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Top Rated CRM Software with Document storage - Page 26

Last updated: September 2026

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750 software options

Saalz logo
(0)

Customer relationship management platform

Saalz is a customer relationship management platform that helps businesses enrich data and generate leads. Users can view exchanges, notes, and tasks from within a unified interface.

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WHSuites logo
(0)

CRM Cum Lead management software

WHSuites CRM systems empower organizations to refine their sales processes, improve customer engagement, and drive revenue growth effectively. Sales forecasting functionality helps organizations predict future revenue and plan accordingly by analyzing historical data and pipeline information.

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ActionClient logo
(0)

CRM solution for small companies to develop their sales

Easiest and best CRM for small companies, reps, independant workers, start ups to develop sales.

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Smart Agent CRM logo
(0)

CRM for health and Medicare insurance agents

Smart Agent CRM is a Salesforce-based customer relationship management platform for U.S. health and Medicare insurance agents. It offers automated contact eligibility tracking, carrier book sync, commission dashboards, and compliance documentation with timestamps. Features include quote engine, e-signature, calendar, and email integrations, plus digital scope of appointment and policy lifecycle management tools.

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TaskFlow logo
(0)

TaskFlow: Click, Connect, Conquer!

TaskFlow is a comprehensive contact center, helpdesk, and dialer software, with advanced call routing, ticket management, and real-time analytics. It supports numerous integrations, and ensures security with end-to-end encryption and GDPR compliance.

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Roundesk logo
(0)

Telecom and customer relationship software provider

Roundesk is your partner value generator who accompanies you in your projects of business telecommunications and customer relationship management (CRM), from the thought to the implementation and beyond.

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Consistent Client Support logo
(0)

Platform for workflows, client relationships

Consistent Client Support is a cloud-based ERP platform integrating CRM, workflow automation, HR, accounting, and communication tools. Features include inventory management, document signing, invoicing, ticketing, policy management, and e-commerce. The platform offers customization and is accessible on iOS, Android, Windows, Mac, and Linux.

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ServiceTrac logo
(0)

Cloud-based service reference management software

ServiceTrac is a cloud-based reference management software that helps businesses handle sales and service operations on a unified platform. The tool allows executives to generate customizable reports, providing insights into the performance of different regions and teams.

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Dendreo logo

Softwre for managing training operations

Dendreo is a cloud-based solution destined to help training centers manage their operations.

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Kipu logo

Behavioral health platform for treatment centers

Kipu offers software for behavioral health organizations, integrating EMR, CRM, RCM, and GRC tools. The platform streamlines workflows with customizable documentation templates, secure messaging for care coordination, and integrated patient billing, while providing compliance management tailored to behavioral health facilities.

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Second CRM logo
(0)

Making Businesses Profitable

Easy to use software to improve customer relationships, increase sales and much more.

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VSCRM logo
(0)

Manage Leads, Build Relationships, and Grow Sales with VSCRM

VSCRM is a cloud-based CRM platform that helps businesses manage leads, customers, sales activities, and followups from one centralized system. It streamlines sales processes, improves team productivity, automates routine tasks, and enhances customer relationships to drive business growth & revenue

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WorkflowMax logo

Xero owned financial project management software for SMBs

WorkflowMax lets you manage all your job management & project management needs in a single, seamlessly integrated system. Features lead management, quotes, time sheeting, job tracking & costing, project management & reporting, invoicing, add-on integrations & more. If you run a service business & track your time, WorkflowMax is likely perfect for you!

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Getfly CRM logo
(0)

CRM software for SMBs.

GetflyCRM is a cloud-based CRM solution that assists businesses in generating more leads, driving an effective sales process, and much more.

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Klipy logo
(0)

The AI CRO that captures, closes, and compounds.

Klipy AI (klipy.ai) is the AI CRO: an AI sales agent that captures, closes, and compounds every deal. You approve, Klipy drafts. Free forever.

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Dailybiz logo
(0)

The management software for VSEs & SMEs

Dailybiz is a SaaS software that optimizes business management thanks to complete functional coverage: sales, purchases, CRM, accounting, business management and taxation. Flexible & customizable solutions according to the problems of each company.

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SeoToaster CRM logo
(0)

Cloud CRM & sales automation software

SeoToaster CRM is a cloud CRM & sales automation software which enables enterprises to launch campaigns, get insights into prospects and customers, and manage & market to leads with email tracking and leads nurturing automation, social marketing tools, a landing page builder, and more

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WealthSphere logo
(0)

Wealth management solution for entity compliance/financials

WealthSphere is a wealth management solution that includes integrated modules, such as customer relationship management (CRM) system, entity administration, document management, and more.

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Mazaé - Associations et Collectivités logo
(0)

All-in-one platform for business associations and cities.

Mazaé is an all-in-one platform to manage, promote, and grow business associations, professional networks, business parks (ZAEs), municipalities, and inter-municipal groups (EPCIs) — combining membership management, communication tools, and a collaborative intranet, with no IT department required.

Read more about Mazaé - Associations et Collectivités

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Cameva logo
(0)

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Eclipse Core Pro logo
(0)

Recruitment CRM for temp and perm hiring

Eclipse CRM gives recruitment agencies complete visibility over clients, candidates, and placements. Manage relationships, track interactions, and streamline your sales pipeline with real-time data, integrated communication tools, and reporting that helps you make smarter, faster decisions.

Read more about Eclipse Core Pro

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Superleap logo
(0)

AI-powered CRM for modern sales teams

Superleap CRM is an artificial intelligence-powered customer relationship management platform designed for sales teams. The software includes lead management capabilities, marketing automation across multiple channels, voice intelligence for call recording and transcription, and workflow automation tools. It features a mobile application for field teams with GPS tracking and route planning functionality, along with customizable dashboards and real-time analytics reporting.

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Berg CRM logo
(0)

Customer relationship management software

Berg CRM is a customer relationship management system that helps businesses organize sales processes, automatize commission settlements, and build client databases. The platform enables managers to automatically track notes, emails, and calls between the company and the client.

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MoreDo logo

CRM for photo/video studios and sports clubs in Canada

MoreDo is a CRM for photo/video studios and sports clubs in Canada. Contracts, invoicing, and scheduling connect automatically — a fee schedule becomes a contract clause becomes an invoice becomes a payment reminder, with CRA-compliant GST/PST calculated by province.

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HelmarOps logo
(0)

One AI platform for CRM,voice,invoicing & scheduling.

One AI-native platform that replaces your CRM, scheduler, invoicing, phone receptionist, and review tools — flat-priced for small teams.

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