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Top Rated CRM Software with Pandadoc - Page 2

Last updated: September 2026

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32 software options

Zendesk Sell logo

All-in-one sales platform for sales teams.

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

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

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ApplyOn logo

Workflow management system for insurance & finance industry

ApplyOn is a workflow management system specializing in banking, financial services, and insurance and enabling companies of any size to digitalize customer onboarding processes.

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Vintnerly logo

Marketing and advertising platform for wineries

Vintnerly is a marketing platform designed to help wineries manage advertising operations across SMS, website, email, social media, and other channels. Administrators can utilize analytics dashboards to gain real-time insights into conversions, cost per sale, web activity, CLTV, and customer purchases.

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OptiKratos logo

AI agents for business automation and engagement tool

OptiKratos is a comprehensive business automation platform that combines CRM, sales pipeline management, and AI-based agents for sales, marketing, and customer support. The system features enterprise-grade WhatsApp integration, workflow automation with AI chatbots, and advanced analytics capabilities, all designed to streamline customer engagement across multiple channels while maintaining SOC 2 compliance and GDPR-ready security protocols.

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Creatio logo

Cloud/on-premises AI CRM platform for enterprises

Creatio is a cloud-based or on-premises AI CRM and workflow platform for midsize and enterprise organizations, combining sales.

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Salesmate logo

Cloud-based AI CRM for sales, marketing & support

Salesmate is a cloud-based AI-powered CRM platform unifying sales pipelines, marketing automation, and customer support for SMBs.

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