TOP 16 CRMs for Document Workflow Automation

LP-CRM - Ukrainian CRM for product business, e-commerce and services. Automate document flow, sales and communication with customers. Optimize business processes with our CRM!

Business Advantages

• Economy of time. Automate routine tasks to focus on business development.
• Optimization of expenses. Reduce document processing costs and avoid penalties.
• Control of documents. Track the status of each document and have access to the history of changes.
• Easy search. Quickly find the documents you need using a convenient filter.

Features

• Automation of document flow
• Ukrainian development
• For the goods business
• User-friendly interface
• E-commerce support

CPAshka - CRM for dropshipping in Ukraine. Automate the accounting of dropshippers, manage orders and optimize document flow. Simplify your business with CPAshka!

Business Advantages

• Accounting of dropshippers. Automatic accounting of payments and debts, time saving.
• Logistics optimization. Order tracking, fast delivery to customers.
• Automatic reports. Sales analysis, profitability and team efficiency.
• Easy start. Intuitive interface for quick implementation.

Features

• Document flow automation
• Accounting of dropshippers
• Easy integration with platforms
• User-friendly interface
• Support in Ukrainian

Freshworks CRM (Freshsales) - CRM with integrated telephony, email, and AI assistant. Streamline document flow and sales in one place! Automate routine tasks and focus on customers.

Business Advantages

• Built-in telephony. Call customers directly from CRM, track call history, and improve communication.
• Email marketing. Send personalized mailings, track openings and clicks to increase sales.
• AI Assistant Freddy. Freddy will help you with sales forecasting, data analysis and automation of routine tasks.
• Centralized platform. All customer information in one place: interaction history, deals, contacts, tasks.

Features

• Document flow automation
• Built-in telephony and email
• AI assistant for sales
• Ease of integration
• User-friendly interface

Close - CRM for sales departments that focuses on calls and automated email campaigns. Want to increase sales volumes? Close will help you establish communication with customers and automate routine processes. Perfect for active sales!

Business Advantages

• Automation of routine tasks. Forget about manual data entry and create an efficient workflow.
• Clear analytics. Track key metrics and make informed decisions.
• More deals, less hassle. Close focuses on sales, not paperwork.
• Integration with tools. Work with your favorite software in a single system, without switching.

Features

• Close: User-friendly interface
• Call automation
• Effective email sequences
• Sales reporting
• Email integration

Capsule CRM - lightweight CRM for organizing contacts, deals and projects. Automate document flow, focus on sales and build strong customer relationships. Simple and effective!

Business Advantages

• Simple integration. Connect your favorite tools instantly, without extra effort.
• Convenient deal management. Track progress, close deals faster and more efficiently.
• Centralized contact base. Keep all important customer information in one place.
• Productivity increase. Optimize routine tasks and focus on business development.

Features

• Document flow automation
• Easy to use
• Contacts and deals
• Projects under control
• Integration with services

Creatio (Sales) - low-code CRM for document management and sales automation. A platform with process automation for managing all stages of customer interaction and optimizing business processes.

Business Advantages

• Automation of routine tasks. Simplifies data processing, freeing up time for sales.
• Low code - flexibility. Easily adapt the system to the needs of your business.
• Single platform. Sales and marketing management in one place.
• Process automation. Configure business processes without involving developers.

Features

• Business process automation
• Convenient document builder
• Integration with other services
• Low code, quick implementation
• Centralized data storage

Keap (ex-Infusionsoft) - CRM and marketing automation for entrepreneurs. Automate sales, marketing, and document management in one place! Optimize business processes and focus on development.

Business Advantages

• Automation of routine. Save time on repetitive tasks, focus on business development.
• Clear system. Easy-to-use platform, intuitive interface for everyone.
• Marketing + sales. All in one: attract customers and increase sales more effectively.
• Business support. Qualified assistance at every stage, your success is our priority.

Features

• Document automation
• CRM for entrepreneurs
• Marketing automation
• User-friendly Keap interface
• User support

KeyCRM - Ukrainian CRM for business automation. Combines orders from all channels, customer communications, inventory management, and analytics. Optimize your document flow and increase efficiency!

Business Advantages

• All channels in one place. Collect orders from marketplaces, social networks, and messengers in one system
• Save time on routine tasks. Automate order processing, customer communication, and document creation
• Convenient warehouse management. Monitor inventory, transfers, and deliveries of goods in real-time
• Clear sales analytics. Track key metrics to increase your business profit

Features

• Document flow automation
• User-friendly KeyCRM interface
• Order management
• Integration with channels
• Analytics and reporting

Agile CRM unifies sales, marketing, and service in a single platform. Automate document flow and manage customers more efficiently. All in one convenient interface!

