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Top Rated CRM Software with Pandadoc

Last updated: September 2026

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32 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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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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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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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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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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Airtable logo

Cloud-based AI app-building platform for all teams

Airtable is a cloud-based, AI-native platform for building custom apps, automating workflows, and deploying AI agents on a shared.

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ClickUp logo

Cloud-based project & AI workspace for all teams

Cloud-based productivity platform for teams of all sizes, combining task management, docs, chat, goals, time tracking, and whiteboards.

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Salesmate logo

The most customizable CRM. Now with AI

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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ActiveCampaign logo

Cloud-based marketing & sales automation for SMBs

ActiveCampaign is the AI-first marketing platform built to transform how marketers, agencies, and entrepreneurs work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp.

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servis.ai logo

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

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

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

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

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

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

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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HubSpot Sales Hub logo

Cloud-based sales CRM for teams of all sizes

HubSpot Sales Hub is a cloud-based sales platform covering lead management, deal tracking, CPQ, automation, and AI-driven analytics.

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Overloop logo

CRM software for managing conversations

Finally, a CRM for outbound sales teams.

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Amwork logo

Create your own workspace and run your company easily.

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

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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FunnelMaker logo

Customizable, integrated CRM & marketing automation platform

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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Nutshell logo

Sales, marketing and engagement platform

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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Zendesk Suite logo

AI powered customer service across all channels

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

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

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

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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