Best CRM Software for Formstack Documents
View:
Compare the Top CRM Software that integrates with Formstack Documents as of October 2025
Sort By:
This a list of CRM software that integrates with Formstack Documents. Use the filters on the left to add additional filters for products that have integrations with Formstack Documents. View the products that work with Formstack Documents in the table below.
What is CRM Software for Formstack Documents?
CRM software is a type of software that businesses use to manage and analyze customer interactions and data. It helps businesses improve customer service by tracking customer information, analyzing trends, and providing customized communications for customers. CRM software also helps organizations to manage sales leads, track contacts, and automate certain customer-facing activities. Many CRM solutions offer automated workflows that streamline processes such as marketing campaigns and customer onboarding. Compare and read user reviews of the best CRM software for Formstack Documents currently available using the table below. This list is updated regularly.
-
1
Pipedrive
Pipedrive
Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier.Starting Price: $24/month -
2
HubSpot CRM
HubSpot
HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.Starting Price: Free -
3
Pipeliner CRM
Pipelinersales Corp.
Pipeliner CRM is the AI-powered sales management solution designed to put salespeople first, delivering an intuitive, visual, and engaging experience that drives real productivity and rapid adoption for mid-sized, large, and enterprise teams. With comprehensive pipeline management, advanced AI assistance, no-code Automatizer workflows, and embedded business analytics, Pipeliner eliminates complexity while scaling effortlessly—reducing the need for third-party tools and dedicated admins. Key features include personalized user interfaces, multiple pipeline visualizations, automated approvals, relationship mapping, quota management, and AI-driven email support. Seamlessly integrate with Google Suite, Microsoft Suite.Starting Price: $65 -
4
Jotform
Jotform
Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows. Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction. The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights.Starting Price: $34 per month -
5
NetSuite
Oracle
Oracle NetSuite is the world’s leading AI-powered cloud ERP, trusted by more than 42,000 customers worldwide. The platform unifies ERP, financials, CRM, ecommerce, and analytics into one suite, creating a single source of truth for organizations. Its built-in AI doesn’t just predict—it learns from your business data to deliver accurate insights, recommendations, and automation. With NetSuite, companies can streamline accounting, manage global operations, improve customer relationships, and optimize HR processes all from a centralized cloud platform. Its omnichannel commerce tools also help businesses scale by connecting online, offline, and B2B sales seamlessly. By combining scalability, real-time visibility, and AI-driven intelligence, NetSuite empowers organizations to operate smarter and grow faster. -
6
Raklet
Raklet
Raklet is an all-in-one membership management software to grow your organization. Build, grow and monetize your audience through memberships, newsletters and other digital tools. Import your contacts easily and create custom fields. Automate your messages through different channels. Collect one-off or recurring payments. Automate reminders & invoices. Be there for your people whenever they need you, wherever they are. With our mobile app for iOS & Android, you can engage your members on the go or let us develop a branded mobile app just for you. Engage with your audience through different channels like events, private messages, newsletters, and much more. Create your own digital membership cards to check in at the door, and help your members feel more engaged. Use our Zoom integration for online events to track attendees. Raklet's membership management tools enable you to run your organization from a single platform.Starting Price: Free -
7
Airtable
Airtable
Organize your work your way with Airtable. An all-in-one collaboration software, Airtable combines the power of a relational database with the flexibility and ease of use of a spreadsheet. It works across platforms and devices, and syncs data in real-time. Users can choose from different formats to view the tasks at hand, including grid, calendar, Kanban, gallery, and forms.Starting Price: $12.00/month/user -
8
Nutshell
Nutshell
Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Launched in 2010, Nutshell is a top-rated CRM known for its affordability and user-friendliness, serving thousands of businesses globally. Every Nutshell subscription includes unlimited data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. Nutshell integrates with the software small businesses already use, including Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps, allowing sales reps to create, search, and edit contact information in the field.Starting Price: $13.00/month/user -
9
OnePageCRM
OnePageCRM
OnePageCRM is the 1st action-focused sales CRM. It helps small and medium-sized businesses take control of their sales, focus on what needs to be done next, follow up with every lead, and close more deals, one sales action at a time. Main features: - Next Action sales: action every generated lead - Log calls, notes, and deals. All you need to close a deal is on one scrollable page - Email integration: send personalized emails in bulk, use custom templates, track email opens, and manage all sales communications from one tab - Manage deals with pipelines and send quotes in seconds - Save time with smart sales automation features - Use our Browser Extension and Web Forms to easily capture leads - Custom reports and Live KPIs Dashboard - Native iOS and Android mobile apps - Integrate with your favorite apps like Gmail & Outlook365, Mailchimp, WhatsApp, Wufoo, Xero, Help Scout, Evernote, Zapier, and more! - World-class support: email, phone & chatStarting Price: $9.95 per user/month -
