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Sales Force Automation Software with Document Management (2026) - Page 2

Last updated: March 2026

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120 software options

Claritysoft CRM logo

User-friendly customer relationship management software

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Claritysoft CRM is a customer relationship management software with which SMBs & large enterprises can manage lead, sales & pipeline activity efficiently

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Vtiger CRM logo

All-in-one CRM for small businesses

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Vtiger works with over 100,000 businesses helping them deliver outstanding customer experiences by breaking barriers between their marketing, sales, and support teams.

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Act! logo

More than CRM - Your total relationship solution.

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Act! Advantage is an all-in-one, full front-office CRM solution that unites sales, marketing, and customer management.

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Close logo

The conversation-first CRM for small, scaling sales teams

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Close is the sales engagement CRM that helps SMBs turn more leads into revenue. A true multichannel platform, Close lets you email, call, and text your leads from desktop. Go beyond sales automation with the CRM that helps you reach more leads, follow up more often, and close more deals.

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Sage Sales Management logo
Category Leaders

The leading mobile CRM for field sales management.

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Sage Sales Management is the tool of choice for sales directors that are dedicated to improving the productivity of their teams. The success of the app is down to its 100% mobile first design, user-friendly interface, and high adoption rate. Now enhanced with AI.

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Creatio CRM logo

New era CRM to manage all customer and operational workflows

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Creatio Sales is an AI-native sales management platform that helps businesses achieve sales excellence by providing a complete customer 360 view, automating lead and sales processes, running accurate forecasts, streamlining order and document management, and boosting team collaboration.

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Salesflare logo

Intelligent CRM for small and medium-sized B2B businesses

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Salesflare is an automated CRM for small and medium sized B2B businesses, who want to sell more with less work. It automates your address book and timelines with customers, sends email sequences that help you reach out in a personal way at scale, and nudges you to stay on top of your leads.

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Capsule logo

Customer relationship management solution

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Capsule is an online CRM solution that helps businesses build stronger customer relationships, make more sales, save time, be more organized and collaborate.

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Maximizer CRM logo

Customer relationship and lead management solution

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Maximizer CRM is a lead management solution designed specifically for the unique challenges that sales teams and managers face. Teams can monitor and achieve revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center.

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Gold-Vision CRM logo

Sales, marketing & support CRM

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Gold-Vision’s workflow and alerts allow you to automate and enhance your current sales process. From simple reminder alerts through to fully automated and sophisticated processes.

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Kommo logo

Messenger-based sales tool for SMBs and entrepreneurs

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Automate sales and marketing workflows with Kommo’s interactive pipeline. Automatically trigger automatic social media campaigns, mailouts, reminders, payments, chatbot interactions and much more. Plus set up conditional automations for a totally personalized customer experience.

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OnePageCRM logo

#1 Action-Focused CRM Software for Small Business

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OnePageCRM converts the complexity of sales into a simple to-do list so you can convert leads to customers, reach targets & grow your business fast.

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Salesmate logo

The most customizable CRM. Now with AI

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Salesmate is an AI-powered, flexible, modern CRM and Automation Platform to help your business attract, engage, and retain right customers.

Hottest features:

Sales Automation
Marketing Automation
Built-in Calling & Texting
Sandy AI
Custom Layouts and Modules
Sequences
Email Campaigns

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vtenext logo

The easy all-in-one CRM for process automation

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Attract, contact, close deals and increase customer loyalty in an easy, efficient and automated way with vtenext, the all-in-one open source CRM to design and optimize your marketing, sales, post-sales and customer service activities.

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LeadSquared logo

Marketing automation and sales execution platform

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Sales Execution Platform built to help you sell faster. Prioritize leads & tasks, recommend actions, and help your team execute them.

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Accounting Seed logo

Accounting and analytics software built on Salesforce

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Accounting Seed is 100% native to Salesforce. We've been a partner since 2008.
Visit: https://www.accountingseed.com/solutions/business-need/salesforce-accounting-software/

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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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Dolibarr logo

Solutions for On-line businesses

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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.

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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. Setup a task series based on triggers, such as a new lead assignment, to play out over weeks.

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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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Modjo logo

Conversation intelligence software for business teams.

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Gain valuable insights into field activities at scale using our advanced conversational intelligence platform and supercharge your sales team's performance.

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Perenso logo
Category Leaders

All-in-one field sales solution for sales reps and managers.

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Eliminate time-consuming tasks and allow your sales reps to spend more time with their customers. Perenso Field Sales provides an unmatched array of features including order management, route optimization, store compliance, content management, daily planner, customized reports, and more.

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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 sales force automation 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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Sales force automation that enforces consistent processes and improves pipeline reliability.

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