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Top Rated CRM Software with Document storage - Page 21

Last updated: August 2026

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689 software options

TeamSystem Enterprise logo

ERP platform for small to midsize businesses

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TeamSystem Enterprise is an enterprise resource planning (ERP) platform that optimizes and helps small to midsize businesses streamline workflows through guided configuration, centralized updates, and data security.

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Lime CRM logo

We create customer heroes, a platform for customer journeys.

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A customer relationship management (CRM) software that allows marketing, sales and customer care teams to provide exceptional customer experiences. Smart add-ons and integrations to your other IT systems enables Lime CRM to not only manage and track, but also make use of all your customer data.

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Focus Softnet logo

One Platform. Complete Business Control

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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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BoldTrail logo

The Smarter Broker Alternative - Ranked #1 by 250K Agents

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Ranked #1 by 250K Agents, BoldTrail is a complete real estate platform built for MODERN BROKERAGES and teams looking to automate and grow their business.

BoldTrail saves 35% on tech costs, enhancing brand recognition, and guarantee agent success.

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Ontraport logo

Sales, marketing, and communication management software

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Ontraport helps businesses streamline sales, marketing, customer communication, and other operations on a unified portal. The marketing automation tools let organizations create, run, and manage marketing campaigns using customizable templates and send targeted emails or text messages to customers.

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Zendesk Sell logo

All-in-one sales platform for sales teams.

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Zendesk Sell is a CRM software focused on empowering sales teams to win more deals. By automating tasks and data analysis, the all-in-one platform aims to help sales reps increase productivity while enabling sales leaders to provide the personalized coaching needed to accelerate performance.

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SuperOffice CRM logo

European CRM for SMB sales, marketing & service teams.

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SuperOffice is an award winning CRM platform created to enable sales, marketing and customer service teams deliver a personalized customer experience

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Thryv logo

AI-powered software built for small business growth.

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CRM software for small business. View contact info, appointment history, unique preferences, and notes with tags and filters. Includes text and email marketing.

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Sage Intacct logo

Best-in-class Cloud ERP for Finance

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Sage Intacct is a leading provider of best-in-class cloud ERP software, and is the preferred cloud financial management applications for the AICPA.

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Ngage logo

Cloud-based & all-in-one staffing agency software.

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Ngage CRM by Arca24 is a staffing agency module developed to manage the relationship with the client, from the receipt of the job order to the sending of the short list of candidates. Within the system it is possible to manage all customer data, offices and contacts, activities and feedback.

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Cirrus Insight logo

#1 App for Salesforce Productivity & Meeting Automation

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AI-powered CRM automation that builds pipeline, manages deals, and keeps your sales engine running directly from your inbox.

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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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Sellsy logo

CRM, invoicing, automation, marketing (+ more) in one place!

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The all-in-one sales suite to take the headache out of customer relationships. Manage your CRM, customer support portal, invoicing, and more from one platform!

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Jungo logo

Mortgage and real estate CRM

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Jungo is a cloud-based mortgage and real estate CRM solution that allows users to automate repetitive tasks, enhance marketing efforts, and streamline communication with everyone from prospects, clients, referral partners, and colleagues.

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CiviCRM logo

Open source CRM for nonprofit and civic sector

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CiviCRM is a comprehensive and powerful open source software CRM dedicated to maximizing your impact. Organize and managing your contacts, donations, memberships and campaigns all in one place.

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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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Propertybase Salesforce Edition logo

Real Estate CRM & Marketing Platform

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Propertybase connects real estate businesses with scalable technology, creating repeatable, streamlined and efficient processes to manage the entire sales cycle

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PlanPlus Online logo

Personal Planner and CRM software

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PlanPlus Online is planning software, plus a progressive set of productivity, collaboration, and Customer Relationship Management (CRM) features that allow you to increase individual effectiveness and build a Culture of Productivity

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Salesforce Marketing Cloud logo

Customer relationship management solution

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Salesforce Marketing Cloud is a comprehensive marketing platform designed to help businesses personalize every moment of customer engagement across the entire customer lifecycle. By connecting every department through actionable data and Agentforce, the platform empowers teams to work together and build lasting customer relationships.

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ROLLER logo

Payment processing, venue and ticketing management platform

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CRM modules from ROLLER manage and analyze interactions and data over the course of the customer journey cycle. Our smart CRM allows you to better segment and target your customers with marketing communications and simplifies processes to save you time.

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Efficy CRM logo

Pay-less for more. Europe's most flexible CRM

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Known as Europe’s most flexible CRM, Efficy offers a completly customisable Customer Relationship Management solution. With us, you'll centralize your customer data, empower your employees, and grow your business.

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Agile CRM logo

Sales and marketing CRM for growing businesses

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All-in-One CRM with Sales, Marketing & Service in single platform. Sales tracking, contact management, marketing automation, telephony, analytics and helpdesk.

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Deltek Vision logo

Project management tool for professional services managers.

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Deltek Vision is a project management solution, which helps businesses in the professional services sector manage customer relationship management (CRM), project planning, document tracking, resource planning, payroll processes, and more. It improves project profitability and streamlines client relationships by managing the complete lifecycle of a project, from identifying opportunities to estimating costs.

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M1 ERP logo

Manufacturing enterprise resource planning (ERP) software

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M1 is a modular web-based manufacturing enterprise resource planning (ERP) software for job shops, make-to-order manufacturers and custom & mixed mode manufacturers. The system is designed to manage multiple business areas including production, engineering, scheduling, inventory, shipping, and more.

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Act! logo

More than CRM - Your total relationship solution.

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Act! Premium is a powerful, all-in-one CRM and Marketing Automation tool that empowers today’s small and midsize businesses to market better, sell more, and create customers for life.

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