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Sales Force Automation Software with Document Management (2026) - Page 3

Last updated: March 2026

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120 software options

SPOTIO logo

Field service management and sales engagement software

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SPOTIO is a field service management solution 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.

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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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Rolldog logo

Customer relationship management solution

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Rolldog is a CRM and opportunity management solution that helps businesses better manage customer relationships, while proactively tracking and scoring leads and opportunities to help increase revenue, boost sales and marketing effectiveness.

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Cloud ERP logo

Cloud-based enterprise resource planning solution

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BizAutomation Cloud ERP Software offers a suite of integrated business management applications for small to medium-sized businesses. It includes order management, supply chain, inventory control, accounting, CRM, manufacturing, and project management on one platform. Utilizing a Data-Mirror architecture for faster performance via direct T-SQL stored procedures, it removes the need for multiple applications and supports integration with various marketplaces and e-commerce platforms.

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Rallyware logo

Performance enablement platform for workforce performance

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Rallyware is a performance enablement platform that helps boost seller performance at scale. It consolidates essential seller tools into one place, delivering an engaging experience with targeted activities and content to drive long-term behavior change and peak performance. The platform also provides incentives, customer relationship management tools, and actionable analytics.

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Sellsy logo

CRM, invoicing, automation, marketing (+ more) in one place!

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The all-in-one sales suite to take the headache out of customer relationships. Manage your CRM, customer support portal, invoicing, and more from one platform!

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Anthill logo

Customer process management & CRM

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Anthill is a customer process management & CRM solution that allows organizations to organize employee and customer interactions into workflow streams across teams, channels and locations to streamline business operations

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Efficy CRM logo

Pay-less for more. Europe's most flexible CRM

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Known as Europe’s most flexible CRM, Efficy offers a completly customisable Customer Relationship Management solution. With us, you'll centralize your customer data, empower your employees, and grow your business.

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Configure One Cloud logo

The World's Most Powerful CPQ Platform

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Configure One CPQ empowers companies to easily configure, price, quote, & sell complex products. Make Configure One the cornerstone of your digital transformation, win more business, and delight your customers.

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ConnectWise CPQ logo

Quote. Propose. Close.

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ConnectWise CPQ (formerly ConnectWise Sell) increases quoting volume and wins. Integrated with top CRMs, automated workflows keep data visible, reporting simple, and get you to “yes” faster.

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PlanPlus Online logo

Personal Planner and CRM software

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PlanPlus Online is planning software, plus a progressive set of productivity, collaboration, and Customer Relationship Management (CRM) features that allow you to increase individual effectiveness and build a Culture of Productivity

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Clientify logo

All-in-one Communication, Sales, and Marketing platform.

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Clientify is a CRM and digital marketing platform that helps companies manage contacts, automate sales and campaigns, and improve customer relationships. It is designed to optimize business processes and increase the productivity of the sales, marketing and comunication teams.

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ConvergeHub logo

Sales, marketing, customer service & billing CRM for SMBs

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Nurture your leads, view their contacts, activity history, communication, closely manage your deals and win more sales.

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Sofon Guided Selling logo

Guided Selling Software

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Sofon helps sales employees to easily and quickly translate customer requirements into error-free professional proposals and quotations

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Initiative CRM logo

CRM for B2B companies

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Initiative CRM is a CRM for B2B that includes shared agenda, opportunity tracking, quotes, invoices, complaints in one tool.

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Tall Emu CRM logo

Sales and operations CRM for businesses in Australia and NZ

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Tall Emu CRM is an affordable, simple yet powerful CRM software that allows users to centralize & share data between employees with contacts, notes, calendars, tasks, and Inventory Manage. With many integrations: Xero, MYOB, your website, WooCommerce, phones, Outlook, marketing apps and much more.

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Onaris logo

Sales platform

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Onaris is the sales software that guides and drives your performance toward brilliant results.

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BlueCamroo logo

All-In-One for SMBs - CRM, project management, and more

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BlueCamroo is a web-based online business productivity suite that helps businesses manage sales, customers, and projects more efficiently and profitably. It offers social network monitoring module that finds sales opportunities and spots service issues across Twitter, LinkedIn, and Facebook.

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Okalys logo

Sales enablement application

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A unique Sales Enablement mobile application to make your sales force effective in sales meetings.

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JeffreyAI logo

Sales and marketing automation & acceleration solution.

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JeffreyAI is a sales and marketing automation & acceleration solution that empowers sales leaders to build stronger customer relationships and boost revenue effortlessly.

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Nintex DocGen for Salesforce logo

Document automation for Salesforce (formerly Drawloop)

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DocGen - formerly Drawloop - is a document generation software designed to automate document processes in Salesforce with Dynamic Document Packages (DDP).

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Numerik logo

Data-driven sales mastery at your fingertips

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Streamline your sales processes with Numerik's automation features. From lead tracking to closing deals, automate routine tasks, allowing your team to focus on selling and relationship building.

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Apparound logo

The all-in-one digital solution for your sales force

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Apparound is the all-in-one sales tool that digitize, accelerate and manage the entire sales journey, from the presentation of marketing materials to the configuration and collection of the order.

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Salesbook logo

Customizable sales tool for mobile sales teams

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Salesbook is an innovative presentation tool for mobile sales teams. With Salesbook, your team can analyze customer needs and present a customized solution in the field so customers can try it instantly.

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Aviso logo

Sales forecasting and data analysis

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Aviso is a sales forecasting and analytics software designed for medium and large enterprises looking for total revenue intelligence across all key sales functions. It uses algorithms and data science to provide both predictive sales forecasts and historical trend analysis.

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