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Sales Force Automation Software with Document Management (2026) - Page 4

Last updated: March 2026

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120 software options

ExxpertApps logo

All-In-One Next Generation Enterprise Application in Cloud

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ExxpertApps is a cloud-based application which improves the business results in the areas of development, sales, marketing, and invoicing.It helps to manage, contacts, customers, providers, and enterprise communications.It is used by large and small enterprises as departmental and core systems.

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Soffront CRM logo

CRM. Marketing. Simplified

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Soffront CRM is an award winning fully integrated CRM solution for sales, marketing, customer service, helpdesk, project management and more. Save without the cost of multiple add-ons and third party partners.

Soffront CRM can be deployed hosted or on-premise.

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SPConnect logo

Designed for Commercial HVAC Service Contractors

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New to the market! This once-exclusive software designed for and by commercial HVAC contractors was made available to the open market in 2021!

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Saphyte logo

Marketing automation tool for small and midsize business

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Saphyte is a salesforce automation software designed to help small and medium businesses connect service and support teams to streamline sales and marketing operations. The platform allows managers to drag and drop widgets to create a personalized dashboard using pre-defined templates.

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Focus Softnet logo

CRM solution for automating sales, marketing & services

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Centra Hub CRM is the best sales automation software for managing contacts in a centralized platform. Automate multiple sales activities such as lead generation, lead scoring, deal management, lead nurturing, sales order generation, sales analytics, and more with easy and simple steps in less time.

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Conga CPQ logo

Deliver accurate quotes more quickly & create smarter deals.

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Conga CPQ enhances Salesforce automation by integrating advanced product configuration and quoting directly into CRM workflows, streamlining sales processes, improving data accuracy, and accelerating deal cycles within the Salesforce ecosystem.

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Revenue.io logo

Sales engagement and call tracking platform

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Revenue.io is a cloud-based sales engagement platform designed to help Salesforce users manage leads, identify revenue-generating channels, and analyze performance. Features include lead prioritization, real-time recommendations, workflow automation, reporting, call monitoring, and transcription.

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Results logo

Grow your business with Results

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Results is an all-in-one CRM for Service Operations and Field Service Management. The award-winning software streamlines operations, enhances customer relationships, centralizes information, and integrates with QuickBooks and other popular apps.

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Saleoid logo

Best CRM Software for leads, sales, marketing & billing

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Saleoid is the Best CRM Software for startups, agencies & SMBs an all-in-one platform to generate leads, manage sales, run marketing, and handle billing in one connected system. Starts at $5/month (2-year plan).

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Stageset logo

Organizing B2B sales to help close more deals faster

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Stageset enables B2B vendors to communicate with customers in a systematic manner that they can monitor and return to throughout the purchasing process.

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MultiRoute logo

Sales management for fields sales teams

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MultiRoute equips your mobile field sales force with instant access to key information where most needed, in front of your customers by allowing them to perform order entries, work with approved pricing & promotions, make inventory look-ups, collections and much more.

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Tangle logo

The Smart ERP with Superpowers

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Tangle offers infinitely adaptable ERP solutions for discrete manufacturing, seamlessly aligning with each client's unique business processes for enhanced efficiency and effectiveness.

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CentrixOne logo

CentrixOne all in one CRM - Simple, Intuitive Affordable

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With CentrixOne you get contact management, account management, pipeline management, document management, email marketing, and marketing automation all under the same friendly interface. Your CRM data is in Canada. Support and training is available in both English and French.

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Merkato logo

CPQ suite of applications to manage sales force automation

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Merkato is a sales configurator suite designed to help businesses automate processes related to quote generation, e-commerce management, & upselling. Users can create documents including parts lists, order confirmations, payment terms, or delivery instructions, based on financial calculations.

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Toolyt SFA logo

CRM software

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Toolyt, built to be an intelligent mobile personal assistant for field sales teams to increase productivity & customer engagement.

With the vision of easing streamline processes, saving time & money, & getting insights into real-time analytics, Toolyt is a perfect tool to enhance your sales Team.

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Varicent logo

Optimize revenue. Drive growth. Increase efficiency.

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From quotas to sales and compensation, Varicent enables enterprise companies to drive high performance and maximize revenue by providing vital data, insights, and tools through our suite of solutions.

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Kawchi logo

Web-based small business CRM solution

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Kawchi is a small business CRM solution that offers multiple solutions in one place including project management, CRM, and contacts to improve productivity.

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AgentCubed logo

Lead management and CRM solution for insurance businesses

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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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Cincom CPQ logo

CPQ solution for manufacturers of complex products

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Cincom CPQ isn extendable platform with rule- and role-based branded experiences for dealers and agents to standardize and consolidate complex sales processes.

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OptifiNow logo

Your CRM, Your Way – Tech and Service Beyond Expectations

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OptifiNow is a CRM solution designed for the mortgage industry. Its robust capabilities effortlessly accommodate various sales structures—be it retail, wholesale, or consumer direct. With versatile tech and unparalleled service, it's the ultimate CRM choice for the mortgage industry.

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Investagon logo

The full-service platform for your real estate sales

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Investagon's real estate sales software is designed to simplify the maintenance of property data, reduce the number of queries, and give users more time to exceed sales goals. Easily share property data, availability, and commissions with sales partners.

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RapidStart CRM logo

Simple Customer Relationship Management

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RapidStart CRM is a free sales and service application for essential business processes. Our low-cost add-ons like Project Management or Field Service build upon that to offer even more capabilities. Fully customizable and extendable to fit any need.

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Accon logo

Enterprise Resource Planning solution

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Accon is a complete ERP that offers features such as accounting, CRM, warehouse management, sales, HHRR, purchases, manufacturing, project management and more.

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C2CRM logo

Affordable, Robust & Easy to Use CRM

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C2CRM streamlines sales process by providing real-time information on leads, prospects and customers. It helps improve marketing efforts by tracking which marketing initiatives work and which ones do not. while streamlining the customer service by providing comprehensive customer information.

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Spiky.ai logo

Empower your revenue team with the Spiky.

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Spiky is a cloud-based sales coaching platform that helps optimize online meetings and elevates interactions through artificial intelligence (AI) technology.

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