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Top Rated CRM Software with Pandadoc

Last updated: June 2026

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29 software options

Zoho CRM logo

Customer relationship management solution

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Zoho CRM records all contact, lead & account data. It also lets you assign tasks, automate workflows & marketing, track revenue & send communications.

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HubSpot CRM logo

CRM and lead management solution

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HubSpot CRM is the perfect free sales tool for your small business. Say goodbye to manual tasks and confusing features. Say hello to HubSpot CRM.

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Copper logo

The CRM designed for Google Workspace

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Designed for businesses using Google Workspace (formerly G Suite), Copper keeps business relationships in one place, automates repetitive tasks, and helps you stay organized with projects and deadlines. Get started in minutes!

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monday CRM logo

Customer relationship management solution

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monday CRM enables revenue teams to improve efficiency at every stage of the customer
journey.

The intuitive interface combined with automations and AI, allows revenue leaders to adapt the CRM to their own sales process while cutting costs and saving time.

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Close logo

The conversation-first CRM for small, scaling sales teams

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Close is the sales engagement CRM that helps SMBs turn more leads into revenue. A true multichannel platform, Close lets you email, call, and text your leads from desktop. Go beyond contact management with the CRM that helps you reach more leads, follow up more often, and close more deals.

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Salesmate logo

The most customizable CRM. Now with AI

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Salesmate CRM provides an easy to use solution to simplify complex sales processes of startups, and, small and medium enterprises. Salesmate is a truly intelligent cloud-based CRM solution that benefits sales reps be more productive, increases their sales and engage deeply with their customers.

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servis.ai logo

Powerful, easy-to-use BOMP your whole team will love.

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FreeAgent CRM is a fully-featured CRM that helps your team get organized, gain visibility into day-to-day work, and get more done.

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Coevera logo

Technology & People Evolving Together

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Pipeliner CRM a sales enablement tool for sales management and salespeople. Focusing on what matters, pipeline + process + focus + analytics for revenue.

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ConvergeHub logo

Sales, marketing, customer service & billing CRM for SMBs

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Use ConvergeHub to engage, communicate and collaborate with leads, prospects and customers at every stage and from any device.

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MadeMarket logo

Customer relationship and deal management platform

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MadeMarket is a purpose-built customer relationship and deal management platform designed for investment bankers and capital markets professionals. Key management features include dashboards with auto-generated data, ready-built around industry pipeline metrics that monitor tasks, projects, and deal flows with dynamic customization capabilities.

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iCERP by NEXUSsoft logo

Individually crafted ERP solutions for medium sized business

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iCERP by NEXUSsoft is our flagship software suite for medium sized businesses with complex needs.

iCERP supports your business' unique strategies and enables you to stand out from the crowd. Embrace your uniqueness, break free from limitations, and unlock new levels of efficiency and productivity.

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Pipedrive logo

Cloud-based CRM solution for salespeople

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Pipedrive is an easy to implement CRM software tool that helps you focus on the activities that drive deals to close.

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Freshsales logo

Sales management solution

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Freshworks CRM Sales Cloud is a complete solution for sales teams to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights and nurture customer relationships. The Sales Cloud empowers sales teams with more time for selling by automating the sales process.

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Overloop logo

CRM software for managing conversations

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Finally, a CRM for outbound sales teams.

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Amwork logo

Create your own workspace and run your company easily.

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Amwork is an essential platform for every business tool, with a builder to create a unique workspace for a company. Our builder is powerful, it allows you to create a unique custom workspace with modules such as CRM, project management, HR and everything concerning your business workflow. Amwork str

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Spotler CRM logo

The Powerful CRM for Growing Teams

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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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Nutshell logo

Sales, marketing and engagement platform

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Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations win more deals, and doesn’t require a full-time admin to manage. Every Nutshell subscription comes with unlimited CRM contacts, data migration assistance, and world-class live support, all at an unbeatable price.

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FunnelMaker logo

Customizable, integrated CRM & marketing automation platform

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FunnelMaker is a customizable, web-based CRM and marketing automation software for businesses of all sizes, which supports text and email marketing, real-time tracking and statistics, opportunity management, QuickBooks and Salesforce integrations, and more

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Salesforce Starter logo

Customer relationship management tool for SMBs

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Salesforce Starter is an all-in-one CRM suite designed to help growing businesses organize data, manage customer relationships, and gain valuable insights. The solution brings together marketing, sales, service, and commerce tools in a single platform.

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Zendesk Suite logo

AI powered customer service across all channels

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Zendesk offers an AI-powered service platform that unifies conversations from multiple channels. It features AI agents for resolving inquiries, ticketing for support requests, and analytics for tracking service quality. Its Resolution Learning Loop technology enhances automation by integrating AI, human agents, and knowledge resources on one platform.

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GreenRope logo

CRM solution for sales, marketing and operations

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GreenRope CRM is a comprehensive solution to help your entire team drive real results. With sales, marketing, customer service, and operations all built-in to the same system, you become a lean, data-driven organization with a complete 360-degree view of the customer lifecycle.

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Nimble logo

Contact management & social relationship solution

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Nimble combines CRM with social media monitoring and insights to help you smartly engage with your contacts.

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Dynamics 365 logo

ERP and CRM applications from Microsoft

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Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.

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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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Lofty logo

AI-Powered Real Estate CRM & lead generation software

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All-in-one AI-powered CRM and marketing platform helping real estate professionals generate leads, engage clients, and close deals.

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