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Top Rated CRM Software with Proposal generation - Page 5

Last updated: September 2026

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131 software options

SuperOffice CRM logo

European CRM for SMB sales, marketing & service teams.

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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Sage Intacct logo

Best-in-class Cloud ERP for Finance

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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Deltek Maconomy logo

Cloud-based tool for project, finance, and HR operations.

Deltek Maconomy is a cloud-based enterprise resource planning (ERP) solution, which helps businesses in the professional services industry manage projects, financial operations, employee databases, and more. The platform offers various features such as expense management, work order tracking, project budgeting, subcontractor databases, accounting processes, performance monitoring, mobile application, and more.

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Efficy CRM logo

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

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

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 Vantagepoint logo

Power project success

Deltek Vantagepoint is a powerful, intuitive solution that helps people manage projects from start to finish. With full visibility of client, project and financial details, your organization accelerates workflows, maximizes productivity and realize great business results.

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Netskope One Platform logo

Cloud-native SASE & zero trust platform for enterprises

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.

Read more about Netskope One Platform

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BuildOps CRM+ logo

Sales and estimating solution for service contractors

Shark Byte CRM is a cloud-based project estimating tool designed for mechanical contractors to automate business processes via mobile surveys, estimating & proposal generation. The reports & dashboards are designed to provide insight into the sales funnel, enabling optimization of sales performance.

Read more about BuildOps CRM+

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ShareCRM logo
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AI CRM linking business data and people

AI-powered, connected CRM integrating marketing, sales, and service. Features low-code customization and mobile-first tools.

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Flashquotes logo
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Booking software for mobile business events

Flashquotes is an event booking platform designed for mobile businesses that combines lead capture, quote management, scheduling, and client relationship management. The software includes features such as automated email workflows, digital contracts, invoice generation with integrated Stripe payments, and real-time availability tracking based on booked resources and equipment.

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Lucrative AI logo
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AI-native CRM and marketing automation platform

Lucrative AI is an AI-native customer relationship management and marketing automation platform that combines sales, marketing, analytics, quoting, and governance capabilities. The software features AI-powered lead scoring, revenue forecasting, campaign attribution, automated quote generation, and CRM health monitoring. Lucrative AI integrates with platforms including Salesforce, HubSpot, and GoHighLevel, and supports natural language interactions through Claude and OpenAI models.

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WorkGuru logo
(0)

Job Costing Done Right

WorkGuru is an all-in-one job management and costing platform for the fabrication, construction, and engineering industry.

WorkGuru brings together every element of job management and costing into a simple, yet powerful platform to keep your projects on track, and profit in your pocked.

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Silvasoft logo
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Online booking and invoicing solution

Silvasoft is an accounting solution, designed to help businesses in the Netherlands and Belgium manage bookkeeping and invoicing. It also offers support for business management, with tools such as time registration, inventory tracking, personnel management, project management, agenda & a CRM tool.

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MAssist logo
(0)

AI sales automation & distribution management

MAssist CRM is an AI-driven sales automation and distribution management platform for field sales. It offers salesforce automation, distributor management, CRM, lead management, mobile POS, and business intelligence tools. Features include real-time inventory tracking, order booking automation, beat planning, and analytics across distribution channels. The platform integrates with ERP systems and includes gamification elements.

Read more about MAssist

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Fixner logo
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Streamline service management

Fixner is a cloud-based software designed to streamline operations for service-based businesses. It offers a comprehensive suite of features, including CRM, project management, work order management, time tracking, invoicing, and more. Fixner is adaptable to the specific needs of various industries, such as construction, maintenance, technical support, architecture, engineering, and professional services, providing a solution to improve productivity and profitability.

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TakeOff Estimates and Reports 4.0 logo

CRM software for freelancers and businesses

TakeOff is a customer relationship management (CRM) software designed to help freelancers and businesses handle reports, estimates, budgets, travel accounting, proposals, goals, and more on a unified platform. Administrators can create quotes using existing cards and monitor opportunities.

Read more about TakeOff Estimates and Reports 4.0

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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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ABMHUB logo
(0)

Sales and Marketing, finally together.

CRM Software, Marketing Software, Sales Software

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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

Read more about SeoToaster CRM

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Payaca logo

Simple, yet powerful, CRM solutions.

A CRM solution for ambitious field service businesses. With a focus on simplicity and efficiency, we empower businesses to streamline operations, build strong customer relationships, and fuel growth. Developed by software experts, Payaca is designed for adaptability and continuous improvement.

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Sales Journey logo
(0)

AI-based platform for managing sales operations

Sales Journey is an AI-powered sales operations platform that provides a complete and clear view of the client portfolio, sales management resources, a personalized customer portal, and secure payment processing capabilities to help organizations prioritize deals, track sales performance, and accurately forecast revenues.

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Avaro One logo
(0)

Integrated CRM and PSA for professional services

The CRM That Does Everything.
No add-ons. No integrations. No surprises.

Pipeline management, lead scoring, e-signatures, document tracking, marketing automation, and contract lifecycle management — all included in every plan. From first lead to signed contract, in one platform.

Read more about Avaro One

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ClientDeck logo
(0)

The client operating system for freelancers & agencies

ClientDeck is an all-in-one client operating system for freelancers, agencies and consultants. Manage clients, projects, invoices, proposals, payments, tasks and branded client portals from one secure workspace instead of juggling multiple business tools.

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WBudget logo

Cloud-based sales proposal management solution

WBudget is a complete web-based proposal management platform that helps companies to save time and avoid rework. An average WBudget user creates and submits a fully professional proposal in less than 5 minutes and can remotely track its approval and closure.

Read more about WBudget

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