Best Sales Software for Formstack Documents
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Compare the Top Sales Software that integrates with Formstack Documents as of October 2026
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This a list of Sales 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 Sales Software for Formstack Documents?
Sales software encompasses a range of tools designed to support and enhance the sales process. It includes systems for customer relationship management (CRM), sales analytics, lead generation, pipeline management, and automation of routine sales tasks. These tools cater to diverse business needs, from small teams to large enterprises, providing scalability and integration with other business software. The primary goal of sales software is to improve efficiency, drive sales growth, and enhance customer relationships. By leveraging data and automation, it empowers organizations to make informed decisions and streamline their sales strategies. Compare and read user reviews of the best Sales software for Formstack Documents currently available using the table below. This list is updated regularly.
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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
ActiveCampaign
ActiveCampaign
ActiveCampaign Sales CRM is built to help teams sell more in less time. Visual pipelines, automated deal creation and routing, AI win probability, and lead scoring highlight the opportunities most likely to close. Integrated 1:1 email and tasks ensure reps always know who to contact next and what to do to move deals forwarStarting Price: $15 per month -
3
Coevera
Pipelinersales Corporation
Coevera is an AI-native CRM built to empower and develop salespeople, not just track them. Where many CRMs are databases that reps are forced to feed, Coevera is designed around the seller: a visual, drag-and-drop pipeline, guided selling steps at every stage, and Voyager AI that drafts emails, summarizes calls and deals, and suggests next actions. Voyager shows its reasoning and asks before it acts, so reps stay in control. Coevera also embeds sales development content from Sales POP!, with 1,600+ episodes, so teams improve their skills inside the tool they use every day. Most teams of 15 to 2,500 sellers go live in about four weeks with no full-time admin, and users are productive after roughly two hours of onboarding. The result is higher adoption, cleaner data, and a CRM that sellers actually want to open.Starting Price: $85/month -
4
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, HubSpot's Smart CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your customers 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. The 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 -
5
Box
Box
Box helps growing businesses manage and get more value from their content on one secure AI-powered platform. Combining file sharing, document management, workflow automation, e-signature, and AI tools in one place, Box empowers teams to reduce tool sprawl and improve visibility across all their files. Organizations use Box for secure internal and external collaboration, knowledge management, contract lifecycle management, onboarding, controlled documents, and audit-ready archiving. For teams adopting AI, Box is designed to connect AI to business content with permissions, governance, and auditability in one file system. The platform also supports compliance and security needs with features such as access controls, retention, classification, and protections for regulated environments, including support for requirements such as HIPAA and FINRA.Starting Price: $5 per month -
6
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. -
7
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 -
8
Constant Contact
Constant Contact
We deliver for small businesses with powerful tools to simplify and amplify digital marketing. Whether it's driving sales, growing a customer base or engaging an audience, we help you build strong connections and generate powerful results. - Grow your audience Build your list fast with landing pages, social media lead ads, and more. - Deepen customer relationships Create professional emails, segment your list and automate your messages to drive more engagement and sales for your business. - Simplify your social media Create and manage social posts and ads to generate awareness, drive leads and promote growth, all from one place. - Sync with the apps you're already using Connect with digital tools you're already using to grow your business and sell more online, faster.Starting Price: $12 per month -
9
Airtable
Airtable
Airtable is an AI-powered workflow platform that helps teams unify data, build apps, automate processes, and collaborate in one connected workspace. The platform enables users to create production-ready applications with no-code components and conversational AI app building. Airtable agents can work across large sets of records, reason over operational data, and orchestrate actions across workflows. The platform supports teams in product, marketing, project management, operations, sales, design, and creative work. Enterprise capabilities include scalable infrastructure, advanced permissions, RBAC, AI controls, provisioning, audit logs, data loss prevention, e-discovery, and data residency. Built for organizations of all sizes, Airtable helps teams connect workflows, embed AI into operations, and build business applications faster.Starting Price: $20/user/month -
10
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 -
11
Nimble
Nimble
Nimble is the Team Relationship CRM — built for the whole company, not just the sales team. Sales and marketing get the tools they need to scale revenue: pipeline, email marketing, sequences, and web forms. The rest of the company — customer success, recruiting, partnerships, business development — works from that same shared relationship record instead of getting left to spreadsheets and inboxes. Most teams stitch together five separate tools to cover what one platform should do — a CRM, a data-enrichment tool, an outreach sequencer, a prospecting tool, and an email marketing platform — at a cost of roughly $600 per user per month before anyone's sent an email. Nimble replaces all of that with one all-in-one platform and one shared record, at a fraction of the cost.Starting Price: $24.90 per user per year -
12
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 -
