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Top Rated CRM Software with Document management - Page 2

Last updated: September 2026

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470 software options

Agiled logo

Software for managing business operations

Agiled is a cloud-based business management software designed to help businesses of all sizes manage invoicing, contracts, employees, finances, and other operations on a unified portal. Its project management capabilities allow organizations to handle tasks, project details, and team members using customizable templates, view, edit and share schedules with clients using Gantt Charts and create and assign tasks to teams.

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Teamgate logo

Unlock Your Sales Potential

A web based full process Sales CRM designed with you in mind to manage every step in your sales pipeline simply and efficiently.

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Tripleseat logo

Guest and event management tool for hospitality businesses

Tripleseat is an event management platform for restaurants, bars, nightclubs, hotels, and other unique venues. The solution enables teams to streamline the event booking and planning process, helping businesses increase event revenue.

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Airtable logo

Cloud-based AI app-building platform for all teams

Airtable is a cloud-based, AI-native platform for building custom apps, automating workflows, and deploying AI agents on a shared.

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Commusoft logo

Cloud-based job management software for field service

Commusoft is a field service management software that streamlines operations for apartments, hotels, and offices. The tool helps manage admin work and provides automation, lead conversion, and profitability insights to drive growth.

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Classe365 logo

Student management software for education institutions

Classe365 is a student management system for education institutions, combining student information system (SIS), CRM & learning management system (LMS) features

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Dubb logo

Video management platform

Dubb is a SaaS video communication platform

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Gestionale sul Web logo

Enterprise resource planning and accounting software

Gestionale sul Web is an enterprise resource planning software that helps businesses of all sizes manage production, billing, orders, suppliers, and sales. Key features include automated supplier orders, order margin analysis, price lists management, payment processing, offers management, and financial flow tracking.

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PracticePanther Legal Software logo

Cloud-based law practice management platform for law firms.

PracticePanther is the highest-rated, easiest-to-use, all-in-one law practice management software on the market. Trusted by tens of thousands of solo, small, and mid-sized law firms across 170+ countries, to automate and streamline firm operations on any device, anywhere.

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ClickUp logo

Cloud-based project & AI workspace for all teams

Cloud-based productivity platform for teams of all sizes, combining task management, docs, chat, goals, time tracking, and whiteboards.

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Sage Sales Management logo

The leading mobile CRM for field sales management.

Sage Sales Management is the tool of choice for sales directors that are dedicated to improving the productivity of their teams. The success of the app is down to its 100% mobile first design, user-friendly interface, and high adoption rate. Now enhanced with AI.

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Obat logo

Comprehensive tool designed for construction specialists

Obat is a tool designed for building specialists. It offers a host of relevant features which can be adapted to meet the requirements of small and large companies in this sector. Obat also includes an invoicing function with customizable documents available in company colors.

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Tracker logo

We help recruitment firms grow and increase profitability

Tracker offers an integrated applicant tracking system for Recruiter, Candidate and Client Success with a simple to use single place for sourcing solution to manage all relationships from any browser or mobile device.

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Mokapen logo

The Italian CRM for small businesses.

Mokapen is a new Italian based CRM for small enterprises and professionals. Manage tasks, contacts, deals and tickets easily: Free. Easy. Italian.

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Sell.Do logo

𝗜𝗻𝗱𝗶𝗮'𝘀 𝗡𝗼.𝟭 𝗔𝗜-𝗳𝗶𝗿𝘀𝘁 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲

Sell.Do is a leading real estate CRM software that provides end-to-end sales and marketing automation solutions.

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Creatio CRM logo

AI CRM where people and AI agents work together.

Creatio is an AI CRM and workflow platform where people and AI agents work together with no limits on users, agents, or workflows. Built for midsize and large organizations.

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Salesflare logo

Cloud CRM with auto data entry for B2B SMBs

Salesflare is an intelligent CRM for small and medium sized B2B businesses, who want to sell more with less work. Unlike many other CRMs, it's very practical and simple to use. It also automates your data input, can send email sequences, and actively assists you with following up leads.

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Jobin.cloud logo

Source, engage and hire in one AI recruiting workspace

Jobin.cloud is an all-in-one AI recruiting and business development platform for agencies and lean hiring teams. Source talent or clients, enrich profiles, automate LinkedIn and email outreach, and manage every conversation, note and pipeline stage inside a CRM.

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Kommo logo

Messenger-based sales tool for SMBs and entrepreneurs

Power up your sales big time. Take advantage of efficient lead capture, contact management, multi-channel communication and automation. This messenger-based CRM will help you reach new audiences and win more business.

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SendPulse logo

Email, web push, SMS, chatbots, CRM on one platform

SendPulse is an all-in-one marketing and sales automation platform for marketers, business owners, industry experts, and eLearning businesses. Our ecosystem includes 10+ audience engagement, communication, and lead generation services and offers an extensive free plan.

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Prospect CRM logo

The #1 Stock-Aware CRM for B2B Product Businesses

Prospect CRM helps B2B wholesalers, distributors & manufacturers quote accurately, sell efficiently & support customers brilliantly. Seamlessly integrates with Unleashed, Xero, QuickBooks & more. Rated 4.6/5 for support, usability & business value.

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Cubicl logo

All-in-one work management, CRM, and client portal software

Cubicl bridges internal operations and client collaboration through an all-in-one CRM and secure portal. Manage pipelines, collect support tickets, share files securely, and keep clients aligned.

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VeryConnect logo

Membership management software

VeryConnect's intuitive and reliable membership CRM typically saves 80% of your administration time. Our customisable CRM includes a secure GDPR-compliant database, powerful search, integrated email marketing, statistics and reports. Request a demo from our helpful UK team today.

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Close logo

Cloud-based sales CRM for SMB and growth teams

Close is the sales engagement CRM that helps SMBs turn more leads into revenue. A true multichannel platform, Close lets you email, call, and text your leads from desktop. Go beyond contact management with the CRM that helps you reach more leads, follow up more often, and close more deals.

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ServiceOS logo

Field service management solution

ServiceOS is designed to automate countless interactions for you. From crew management and job scheduling to invoicing and payments. The future is now and taking your business to the next level has never been easier.

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