10
SurveyMonkey
SurveyMonkey
A global leader in survey software. 20 million questions answered daily. Keep a competitive edge by truly understanding the voice of your customers. Customer satisfaction surveys help you connect at multiple touchpoints to find out exactly what your customers want, need, and expect. Learn what’s working and what’s not directly from your employees. Measure employee satisfaction, conduct 360 reviews, or even send out compliance quizzes. Whether you’re in HR or a team lead, employee surveys help you get the answers you need. Tap into what the world is thinking—whenever you want. Market research surveys make it easy to get opinions from potential and existing customers, test concepts, measure brand awareness, and more. Join the 98% of the Fortune 500 who rely on SurveyMonkey for People Powered Data.Starting Price: $25 per user per month -
11
ActiveCampaign
ActiveCampaign
ActiveCampaign helps small teams power big businesses with the must-have platform for intelligent marketing automation. Customers from over 170 countries depend on ActiveCampaign’s mix of pre-built automations and integrations (including Facebook, Google, WordPress, Salesforce, Shopify, and Square) to power personalized marketing, transactional emails, and one-to-one CRM interactions throughout the customer lifecycle. ActiveCampaign holds the highest customer satisfaction rating among Marketing Automation, E-Commerce Personalization, Landing Page Builders, and CRM solutions on G2.com and is one of only a handful of software solutions with over 10,000 positive reviews. ActiveCampaign has also been named the Top Rated Email Marketing Software on TrustRadius. Learn more and start your free trial todayStarting Price: $15 per month -
12
Nimble
Nimble
The Simple, Smart CRM for Office 365 and G Suite Teams. Skip the set-up. Nimble is the only CRM that builds itself for you. Thousands of teams are already working smarter everywhere with Nimble. Nimble gives you everything you need to organize your contacts. Build relationships, find opportunities, and reach your goals. Today Page organizes your pipeline, social signals, appointments, and tasks in one intuitive dashboard. Automatically combine contacts, social media connections, communications, inboxes, and calendar appointments with over 160 apps and CRMs into one unified relationship manager. Easily locate contact information and team's interaction history to access a 360-degree view of your customers and leads. You can also add notes to a record, update deal status, and access social handles.Starting Price: $19 per user per year -
13
Kintone
Kintone
Kintone is a customizable digital workplace platform that lets you manage your data, tasks, and communication in one central place. Over 25,000 customers use Kintone’s no-code platform with more than 1.5 million database and workflow applications custom built for their businesses. Kintone is provided by Cybozu Inc., a Tokyo-based public company founded in 1997. Use our no-code drag-and-drop interface to create your own custom database applications that track all the data you want. Whether it’s sales leads, customer quotes, or inventory management, you can organize it in Kintone and view it all from our centralized workplace platform. Maximize Kintone’s functionality with APIs or integrations with the third-party services you rely on for other parts of your business. Browse our library of 100+ integrations to find what you need. Trusted by the largest F500 companies, Kintone's no-code platform with granular governance empowers 'citizen developers' in SMBs and team leaders iStarting Price: $15.00 per user per month -
14
Vtiger CRM
Vtiger
Vtiger offers a single, unified product that enables Marketing, Sales, and Support teams to work together and deliver outstanding customer experiences. Vtiger organises customer data in a single place and everyone on the team gets a holistic view of the customer. Vtiger CRM helps over 300,000 businesses improve revenue, customer loyalty, and team performance by breaking barriers between marketing, sales, and support teams. Vtiger's All-in-one CRM helps teams create delightful experiences across the entire customer lifecycle by enabling: 1. Marketing teams to capture and nurture leads. 2. Sales teams to score, track and close resulting deals. 3. Support teams to access complete customer history and provide exceptional support.Starting Price: $10.00/month/user -
15
Salesflare
Salesflare
Simple yet powerful CRM for small businesses selling B2B. It automates your CRM from existing data to build better relationships and make more sales. A fast, visual and easy-to-use sales machine. Built on happiness with the latest tech, by humans for humans. Don’t worry about storing telephone numbers, email addresses or postal addresses for every customer anymore. No more searching for LinkedIn profiles. Salesflare gathers this information from emails, email signatures, social profiles, and more. Everything automatically appears in your address book. Don't know where to email them? Based on their first name, last name and company, Salesflare will find their business email address in a matter of seconds. Stop losing time on reporting what you’ve done. Salesflare connects to your calendar and mobile phone to log your meetings and phone calls with customers for you.Starting Price: $30/month/user -
