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Sales Force Automation Software with Document Management (2026) - Page 5

Last updated: March 2026

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120 software options

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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F-RevoCRM logo

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

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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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Togile logo

Cloud-based customer relationship management software

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Togile is a customer relationship management (CRM) software designed for small to large enterprises that assists with workflow automation, communication management, and analytics generation.

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TigerLRM logo

All-In-One CRM with Sales Enablement Software built-in!

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TigerLRM is a CRM with built-in Sales Enablement designed by sales leaders for small to medium-sized businesses.

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CAS genesisWorld logo

The powerful & intelligent standard CRM solution

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CAS genesisWorld – the highly adaptable CRM software. Take your customer relationship management to the next level with CRM from the German market leader in CRM + AIA® for small and medium-sized enterprises.

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Onpipeline logo

Customer relationship management (CRM) with visual pipeline

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

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CAS Merlin CPQ logo

CPQ and AIA solution for empowered sales teams

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Reach the next level of agile, efficient sales with our CPQ + AIA software solution. Whether it's digital sales processes, custom-fit and customer-centric quoting, or guided selling with the help of smart CPQ assistants.

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Regale logo

Sales enablement and demo solution

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Regale is the world’s first Seller Showtime Platform that transforms how enterprise software teams deliver product demonstrations. Using guided, ready-to-launch demo experiences, Regale turns every seller into a product storyteller.

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Eudonet logo

Customer relationship management (CRM) platform

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Eudonet is a customer relationship management (CRM) platform that helps professionals to handle contacts, performance and their business activity to improve overall collaboration and results.

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Nomadia Sales logo
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Optimizing FMCG field execution for stronger sales impact.

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Nomadia Sales is a CRM for FMCG field teams that optimizes visits, strengthens retail and on‑premise execution, and boosts performance through smart planning, real‑time mobility, and data‑driven insights.

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DealDox CPQ logo
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Cloud-based CPQ solution for generating quotations

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DealDox CPQ is a cloud-based solution for small to large businesses in manufacturing, retail, financial services, and other sectors that helps create quotations, contracts, proposals, estimations, delivery notes, and more.

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Figuro logo
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Sell more, simplify insurance, grow sales.

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Streamline workflows, automate tasks, and gain insights with a centralized platform. The client portal offers a seamless digital experience, empowering customers with self-service options. With Figuro, users will
Sell more policies
Deliver superior customer service
Gain a competitive edge with data

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Veritouch logo
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CRM software for improving client engagement

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VeriTouch is a customer engagement CRM solution built on Microsoft Dynamics 365. It consolidates data from an organization's back-end systems and digital channels, providing a unified front-end with standardized processes to serve customers efficiently.

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Veritouch logo
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CRM software for improving client engagement

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VeriTouch is a customer engagement CRM solution built on Microsoft Dynamics 365. It consolidates data from an organization's back-end systems and digital channels, providing a unified front-end with standardized processes to serve customers efficiently.

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A20 Connect logo
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Automation platform for accounting firms

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Turbocharge your sales strategy with A20 Connect’s automation, streamlining operations for higher closures and profit.

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ClientPro.ai logo
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All-in-one Solution for Small Businesses

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Grow your business, manage your contacts, simplify your life The all-in-one sales and marketing platform designed simplify your life and business.

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Spotlight.ai logo
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Autonomous deal intelligence platform

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Spotlight.ai is an autonomous deal intelligence platform that boosts sales pipeline predictability and win rates through zero-touch MEDDICC qualification, real-time deal status updates, and AI-generated value propositions. Spotlight.ai captures data from calls, emails, and other tools to automatically execute critical sales activities, identify key stakeholders, and guide reps on how to win each deal.

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Optymyze logo
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No-code data warehousing, processing and automation software

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Optymyze is a no-code data warehousing and automation software designed to assist businesses with application development, sales performance management, staff planning, financial forecasting, and workforce performance, among other operations from within a unified platform. It enables real-time collaboration across enterprises and technical teams via discussions, storyboard visualizations, and co-authoring co-editing, live editing, and file-sharing capabilities.

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Apex 72 logo
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Manage Activity, Build Results.

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Remember the One Card System, Financial Advisors, Life Insurance Agents, and Producers?
You now have the simplicity of the previous method and the strength of modern technology.

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Geo Rep logo
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Field Sales Representative Management

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Automate daily tasks for both managers and field sales reps with the Geo Rep app. Increase efficiency, client satisfaction and sales. Plan customer visits and call schedules, make sales, manage routes taken, track millage used and manage customer relationships live in the field.

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