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Top Rated CRM Software with Document management - Page 16

Last updated: September 2026

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470 software options

Formaloo logo

The most powerful form builder for modern workflows

Create beautiful forms, smart docs, e‑signatures, and automate approvals, all powered by AI, with unlimited responses, free forever.

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Fixner logo
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Streamline service management

Fixner is a cloud-based software designed to streamline operations for service-based businesses. It offers a comprehensive suite of features, including CRM, project management, work order management, time tracking, invoicing, and more. Fixner is adaptable to the specific needs of various industries, such as construction, maintenance, technical support, architecture, engineering, and professional services, providing a solution to improve productivity and profitability.

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1Centre logo
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Customer onboarding and decision software

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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Digital Pipeline logo
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Unprecedented efficiency through seamless SaaS automation

Digital Pipeline CRM streamlines the entire lending process, from application to fund disbursement, with advanced features like instant approvals, automated risk assessment, and electronic fund transfers. Ensures rapid loan processing and seamless management.

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Partner Insight logo
(0)

Partner Management Platform

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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Immigration Law Practice logo
(0)

One focused workspace for immigration law teams.

Cloud-based Client CRM for immigration firms: one profile per client with balances, matters, and history, plus targeted mass letters filtered by balance, case type, and status.

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Ekkotime logo
(0)

Unique ERP software for your company

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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HeelYeah! logo
(0)

All-in-one software built for professional dog trainers

HeelYeah is dog training business software that handles scheduling, client management, board and train programs, group classes, billing, and automated follow-ups in one platform. Built on AWS, Stripe-powered payments, free tier available.

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BizApp logo
(0)

CRM platform

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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SuiteDash logo

All-in-One Business Software

Perfect for small to medium-sized businesses looking for a cost-effective, all-in-one platform to integrate CRM, project management, billing, and client portals, SuiteDash simplifies operations, boosts productivity, and reduces overhead costs. Save time and money while streamlining your workflow wit

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NEXGestión logo
(0)

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VintedCRM logo
(0)

Sales & accounting automation for Vinted sellers

VintedCRM is a customer relationship management tool designed for professional sellers on the Vinted marketplace. The software automates invoice generation and sends them via email to customers, while synchronizing sales data in real time to maintain an updated sales ledger. It offers accounting features including VAT tracking, margin calculations, profit analysis, and CSV export capabilities compatible with various accounting platforms.

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NETContact logo
(0)

Web-based contact management tool for retirement homes.

NETContact is a web-based contact management platform that allows retirement homes to quickly access new resident information without having to enter basic data for each admission. The centralized platform allows administrators to ensure automatic management of applications, fluid communication between team members, and to benefit from quantified indicators to plan their future strategies.

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TakeOff Estimates and Reports 4.0 logo

CRM software for freelancers and businesses

TakeOff is a customer relationship management (CRM) software designed to help freelancers and businesses handle reports, estimates, budgets, travel accounting, proposals, goals, and more on a unified platform. Administrators can create quotes using existing cards and monitor opportunities.

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Smart Agent CRM logo
(0)

CRM for health and Medicare insurance agents

Smart Agent CRM is a Salesforce-based customer relationship management platform for U.S. health and Medicare insurance agents. It offers automated contact eligibility tracking, carrier book sync, commission dashboards, and compliance documentation with timestamps. Features include quote engine, e-signature, calendar, and email integrations, plus digital scope of appointment and policy lifecycle management tools.

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Consistent Client Support logo
(0)

Platform for workflows, client relationships

Consistent Client Support is a cloud-based ERP platform integrating CRM, workflow automation, HR, accounting, and communication tools. Features include inventory management, document signing, invoicing, ticketing, policy management, and e-commerce. The platform offers customization and is accessible on iOS, Android, Windows, Mac, and Linux.

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Dendreo logo

Softwre for managing training operations

Dendreo is a cloud-based solution destined to help training centers manage their operations.

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Kipu logo

Behavioral health platform for treatment centers

Kipu offers software for behavioral health organizations, integrating EMR, CRM, RCM, and GRC tools. The platform streamlines workflows with customizable documentation templates, secure messaging for care coordination, and integrated patient billing, while providing compliance management tailored to behavioral health facilities.

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SalesBuilder CRM logo
(0)

New Home Sales CRM Software

SalesBuilder CRM captures and nurtures prospects, manages recorded sales, tracks option selections, and generates contracts.

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WorkflowMax logo

Xero owned financial project management software for SMBs

WorkflowMax lets you manage all your job management & project management needs in a single, seamlessly integrated system. Features lead management, quotes, time sheeting, job tracking & costing, project management & reporting, invoicing, add-on integrations & more. If you run a service business & track your time, WorkflowMax is likely perfect for you!

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CCH Integrator logo
(0)

Tax compliance and reporting software

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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Planfix logo

Project and work management tool

Planfix is an online platform for managing the entire company. Planfix is a work and project management software for businesses of any scale and industry. You get a management system wholly customized for your company, from process design to appearance.

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Dailybiz logo
(0)

The management software for VSEs & SMEs

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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SeoToaster CRM logo
(0)

Cloud CRM & sales automation software

SeoToaster CRM is a cloud CRM & sales automation software which enables enterprises to launch campaigns, get insights into prospects and customers, and manage & market to leads with email tracking and leads nurturing automation, social marketing tools, a landing page builder, and more

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WealthSphere logo
(0)

Wealth management solution for entity compliance/financials

WealthSphere is a wealth management solution that includes integrated modules, such as customer relationship management (CRM) system, entity administration, document management, and more.

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