16
Constant Contact Lead Gen & CRM
Constant Contact
At Constant Contact, we deliver for small businesses with powerful tools to simplify and amplify digital marketing. Constant Contact Lead Gen & CRM (formerly SharpSpring) is a marketing and sales platform developed to help businesses build their pipeline, nurture leads and close more deals. Our tools are designed to help you attract the right leads, nurture them with personalized content, and grow your business with better conversion. Attract - Get hot leads faster with email & social marketing, plus retargeting ads. Score leads automatically based on their activity and seamlessly pass them to sales. Nurture - Deliver the right message to the right people, at the right time. With a flexible centralized CRM and infinitely customizable automations, tasks like nurturing leads and sales follow-ups are easier than ever. Grow - Manage more effectively with insights and real-time analytics that connect marketing spend to sales results, pipeline, and revenue.Starting Price: $199 per month -
17
Agile CRM
Agile CRM
All-in-One CRM. Automate your sales, marketing, and service in one platform. Avoid data leaks and enable consistent messaging. Make the most of Agile's modern features & integrations, easy implementation and great support at an affordable price. Cloud based SaaS service that is mobile-ready, fast, and simple to use. Agile CRM gives you a range of prepackaged email marketing templates to give your business the visually appealing, professional look and feel it needs. Check out Agile’s email marketing template examples, then select the template you prefer, draft your message, and automate the send. You can also create custom templates—with no programming experience—that pull in your branding for added impact. Make the most of Agile's modern features & integrations, easy implementation and great support at an affordable price. Cloud-based SaaS service that is mobile-ready, fast, and simple to use.Starting Price: $8.99 per user per month -
18
Insightly
Insightly
Know your customers and grow your business with Insightly. A powerful and easy to use customer relationship platform for small and mid-size businesses, Insightly enables teams to accelerate sales, build relationships, and deliver projects on time. It offers native integrations to Gmail, Office 365, MailChimp, and other popular applications. Insightly also offers tools to help companies manage contacts throughout the sales lifecycle, track customer relationships, monitor their sales pipeline, and more.Starting Price: $29.00/month/user -
19
Kommo
QSOFT
Kommo (formerly amoCRM) is the world's first messaging-powered CRM. Multi-channel communication lets you converse through messengers, emails, and calls from a single app. Now every interaction with your customers can be a personalized one-on-one dialogue. Plus managers love its powerful analytics, reporting and automation tools. It's the perfect messenger-based sales solution for entrepreneurs and SMBs.Starting Price: $15/month/user -
20
Redtail CRM
Redtail Technology
Whether you are looking to strengthen your client relationships, improve your team’s collaboration efforts and overall efficiency, increase your revenues and profitability, decrease client attrition, or engage in any number of other business-building activities, Redtail CRM offers tools to assist in your efforts. You’ll also be happy to know that Redtail integrates widely and deeply with other popular tools in the financial services industry, which helps to eliminate redundant data entry and create consistency across the platforms you use in your daily operations. Additionally, Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one low monthly subscription cost. We also understand that CRM adoption can be a challenge for some offices.Starting Price: $99 per month -
21
Caspio
Caspio
Caspio is the world's leading NO-CODE platform for building online database applications without coding. The all-in-one platform provides everything you need to digitally transform business operations and workflows. It includes an integrated cloud database, a visual application builder, enterprise-grade security, regulatory compliance, and scalable global infrastructure. See why Caspio is trusted by over 15,000 companies worldwide. Try it for FREE. As a pioneer in the cloud industry since early 2000, Caspio's database platform is an application development solution for organizations of all sizes and is able to support HIPAA. All Caspio plans are competitively priced and allow unlimited users.Starting Price: $90/month (Annual term) -
22
Salesmate
Salesmate
Salesmate is an all-in-one marketing, sales, and client services CRM platform. It is now time to bring all of your departments together using one powerful CRM. Salesmate will enable your business to build and nurture strong lasting relationships which will increase your company sales. Salesmate gives you a 360-degree view of all of your contacts making it the one source of truth. This helps your sales team take their leads through the sales pipeline with all relevant information at their fingertips. Marketing & Sales can organize campaigns together with one focused goal. Your CS team has the ability to identify upsell opportunities to drive more revenue for your business. The best part getting started only takes a few minutes. Start your free trial today and see why Salesmate will be your #1 choice.Starting Price: $12/month/user -
23
Sugar Sell
SugarCRM
