drip campaigns and more.

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Netskope One Platform logo

Cloud-native SASE & zero trust platform for enterprises

Insightly is easy to use, simple to customize, and scales with companies as they grow. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships.

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Virtuagym logo

All-in-One Gym, Studio & PT Management Software

Virtuagym is the ultimate solution for club managers looking to take their club to the next level with powerful member engagement. Ready for all the to improve efficiency and member engagement, but most importantly, boost your profits?? Book your demo and get ready to transform your club.

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Practifi logo
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Cloud CRM for wealth management firms

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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ROI 360 logo
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All in One Business Transformation Platform

ROI 360 is a business management platform designed to help streamline operations and drive growth across all areas of business. The platform offers a modular architecture with multiple integrated applications, allowing users to access the tools needed to optimize sales, marketing, and customer relationship management processes.

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Corteza logo

Connect to any data source, build whatever you want.

Planet Crust's low code platform Corteza is fully accessible, 100% open-source, API-centric, entirely standards and best-practice-oriented.

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Apex Suite AI logo
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All-in-one business system with automation

Apex Suite AI is a business operating system that consolidates marketing, social media, sales, and follow-up functions into a single platform. The software includes automated follow-up tracking, lead generation tools, and AI-driven automation features designed to support business growth stages from attracting leads to converting customers and scaling operations.

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ISOhub logo
(0)

Merchant management CRM for payment processors

ISOhub is a merchant management CRM built for ISOs and payment processors. Streamline merchant management, automate residuals, track team performance, and drive growth from one login with accurate and real-time data.

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HomeArize logo
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Streamline Your Flooring Business with Powerful Software

Flooring software simplifies inventory management, accurate estimates, CRM, and business operations, ensuring efficiency, cost savings, and customer satisfaction for business growth.

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The Marvelous APS Software logo
(0)

The Marvelous APS Software for Production Capacity Planning

The Marvelous APS is an Advanced Production Capacity Planning & Production Scheduling Software

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