Lead Management Software with Document Management

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32 apps

monday.com   

2,179
Project Management Made Easy
monday.com, a powerful Lead Management software, enhances the lead management process and bridges the gap between marketing and sales. This easy-to-use platform is the ideal solution with a highly secure and reliable environment for managing, tracking, and storing all your customer data. Read more about monday.com
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Project Management Made Easy
monday.com, a powerful Lead Management software, enhances the lead management process and bridges the gap between marketing and sales. This easy-to-use platform is the ideal solution with a highly secure and reliable environment for managing, tracking, and storing all your customer data. Read more about monday.com
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Pipedrive   

2,255
CRM built by salespeople, for salespeople
Manage all your leads and deals using Pipedrive's visual sales pipeline tool. Move deals across different stages with drag-n-drop and use filters to zoom in. Read more about Pipedrive
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CRM built by salespeople, for salespeople
Manage all your leads and deals using Pipedrive's visual sales pipeline tool. Move deals across different stages with drag-n-drop and use filters to zoom in. Read more about Pipedrive
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Tripleseat   

466
Sales & event management for hotels, restaurants & venues
Tripleseat SmartSuite is a cloud-based event management solution for hotels, restaurants & other venues, covering bookings, payments, document management & more. Read more about Tripleseat
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Sales & event management for hotels, restaurants & venues
Tripleseat SmartSuite is a cloud-based event management solution for hotels, restaurants & other venues, covering bookings, payments, document management & more. Read more about Tripleseat
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DealCloud   

19
Deals, relationship, and firm management software
DealCloud is a deal, relationship, and firm management software that helps businesses manage processes related to fundraising, marketing, compliance, and more. It enables administrators to configure dashboards, reports, and notifications for specific employees, teams, or the entire organization. Read more about DealCloud
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Deals, relationship, and firm management software
DealCloud is a deal, relationship, and firm management software that helps businesses manage processes related to fundraising, marketing, compliance, and more. It enables administrators to configure dashboards, reports, and notifications for specific employees, teams, or the entire organization. Read more about DealCloud
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Capsule   

114
Take care of your customers and sales opportunities
Capsule is the smart simple online CRM. It's used to build stronger customer relationships, make more sales, save time, be more organized and collaborate. Read more about Capsule
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Take care of your customers and sales opportunities
Capsule is the smart simple online CRM. It's used to build stronger customer relationships, make more sales, save time, be more organized and collaborate. Read more about Capsule
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MarketSharp   

19
Construction CRM and lead tracking solution
MarketSharp is a remodeling CRM solution designed to help contractors and home improvement businesses manage job scheduling, sales activities, scripting, and marketing automation. It lets remodelers share completed job information with team members, in order to aid collaboration across pipelines. Read more about MarketSharp
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Construction CRM and lead tracking solution
MarketSharp is a remodeling CRM solution designed to help contractors and home improvement businesses manage job scheduling, sales activities, scripting, and marketing automation. It lets remodelers share completed job information with team members, in order to aid collaboration across pipelines. Read more about MarketSharp
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AgentCubed   

9
Lead management and CRM solution for insurance businesses
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. Read more about AgentCubed
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Lead management and CRM solution for insurance businesses
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. Read more about AgentCubed
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HubSpot CRM   

2,662
79 pts
Everything you need to sell in one integrated suite
Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging emails and managing data. Read more about HubSpot CRM
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Everything you need to sell in one integrated suite
Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging emails and managing data. Read more about HubSpot CRM
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Zoho CRM   

4,506
CRM software that helps you sell smarter, better, faster.
Manage your leads in Zoho CRM with opportunity tracking across the entire sales cycle. Import leads, add leads to accounts, track competition, analyze and more. Read more about Zoho CRM
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CRM software that helps you sell smarter, better, faster.
Manage your leads in Zoho CRM with opportunity tracking across the entire sales cycle. Import leads, add leads to accounts, track competition, analyze and more. Read more about Zoho CRM
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Claritysoft CRM   