Sugar Sell is a one of a kind Customer Relationship Manager solutions, with functionality that includes sales-force automation, marketing campaigns, customer support, collaboration, mobile CRM, social CRM and reporting. Sugar Sell gives individual and teams back the time they need to increase project focus and interacting with customers to create more sales. Join top leading brands and try Sugar Sell today. Sugar Sell gives you what other customer management software solutions wish they could: The guarantee of an outstanding user experience. Sugar is the 4x winner for satisfaction, reliability and tech support in PCMag’s Business Choice Awards. The real power of our platform is in the story that it tells—about your customers, your company and the future of your business. It’s the customer experience solution to use when you want to empower every employee with the right information, at the right time, before they even ask.Starting Price: $40 per user per month -
24
Capsule
Zestia
The smart simple online CRM. Build stronger customer relationships, make more sales and save time. Be more organized with your customer information in one place. Easily track conversations, know the history and deliver more personal experiences. Feel in control of your sales as you tailor your pipeline to match your sales process and easily spot the deals in need of attention and those about to land. Make more informed business decisions as you easily spot the activities having the most impact on your sales figures with our insightful reports. Shape Capsule around your teams so they only see the information they need. Focus their activity and report on their progress. Capsule works seamlessly with popular applications such as G Suite, Mailchimp, Xero and many more. With caller ID and a reminder to make a note in your CRM after a call, Capsule Mobile keeps you organized wherever you are. Access all of Capsule on Android and iPhone.Starting Price: $18 per user per month -
25
Streak
Streak
Keep your pipeline moving. Set up and customize a perfect process for your team no matter the use case or how you work. As simple as a spreadsheet — adding, editing, and collaborating is a breeze. Easily filter, sort, and group your data in any configuration to quickly identify bottlenecks. See upcoming tasks across all your pipelines. Automatically capture data from your contacts and emails. Get notified as things progress through your pipeline by never forgetting a follow-up with tasks and reminders. Work where you’re comfortable — inside your inbox! Built directly inside of Gmail for desktop and mobile, with G Suite integrations (Sheets, Chat, Drive, and more) to help you access and gather your data quickly. Automatically share emails, notes, and call logs with your team so you can pick up where they left off. Access pipeline data alongside your emails and from your pocket so you always have the context you need.Starting Price: $39.00/month/user -
26
SuiteCRM
SuiteCRM
SuiteCRM is the award winning Customer Relationship Management application brought to you by SuiteCRM Ltd who are the authors and maintainers. The application is enterprise ready and completely scalable to suit any business size or business requirement. The application is fully customisable and can be tailor made to fit your current or future business processes. Most importantly the application is Open Source, so it’s completely FREE to use, with no limitations on users.Starting Price: Free -
27
Pipeline CRM
Pipeline
Get a sales platform that offers easy setup, seamless integrations, and intuitive tools. With Pipeline CRM, you’ll have everything you need to accelerate sales. We’ve built sales enablement tools for 15 years and listened to our customers every step of the way. The result is easy to use, customizable, and fluff-free. Every detail about your sales pipelines, right there when you need it and hidden when you don't. See all of your deals in a single, customizable list view. Use filters to find exactly what you’re looking for. Real people, based in the US, and all expert daily users of Pipeline. Our customer care is second to none. Our support is known for picking up in two rings, no phone trees involved. Getting started is easy with personalized onboarding services. We do custom development. If it’s not “out of the box,” just ask. Easy to get started with no setup or hidden costs, and no engineering resources required.Starting Price: $19.95 per month -
28
Spiro
Spiro Technologies
Spiro is an AI-driven CRM designed specifically for manufacturers and distributors to optimize their sales processes. By providing full visibility into the sales cycle and offering real-time insights, Spiro helps businesses track orders, manage customer relationships, and uncover growth opportunities. Key features include AI recommendations for customer outreach, automatic email drafting after meetings, and proactive alerts about at-risk accounts. The platform aims to increase efficiency, improve customer satisfaction, and accelerate sales performance through intelligent automation and data analysis. -
29
HubSpot Customer Platform
HubSpot
Put your customers first and grow better with HubSpot’s AI-powered customer platform. Connect your front office teams through a complete view of the customer journey. Use AI-powered tools to deliver a seamless customer experience Easily adapt to emerging industry trends and technologies. Traditional CRMs alone aren't enough to drive growth. Most aren’t designed for customer connection, which is critical in an AI-driven world where customers can explore, evaluate, and buy with efficiency. HubSpot’s customer platform is so much more. It’s powered by Smart CRM that combines customer data with AI to help you adapt, products for engaging customers across the entire journey, and an ecosystem of integrations, education, and community. It’s built for businesses to connect with customers, and grow better.Starting Price: Free
- Previous
- You're on page 1
- Next