Find 21 Best CRM Software with Document Management in August 2026

What is Creatio CRM?

Creatio is an AI-native, no-code CRM and workflow automation platform designed to help organizations manage customer relationships and business processes on a single unified system. It brings together sales, marketing, customer service, and operational workflows with flexible process design ...

What is Zoho CRM?

Zoho CRM is an intuitive and powerful customer relationship management solution designed to enhance business workflows and improve collaboration. With its user-friendly interface and drag-and-drop functionality, it simplifies data sharing within organizations and with customers, ensuring ...

What is ClickUp?

ClickUp is a versatile cloud-based project management platform designed to cater to both individual project needs and the complex demands of enterprise-level teams. Offering a customizable planning experience, it allows users to toggle between two distinct views, providing flexibility based on ...

What is HubSpot CRM?

HubSpot CRM is our all-in-one sales, marketing, and customer communication software. Built from the ground up with a modern design inspired by our top-rated marketing and sales tools, HubSpot CRM provides everything you need to work with your leads, create powerful campaigns, convert quality ...

What is Membrain?

Membrain is sales enablement software designed for large multi-location organizations with complex sales processes. This cloud-based CRM and sales productivity solution is specifically designed to help organizations manage prospects, customers, territories, teams, and strategic accounts. With ...

What is Flowlu?

Flowlu Project Manager is project management software that helps small businesses run more efficiently. Flowlu allows users to track projects for multiple clients, estimate and record hours, create weekly progress reports, send invoices, sign contracts and more. Includes version control with ...

What is Spotler CRM?

Introducing Spotler CRM, the ultimate tool tailored for B2B marketers seeking a seamless solution to boost their efficiency. Tired of managing numerous software and wasting time on mundane tasks? Say hello to Spotler CRM, your new ally in transforming the way you do business. With Spotler CRM, ...

What is Initiative CRM?

Initiative CRM is a powerful CRM designed specifically for B2B companies. It offers a comprehensive range of tools and features, including a shared agenda, opportunity tracking, quotations, bills, and complaints, all in one convenient platform. With its analysis and reporting capabilities, ...

What is Relate?

Relate is a powerful visual development toolkit built for developers, designers, and small-to-medium businesses. It allows you to seamlessly create production-ready UI components with automated code generation. Easily manage deployment and version control in an efficient manner. Your team also ...

What is Redtail Technology?

Redtail Technology is a leading CRM platform designed specifically for financial advisors, helping them streamline client relationship management, automate workflows, and maintain compliance with industry regulations. The software centralizes client data, communication, and task management into ...

What is Practifi?

Practifi is a purpose-built financial services CRM designed specifically for wealth management firms, offering a powerful yet intuitive platform that scales from small teams to large enterprises. Leveraging AI-powered automation and deep relationship insights, Practifi streamlines workflows ...

What is Affinity?

Affinity is a relationship intelligence platform for financial services professionals, providing contact and customer data management, interaction tracking, automated workflows, and relationship history. It integrates calendar and task management to help teams manage follow-ups and client ...

What is Salesforce Financial Services Cloud?

Salesforce Financial Services Cloud is a specialized CRM designed to meet the unique needs of financial advisors, wealth managers, and insurance agents. It offers a comprehensive platform that integrates client data, financial accounts, and interactions into a single view, enabling personalized ...

What is Wealthbox CRM?

Wealthbox CRM is a modern, user-friendly CRM designed specifically for financial advisors and wealth management professionals. It streamlines client relationship management by integrating contact, task, calendar, and document management into a single platform. Wealthbox offers intuitive ...

What is Orgzit?

Orgzit is an all-in-one sales CRM designed to streamline the operations of manufacturers' representatives and distributors. Offering a centralized platform, Orgzit aligns sales, estimation, finance, accounts, and service teams, breaking the barriers of fragmented systems and spreadsheets. The ...

What is Smartagentic?

With Smartagentic customer relationship management tool, foreign education consultants can effectively manage student inquiries, applications, and admissions processes with ease. Our intuitive interface allows you to track each stage of the student journey, from initial inquiry to enrollment, ...

What is Syndication Pro?

SyndicationPro is the premier platform developed by syndicators, for syndicators. With two-thirds of its founding team being seasoned investors, including pioneers of industry-trusted companies like Sponsor Cloud, it brings unparalleled expertise to the table. Its robust investment management ...

What is Uspacy?

Uspacy is an all-in-one workspace combining CRM, task management, and team collaboration tools. Users manage projects, assign deadlines, track progress, share documents, and monitor performance metrics from a single interface — replacing separate tools for communication, project tracking, and ...

What is Dealcloud?

Introducing Dealcloud, the premier cloud-based financial services software for dealmakers and principal investing professionals. With a cutting-edge platform that prioritizes data power, Dealcloud is redefining the standards in the industry. Designed to cater specifically to the unique ...

What is NeonCRM?

NeonCRM is the perfect choice for nonprofits seeking to build impactful and efficient operations. Our cloud-based CRM provides remarkable tools customized to power the good that nonprofits do. Create donation forms, engage active donors, organize events,handle memberships, and track volunteers ...