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CRM Software with Document Management (2026) - Page 9

Last updated: February 2026

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374 software options

ExxpertApps logo

All-In-One Next Generation Enterprise Application in Cloud

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ExxpertApps is more than a CRM because it also manages mass communications, marketing campaigns, procurement, invoicing and eBusiness transactions

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Kaseya BMS logo

Business management solution for IT departments & MSPs

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Kaseya BMS CRM allows you to manage the business relationship and interactions you have with customers, prospects, vendors, etc., and store all the data.

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Soffront CRM logo

CRM. Marketing. Simplified

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Soffront CRM is an award winning fully integrated CRM solution for sales, marketing, customer service, helpdesk, project management and more. Save without the cost of multiple add-ons and third party partners.

Soffront CRM can be deployed hosted or on-premise.

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InfluxMD logo

Sales & marketing solution for healthcare professionals

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Influx MD is an all-in-one sales and marketing solution designed for healthcare professionals from solo, group or hospital medical programs, with a built-in CRM

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Saphyte logo

Marketing automation tool for small and midsize business

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Saphyte is a salesforce automation software designed to help small and medium businesses connect service and support teams to streamline sales and marketing operations. The platform allows managers to drag and drop widgets to create a personalized dashboard using pre-defined templates.

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Cyferd logo

No code platform for developers

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Cyferd is a no-code platform designed to help businesses build smart, scalable, and flexible applications in the cloud. Teams can Automate tasks with data workflows to improve productivity. It enables managers to share data across applications to better understand data and relationships.

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KiBiz logo

Business management solution

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Completely integrated multi-user CRM, ERP, business management and accounting system that fosters greater productivity and efficiency.

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IntelliEvent Lightning logo

Business management solution for the event rental industry

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IntelliEvent Lightning is a cloud based, full-featured event & rental management software, scalable to the largest organization requirements. IntelliEvent Lightning provides tools to cover rental, labor, inventory, and customer management processes.

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work4all logo

CRM & ERP solution for sales and marketing teams

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Work4All is a customer relationship management (CRM) and enterprise resource planning (ERP) solution that enables businesses to manage marketing, contacts, documents, warehouses, orders, billing, and more. It has been recognized with prestigious awards for its outstanding performance as an all-inclusive CRM and ERP solution. The platform seamlessly integrates commercial functions, communication tools, and robust document and project management capabilities.

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BeOne logo

Transportation management solution for logistics businesses.

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BeOne is a cloud-based transportation management solution which helps businesses in logistics, shipping, freight forwarding, and other sectors track order pickups and deliveries, generate electronic invoices, store digital documents, create payment requests, and identify optimal routes. Features include cross docking, POD (proof of delivery), radio-frequency identification (RFID), electronic data interchange (EDI), geolocalization, and more.

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CentraHub CRM logo

CRM solution for automating sales, marketing & services

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Centra Hub CRM is fully customizable integrated sales, marketing, and service suite to automate conversion for growing businesses.

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SimpleWorks logo

Cloud-based all-in-one marketing platform

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SimpleCRM is an AI-enabled CRM solution for midsize to large businesses in the Asia Pacific region. The solution supports a portfolio of products that cater to various business requirements such as accounting, CRM, marketing, and more.

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Cool Life CRM logo

360° marketing & relationship lifecycle management

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Cool Life CRM is a web-based customer relationship management software for individuals, niche businesses and enterprises with complex customer management environments. The solution centralizes all contacts & customers in a single place, and provides tools for marketing, project management, and more.

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Voze logo

Better notes. More visibility.

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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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Snapforce logo

CRM, call center and telephony software

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Snapforce combines CRM, call center and telephony to offer a complete CRM with an integrated phone system, ACD, IVR and call center reports.

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AtemisCloud logo

Full Business Management SaaS for service companies

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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

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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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IFS Cloud logo

IFS Cloud is a composable enterprise software application.

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A composable enterprise application delivering ERP, Service Management and Enterprise Asset Management capabilities on a single platform with IFS.ai as the backbone of the solution.

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Lasso CRM logo

Real estate CRM

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Lasso CRM is a customer relationship management software specifically designed for home builders. With Lasso, users can sync leads and contacts from other systems, create different types of documents, and manage projects all in one place.

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Kademi logo

Cloud-based lead management solution

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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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Fireberry logo

Empowering every business with one platform

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Fireberry is a customer relationship management (CRM) platform for any-sized business that centralizes all of your data and apps. Wit your complete visibility, you can close more deals, provide better service, and make data-informed decisions to grow your business right.

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Orax SDI logo

Cloud-based business management platform

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OraxSDI Cloud is a business management platform that offers solutions for sales management, service management, process management, and more to help companies "grow, compete, and thrive." OraxSDI Cloud merges sales operations and financials into one system to bring efficiency to a company's systems.

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Results logo

Grow your business with Results

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Results streamlines operations with CRM and Field Service Management solutions. Features include 360-degree customer views, workflow automation, scheduling, mobile accessibility, inventory management, and seamless integration with QuickBooks and other popular apps.

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Planner + logo

CRM, ERP, and business management software

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Planner + is a business management software designed to help small and medium-sized businesses streamline sales tracking, resource planning, customer service management, and marketing operations. It enables professionals to resolve after-sales issues, generate custom reports, archive files, and synchronize data across systems.

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DealerPeak CRM Center logo

Automotive Dealership CRM with 100% dealer DNA

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DealerPeak has been in the industry since 1999 and has seen firsthand how important it is to keep customers happy. The built-in CRM system allows users to focus on product knowledge and customer attention while the company takes care of the relationship. It’s a win-win!

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