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Top Rated CRM Software with Document storage - Page 17

Last updated: September 2026

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752 software options

telecrm logo

Sell to serve

Efficient sales system for your team
with lead management, phone calls, meetings and WhatsApp communication managed on a single platform

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InfoFlo CRM logo

HIPAA compaliant case management software

Easy-To-Use CRM with contact, email, calendar, document & task management + QuickBooks, Outlook and a Google Sync. $99 + Free Upgrades

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AgentCubed logo

Lead management and CRM solution for insurance businesses

AgentCubed is a cloud-based solution designed to help insurance businesses manage leads and distribution, customer relationships, workflows automation, and more. The platform enables agents to quote on/off-exchange products, calculate premiums, compare policies, and submit applications.

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Boond logo

Driving performance for IT services & consulting firms

Boond is a cloud-based ERP built for IT services companies, consulting and engineering firms. It centralizes CRM, staffing, recruitment (ATS), HR, project management, time & expense tracking, invoicing and finance on one platform, with real-time visibility for every team.

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Silvertool CRM logo

CRM solution built for your sales team, from 5 users.

Silvertool CRM, designed for the French market, helps businesses create, implement, and launch personalized customer relationship management (CRM) applications. The customizable dashboard allows organizations to track goals, create favorite lists and plan agendas. 5 users minimum

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Maple CRM logo

CRM software solution for Immigration Consultants from 2012

Maple CRM is a cloud-based, all-in-one CRM + process management platform designed for immigration and overseas education consultants. It helps businesses manage leads, automate workflows, handle client cases, store documents, generate agreements, track payments, and provide a client portal.

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F-RevoCRM logo

Cloud-based, open-source CRM software for Japanese market

F-RevoCRM is a cloud-based, open-source CRM software that is only available in Japanese. The software provides customer relationship management tools and automated workflows, designed for both sales and service departments. F-RevoCRM is suitable for various use cases such as managing leads, cases, inquiries, and sales data. It can be used to manage all contact information and track activity in real-time. Customizable reporting and an optional customer portal are also available.

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vcita logo

Appointment scheduling and reminder solution

Store, manage and label your leads, contacts and clients in one centralized online hub.

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KiBiz logo

Business management solution

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

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Visual Planning logo

Resource management, scheduling and planning solution

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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Private Practice Software logo

Healthcare practice and patient management tool

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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SP CRM Core logo

CRM application built on Microsoft 365 for SMBs

SP CRM is a Microsoft 365-native app that simplifies customer management using SharePoint, Teams, and the Power Platform.

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mloflo logo

Nurture relationships, build trust, close more deals

mloflo is the only mortgage CRM on the market that makes your business more efficient and shows you specific actions to grow your referrals and nurture your network. mloflo helps real estate businesses manage leads, email marketing, sales pipeline, reporting, and more.

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SAP Business ByDesign logo

Cloud ERP solution for small and medium sized businesses

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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CivicPlus SeeClickFix 311 CRM logo

311 request and work management application

SeeClickFix 311 CRM enables efficient resident-government communication, streamlining request management and enhancing engagement with reporting tools.

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Rooftop logo

Email and project management software for modern teams

Rooftop is a collaboration platform designed to help teams with email management, customer support, and task/project management. It allows users to manage incoming and outgoing messages, collaborate on emails and tasks, and keep track of team performance.

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SpinOffice logo

Improve your customer contact with SpinOffice CRM!

SpinOffice is a customer relationship management (CRM) solution designed to help small to midsize enterprises manage emails, business contacts, appointments, tasks, projects, folders, files & notes. The platform offers centralized access to customer data in order to collaborate with teams & clients.

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Spotler CRM logo

The Powerful CRM for Growing Teams

The powerful small business CRM for B2B with everything you need to manage your sales and marketing. Find every customer, contact and communication instantly. Track your leads and automate your sales process. Keep on the ball by setting tasks and appointments so you never miss another sale.

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Voiro logo

MONETISE YOUR MEDIA. Sell Better. Price Better. Bill Faster.

Voiro orchestrates orders, placements, billing, and integrations for leading web publishers and e-commerce companies across the globe to make it the leading revenue and analytics suite.

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Cegid PHC GO logo

Online business management solution in Portuguese

PHC GO is an online business management solution available only in Portuguese. The software offers tools for managing sales, suppliers, billing and invoicing, stock, accounting, and more.

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Corenio logo

"Corenio: Streamlining SME Operations Effortlessly"

Elevate your SME with Corenio: A comprehensive suite for seamless order, inventory, and shipping management. Optimize operations, boost efficiency, and drive growth. Discover the power of integration and scalability. Transform your business with Corenio today!

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Exxas logo

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Vepaar logo

All-In-One Solution for Managing Your Online Business

CRM by Vepaar provides a WhatsApp web-based extension.

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BlueCamroo logo

All-In-One for SMBs - CRM, project management, and more

BlueCamroo is a web-based online business productivity suite that helps businesses manage sales, customers, and projects more efficiently and profitably. It offers social network monitoring module that finds sales opportunities and spots service issues across Twitter, LinkedIn, and Facebook.

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Teamwork CRM logo

CRM solution to manage sales process

The powerful automated sales tools within Teamwork CRM allow you to split leads and opportunities into separate pipelines. Users can create separate pipelines for different client accounts, so you can effectively organize your sales data into manageable groups. The main dashboard will immediately show you who’s up next.

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