DocSales

DocSales is an award winning B2B SaaS platform that puts SALES CLOSING ON AUTOPILOT. Put simply, it is about keeping every contact, deal and follow-up in one place so nothing slips.

Who is it for? Mostly sales teams and founders who are tired of spreadsheets. They also list CRM, E-Signature and Sales Automation, so expect those to show up in the feature set. They are a small team, 11 to 50 people, which usually shapes who they work with. You will probably talk to the people who build it, which is great until you need 24/7 support.

DocSales is based in Winter Park, Florida and founded in 2020. More on docsales.com.

Our checklist for this category: pipeline stages, email sync, mobile app, and what reporting costs extra. Get the renewal terms in writing before the first invoice.

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