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Marketing Automation Software with Document Management (2026)

Last updated: April 2026

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81 software options

Jira logo

Project management and work tracking software

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Jira is project tracking software that helps every team collaborate to plan, track, and release work by breaking down big ideas into achievable steps. Jira offers features like task organization, work alignment to goals, customizable workflows, and real-time data insights to optimize outcomes.

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Zoho CRM logo

Customer relationship management solution

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Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

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Pipedrive logo

Cloud-based CRM solution for salespeople

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Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and AI-based features.

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ActiveCampaign logo

AI-first marketing platform

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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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Wrike logo

AI powered workflow management platform

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Wrike is a marketing automation software used by 20,000+ companies worldwide. Features customized reports and request forms, visual proofing, resource management, interactive Gantt charts, Kanban boards, time tracking, and workload overviews. Wrike also includes automation with 400+ integrations.

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Marketing 360 logo

Marketing Platform For Small Business

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Stay top of mind with email and text
Nurture your leads, customers and more with effective email and text message marketing. Send the right campaign, at the right time, to the right person to boost sales. Create your free account today to learn more and explore plans and pricing.

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SendPulse logo
Category Leaders

Email, web push, SMS, chatbots, CRM on one platform

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SendPulse is an email marketing platform with additional channels: SMS, web push notifications and Facebook chatbots. Create mobile-friendly emails with an easy to use drag-and-drop editor. You can send marketing campaigns, trigger-based emails or set up autoresponders.

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Meritto logo

Purpose-built to grow your enrollments

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From higher education institutions and K-12 schools to EdTech platforms, online degree programmes, study abroad consultants, coaching centres, and vocational training institutes, Meritto caters all.

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Scalenut logo

AI that powers your entire content lifecycle.

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Scalenut is an all-in-one GEO platform to plan, create, audit, and optimize content while tracking AI-driven visibility in AI search.

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Bitrix24 logo

All in one business management workspace

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Bitrix24 is #1 FREE CRM and marketing automation software used by over 12 million companies worldwide. Cloud, mobile, open source.

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AutoManager logo

Driving Dealer Solutions

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AutoManager is a dealer management suite that includes DeskManager, WebManager, & AutomotiveCRM.

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Spotler CRM logo

The Powerful CRM for Growing Teams

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Spotler CRM is designed for growing teams, making it easy to set up and simple to use. All your data is in one place helping you effectively manage your contacts and share information, enabling great team collaboration, improved customer relationships and increased sales.

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Salesforce Marketing Cloud logo

Customer relationship management solution

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Use Salesforce Marketing Cloud to automate real-time customer journeys, build audiences and deliver personalized, timely content to any channel or device.

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neuroflash logo

AI-powered text and image creator for marketing teams.

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neuroflash is an AI copywriter that creates short- and long-form copy within a few clicks.
Choose amongst 100+ different text types and 21 languages, use the SEO tool to optimize texts, create unique AI Images and overall save time while generating content.

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vcita logo

Appointment scheduling and reminder solution

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vcita is an all-in-one business management app designed with small businesses in mind, helping teams manage clients, schedule, billing and administration. The platform includes a CRM to manage client records, online scheduling to book appointments and manage team calendars, billing and invoicing tools, and a client portal for customers to book, pay, and communicate with the business.

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Agile CRM logo

Sales and marketing CRM for growing businesses

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Automate your marketing to generate, Score, Nurture and Segment leads. Drag and Drop Designer, Autoresponders, Newsletters, Drip Marketing and many more.

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Act! logo

More than CRM - Your total relationship solution.

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Work smarter, not harder with Act! Marketing Automation. Set up communications once and let automation take care of the rest – with metrics and insights to help you prioritize your customer engagements.

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Jobin.cloud logo

All-In-One tool to Find and Engage People

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Automated Social Profile Import, data Aggregation and auto Update, ATS, CRM, AI powered ranking filtering, Process Automation, recruiting workflow, sales pipeline, automatic Outreach, mass Mailing, messaging templates, multiplatform communications.

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Deltek Vision logo

Project management tool for professional services managers.

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Deltek Vision is a project management solution, which helps businesses in the professional services sector manage customer relationship management (CRM), project planning, document tracking, resource planning, payroll processes, and more. It improves project profitability and streamlines client relationships by managing the complete lifecycle of a project, from identifying opportunities to estimating costs.

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Creatio CRM logo

New era CRM to manage all customer and operational workflows

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Marketing Creatio is an AI-native omnichannel marketing platform that accelerates lead-to-revenue by providing a holistic customer view, enabling personalized journeys, streamlining digital, email, and event campaigns, and boosting team collaboration.

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Gold-Vision CRM logo

Sales, marketing & support CRM

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Gold-Vision provides fully customisable CRM and digital marketing solutions for businesses looking to improve their efficiencies.

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Adobe Campaign logo

Cross-channel marketing application for customer engagement.

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Adobe Campaign is an enterprise-grade cross-channel marketing application that enables organizations to to orchestrate, launch, and measure personalized marketing campaigns for customer engagement.

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Salesmate logo

The most customizable CRM. Now with AI

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Salesmate is an AI-powered, flexible, modern CRM and Automation Platform to help your business attract, engage, and retain right customers.

Hottest features:

Sales Automation
Marketing Automation
Built-in Calling & Texting
Sandy AI
Custom Layouts and Modules
Sequences
Email Campaigns

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TOP PRODUCER logo

All-in-one real estate CRM

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Real estate specific CRM software that contains lead generation, follow-up prompts, AI-powered farming, drip campaigns and more.

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LeadSquared logo

Marketing automation and sales execution platform

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Push your leads faster down the sales funnel with LeadSquared's cross-channel marketing automation software.

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