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CRM Software with Document Management (2026) - Page 4

Last updated: February 2026

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374 software options

Deltek Vision logo

Project management tool for professional services managers.

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Deltek Vision is a project management solution, which helps businesses in the professional services sector manage customer relationship management (CRM), project planning, document tracking, resource planning, payroll processes, and more. It improves project profitability and streamlines client relationships by managing the complete lifecycle of a project, from identifying opportunities to estimating costs.

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Striven logo

Collaborative ERP for business process management

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From cultivating leads with your prospects to servicing your existing client base, Striven offers a complete CRM software with the power of an ERP.

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Sage Sales Management logo
Category Leaders

The leading mobile CRM for field sales management.

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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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AgencyBloc AMS+ logo

The #1 Recommended Insurance Industry Growth Platform

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AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations with solutions to help agencies create efficiencies in sales enablement, quoting, client and policy management, commissions processing, and more.

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ECP logo

Assisted living solution for healthcare providers

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ECP is a cloud-based assisted living solution designed to help group homes, rehabilitation centers, and independent living facilities manage processes related to individual care plans, resident assessments, audits, building maintenance, billing, and lead tracking.

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Salesflare logo

Intelligent CRM for small and medium-sized B2B businesses

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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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Glue Up logo

Community and event management solution

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All-in-one CRM with Membership Management, Event Management, Email Marketing, Finance Tools and two Mobile Apps.

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Sell.Do logo

𝗜𝗻𝗱𝗶𝗮'𝘀 𝗡𝗼.𝟭 𝗔𝗜-𝗳𝗶𝗿𝘀𝘁 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲

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

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Kajabi logo

Cloud-based content marketing platform

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Kajabi is a content marketing system that offers individuals and SMBs a single and centralized platform from which to sell, market and deliver product content. It incorporates customizable themes, a landing page builder and video hosting as well as integrated payments & an interactive message board.

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MediaOS logo

Online ad-based CRM for media companies

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Ad Sales Genius is an online ad-based customer relationship management (CRM) solution designed to help media companies streamline production, automate accounting, and more. The web-based interface and customizable workflows enable collaboration across sales, production and accounting departments.

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Accelo logo

Transform the way you manage client work

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Accelo CRM is the smartest sales tool, seamlessly managing all your sales-related communication in one place. Experience powerful sales forecasting and insights from anywhere and on any device.

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Sage 100 logo

Enterprise resource planning software

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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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Gold-Vision CRM logo

Sales, marketing & support CRM

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Gold-Vision CRM is an affordable, integrated, fully-customisable Sales & Marketing Automation platform for mid-market businesses. You can simply manage your team and processes wherever you are and on any device.

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Claris FileMaker logo

Custom application development

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Claris FileMaker is a custom application development platform that allows businesses to create unique applications that can be deployed in the cloud or on-premise. It provides features such as scripts, triggers, and graphical design tools to help tailor applications to business needs.

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FranConnect logo

Franchise software for the entire franchise lifecycle

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FranConnect is a cloud-based franchise management solution designed for managing the entire franchise lifecycle, including franchisee onboarding, field ops, customer relationship management, sales, financial data management, communications, training, marketing, performance tracking, and more.

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Salesmate logo

The most customizable CRM. Now with AI

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Salesmate CRM provides an easy to use solution to simplify complex sales processes of startups, and, small and medium enterprises. Salesmate is a truly intelligent cloud-based CRM solution that benefits sales reps be more productive, increases their sales and engage deeply with their customers.

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ExtraaEdge logo

Manage, scale, and predict admissions

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Education CRM and marketing automation software designed to help admission teams integrate, manage, track and convert leads with zero leakage.

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Kommo logo

Messenger-based sales tool for SMBs and entrepreneurs

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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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GlassHive logo

Sales and marketing platform for IT industry

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GlassHive assists businesses in the IT industry such as MSPs, MSSPs, VARs, and more. It caters to businesses of all sizes. It enables teams to manage marketing and sales efforts using intuitive tools, pre-built content, and insightful data.

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TOP PRODUCER logo

All-in-one real estate CRM

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

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Vivantio logo

Flexible Software. Focused Service.

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Vivantio is a leading provider of service management software for both internal- and external-facing teams. Centralize your service operations across IT, HR, GRC, Facilities, Finance, Legal and B2B Customer Support.

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OnePageCRM logo

#1 Action-Focused CRM Software for Small Business

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OnePageCRM converts the complexity of sales into a simple to-do list so you can convert leads to customers, reach targets & grow your business fast.

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Ad Orbit logo

End-to-End Ad Operations Solution

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MagHub is your complete ERP solution, created to help you leverage your sales process, increase revenue, and manage your client relationships. With dozens of other integrations and modules available, your entire publishing business is managed with MagHub.

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17hats logo

The Premier Small Business Management Platform

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17hats helps freelancers and small businesses manage projects, marketing, contracts, accounting, online payments, and more. The centralized dashboard in the application displays action items, urgent notifications, upcoming calendar events, and weather forecasts to streamline daily operations.

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Bonsai logo

One platform to streamline your entire business

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One platform to streamline your entire business. Consolidate your projects, clients and team into one integrated, easy-to-use platform

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