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Contact Management Software with Document Management (2026) - Page 3

Last updated: April 2026

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111 software options

Lime CRM logo

A visual and user-friendly CRM customised to your needs

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Lime CRM is a customer relationship management (CRM) software that helps you keep all your customers, deals and campaigns in one place. With integrations to your other IT systems, Lime CRM gives you with the tools to provide exceptional customer experiences. Hosted or on your own server.

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InfoFlo logo

HIPAA compaliant case management software

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Intuitive CRM software with contact, email, sales, invoice, document & task management + QuickBooks, Outlook and a Google Sync. $99 + Free Upgrades

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servis.ai logo

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

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FreeAgent CRM is a fully-featured CRM. Manage contacts, accounts, deals, tickets, projects, quotes, and more in one happy place.

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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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Retable logo

Work & data management platform

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Retable is a collaborative online spreadsheet tool that helps businesses manage, track, connect, monitor and automate data efficiently.

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Law Ruler Software logo

Legal Practice Management & Intake Software - Powered by AI

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Law Ruler is the case management software platform for growing firms. The one complete legal software that offers matter management, time/billing, expense mgmt, online forms, settlement tracking, 1-click text e-sign, and automates follow-up emails & text messages

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Quoter logo

Sales enablement for technology service providers.

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Quoter is a modern, cloud-based quoting platform that helps technology service providers sell more and get paid faster.

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FLG logo

The best solution for first time CRM adopters.

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FLG is a cloud-based contact management system, which assists businesses with lead management & process automation. Key features include multi-channel contact, appointment scheduling, workflow & marketing automation, integrations, bulk data imports & updates, compliance management & reporting.

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SalesNexus logo

CRM, Sales and Marketing Automation for B2B Sales Teams

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Centralized contact management with complete activity history, automation, and AI-guided follow-up.

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Shape logo

Cloud-based CRM, sales & marketing automation software

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Shape is a cloud-based CRM, sales, & marketing automation software for businesses in industries such as legal, real estate, mortgage, finance, & education. Shape offers tools to manage & automate online marketing & promotions, capture and service leads from online sources, & more

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Rolldog logo

Customer relationship management solution

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Rolldog is a CRM and opportunity management solution that helps businesses better manage customer relationships, while proactively tracking and scoring leads and opportunities to help increase revenue, boost sales and marketing effectiveness.

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SMMware logo

Client management and accounting tool for sales teams

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SMMware is a cloud-based platform for small to medium businesses. The software offers flexible options for scheduling which associates will work on a job, view tasks on a calendar and enables employees to block their availability time to streamline operational processes.

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SalesOutlook CRM logo

CRM for Microsoft Outlook and Office 365

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SalesOutlook CRM is an Outlook CRM solution built entirely inside the Microsoft Office system. It allows teams to automatically file emails and see recent activity. SalesOutlook CRM utilizes the security of Microsoft 365 to turn MS Office system into a full fledge CRM.

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LionDesk logo

CRM, marketing & transaction management for real estate

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LionDesk is a CRM, lead, and transaction management platform for real estate agents, teams, brokers, and lenders, with native mobile apps for Android & iOS

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Redtail CRM logo

Web-based CRM for financial professionals

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Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing contacts, documents, records, activities, email broadcasts, seminars, workflow automations, reporting, and more

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Efficy CRM logo

Pay-less for more. Europe's most flexible CRM

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Known as Europe’s most flexible CRM, Efficy offers a completly customisable Customer Relationship Management solution. With us, you'll centralize your customer data, empower your employees, and grow your business.

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PlanPlus Online logo

Personal Planner and CRM software

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PlanPlus Online is planning software, plus a progressive set of productivity, collaboration, and Customer Relationship Management (CRM) features that allow you to increase individual effectiveness and build a Culture of Productivity

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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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ConvergeHub logo

Sales, marketing, customer service & billing CRM for SMBs

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Store all your business contacts in a centralized and secure ConvergeHub CRM database for effective management.

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Initiative CRM logo

CRM for B2B companies

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Initiative CRM is a CRM for B2B that includes shared agenda, opportunity tracking, quotes, invoices, complaints in one tool.

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SpinOffice logo

Improve your customer contact with SpinOffice CRM!

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SpinOffice is a customer relationship management (CRM) solution designed to help small to midsize enterprises manage emails, business contacts, appointments, tasks, projects, folders, files & notes. The platform offers centralized access to customer data in order to collaborate with teams & clients.

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INFast logo

For entrepreneurs who manage their own invoicing

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INFast is a cloud-based software designed to help businesses generate invoices, create financial documents and streamline other accounting processes.

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Tall Emu CRM logo

Sales and operations CRM for businesses in Australia and NZ

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Tall Emu CRM is an affordable, simple yet powerful CRM software that allows users to centralize & share data between employees with contacts, notes, calendars, tasks, and Inventory Manage. With many integrations: Xero, MYOB, your website, WooCommerce, phones, Outlook, marketing apps and much more.

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Zigaflow logo

Make running & growing your business easier

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Zigaflow simplifies business management, offering automation, customization, and integration. Designed for diverse needs, it enhances efficiency, security, and growth across all operations.

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Teamogy logo

All-in-one cloud platform for projects, finances & teams

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Teamogy is a secure all-in-one cloud platform for managing projects, finances, documents and teams. Includes budgeting, time tracking, invoicing, reporting, integrations and automation. Accessible anytime, scalable for startups to enterprises.

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