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Top Rated CRM Software with Document storage - Page 21

Last updated: June 2026

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666 software options

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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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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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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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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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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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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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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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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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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Ellucian logo

Suite of operations tools for higher education

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Ellucian is a suite of operations tools for higher education institutions with modules for enterprise resource planning (ERP), student information systems (SIS), constituent relationship management, & analytics. It offers mobile apps, third party integrations & student self service.

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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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Insightly logo

Insightly is the modern, affordable CRM that teams love.

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Insightly is easy to use, simple to customize, and scales with companies as they grow. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships.

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Virtuagym logo

All-in-One Gym, Studio & PT Management Software

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Virtuagym is the ultimate solution for club managers looking to take their club to the next level with powerful member engagement. Ready for all the to improve efficiency and member engagement, but most importantly, boost your profits?? Book your demo and get ready to transform your club.

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SugarCRM logo

Cloud-based customer relationship management (CRM) platform

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SugarCRM is an all-in-one CRM platform that aligns sales, marketing, and service teams to drive enhanced productivity and growth. It's a cost-effective, realiable CRM solution, highly regarded for its user-friendly design, and robust integrations.
Ideal for B2B medium to large-sized companies.

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Practifi logo

The single, unified workplace for your advisory firm.

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Powered by Salesforce and built for the wealth management industry, Practifi is an award-winning business management platform powering the nation’s largest RIAs, international broker-dealers and enterprises.

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Rapitek CRM logo

CRM platform with rapid two-week deployment

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Enterprise CRM platform with dedicated private servers per customer, native WhatsApp Business API, and full ERP integration. Built by a team with 200+ implementations. Live in 2-4 weeks with setup, training, and customization included.
Starting at $25/user/month.

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ROI 360 logo

All in One Business Transformation Platform

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ROI 360 is a business management platform designed to help streamline operations and drive growth across all areas of business. The platform offers a modular architecture with multiple integrated applications, allowing users to access the tools needed to optimize sales, marketing, and customer relationship management processes.

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