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Top Rated Contact Management Software with Document Storage in 2026 - Page 3

Last updated: March 2026

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180 software options

GreenRope logo

CRM solution for sales, marketing and operations

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GreenRope is a scalable CRM and marketing automation tool, enabling businesses to consolidate sales, marketing and operations data, in order to streamline and grow their business. The cloud-based platform contains modules for sales, marketing, and operations to close deals, gain leads, and collaborate.

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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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SugarCRM logo

Cloud-based customer relationship management (CRM) platform

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SugarCRM is an all-in-one CRM platform that aligns sales, marketing, and service teams to drive enhanced productivity and growth. It's a cost-effective, realiable CRM solution, highly regarded for its user-friendly design, and robust integrations.
Ideal for B2B medium to large-sized companies.

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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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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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Kavkom logo

Predictive dialer and telephony software for telemarketers

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Kavkom Predictive Dialer is designed to help businesses automate dialing and routing of calls to live agents. The application enables supervisors to manage and optimize prospecting, sales, and recruitment campaigns, track the productivity of agents, and provide access to specific agents to view information about leads or campaigns.

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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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Zoho SalesIQ logo

Discover the future of customer engagement

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Zoho SalesIQ is an all-in-one customer engagement, live chat, and analytics platform to unify your marketing, sales, and customer support efforts. Increase your team's productivity seamlessly using powerful automation and chatbots to collect data and respond to queries.

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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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Method CRM logo

The most customizable QuickBooks CRM

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Extend the power of QuickBooks Online and Desktop with smarter contact management. Method CRM helps you organize customer data, track every interaction, and manage leads like a pro. No more double data entry, wasted time, or missed opportunities—just stronger relationships and faster business growth

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Commence logo

Online CRM for Small to Mid-Size Businesses

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Manage accounts, contacts, notes, history, calendars, activities and e-mail

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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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Cirrus Insight logo

#1 App for Salesforce Productivity & Meeting Automation

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AI-powered CRM automation that builds pipeline, manages deals, and keeps your sales engine running directly from your inbox.

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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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Repfabric logo

CRM system for multi-line sellers

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Repfabric is a platform that helps businesses in the multi-line sales industry manage customer relationships and sales data. It is designed for manufacturers, sales reps, and distributors and it offers tools to streamline multi-line selling processes.

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EssentialPIM logo

Personal information management software

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EssentialPIM is a cloud-based personal information management software designed to help small to midsize businesses view, store, and manage all personal and important information in a secure and centralized database. The platform enables organizations to update, edit, and organize appointments, notes, contacts, passwords, tasks, and emails across multiple applications and devices via a unified portal.

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Tubular logo

Sales pipeline software & CRM for teams

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Tubular is a cloud-based sales pipeline & customer relationship management (CRM) software built for teams, for managing contacts, leads, deals, tasks, and more

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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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