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Top Rated CRM Software with Document management - Page 6

Last updated: September 2026

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470 software options

Velneo logo

Build any kind of business applications.

Build any business management application with Low-Code, you have the power to create your application alone or together with us, all in one place.

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Kademi logo

Cloud-based lead management solution

Kademi is a cloud-based lead management solution that helps businesses plan, organize, and launch leadership meetings and certification programs on a unified platform.

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Connect CRM logo

Make every connection count.

Connect CRM integrates dealership tools & sales processes to deliver a single view of the customer across touchpoints and departments. With customizable processes and powerful lead automation, Connect CRM streamlines the car-buying process and enables dealers to deliver the experience customers expect.

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Dolibarr logo

Solutions for On-line businesses

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

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Scoro logo

Manage projects, resources, and finances in a single system

Collaborate with customers from the first quote to the final bill in a single platform. Get a complete overview of each client. Grow your sales pipeline. Know how your deals are progressing. Forecast revenue, monitor closing probability, and act promptly if you need to find more work.

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iDeal Construction CRM logo

Construction sales and pipeline management software

With customized pipelines and processes, iDeal Construction CRM helps construction companies of any size and type bid and manage opportunities with multiple scopes, clients, and bidders, track and prioritize bids and proposals.

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ELMA365 logo

Low-code business process management (BPM) software

ELMA365 is a low-code business process management (BPM) software that helps businesses model, monitor, execute, and manage projects and tasks.

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Toolyt SFA logo

CRM software

Toolyt, built to be an intelligent mobile personal assistant for field sales teams to increase productivity & customer engagement.

With the vision of easing streamline processes, saving time & money, & getting insights into real-time analytics, Toolyt is a perfect tool to enhance your sales Team.

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Optimiser logo

Your single source of truth

Optimiser replaces fragmented business systems with one configurable platform — unifying CRM, sales, marketing, and operations.
Industry-specific editions for Hospitality, Membership, Real Estate, Clubs, Charity and Enterprise. Integrates with Opera PMS, Outlook, Gmail, and major third-party tools.

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Kawchi logo

Web-based small business CRM solution

Kawchi is a small business CRM solution that offers multiple solutions in one place including project management, CRM, and contacts to improve productivity.

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Simplicate logo

All-in-one CRM and project software

Simplicate is a cloud-based simple and efficient customer relationship management tool that allows users to centralize all their customer data in one place. With outstanding functionality, simplicity, and support for multiple platforms and devices (including iOS, and Android), users will be able to create quotes with ease and monitor the progress of sales and projects on the go.

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Oorwin logo

AI-Powered Talent Intelligent Platform

Oorwin: AI-Powered Talent Intelligence Platform

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ExtraaEdge logo

Manage, scale, and predict admissions

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

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AtemisCloud logo

Full Business Management SaaS for service companies

AtemisCloud is an advanced Business Management SaaS platform with features covering customer management, marketing, HR, back office, administration, projects, and finance. Used in 60 countries by 1500 corporations and SNE for the last 23 years.

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Unifize logo

Collaboration software

Unifize is a cloud-based collaboration software that helps bring people, processes and data into one collaborative platform that looks and feels like a simple chat app. Infinitely configurable to processes using a drag-and-drop builder.

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Qobrix CRM logo

SaaS, multi-tiered CRM platform for the real estate sector

Qobrix is a CRM system that helps brokers in the real estate sector manage client registration, website building, marketing automation, and other processes across properties. Clients can access floor plans, property images, agreements, contracts, financial statements, and queries on a dashboard.

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Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

Financial Services Cloud is a CRM software that allows financial services teams to access actionable client insights and deliver personalized advice across any channel or device.

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MoversTech logo

CRM software for moving companies

MoversTech CRM is a cloud-based CRM system for moving companies that offers several features including organizing leads, streamlining dispatch, automating finances, generating documents, resolving claims, and getting detailed reports.

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PREXA 365 logo

Rental Management Software for companies of all sizes.

PREXA 365 is a cloud-based rental management software that helps businesses of all sizes streamline their operations. All-in-one software that can be customized and integrated easily with your other solutions.

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Target CRM logo

Simplify, Engage, Grow with TargetCRM

TargetCRM is a versatile CRM solution designed to streamline customer management, automate sales processes, and enhance team collaboration. It offers lead tracking, customizable workflows, robust analytics, and integration capabilities to help businesses build long-term customer relationships

Read more about Target CRM

Users also considered
Freshsales logo

Cloud-based AI CRM for sales and marketing teams

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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Voze logo

Better notes. More visibility.

Voze simplifies CRM with easy note collection via voice, paper, or typing. With 25,000+ weekly notes processed, analytics, and 90% adoption, it enhances sales management and integrates seamlessly with major CRMs and ERPs.

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Heffl logo

All in one app

Heffl is an all-in-one business management software designed for SMEs, offering project management, and field service solutions. It allows users to manage leads, schedule jobs, track employee performance, and generate invoices with a cloud-based platform accessible on iOS, Android, and web.

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STEL Order logo

Cloud-based ERP and field service management platform

STEL Order is a cloud-based ERP and field service management platform that helps businesses streamline key workflows like scheduling, dispatching, invoicing, expense tracking, inventory management, and more. End-to-end document traceability and a full history of interactions with each client.

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Users also considered
C2CRM logo

Affordable, Robust & Easy to Use CRM

C2CRM streamlines sales process by providing real-time information on leads, prospects and customers. It helps improve marketing efforts by tracking which marketing initiatives work and which ones do not. while streamlining the customer service by providing comprehensive customer information.

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