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CRM Software with Document Management (2026) - Page 6

Last updated: February 2026

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374 software options

Law Ruler Software logo

Legal Practice Management & Intake Software - Powered by AI

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Law Ruler is the case management software platform for growing firms. The one complete legal software that offers matter management, time/billing, expense mgmt, online forms, settlement tracking, 1-click text e-sign, and automates follow-up emails & text messages

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FLG logo

The best solution for first time CRM adopters.

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FLG is a cloud-based CRM system, which assists businesses with lead management & process automation. Key features include multi-channel customer contact, appointment scheduling, automated workflows, marketing automation, integrations, bulk data imports & updates, compliance management, & reporting.

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Deepser logo

IT service desk, CRM, and asset management software

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Deepser is a cloud-based CRM that enables businesses to handle sales opportunities and customer requests by routing tasks to the relevant teams. It offers lead management, sales funnel, workflow, quote creation, survey, catalog, price list, reporting and much more. Digitize, automate, optimize.

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SalesNexus logo

CRM, Sales and Marketing Automation for B2B Sales Teams

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CRM built for B2B teams that need disciplined follow-up, pipeline visibility, and revenue consistency.

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Ummense logo

A software tool for managing workflows and teams

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Ummense is a solution for managing workflows and teams, where users can create editable workflows from ready-made templates and centralize all the information in a management dashboard, including tasks, deadlines, team interactions, and more. Available in Portuguese for the Brazilian market.

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Unanet CRM by Cosential logo

#1 Construction CRM in USA.

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CRM Dedicated to Commercial Construction Firms. Low Cost, Mobile Ready, Project Based Sales. Made and supported in America.

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ServiceOS logo

Field service management solution

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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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OneHash CRM logo

World's 1st FaaS(FOSS+SaaS)

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OneHash CRM is a comprehensive business management solution that helps SMEs to record all their business transactions in a single system. With OneHash CRM, SMEs can make informed, fact-based, timely decisions to remain ahead in the competition.

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VeryConnect logo

Connecting and engaging members since 2013.

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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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TeamGram logo

All-in-one CRM & collaboration tool for SMBs

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Grow your sales faster than ever by avoiding simple sales mistakes with TeamGram’s easy to use Customer relationship management software. This B2B sales CRM enables small and medium-sized businesses to fully visualize their entire sales pipeline from the lead stage to winning a deal in real-time.

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Shape logo

Cloud-based CRM, sales & marketing automation software

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Shape is a cloud-based CRM, sales, & marketing automation software for businesses in industries such as legal, real estate, mortgage, finance, & education. Shape offers tools to manage & automate online marketing & promotions, capture and service leads from online sources, & more

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Velneo logo

Build any kind of business applications.

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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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Stacker logo

App builder with Google Sheets & Airtable integration

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Stacker is a cloud-based application builder that integrates with Google Sheets and Airtable to allow businesses to transform their spreadsheets into custom apps. The platform provides app customization tools to provide users with intuitive access to data.

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Lawmatics logo

The #1 growth platform for law firms.

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Lawmatics is the leading growth platform for law firms featuring legal client intake, CRM, marketing automation, and performance analytics. With Lawmatics, law firms win more business, impress clients, and are more efficient.

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Priority Software logo

ERP Should Be Easier

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Full customer life cycle management, from generating leads to recording price quotes/sales orders, shipping, receiving payment, handling service calls & more

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SalesOutlook CRM logo

CRM for Microsoft Outlook and Office 365

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The Best Outlook CRM built entirely inside the Microsoft Office system.

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LionDesk logo

CRM, marketing & transaction management for real estate

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LionDesk is a CRM, lead, and transaction management platform for real estate agents, teams, brokers, and lenders, with native mobile apps for Android & iOS

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Cloud ERP logo

Cloud-based enterprise resource planning solution

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@$79.95 / user / mo. BizAutomation runs your ENTIRE business on a single cloud, eliminating the software data duplication problem so common to businesses today.

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Lofty logo

AI-Powered Real Estate CRM & lead generation software

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All-in-one AI-powered CRM and marketing platform helping real estate professionals generate leads, engage clients, and close deals.

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Orderry logo

Cloud service management software and CRM for repair shops

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Orderry is a cloud-based service management solution for repair businesses that offers automation and productivity-enhancing tools. It helps manage orders, clients, tickets, and inventory for general repair, full-service or a chain of high-volume shops.

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Redtail CRM logo

Web-based CRM for financial professionals

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Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing contacts, documents, records, activities, email broadcasts, seminars, workflow automations, reporting, and more

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TOPIX logo

Business management software with CRM & ERP

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TOPIX is a cloud-based and on-premise business management software, which helps manage clients, projects, purchases, and finance on a centralized platform. Features include contract management, serial number tracking, cost calculation, activity recording, reporting, and transaction history.

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Unanet ERP GovCon logo

Web-based integrated project management and ERP solution

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Unanet is an integrated project management solution which offers tools for resource planning, accounting, workforce collaboration, timesheet management and more

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The Newspaper Manager logo

Software for managing customer relations and sales pipeline

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Newspaper Manager is a cloud-based CRM software designed to help businesses manage customer relationships via a sales pipeline opportunities module, an order management system to handle print orders, events, and digital products, a billing module, and an accounts receivable system.

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Private Practice Software logo

Healthcare practice and patient management tool

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Private Practice Software (PPS) is a practice management software for private healthcare organizations of all sizes, including solo practitioners, large clinics, and hospitals. The patient management software creates treatment notes, manages appointments, generates marketing reports and more.

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