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Sales Force Automation Software with Document Storage (2026) - Page 7

Last updated: April 2026

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188 software options

Team365 logo

CRM tool with lead management & workflow automation

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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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GrowMax logo

Retail intelligence platform for FMCG businesses

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GrowmaxBI is a retail intelligence platform that helps FMCG brands streamline their business processes across supply chains with real-time market insights. It helps businesses digitize distribution, centralize data, and automate commercial processes.

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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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Repzo logo

Cloud-based sales and field force management solution

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Repzo is a cloud-based field force automation tool that helps businesses monitor on-site representatives, optimize sales routes, create work orders, and more.

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Intrix CRM logo

Web & mobile CRM and project management

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It is a customer relationship management tool for small and middle-sized companies that are related to selling in advertising and marketing agencies, insurance companies, media houses and other B2B and B2C companies. The key benefits include increased efficiency, data security and more.

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Pipeline Manager logo

Visibility, accountability and coaching for Salesforce

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The Pipeline is a visibility, accountability and coaching SaaS app for salesforce CRM. It increases the productivity of your sales organization. The solution helps cut the cost of sale, increase the amount of time sales interacts with clients, and improve the visibility and accuracy of the pipeline.

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Simplr SFA logo

Manage your salesforce efficiently and improve sales

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Simplr SFA enhances the sales team’s productivity while providing the management with complete visibility of the sales force. Simplr SFA solution empowers the field sales force through intelligent route optimization and easy data capture and sharing with the headquarter in real-time.

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TAG logo

Cloud-based customer relationship management platform

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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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Pega Sales Automation logo

Cloud-based platform for managing sales pipeline

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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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Salestrip SFA logo

Optimize your field sales with Salestrip

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Salestrip is a powerful SFA platform designed to transform field sales processes across industries such as Pharma & Life Sciences, Medical Devices, Diagnostic Labs, Animal Products, OTC, Generic Brands, FMCG, and CPG.

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FForce logo

Field sales platform for businesses

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FForce offers sales and distribution teams with tools such as SFA, FSIS, eDetailing, COMS, and DMS that helps manage engagement, insights and more. These platform streamlines operations, boosts productivity, and makes data-informed decisions.

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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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TELUS Retail Execution logo

Drive sales and reduce costs with TELUS retail execution

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TELUS Retail Execution is an AI-powered sales force automation tool for CPG companies. It streamlines in-store activities, improves merchandising compliance, and provides field teams with sales recommendations to effectively drive revenue and reduce costs.

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Deals & Projects logo

modern, einfach, intuitiv

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All-in-one agency software for agencies from all industries. Smart workflows help to acquire, implement and bill projects.

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FieldSense logo

Automate your field staff to enable smarter field operations

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Effortlessly manage your field force with FieldSense. It has a wide range of solutions that will simplify the daily workflow of the field staff. It will also provide managers with real-time data on field operations. Ultimately, it will increase productivity and fuel business growth.

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Cliky CRM logo

Sales Field Automation to Streamline Your Field Process

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Cliky CRM is a customer relationship management (CRM) solution that helps streamline all phases of the business process, minimizing the time that representatives need to spend on each phase and enabling users to build relationships with customers and close deals.

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SalesEyes logo

Efficient order management and merchandizing

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SalesEyes is a retail execution software that provides businesses with various features, such as order management, product management, delivery scheduling, and more. Managers can handle returns, automate routine processes, and ensure compliance with industry regulations.

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Simple Sales Tracking logo

Web-based sales tracking & analysis software

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Simple Sales Tracking is a sales CRM software for the tracking, analysis and forecasting of individual and team sales pipeline and contacts. Built with simplicity at its core, focus is kept on key sales tasks, while eliminating unnecessary ones, helping to ensure buy-in of the entire sales team.

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Happisales logo

Field force engagement platform for sales teams

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A comprehensive field force engagement platform that helps in sales, collection, order management and service. A must-have app for any sales team.

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forSales logo

B2B eCommerce and order entry software

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forSales is a B2B eCommerce software that helps businesses manage customer data, handle order entry, store digital assets, ensure data security, and more from within a unified platform. It allows staff members to utilize the customer relationship management module to access information such as, appointment schedules, financial details, prospect locations, and other key metrics.

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Optymyze logo

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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isoCRM logo

Sales Service telesales omnichannel sales force

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Prepare your pre-sales to generate results.

Sales teams armed with information meet goals.

The sales flow is efficient and organized.

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Geo Rep logo

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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Forekast logo

CRM + CSM + KAM in a simple to use platform.

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Forekast is a best-in-class client relationship manager (CRM) with CSM and KAM functionality baked into it's core.

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Lead Force CRM logo

CRM and lead management platform

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Lead Force CRM enables businesses to centralize customer data and interactions to gain insights and make informed decisions. Users can track leads, opportunities, and deals, and collaborate with team members through the sales funnel.

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