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Top Rated Lead Management Software with Document storage - Page 6

Last updated: September 2026

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236 software options

Pega Sales Automation logo

Cloud-based platform for managing sales pipeline

Pega Sales Automation is a cloud-based solution that enables businesses to manage customer engagement, opportunity insights, guided selling, and other operations across the entire sales pipeline. With Pega Sales Automation, companies can personalize and automate interactions with customers and prospects, while improving sales performance by providing a single source of truth for all customer data.

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TAG logo

Cloud-based customer relationship management platform

TAG is a CRM platform that assists businesses with customer and company management including personal data database, contact management, notifications, social media marketing, knowledge base, video conference user management, contract management, electronic invoicing, warehouse management, accounting, integration, and e-commerce processes.

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Scopevisio logo

Simplify your daily business with Scopevisio.

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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MSIGHTS Platform logo

Data management software

MSIGHTS Platform is a marketing data transformation and reporting tool that helps businesses centralize multi-channel marketing performance data. The platform enables managers to collect and centralize data from various sources, ensuring that all valuable marketing data is captured in one place.

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cobra CRM logo

Streamline business with CRM solutions.

cobra CRM is a comprehensive customer relationship management (CRM) solution that offers professional address and contact management, office communication and management, direct and email marketing, company-wide appointment management, and an integrated GDPR compliance package. It also includes sales process management with forecasting, extended workflow and campaign management, and additional tables and subtables.

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Twozo CRM logo

Cloud-based CRM software

Twozo CRM is a CRM for small businesses that brings sales, customer service, and operations into one place, ensuring that the entire team stays aligned. Twozo offers features like adaptive pipelines, contact management, workflow automation, and smart reporting to help users streamline their business and deliver an excellent customer experience.

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FieldGroove logo

Field service management solution for contractors

FieldGroove is a contractor and field service management solution for businesses in industries such as roofing, flooring, drywall, insulation, and more. With FieldGroove, contractors can calculate cost estimates, manage job schedules, track vital assets, and deliver automatic digital invoices.

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Vergic logo

Customer engagement with AI chatbots, messaging and video

Vergic Engage is a digital engagement platform that includes chatbots, voicebots, messaging, and collaboration tools. With the analytic engine feature, businesses can personalize the customer experience.

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Exact for CRM logo

Leverage your data to boost sales.

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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Gripp logo

Business software for agencies and services providers.

Gripp is a softwarecompany that aims on agencies and business service providers. With over 2000+ customers and about 14.000 daily users we help our customers everyday with the optimzation of business processes by providing quality all-in-one software.

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Team365 logo

CRM tool with lead management & workflow automation

Team365 is a cloud-based customer relationship management software designed to help businesses of all sizes capture prospect information, forecast sales opportunity, automate follow-up activities, and boost sales productivity.

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LEDSAK logo

Cloud-based lead management tool for sales teams.

LEDSAK is a cloud-based lead management solution designed for startups, SMEs, and enterprises looking to optimize their operations and enhance customer engagement. The platform leverages artificial intelligence (AI) and business intelligence (BI) to streamline workflows, automate lead management, and provide actionable insights. It facilitates CRM integration, allowing users to centralize leads from Facebook Ads, Google Ads, WhatsApp, and more.

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SutiCRM logo

CRM for sales, marketing & support teams

SutiCRM is a SaaS CRM for businesses of all sizes, designed to automate sales, marketing & support processes, with a 360 degree view of customer data

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BQUADRO logo

B2B Collaboration platform

BQUADRO is a cloud-based B2B collaboration platform that helps digitize business operations and maximizes engagement of the entire network.

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Blue Note Systems logo

CRM software to manage leads, sales, quotes & campaigns

Blue note systems, based on SugarCRM, is a cloud-based customer relationship management (CRM) software designed to help businesses handle the entire sales cycle, from prospecting to providing customer service. Features include multi-channel marketing, lead nurturing, real-time analytics, and more.

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Onpipeline logo

Customer relationship management (CRM) with visual pipeline

CRM for managing leads, the entire sales process, activities, reporting, and producing price quotes and invoices. 

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LeadTrac logo

Customer relationship management (CRM) solution

LeadTrac is a customer relationship management (CRM) solution that helps businesses manage prospecting, lead capture, and customer segmentation, among other operations from within a unified platform. It enables staff members to create activity logs, add notes, and receive appointment reminders.

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InfoFlo logo

HIPAA compaliant case management software

HIPAA compliant Case Management software made simple so you can focus on your running your organization all at an affordable price!

Seamlessly manage all your client goals, referrals, documentation, events, classes, and activities within a single platform—eliminating the need for multiple tools.

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Fleeg logo

Customer relationship management tool for Brazilian market

Fleeg is a CRM platform in Brazil that aims to assist businesses in achieving their sales targets and fostering stronger relationships with leads. Positioned as the sole CRM provider in the country offering these capabilities, Fleeg emphasizes improved team performance and lead conversion. It offers comprehensive integration of sales processes, intelligently guiding sales efforts from prospecting to closing deals.

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Byteplant Address Validator logo

Standardize, Validate and Correct Postal Addresses Worldwide

Byteplant’s Address-Validator is a global address verification API and batch data management tool covering 240+ countries. It helps businesses eliminate failed shipments, standardize postal data, and capture accurate customer addresses in real time across checkout forms, CRMs, and spreadsheets. Sign

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eTrigue DemandCenter logo

Real-time Sales Acceleration & Marketing Automation Solution

eTrigue’s powerful search-based interface provides easy access to demographic and marketing activity segmented on virtually any criteria and period of time.

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AgentCubed logo

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.

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F-RevoCRM logo

Cloud-based, open-source CRM software for Japanese market

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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SpinOffice logo

Improve your customer contact with SpinOffice CRM!

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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Heeros PSA logo

All-in-one professional service automation platform

The professional service automation platform that simplifies the way businesses are run and grown.

It has all: project and resource management, sales, profitability monitoring and more.

Read more about Heeros PSA

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