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Top Rated CRM Software with Document storage - Page 13

Last updated: June 2026

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666 software options

SmartWe logo

Cloud-based CRM for appointment and project management

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SmartWe is a cloud-based customer relationship management (CRM) system. All information and contact options can be called up immediately via the software’s quick view feature. Businesses can use ready-made surveys to inquire about and evaluate levels of customer satisfaction for their product.

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TimO logo

The modular Project-ERP Business Suite

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Digitize your processes from time tracking and resource planning to invoicing – flexible, secure, and 100% made in Germany.

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FForce logo

Sales Force Automation

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Sarjen's FForce: AI-powered Sales Force Automation. Boosts sales efficiency by streamlining workflows, offering eDetailing & real-time analytics. Empowers teams to engage customers, build relationships, and close deals. Automates tasks, boosting productivity, retention, and ROI.

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Pega Sales Automation logo

Cloud-based platform for managing sales pipeline

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Pega Sales Automation is a cloud-based solution that enables businesses to manage customer engagement, opportunity insights, guided selling, and other operations across the entire sales pipeline. With Pega Sales Automation, companies can personalize and automate interactions with customers and prospects, while improving sales performance by providing a single source of truth for all customer data.

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Karlia logo

French-language customer relationship management software

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Karlia is a cloud-based customer relationship management (CRM) software designed to help businesses handle various administrative processes such as prospecting, accounting, invoicing, project management, suppliers' communications, purchasing, and more.

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Sollit logo

An online ERP platform for the sustainable energy market

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Sollit CRM brings structure and transparency to your funnel. Store all customer data, actions, and follow-up in one place. Automate your process and communication, and get real time visibility into leads, status, and opportunities.

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Intrix CRM logo

Web & mobile CRM and project management

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It is a customer relationship management tool for small and middle-sized companies that are related to selling in advertising and marketing agencies, insurance companies, media houses and other B2B and B2C companies. The key benefits include increased efficiency, data security and more.

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Irium-software logo

ERPs, Mobile apps, CRM

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IRIUM SOFTWARE provides ERP solutions dedicated exclusively to dealers, distributors, repair agents, rental companies and importers of equipment in the agricultural machinery, public works, handling, heavy goods vehicle and recreational motorbike sectors.

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Creysto Sales CRM logo

Streamlines sales processes for businesses.

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Creysto CRM is a marketing automation and sales CRM software for businesses. Creysto CRM features tools to organize lead retention, lead management, sales automation, and reporting. With Creysto CRM, users can streamline marketing efforts, reach customers through multiple channels, set automated call-to-action triggers, and access data analytics.

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JMServices Job System Pro logo

Streamline jobs, inventory, and customers with ease.

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Try JMServices Job System Pro for free - the comprehensive, AI-powered, cloud-based solution to manage jobs, suppliers, inventory, customers, contractors, and building codes. Streamline your business operations with ease.

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TAG logo

Cloud-based customer relationship management platform

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TAG is a CRM platform that assists businesses with customer and company management including personal data database, contact management, notifications, social media marketing, knowledge base, video conference user management, contract management, electronic invoicing, warehouse management, accounting, integration, and e-commerce processes.

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Scopevisio logo

Simplify your daily business with Scopevisio.

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Scopevisio is the cloud-based business software that automates commercial processes, aligns your company more profitably and thus makes it fit for the digital future.

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SwiftDesign CRM logo

All-in-one CRM for agencies with client portals

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SwiftDesign CRM is a customer relationship management platform designed for agencies and professional teams. The software features sales pipeline management with Kanban boards, secure client portals with magic link access, integrated invoicing, and document storage with nested folder organization. It includes a dashboard that tracks pipeline value, revenue metrics, and client activity, along with native spreadsheets, in-portal chat functionality, and team collaboration tools.

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MaxCustomer logo

Cloud-based CRM solution for sales professionals.

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MaxCustomer is a cloud-based CRM solution that provides businesses with the ability to increase their sales by analyzing and managing revenue opportunities, customer relationships, and growth. MaxCustomer allows businesses to view all their sales and customer interactions from a single dashboard. Sales professionals can use it to track leads, manage opportunities, and provide their team the ability to add new customers via follow-ups.

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Globe3 ERP logo

Comprehensive & scalable cloud-based ERP software

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Globe3 ERP is a cloud-based software from Singapore, merging Finance, Manufacturing, Supply Chain, Project Management, CRM, and Employee Self-Service to boost productivity. Its web platform supports multi-company and multi-currency functions, enabling organizations to streamline operations and enhance efficiency.

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Unbox ERP logo

The lead solution in Training, Consulting and 24/7 Support.

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Unbox ERR & CRM Solutions is a cloud based service helping to streamline all aspects of your business including Invoicing, Inventory Management, Project Management, Third-party management with over 20 modules available. See customer trends and patterns within one centralized platform.

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Telemanager CRM logo

Telemanager CRM solution

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Telemanager CRM simplifies telemarketing with easy campaign creation, automated lead reporting, and integrated quality approvals. Affordable, user-friendly, and designed to scale, Telemanager helps businesses streamline workflows, improve productivity, and drive better results.

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1Solution Mortgage Software logo

Mortgage software for loan officers and brokers

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Mortgage CRM for brokers and loan officers. Manage leads, customers, partners, communication, and recruitment in one platform.

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Asset Data Manager logo

Data management software

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Asset Data Manager is a data management software that helps businesses with market data analysis, data organization, sales campaign management, and more. Managers can create and monitor email sales campaigns, publish equipment across websites, and track real-time campaign statistics using a unified interface.

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Offsoo logo

Planning software for accountants and administration offices

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Offsoo is a cloud-based planning software designed to help accounting and administration firms track time, create forecasts, and more. It offers a streamli transition from Excel, providing a complete overview of internal business operations. The software facilitates integration with existing workflows, automating recurring tasks and visualizing desired data.

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DevRev logo

DevRev OneCRM, purpose-built for technology companies

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DevRev is a platform purpose-built for SaaS and technology companies, helping back-office development match the rapid pace of front-office customer relationships. It helps individuals bring end users, support engineers, product managers, and developers together, making it effortless to do what matters most and creating a company-wide culture of product and customer-centricity.

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cobra CRM logo

Streamline business with CRM solutions.

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cobra CRM is a comprehensive customer relationship management (CRM) solution that offers professional address and contact management, office communication and management, direct and email marketing, company-wide appointment management, and an integrated GDPR compliance package. It also includes sales process management with forecasting, extended workflow and campaign management, and additional tables and subtables.

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XT-ERP logo

Modular enterprise resource planning solution

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XT-ERP is an enterprise resource planning and CMMS (computer maintenance management system) tool that is made up of various modules including sales & purchasing, contract management, CRM, stock management, help desk, production monitoring, geolocation, and reporting and BI.

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Exeevo Omnipresence logo

Cloud CRM Platform for the Life Sciences Industry

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Exeevo Omnipresence is one multichannel CRM solution created specifically for the life sciences industry. Its use cases include Marketing, Commercial, Field CRM, Medical Affairs CRM, Event management, Content Management, Expert and Patient Engagement.

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Peercore CRM logo

Peercore CRM is an industry-specific CRM for food companies

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Whether your food company is large, small, or medium-sized, Peercore CRM can be a key enabler in the success of retaining and growing a strong customer base. This solution understands the flow of products from the distributor to the specific requirements of the end customer.

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