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Contact Management Software with Document Management (2026) - Page 2

Last updated: April 2026

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111 software options

Insightly logo

Insightly is the modern, affordable CRM that teams love.

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Get a 360-degree view of a contact’s communications history, key relationships, events and tasks, social profiles, sales opportunities and project involvement.

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Pipeliner CRM logo

The Better CRM - Built For Sales, Used By Sales!

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Salespeople spend less time searching and more time selling! We put related Opportunities, Activities, Tasks, Notes, and Files into one combined Contact View.

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Teamgate logo
Category Leaders

Unlock Your Sales Potential

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Contact management – More than an address book
Fully interactive list of all your companies and associated people

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Agile CRM logo

Sales and marketing CRM for growing businesses

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Agile CRM combines powerful automation, telephony, web, mobile, email, social and scheduling features to effectively manage the entire customer journey

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Tracker logo

We help recruitment firms grow and increase profitability

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Tracker offers an integrated applicant tracking system for Recruiter, Candidate and Client Success with a simple to use single place for sourcing solution to manage all relationships from any browser or mobile device.

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Act! logo

More than CRM - Your total relationship solution.

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Act! Advantage is an all-in-one, full front-office CRM solution that unites sales, marketing, and customer management.

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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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Close logo

The conversation-first CRM for small, scaling sales teams

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Close is a conversation-first CRM designed for founders and small, scaling sales teams to manage every conversation in one place — with built-in calling, email, and SMS built natively inside the platform.

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Sage Sales Management logo

The leading mobile CRM for field sales management.

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Sage Sales Management is the tool of choice for sales directors that are dedicated to improving the productivity of their teams. The success of the app is down to its 100% mobile first design, user-friendly interface, and high adoption rate. Now enhanced with AI.

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Creatio CRM logo

New era CRM to manage all customer and operational workflows

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Omnichannel contract management
Creatio.ai assists contract creation and review for faster approvals and reduced errors, and helps optimize order processing and identify potential bottlenecks.

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Salesflare logo

Intelligent CRM for small and medium-sized B2B businesses

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Salesflare is an intelligent CRM & contact management platform for small and medium sized B2B businesses who sell more with less work. Salesflare automatically fills out your address book and keeps track of all interactions with your contacts.

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Capsule logo

Customer relationship management solution

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Capsule is an online CRM solution that helps businesses build stronger customer relationships, make more sales, save time, be more organized and collaborate.

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Accelo logo

Transform the way you manage client work

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Accelo is used and loved by professional service businesses around the world to manage their day-to-day operations with profitably in mind. The end-to-end cloud-based platform manages all aspects of project delivery.

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Maximizer CRM logo

Customer relationship and lead management solution

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Maximizer CRM is a lead management solution designed specifically for the unique challenges that sales teams and managers face. Teams can monitor and achieve revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center.

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Gold-Vision CRM logo
Category Leaders

Sales, marketing & support CRM

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Gold-Vision is a full suite of highly configurable CRM tools for sales & marketing automation, project management, customer support, events management, integrations and more.

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Claris FileMaker logo

Custom application development

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From a simple app to a complete CRM, FileMaker lets you build and scale the perfect contact management solution to improve customer relationships and increase sales productivity. Use built-in templates, drag-and-drop simplicity, or custom coding to fully customize your app. Get a 45-day free trial.

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OnePageCRM logo

#1 Action-Focused CRM Software for Small Business

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OnePageCRM is a simple, contacts-focused CRM. We take a to-do list approach to managing sales leads, where every contact has a Next Action to always follow-up.

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Kommo logo

Messenger-based sales tool for SMBs and entrepreneurs

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Organize contacts, make calls, send emails and chat through messengers — all within a single app. With Kommo’s flexible contact management, your sales team can focus on selling instead of managing data. Win more business with this messenger-based sales solution for SMBs and entrepreneurs.

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Salesmate logo

The most customizable CRM. Now with AI

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Salesmate helps sales reps to stay up-to-date with every detail of your clients or contacts to interact efficiently at any time from any point. Prioritize communications, nurture relations and optimize sales results by systematizing all your communication at one organized place.

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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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IXACT Contact logo

Real estate CRM & marketing automation

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IXACT Contact is a web-based real estate CRM that helps realtors and agents stay organized while building lasting relationships with past clients, prospects and important referral sources, including automated, professionally designed and written real estate e-newsletters and drip email campaigns

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LeadSquared logo

Marketing automation and sales execution platform

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LeadSquared’s Content Management Software keeps track of every lead, customer, and contact in all stages of the sales funnel

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Wingmate logo

Field Service Management Software

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Wingmate helps businesses to incentivize field service staff to gather important customer intelligence, sales leads, competitive insights, prospects, and more.

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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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WORKetc logo

Business management system for SMBs

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WORKetc helps you capture and manage contact information, with unlimited connections, branches & departments; tagging; notes; custom fields; & data syncing.

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