13
Salesflare
Salesflare
Salesflare is a B2B sales CRM for small and medium-sized businesses that keeps itself up to date automatically. It captures contacts, companies, emails, meetings and relationship data, so sales teams spend less time maintaining their CRM and more time following up with customers. Connect your email and calendar and Salesflare automatically builds complete customer timelines, enriches contact and company information, and gives your team the context it needs to manage relationships and opportunities effectively. Salesflare includes visual sales pipelines, automated follow-up reminders, email sequences, email and website tracking, lead scoring, relationship intelligence, customizable dashboards and mobile apps. Because Salesflare captures customer and relationship data automatically, its AI can work from richer and more up-to-date context. It can help write emails, summarize customer timelines, suggest follow-ups and prepare for meetings. Salesflare is especially suited to relStarting Price: $29/month/user -
14
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 -
15
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 -
16
Drip
Drip
Drip is a world-class, feature-rich marketing automation, ecommerce CRM, and email platform for marketers and businesses looking to get to know their customers at scale. Drip offers a host of features to help marketers see their customers in full color. This includes tracking tools, automated workflows, multichannel marketing, prebuilt campaigns, one-off emails, content customization and segmentation, analytics and reporting, and more. It also natively integrates with leading marketing tools.Starting Price: $49.00/month -
17
Ortto
Ortto
Connect your data, segment your audience, deliver seamless experiences, and measure success simply. Use no-code integrations to unlock data from marketing, finance, support, sales, and product into a single customer profile to reveal actions that are important to your business. Powerful segmentation allows you to target audiences based on any combination of demographic, firmographic, behavioral, event-based and transactional data. Send the right message, to the right person, at the right time. Connect with your audiences across the entire customer journey with hyper-personalized omnichannel experiences. It’s intelligent automation that feels human. Data should make decisions simpler, not more complicated. Empower your whole team to make data-driven decisions with insightful visual analytics and reports, while custom dashboards keep your team on target.Starting Price: $199 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
Proposify
Proposify
Proposify is the online proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and flexibility to dominate deals. Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. Deliver a seamless sign-off experience for your customers and prospects. Features include a flexible and user-friendly design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, approvals, and so much more.Starting Price: $35/month -
21
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 -
22
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 -
23
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 -
24
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 -
25
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 -
26
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 -
27
Velocify
ICE Mortgage Technology
To survive and succeed in today’s mortgage market, you need a streamlined and optimized sales process. Velocify®, a part of the ICE Mortgage Technology™ Platform, puts sales automation to work to keep your team organized and focused on activities that drive more business. Streamline and enforce your unique sales process within Salesforce so your sales leaders, Salesforce admins, and loan officers can focus on growing the business and closing more loans. Your Salesforce environment will instantly become a powerful sales prospecting, closing, and reporting engine. Are you ready to increase your lead conversion rates by up to 400%? Retrieve mortgage leads from over 1,400 integrated lead sources, automatically distribute new leads and reassign unworked leads, prioritize all sales communications, and create customized sales workflows so all leads are acted upon. Respond faster to high-priority leads, sell smarter, and close more loans.Starting Price: $60 per user 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
ClinchPad
Clinchpad Technologies
Don't waste time entering tons of data and creating contacts, instead focus on converting leads into deals. Store all relevant information pertaining to the lead at one place. Easy to comprehend pre-defined reports which will help you streamline your workflow and eliminate blockages. Increase revenues by getting organized. Keep track of what needs to be done next and get insights from past information. We talked to hundreds of businesses and found out what features they need so that you could have an uncomplicated CRM. Create multiple sales pipelines so that you can track different aspects of your sales process. Filter leads in a sales pipeline by users, products, sources, zones, contacts or any combination of the above. A number of actions such as adding and renaming leads, assigning a user to a lead or moving the lead to another stage in the sales pipeline can be accomplished from the sales pipeline view itself.Starting Price: $9 per user per month -
30
Bidsketch
Bidsketch
Easily drop in content, fees, and designs to create persuasive proposals in minutes. Perfect for salespeople, sales teams, and anyone closing deals. Get your sales proposals signed faster with the e-signature feature by capturing client signatures online when they approve. Optionally, you can export to PDF. You'll impress clients with a custom client landing page and beautiful proposal templates. With web based proposal analytics and instant notifications, you'll know when clients open proposals or need a follow up. Bidsketch is proposal software that helps you close deals in minutes. So you can focus on your work. It's proposal management that helps you cut your proposal time in half, up-sell for more revenue, close more deals in your sales pipeline. Top businesses and sales teams have switched to Bidsketch, and thousands of people are now closing hundreds of millions of dollars, in less time than ever before.
