CRM document management software - AI tools

Firmao is an online CRM and ERP software that helps businesses manage customer relationships, sales processes, projects, invoicing, and inventory with over 1000+ integrations.

• Free Trial

S-Docs streamlines document generation and e-signature within Salesforce and HubSpot, automating workflows for improved operational efficiency across departments.

• Contact for Pricing

Draycir provides AI-powered document management and credit control software that automates business processes, reduces paperwork, and improves cash flow for over 14,000 users worldwide.

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.dodocs offers intelligent document processing automation with Invoice MatchPoint API and customizable ChatBot solutions, designed to streamline business operations through AI-powered data extraction and management.

• Contact for Pricing

SpinOffice CRM streamlines customer relationship management for SMEs by unifying contacts, communications, documents, and tasks into a single, secure platform. Boost team productivity, enhance customer interactions, and efficiently manage your business processes with cross-platform access and strong integrations.

• Paid
• From 35$

inFORM Decisions provides comprehensive document management solutions including automated forms generation, document capture, workflow automation, and business process management for enterprise systems.

• Contact for Pricing

Skhokho offers a comprehensive suite of integrated business management tools, including AI-powered document creation, CRM, project management, HR, and accounting, designed for small businesses.

• Free Trial
• From 20$

SmartDocuments streamlines document creation, template management, and automation for businesses and organizations, integrating with major platforms for enhanced workflow efficiency.

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FabSoft offers a suite of AI-powered document management solutions designed to capture, distribute, and manage transactional documents for businesses of all sizes. The Fab-Connect Suite integrates LLMs to connect electronic, soft, and hard document formats.

• Contact for Pricing

KRYSTAL DMS offers a comprehensive, secure, and AI-powered document management system that streamlines digital workflows, enhances collaboration, and ensures regulatory compliance for businesses of all sizes.

• Paid
• From 4$

Financial Cents is an accounting practice management software designed to help firms track client work, automate processes, manage communication, and meet deadlines efficiently.

• Paid
• From 69$

Softdocs is an AI-powered document management and process automation platform designed to digitize workflows, eliminate paper-based processes, and securely manage records for educational institutions and government agencies.

• Contact for Pricing

Papermerge DMS is an open-source document management system designed for storing, organizing, and indexing scanned documents. It features OCR, versioning, custom fields, and a user-friendly interface.

• Free

RydrexCRM is a comprehensive software platform that streamlines client management, HR processes, project tracking, and financial operations for businesses of all sizes.

• Paid
• From 9$

1CRM is a comprehensive, cloud-based CRM solution offering integrated sales, marketing, project management, and e-commerce tools for businesses of all sizes.

• Free Trial

DocProcess is a cloud-based Business Ecosystem Automation (BEA) platform that automates document processing and back-office workflows, including e-invoicing, e-orders, e-logistics, and contract management, with seamless integration across over 200 ERPs.

• Contact for Pricing

SFTDox is an AI-powered digital document management system designed for various industries, facilitating secure storage, collaboration, and workflow automation while ensuring data privacy and compliance.

• Free Trial

WORKetc is a comprehensive cloud business management platform combining CRM, project management, billing, and help desk features into a single solution. Designed to centralize operations, it streamlines collaboration, reporting, and customer engagement for growing businesses.

• Paid
• From 78$

Conga offers a comprehensive Revenue Lifecycle Management (RLM) platform, providing solutions for document automation, contract management, CPQ, and digital commerce. It helps businesses streamline processes, improve efficiency, and maximize revenue growth.

• Contact for Pricing

Rossum is an AI-first, cloud-native platform that automates end-to-end transactional document processing, from data capture to email communication and document approvals using advanced LLM technology.

• Paid
• From 1500$

Docomotion is a leading document generation solution designed to simplify and automate complex document workflows directly within Salesforce. Its robust features enable businesses to create, manage, and personalize documents efficiently with intuitive tools and seamless integration.

• Free Trial
• From 10$

CliniGro is user-friendly CRM software designed for clinics, simplifying management, automating marketing, and boosting business growth.

• Free Trial

Document Locator is a comprehensive document management system that centralizes document control, automates workflows, and ensures compliance with quality standards for businesses across various industries.

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Docupilot is an AI-powered document automation platform that creates personalized documents using intelligent templates and data integration, eliminating manual document creation errors.

• Freemium
• From 29$

Maple CRM is an AI-powered customer relationship management platform that integrates sales, operations, and field service management into a single solution for small and medium businesses.

• Contact for Pricing

Teamleader delivers a comprehensive business management platform supporting CRM, invoicing, project management, and more—empowering SMEs and agencies to optimize operations efficiently.

• Paid
• From 37$

DaeBuild CRM is an integrated cloud-hosted or on-premises platform for real estate builders and developers to manage pre-sales and post-sales processes, connecting builders, brokers, and property buyers on a single web/mobile platform.

• Contact for Pricing

The Customer Factor is a CRM platform designed to streamline customer management, scheduling, invoicing, and business automation for service-based businesses. Its extensive set of features supports growth and organization, helping users manage contacts, tasks, and payments with ease.

• Paid
• From 45$

CodonSoft provides customizable enterprise software solutions, including LIMS, document management, and financial systems, designed for reliability, security, and accessibility across all devices.

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DocFinance is a treasury management software that automates financial processes, integrates with over 300 ERP systems and banking networks, and provides solutions for cash flow, credit risk, and financial planning to enhance business efficiency.

• Contact for Pricing