Business Advantages

• All in one place. Manage sales, marketing, and service effectively.
• Time saving. Automate routine tasks to focus on what matters most.
• User-friendly interface. Intuitive design makes work easier.
• Improved communication. Unites teams for better collaboration and results.

Features

• Process automation
• Deal management made easy
• Saving time and resources
• All-in-one integration
• 24/7 customer support

Odoo CRM is a module of the powerful Odoo ERP system. Automate sales and document management in a single environment. Optimize customer relations, track deals and create reports. An ideal solution for comprehensive business automation.

Business Advantages

• Integration with Odoo. All business processes in one system, easy data exchange.
• Data centralization. All customer information in one place, easy access.
• Sales optimization. Automation of routine, increased sales and profits.
• User-friendly interface. Intuitive, easy to use, minimum training.

Features

• Automation of routine
• Integration with Odoo
• User-friendly interface
• Document control
• Sales optimization

Insightly - CRM + projects for small and medium-sized businesses (SMB). Automate document management, manage projects and clients in one place. Integrations to optimize business processes.

Business Advantages

• Work optimization. Systematize data, manage tasks and increase team productivity.
• Project integration. Project and sales management in one place for better control.
• User-friendly interface. Easy navigation and intuitive design for quick learning.
• SMB support. Specifically designed for small and medium-sized businesses: affordable prices and features.

Features

• Business process automation
• Integrations for SMB
• Simple project management
• Document management optimization
• Advanced CRM functionality

Streak CRM - CRM that works directly in Gmail! Organize document flow, customize your own pipelines and track progress without leaving your inbox. Ideal for automating routine processes.

Business Advantages

• Gmail integration. Everything in your usual email, no need to switch between platforms.
• Customizable pipelines. Track deals at every stage of sales, everything is under control.
• Time saving. Automate routine tasks and focus on the main thing.
• Intuitive interface. Intuitive, easy to learn and use.

Features

• Easy integration with Gmail
• Custom pipelines
• Document flow automation
• User-friendly interface
• Effective customer management

Zoho CRM - cloud CRM for automating sales, marketing and customer support. Integrate with document management for effective business process management and customer relationship optimization.

Business Advantages

• Optimization of sales. Increase profits by automating routine tasks and analyzing customer data.
• Marketing improvement. Attract more customers with targeted campaigns and automated mailings.
• Service improvement. Provide customers with fast and high-quality support, having all the information at hand.
• Clear analytics. Make informed decisions based on detailed reports and forecasts from Zoho CRM.

Features

• User-friendly interface
• Process automation
• Flexible settings
• Integration with services
• Reporting and analytics

SalesDrive: CRM for e-commerce. Automate document flow, integrate with marketplaces, delivery services and payment systems. Optimize warehouse accounting. All in one solution for your online store!

Business Advantages

• SalesDrive: all in one. Manage orders, delivery and payments from a single SalesDrive platform.
• Integration with marketplaces. Sell more, SalesDrive integrates with all popular platforms.
• Optimization of warehouse accounting. Always up-to-date information on stock balances in the warehouse with SalesDrive.
• Automation of routine. SalesDrive saves you time on repetitive tasks, focus on growth!

Features

• Automation of document flow
• Integrations for e-commerce
• SalesDrive: Sales growth!
• Order management
• Warehouse and payments in CRM

HubSpot CRM - a free platform for automating document management, marketing, sales, and customer support. Optimize business processes in a single system!

Business Advantages

• Free core. Basic functions are available free of charge, start now!
• A single platform. Marketing, sales and support in one place.
• Easy integration. Easily connects to other HubSpot services.
• Automation of routine. Forget about manual data entry and reports.

Features

• Automation of routine
• Free CRM
• Simple management
• All-in-one integration
• User-friendly interface

Less Annoying CRM - a super simple CRM for small businesses looking for an easy way to automate document workflow without unnecessary complexity. Intuitive interface, focus on essential functions. Ideal choice for those who need efficiency, not overload.

Business Advantages

• Зручний інтерфейс. Intuitive design, quick start for the team.
• Time saving. Automation of routine tasks, focus on business development.
• Easy control. All important customer information in one place.
• Easy implementation. No special skills required, quick setup.

Features

• Simple interface
• Routine automation
• Affordable price
• Convenient document flow
• Ukrainian language support