84
84 pts
User-friendly customer relationship management software
Claritysoft CRM is a customer relationship management software with which SMBs & large enterprises can manage contacts, accounts & sales leads efficiently. Read more about Claritysoft CRM
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User-friendly customer relationship management software
Claritysoft CRM is a customer relationship management software with which SMBs & large enterprises can manage contacts, accounts & sales leads efficiently. Read more about Claritysoft CRM
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Bitrix24   

434
100% free CRM, collaboration and communication tool suite
Bitrix24 is #1 free lead management system used by 4 million companies. Cloud, mobile and open source on premise editions are available. Bitrix24 is a full featured CRM system that offers lead capture, qualification, scoring and sales automation tools. Read more about Bitrix24 Data hosted in US, EU or your own country.
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100% free CRM, collaboration and communication tool suite
Bitrix24 is #1 free lead management system used by 4 million companies. Cloud, mobile and open source on premise editions are available. Bitrix24 is a full featured CRM system that offers lead capture, qualification, scoring and sales automation tools. Read more about Bitrix24 Data hosted in US, EU or your own country.
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Salesflare   

119
Intelligent CRM for small and medium sized B2B businesses
Salesflare is an intelligent CRM for lead management, used by small and medium sized B2B businesses who want to sell more with less work. Salesflare automatically fills out your address book, visualizes the status of each lead, keeps track of your interactions with them, and nudges you to follow up. Read more about Salesflare
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Intelligent CRM for small and medium sized B2B businesses
Salesflare is an intelligent CRM for lead management, used by small and medium sized B2B businesses who want to sell more with less work. Salesflare automatically fills out your address book, visualizes the status of each lead, keeps track of your interactions with them, and nudges you to follow up. Read more about Salesflare
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Zendesk Sell   

125
All-in-one sales platform for sales teams.
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. Read more about Zendesk Sell
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All-in-one sales platform for sales teams.
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. Read more about Zendesk Sell
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Pipeliner CRM  

163
91 pts
The Better CRM - Built For Sales, Used By Sales!
Leads are critical to any sales organization and Pipeliner CRM is built to allow you quickly analyze a lead, assign it and then track it through the entire sale. Read more about Pipeliner CRM
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The Better CRM - Built For Sales, Used By Sales!
Leads are critical to any sales organization and Pipeliner CRM is built to allow you quickly analyze a lead, assign it and then track it through the entire sale. Read more about Pipeliner CRM
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Odoo  

371
Full Suite of Integrated Business Apps
Optimize the efficiency of your sales funnel with Odoo's lead management tools. Close deals faster, automate marketing processes for every sales stage, and make more strategic decisions with our powerful analytics reports. Read more about Odoo
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Full Suite of Integrated Business Apps
Optimize the efficiency of your sales funnel with Odoo's lead management tools. Close deals faster, automate marketing processes for every sales stage, and make more strategic decisions with our powerful analytics reports. Read more about Odoo
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Insightly  

488
CRM for lifelong customer relationships.
Collect, organize, and engage leads with less effort. Spend more time closing deals and growing your business with lead management. Read more about Insightly
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CRM for lifelong customer relationships.
Collect, organize, and engage leads with less effort. Spend more time closing deals and growing your business with lead management. Read more about Insightly
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NetSuite CRM+  

181
Redefine Your Customer Relationships in the Cloud
NetSuite’s CRM software is the only cloud solution that delivers a real-time 360-degree view of your customers. NetSuite CRM provides a seamless flow of information across the entire customer lifecycle—from lead to opportunity, sales order, fulfillment, renewal, upsell, cross-sell and support. Read more about NetSuite CRM+
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Redefine Your Customer Relationships in the Cloud
NetSuite’s CRM software is the only cloud solution that delivers a real-time 360-degree view of your customers. NetSuite CRM provides a seamless flow of information across the entire customer lifecycle—from lead to opportunity, sales order, fulfillment, renewal, upsell, cross-sell and support. Read more about NetSuite CRM+
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FLG  

