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CRM Software with Document Management (2026) - Page 2

Last updated: February 2026

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374 software options

Rolldog logo

Rolldog

Customer relationship management solution

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Rolldog is a CRM and opportunity management solution that helps businesses better manage customer relationships, while proactively tracking and scoring leads and opportunities to help increase revenue, boost sales and marketing effectiveness.

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ClickUp logo

Productivity platform for marketing agencies

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ClickUp is a productivity platform that helps businesses combine project management tools, AI capabilities, and collaboration features in a unified workspace. The system can integrate tasks, documents, goals, and chat functionality while offering AI-based agents that automate workflows and answer questions. ClickUp serves teams across various departments with enterprise-grade security certifications including SOC 2 Type II, ISO 27001, GDPR, and HIPAA compliance.

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Dynamics 365 logo

ERP and CRM applications from Microsoft

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Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.

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Airtable logo

AI platform for enterprise app building workflows

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Airtable is an AI-native platform for building enterprise-grade applications without code. The platform enables teams to create custom business workflows with embedded AI agents. Airtable combines relational databases, automation capabilities, and customizable interfaces to help organizations streamline operations across departments including marketing, product development, and finance.

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ActiveCampaign logo

AI-first marketing platform

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ActiveCampaign is the AI-first marketing platform built to transform how marketers, agencies, and entrepreneurs work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp.

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Marketing 360 logo

#1 Marketing Platform For Small Business

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Stay organized as you scale and grow
Finally, a CRM that’s easy to use, fully customizable and puts you in control of how you manage your leads, customers, tasks, team, projects, marketing and more. Create your free account to start customizing your CRM today.

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Any.do logo

A simple and poweful workspace to manage your team's work

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Any.do CRM adapts to your business: launch in minutes with free templates, custom fields, live dashboards, and time-saving automations. Track every lead on Kanban boards, sync with 6 000+ apps, and close deals faster—inside the workspace 40 million users trust.

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Kylas Sales CRM logo
Category Leaders

#TheBetterCRM

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Kylas is an enterprise-grade sales CRM uniquely designed and engineered for growing businesses. It is built and priced for collaboration, allowing businesses to onboard unlimited users and work seamlessly with their entire team without incurring per-license costs.

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SendPulse logo

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

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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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Ploomes CRM logo

CRM platform that automates sales and business workflows

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Ploomes CRM centralizes contacts, deals, and communications in one cloud platform. Automate tasks, follow-ups, and approvals while gaining visibility through customizable dashboards and analytics. Plans start at $22/user/month with optional modules like CPQ and Workflow Automation.

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Tripleseat logo

Guest and event management tool for hospitality businesses

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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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eWay-CRM logo

Customer relationship management solution

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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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Salesforce Service Cloud logo

AI powered customer service management platform

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Agentforce Service is a customer service platform offering seamless support across channels like contact centers, field service, HR, and IT. It integrates human agents with AI on a unified platform to personalize interactions. Features include omni-channel engagement, case management, knowledge bases, and analytics tools, enabling organizations to enhance team performance and customer satisfaction.

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Meritto logo

Purpose-built to grow your enrollments

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From higher education institutions and K-12 schools to EdTech platforms, online degree programmes, study abroad consultants, coaching centres, and vocational training institutes, Meritto caters all.

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PracticePanther Legal Software logo

Cloud-based law practice management tool for law firms.

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PracticePanther is a cloud-based law firm software that streamlines operations with automated case management, document organization, and legal billing. The cloud-based platform offers secure access to case details from any device, integrates with apps like Dropbox and Google Calendar, and includes client management tools. With military-grade encryption and customizable workflows, it helps legal professionals reduce administrative tasks while ensuring industry compliance.

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Flowlu logo

Work automation and team collaboration in one platform.

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Easily manage sales opportunities and pipelines, track customer interactions, schedule follow-ups, and store email communication—all in one centralized CRM. Automate workflows, assign tasks, and gain real-time insights to close deals faster and build stronger relationships.

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Freshsales logo

Sales management solution

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Freshworks CRM Sales Cloud is a complete solution for sales teams to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights and nurture customer relationships. The Sales Cloud empowers sales teams with more time for selling by automating the sales process.

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mHelpDesk logo

Cloud-based field service management software

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mHelpDesk is a cloud and mobile-based field service management software that assists with job tracking and invoicing. Users can access customer information from any device. Key features include quoting, scheduling, job tracking, billing and invoicing, electronic payments, QuickBooks integration, and more.

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HubSpot Sales Hub logo

Freemium email productivity & tracking for sales teams

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HubSpot Sales is a suite of inbox-based email tracking & productivity tools with which sales teams can build, automate, and accelerate their sales processes

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Agiled logo

Software for managing business operations

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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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BoldTrail logo

The Smarter Broker Alternative - Ranked #1 by 250K Agents

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Ranked #1 by 250K Agents, BoldTrail is a complete real estate platform built for MODERN BROKERAGES and teams looking to automate and grow their business.

BoldTrail saves 35% on tech costs, enhancing brand recognition, and guarantee agent success.

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Pipeline CRM logo

A Sales CRM Built by Salespeople for Salespeople

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PipelineDeals is the #1 ranked CRM for mid-market businesses, empowering sales teams across a breadth of industries to build game changing relationships.

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Spotler CRM logo

The Powerful CRM for Growing Teams

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The powerful small business CRM for B2B with everything you need to manage your sales and marketing. Find every customer, contact and communication instantly. Track your leads and automate your sales process. Keep on the ball by setting tasks and appointments so you never miss another sale.

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Sage Intacct logo

Best-in-class Cloud ERP for Finance

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Sage Intacct is a leading provider of best-in-class cloud ERP software, and is the preferred cloud financial management applications for the AICPA.

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Kickserv logo

Field service management software for service professionals

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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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