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Contact Management Software with Document Management (2026) - Page 4

Last updated: April 2026

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111 software options

STEAMS ONLINE logo

Your complete system for registration, payments, and program

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Steams Online is an all-in-one platform for managing class registrations, student records, payments, and communications. Ideal for training providers and schools, it streamlines operations with built-in SIS, billing, portals, and integrations like Zoom, Stripe, and Twilio.

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Focus Softnet logo

CRM solution for automating sales, marketing & services

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Get up-to-date insights of various contacts through contact management software from Centra Hub CRM. Perform various activities on multiple contacts at the same time with Centra Hub. It is easy and convenient to use. Reduce the time spent on manual tasks and save your time.

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Voze logo

Better notes. More visibility.

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Voze streamlines contact management, offering easy note collection and organization for reps. With analytics and 25,000+ weekly notes processed, managers gain insights for effective field management. Seamless communication and 6,000+ integrations enhance productivity.

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FiscalNote logo

SOC 2 Type 2-compliant issue management system

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FiscalNote is an SOC 2 Type 2-compliant issue management system designed to help organizations handle relationships with shareholders, pursue opportunities, and mitigate risks arising from legislation or regulation of policies.

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Contract Logix logo

Cloud-based solution for contract lifecycle management.

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A complete contract management solution to digitally request, draft, negotiate, approve, execute and manage contracts with automation, visibility, and data-driven insights to reduce risk, improve performance, and increase efficiency.

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Mission Control logo

Leading PSA and Project Management SaaS

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Mission Control is a project management tool that helps teams orchestrate their work, from daily tasks to strategic initiatives.

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inconnect logo

Make Contact. Do Business.

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inConcert Contact Center allows businesses to reach their customers through any channel, including voice and video calls, email, live chat, SMS/text messaging, social networks, WhatsApp, and more. The software aims to provide an outstanding experience and transform every customer interaction.

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CentrixOne logo

CentrixOne all in one CRM - Simple, Intuitive Affordable

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With CentrixOne you get contact management, account management, pipeline management, document management, email marketing, and marketing automation all under the same friendly interface. Your CRM data is in Canada. Support and training is available in both English and French.

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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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Eazy Costing logo

Cloud-based operations & field service management platform.

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Eazy Costing is a cloud-based inventory and labour control solution built to assist run efficient operations in field service businesses. It enables organizations to manage contracts, inventory, assets, timesheets, and more.

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Accon logo

Enterprise Resource Planning solution

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Accon is a complete ERP that offers features such as accounting, CRM, warehouse management, sales, HHRR, purchases, manufacturing, project management and more.

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RapidStart CRM logo

Simple Customer Relationship Management

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RapidStart CRM is a free sales and service application for essential business processes. Our low-cost add-ons like Project Management or Field Service build upon that to offer even more capabilities. Fully customizable and extendable to fit any need.

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Deltek Vantagepoint logo

Power project success

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Deltek Vantagepoint is a powerful, intuitive solution that helps people manage projects from start to finish. With full visibility of client, project and financial details, your organization accelerates workflows, maximizes productivity and realize great business results.

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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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BluWave CRM logo

Cloud-based customer relationship management solution

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BluWave CRM is a cloud-based customer relationship management solution that helps businesses streamline their sales processes and improve customer relationships. With features like opportunity tracking, automated sales workflows, and integration with popular accounting and ERP systems, BluWave CRM enables companies to boost sales and enhance customer connectivity.

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Exact for CRM logo

Leverage your data to boost sales.

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Exact CRM offers a complete solution for sales, marketing and operations teams to manage relationships with customers across sales channels - providing critical sales intelligence for increase in revenue.

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Airdesk logo

Centralized workspace for all services.

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Airdesk is a centralized workspace with a 360º view of all your services. With it, businesses can manage customers and contacts, deals and contracts, project and task management, customer interactions and ticket handling in a single place.

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Togile logo

Cloud-based customer relationship management software

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Togile is a customer relationship management (CRM) software designed for small to large enterprises that assists with workflow automation, communication management, and analytics generation.

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ENSPACE logo

Work made simple

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ENSPACE is a no-code SaaS platform that helps Legal, HR, Finance, and Operations teams digitize and automate complex workflows, reduce manual work, and gain full control and visibility—without relying on IT or using multiple disconnected tools.

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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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eStudio logo

Project, document, calendar and contact management software

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Manage projects, documents, calendars, files & contacts with eStudio

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Fitsyn logo

Financial services and lead management software

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Fitsyn is a loan origination software designed to help businesses search, analyze, and opt from different types of loans available. The platform enables administrators to create a customizable dashboard, add clients, and communicate with them, facilitating customer engagement.

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Scopevisio logo

Simplify your daily business with Scopevisio.

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Scopevisio is the cloud-based business software that automates commercial processes, aligns your company more profitably and thus makes it fit for the digital future.

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OS/ logo

Cloud-based project accounting software for businesses

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OS/ is a cloud-based project accounting software designed for agencies, productions, and studios that helps manage finances, generate quotes, control projects, and more.

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Eudonet logo

Customer relationship management (CRM) platform

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Eudonet is a customer relationship management (CRM) platform that helps you to handle all types of contacts, performance and your activities to improve overall collaboration and connection with your targets.

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