36
93 pts
Customer relationship management & workflow automation tool
FLG is a cloud-based lead management system, which assists businesses with lead management & process automation. Key features include multi-channel customer contact, appointment scheduling, workflow & marketing automation, integrations, bulk data imports & updates, compliance management & reporting. Read more about FLG
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FLG

93 pts
Customer relationship management & workflow automation tool
FLG is a cloud-based lead management system, which assists businesses with lead management & process automation. Key features include multi-channel customer contact, appointment scheduling, workflow & marketing automation, integrations, bulk data imports & updates, compliance management & reporting. Read more about FLG
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Iris Works  

231
Photography studio management solution
Iris Works is a photography studio management system designed to help photographers streamline client & studio management processes with features such as online booking & scheduling, automated workflows, invoicing, scouting location management, questionnaires, & more… Read more about Iris Works
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Photography studio management solution
Iris Works is a photography studio management system designed to help photographers streamline client & studio management processes with features such as online booking & scheduling, automated workflows, invoicing, scouting location management, questionnaires, & more… Read more about Iris Works
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Vtiger CRM  

296
All-in-one CRM for small businesses
Vtiger works with over 100,000 businesses helping them deliver outstanding customer experiences by breaking barriers between their marketing, sales, and support teams. Read more about Vtiger CRM
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All-in-one CRM for small businesses
Vtiger works with over 100,000 businesses helping them deliver outstanding customer experiences by breaking barriers between their marketing, sales, and support teams. Read more about Vtiger CRM
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Maximizer CRM  

275
Find the right plan to help you get growing.
Maximizer CRM has the capabilities to provide your company with a proven competitive advantage. Wether you're looking to move away from spread sheets and get strategic or drill down on data, Maximizer's new tiered product offering can help you get growing. Read more about Maximizer CRM
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Find the right plan to help you get growing.
Maximizer CRM has the capabilities to provide your company with a proven competitive advantage. Wether you're looking to move away from spread sheets and get strategic or drill down on data, Maximizer's new tiered product offering can help you get growing. Read more about Maximizer CRM
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Dolibarr  

86
Solutions for On-line businesses
Dolibarr is a business software suite to manage your activity (contacts, invoices, orders, products, stocks, agenda, emailings, and more...). It's an opensource and free software designed for companies, foundations and freelances. Available as a Cloud solution on On premise. Read more about Dolibarr
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Solutions for On-line businesses
Dolibarr is a business software suite to manage your activity (contacts, invoices, orders, products, stocks, agenda, emailings, and more...). It's an opensource and free software designed for companies, foundations and freelances. Available as a Cloud solution on On premise. Read more about Dolibarr
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WorkflowMax  

109
Xero owned financial project management software for SMBs
Track your leads, proposals and sales pipeline in one place. When you close a lead, turn it into a job, track costs and time, and invoice - with one click. Read more about WorkflowMax
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Xero owned financial project management software for SMBs
Track your leads, proposals and sales pipeline in one place. When you close a lead, turn it into a job, track costs and time, and invoice - with one click. Read more about WorkflowMax
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Creatio CRM  

52
Boost marketing, sales and service performance!
CRM Creatio is a process-driven cloud based software that connects the dots between marketing, sales and customer service, efficiently managing the complete customer journey – from lead to order, and to ongoing account maintenance. Read more about Creatio CRM
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Boost marketing, sales and service performance!
CRM Creatio is a process-driven cloud based software that connects the dots between marketing, sales and customer service, efficiently managing the complete customer journey – from lead to order, and to ongoing account maintenance. Read more about Creatio CRM
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SPOTIO  

69
Field service management and sales engagement software
SPOTIO is a field service management software that helps businesses across several industry segments, including solar, medical, telecommunications, and distribution manage operations related to route optimization, customer communications, lead visit tracking, and more on a centralized platform. Read more about SPOTIO
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Field service management and sales engagement software
SPOTIO is a field service management software that helps businesses across several industry segments, including solar, medical, telecommunications, and distribution manage operations related to route optimization, customer communications, lead visit tracking, and more on a centralized platform. Read more about SPOTIO
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