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Top Rated Lead Management Software with Document Storage - Page 7

Last updated: April 2026

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240 software options

AgentCubed logo

Lead management and CRM solution for insurance businesses

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AgentCubed is a cloud-based solution designed to help insurance businesses manage leads and distribution, customer relationships, workflows automation, and more. The platform enables agents to quote on/off-exchange products, calculate premiums, compare policies, and submit applications.

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Clientify logo

All-in-one Communication, Sales, and Marketing platform.

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Clientify is a CRM and digital marketing platform that helps companies manage contacts, automate sales and campaigns, and improve customer relationships. It is designed to optimize business processes and increase the productivity of the sales, marketing and comunication teams.

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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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CRM.io logo

The All-in-One AI-Powered CRM Software

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CRM.io is an AI-powered CRM that streamlines sales and customer management with AI Agent, AI Cadence, Email Bot, Telephony App, WhatsApp Automation, RPA, and a B2B database. It enables multi-channel follow-ups, automated responses, live transcription, and smart recommendations.

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Nimble logo

Contact management & social relationship solution

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Designed for SMBs, Nimble connects all contacts, calendars, communications & social interactions on one platform for streamlined communication & lead nurturing. It is a CRM tool for Office 365 and G-Suite that builds contact management solutions for teams and individuals. It does all the work by integrating with productivity apps such as inboxes and calendars, delivers a streamlined user experience, and was built to help business teams close more deals, faster.

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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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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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Nutshell logo

Sales, marketing and engagement platform

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Nutshell is a comprehensive sales, marketing and engagement platform that helps B2B organizations win deals, and doesn’t require a full-time admin to manage. Every Nutshell subscription comes with unlimited CRM contacts, data migration assistance, and live support, all at a very affordable price.

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Heeros PSA logo

All-in-one professional service automation platform

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The professional service automation platform that simplifies the way businesses are run and grown.

It has all: project and resource management, sales, profitability monitoring and more.

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Pipeline CRM logo

A Sales CRM Built by Salespeople for Salespeople

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PipelineDeals automatically routes new leads to sales reps and provides analytics on how quickly sales reps follow up with new leads. Deploy CRM in 2 weeks!

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GreenRope logo

CRM solution for sales, marketing and operations

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GreenRope helps manage your leads with integrated tools for email marketing, landing pages, and more. You can use automation to send relevant messages and follow-ups based on behavior and preferences, monitor and optimize your lead management campaigns with real-time analytics and reporting.

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Kommo logo

Messenger-based sales tool for SMBs and entrepreneurs

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Kommo is a sales solution that uses your current data to deliver sales forecasts and plan strategically. You can even utilize your own formulas to gauge the likelihood of a purchase from your leads.

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Ringy logo

Customer relationship management & marketing automation tool

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Ringy (formerly iSalesCRM) is a customer relationship management software that provides businesses with tools to generate leads and automate marketing operations. Supervisors can gain an overview of turnover rates, incoming leads, outbound calls, account balance, and other key metrics via charts and drip analytics.

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F-RevoCRM logo

Cloud-based, open-source CRM software for Japanese market

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F-RevoCRM is a cloud-based, open-source CRM software that is only available in Japanese. The software provides customer relationship management tools and automated workflows, designed for both sales and service departments. F-RevoCRM is suitable for various use cases such as managing leads, cases, inquiries, and sales data. It can be used to manage all contact information and track activity in real-time. Customizable reporting and an optional customer portal are also available.

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Onpipeline logo

Customer relationship management (CRM) with visual pipeline

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CRM for managing leads, the entire sales process, activities, reporting, and producing price quotes and invoices. 

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Blue Note Systems logo

CRM software to manage leads, sales, quotes & campaigns

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Blue note systems, based on SugarCRM, is a cloud-based customer relationship management (CRM) software designed to help businesses handle the entire sales cycle, from prospecting to providing customer service. Features include multi-channel marketing, lead nurturing, real-time analytics, and more.

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LeadTrac logo

Customer relationship management (CRM) solution

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LeadTrac is a customer relationship management (CRM) solution that helps businesses manage prospecting, lead capture, and customer segmentation, among other operations from within a unified platform. It enables staff members to create activity logs, add notes, and receive appointment reminders.

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FranConnect logo

Franchise software for the entire franchise lifecycle

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FranConnect is a cloud-based franchise management solution designed for managing the entire franchise lifecycle, including franchisee onboarding, field ops, customer relationship management, sales, financial data management, communications, training, marketing, performance tracking, and more.

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Workbooks logo

A made-to-measure CRM for an off-the-shelf price.

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Workbooks is the provider of CRM apps designed for small and mid-size organizations. Our suite of software enables clients to accelerate sales growth, improve marketing execution, streamline business processes and improve the customer support they deliver.

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Vtiger CRM logo

All-in-one CRM for small businesses

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Vtiger works with over 100,000 businesses helping them deliver outstanding customer experiences by breaking barriers between their marketing, sales, and support teams.

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Salesboom CRM Suite logo

Online CRM Software

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Salesboom CRM is an online CRM and customer retention software designed to manage your customer base and identify up-selling opportunities. Established in 2003, the Salesboom CRM system has been helping enterprises of all sizes coordinate their customer relationship management and cross/up-selling strategies as well as providing online training courses and support.

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WorkflowMax logo

Xero owned financial project management software for SMBs

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Track your leads, proposals and sales pipeline in one place. When you close a lead, turn it into a job, track costs and time, and invoice - with one click.

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iscrm logo

Web-based business management solution for SMEs

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iscrm by infosense offers comprehensive business management solutions to help users optimize business processes. The web-based software integrates features like CRM, ERP, and groupware tools to boost growth.

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SPOTIO logo

Field service management and sales engagement software

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SPOTIO is a field service management solution that helps businesses across several industry segments, including solar, medical, telecommunications, and distribution manage operations related to route optimization, customer communications, lead visit tracking, and more on a centralized platform.

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Cronberry logo

Marketing automation and lead management software

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Cronberry is a cloud-based marketing automation software devised to help businesses in travel, healthcare, education, real estate, insurance, banking, and other industries manage teams, marketing activities, performance evaluation, and more. The platform lets organizations send personalized messages and emails to promote products, services or offers across multiple channels via a unified portal.

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