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CRM Software with Document Management (2026) - Page 5

Last updated: February 2026

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374 software options

LeadSquared logo

Marketing automation and sales execution platform

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LeadSquared is a no-code CRM that automatically captures leads without leakage, equipped with tracking, automation, and integrations

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vtenext logo

The easy all-in-one CRM for process automation

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Scegli vtenext il CRM Open Source 100% Italiano: attrai lead interessati, contattali in poco tempo, concludi opportunità vincenti e aumenta la fidelizzazione dei clienti esistenti, il tutto in un’unica soluzione All-in-one. Marketing, vendita e post vendita a portata di click.

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Obat logo

Comprehensive tool designed for construction specialists

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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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Wingmate logo

Field Service Management Software

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Wingmate helps businesses to incentivize field service staff to gather important customer intelligence, sales leads, competitive insights, prospects, and more.

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CDK Global logo

Connections That Move Automotive Retail

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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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Zendesk Sell logo

All-in-one sales platform for sales teams.

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Zendesk Sell is a CRM software focused on empowering sales teams to win more deals. By automating tasks and data analysis, the all-in-one platform aims to help sales reps increase productivity while enabling sales leaders to provide the personalized coaching needed to accelerate performance.

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WORKetc logo

Business management system for SMBs

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WORKetc helps to manage the customer lifecycle from lead capturing, assigning & nurturing, to sales pipeline and contact management, to interaction tracking.

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Dolibarr logo

Solutions for On-line businesses

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Dolibarr provide features to manage opportunities, quotes, mass e-mailings and can then convert them into its ERP area.

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BNTouch Mortgage CRM logo

Your Mortgage CRM & Marketing Tools Anywhere.

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Your Mortgage CRM & Marketing Tools Anywhere.

Automate your marketing, convert more leads, stay top of mind and recruit new partners from anywhere on any device. See why BNTouch's Mortgage CRM & Mobile App have over 700+ five star reviews.

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Lime CRM logo

A visual and user-friendly CRM customised to your needs

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A customer relationship management (CRM) software that allows marketing, sales and customer care teams to provide exceptional customer experiences. Smart add-ons and integrations to your other IT systems enables Lime CRM to not only manage and track, but also make use of all your customer data.

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Wethos logo

All in one software made for freelancers, by freelancers.

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On Wethos, you can take your proposal creation time from hours to minutes, create and send invoices to clients, and get paid - without ever having to switch tabs. Leverage Wethos' template library to scope your work and get paid.

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ROLLER logo

Payment processing, venue and ticketing management platform

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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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Visual Planning logo

Resource management, scheduling and planning solution

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Visual Planning integrates contact, task, and schedule management in one place. Track leads, monitor customer interactions, and plan follow-ups with visual dashboards. Ensure your teams have real-time access to client data for better relationships and sales outcomes.

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Oorwin logo

AI-Powered Talent Intelligent Platform

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Oorwin: AI-Powered Talent Intelligence Platform

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servis.ai logo

Powerful, easy-to-use BOMP your whole team will love.

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FreeAgent CRM is a fully-featured CRM that helps your team get organized, gain visibility into day-to-day work, and get more done.

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Alboom CRM logo

Customer relationship management (CRM) for small businesses

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Alboom CRM is a customer relationship management system for small creative businesses. Alboom has been built to meet the needs of individuals and small businesses. Industry-leading features include one-click data view and update, business rules to control how your data flows, an activity dashboard, a contact database, and more.

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Workbooks logo

A made-to-measure CRM for an off-the-shelf price.

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Workbooks is the provider of CRM apps designed for small and mid-size organizations. Our suite of software enables clients to accelerate sales growth, improve marketing execution, streamline business processes and improve the customer support they deliver.

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SAP Business ByDesign logo

Cloud ERP solution for small and medium sized businesses

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SAP Business ByDesign is an integrated business management solution delivered on a subscription basis through the cloud. SAP Business ByDesign can be localized for 130 different countries and for several specific industries, including manufacturing, wholesale distribution, PSA, non-profit, and more.

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partnertribe logo

Cloud-based Sales CRM solution

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partnertribe is a cloud-based platform that helps users optimize their sales processes. It is a tool that helps with managing sales transactions and optimizing sales negotiations. The software helps users access documents, receive digitally signed acceptance contracts from customers, and create HTML forms to insert in landing pages.

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SuperOffice CRM logo

CRM software for sales, marketing & customer service teams

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SuperOffice is an award winning CRM platform created to enable sales, marketing and customer service teams deliver a personalized customer experience

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Virtuagym logo

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

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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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Jungo logo

Mortgage and real estate CRM

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Jungo is a cloud-based mortgage and real estate CRM solution that allows users to automate repetitive tasks, enhance marketing efforts, and streamline communication with everyone from prospects, clients, referral partners, and colleagues.

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SYSPRO logo

ERP software for manufacturing and distribution businesses

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SYSPRO offers industry-built Enterprise Resource Planning (ERP) software to midmarket manufacturing and distribution businesses. The solutions provide processes and tools to assist manufacturers and distributors to manage data and gain key business insights for improved decision making.

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Movegistics CRM logo

Transportation, moving & storage solutions

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Movegistics CRM is professional move software with pre-move surveys, job costing, CPQ technology, truck loads planning, leads, & storage management capabilities.

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FURIOUS logo

Your autopilot for success and profitable growth.

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Furious has been helping service companies and start-ups that work in project mode to manage their business and teams profitably.

With all your workflows in one place, Furious replaces an average of 7 tools.

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