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Document management

CRM and ERP tools have evolved to include Document Management due to the growing need for integrated data access and streamlined processes. Main features include document storage, sharing, version control, access permissions, and workflow automation for enhanced collaboration and efficiency.

Prices upon request | website | public demo
Last updated: 1 month
ADempiere is an open-source Enterprise Resource Planning (ERP) software that provides integrated solutions for CRM, SCM, and financial management.

From 9.00 € to 99.00 € /month /user | website | trial account
Last updated: 2 min
Agile CRM is an all-in-one, cloud-based CRM platform offering sales, marketing, and service automation, featuring contact management, telephony, and analytics tools.

From 0.00 € to 474.00 € /month /organisation | website | trial account
Last updated: 11 min
AssoConnect is an all-in-one nonprofit management software providing tools for fundraising, accounting, member management, emailing, and website building, simplifying daily organizational tasks.

From 29.00 € to 119.00 € /month /user | website | trial account
Last updated: 7 min
Attio is a customizable workspace platform that helps teams collaborate, organize data, and manage projects efficiently, offering features like databases, workflows, and integrations with other tools.

Prices upon request | website | request trial
Last updated: 7 min
Axelor is an open-source business management platform offering ERP, CRM, and BPM solutions. It provides modularity, customization, and a user-friendly interface, catering to various business needs and processes.

From 11.00 € to 69.00 € /month /user | website | trial account
Last updated: 1 min
Axonaut is an online French ERP software that offers CRM, invoicing, accounting, and inventory management solutions, mainly targeting small and medium-sized businesses for streamlined operations.

From 49.00 € to 499.00 € /month /organisation | website | trial account
Last updated: 20 sec
Bitrix24 is an all-in-one business platform providing tools for CRM, project management, collaboration, and communication for teams and businesses of various sizes.

From 85.00 € to 150.00 € /month /organisation | website | private demo
Last updated: 27 min
Buildout specializes in commercial real estate, offering tailored tools for listings, client management, marketing, and analytics, enhancing productivity.

From 15.00 € to 75.00 € /month /user | website | trial account
Last updated: 4 min
Capsule CRM is a cloud-based customer relationship management tool designed for small businesses, emphasizing simplicity and ease of use.

Free of charge | website | public demo
Last updated: 3 min
CiviCRM is an open-source CRM designed for non-profits and civic sectors. It has evolved to offer more features, integrations, and improved user experience over the years.

From 7.00 € to 24.00 € /month /user | website | private demo
Last updated: 1 week
ClickUp is a cloud-based project management and productivity tool that offers task management, document collaboration, goal tracking, and time management features, aimed at enhancing team efficiency.

Prices upon request | website | private demo
Last updated: 1 month
Compiere, founded in 1999, provided open-source ERP software for small to mid-sized enterprises. Acquired by Aptean in 2010, it remains part of their business solutions suite.

From 900.00 € /month /organisation | website |
Last updated: 1 month
Concursive is a U.S.-based tech company providing social business and community management software, known for customizable and scalable solutions.

Prices upon request | website |
Last updated: 2 months
Drupal CRM Core is a set of modules for managing contacts, activities, and relationships in Drupal (beware: probably a sleeping extension?)

/month /organisation | website | trial account
Last updated: 2 months
Dolibarr is an open-source ERP and CRM software suite that is modular, easy to use, and customizable, catering mainly to small and medium-sized businesses.

From 18.00 € to 80.00 € /month /user | website | trial account
Last updated: 2 months
Efficy is a customer relationship management (CRM) software that helps businesses manage their interactions with current and potential customers to improve relationships.

From 15.00 € to 69.00 € /month /user | website | trial account
Last updated: 2 months
EspoCRM is an open-source CRM application designed to manage business relationships, streamline processes, and improve profitability.

From 8.00 € to 71.00 € /month /user | website | trial account
Last updated: 2 months
Feng Office is a web-based collaboration platform offering project management, document management, time tracking, and task scheduling to streamline business and team productivity.

From 19.00 € to 85.00 € /month /user | website | trial account
Last updated: 2 months
ForceManager CRM is a mobile-first customer relationship management solution designed for field sales teams, emphasizing geolocation, ease of use, and real-time data access.

From 9.00 € to 71.00 € /month /user | website | trial account
Last updated: 3 days
Founded in 2010, Freshworks offers cloud-based business software. It rebranded in 2017, went public in 2021, and serves over 150 countries with user-friendly CRM and ITSM solutions.