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Top Rated Sales Tracking Software with Document Management in 2026

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Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: April 2026

Document management enhances the ability to capture, store, and access important sales-related documents. It ensures all team members can quickly find and share pertinent information, improving efficiency and organization in sales processes. Our reviewers in sales tracking software rated this feature as important.

4 Best Sales Tracking Software with Document Management

  • Salesforce Sales Cloud
  • Dynamics 365 - Highest rated for document management
  • monday.com
  • Carsforsale.com

See other top Sales Tracking products with document management

How we picked the 4 top rated products

We chose the high-performing solutions on this list based on verified user ratings on our site. Depending on available data, qualifying products either had to be among the most user-reviewed or the most searched-for products in the sales tracking software category. They also needed to have sufficient reviews about document management, have a minimum user rating of 3 out of 5 for that feature, and show evidence of U.S. market presence. We then added a distinction for the product with the highest rating for document management based on our proprietary ratings and reviews. Sponsorship or client status has no influence on the selection of these products, but it may impact the order in which products appear.

Details for the 4 best products

Salesforce Sales Cloud logo
4.4
(18.7K)

User insights about the document management feature

Reviewers indicate that Salesforce Sales Cloud's document management is crucial for storing and managing client documents efficiently. They appreciate the ability to upload, store, and access documents easily, ensuring all team members have the latest information. Users find it helpful for organizing sales documents, client MSAs, and SOWs in one place. They mention the ease of attaching documents and the structured manner of document storage. However, some users note limitations in capacity and occasional slowness in downloading documents.
“Information can be captured on the CRM system, the client medical report, Proof or address, policy information, and many more documents can be kept on the system and the beautiful tool is that it will be easy accessed, can be sent out easily from this system. ”
BP

Boitumelo P.

Consultant

“We can easily upload, store, and access important documents within the platform, ensuring that all team members have the latest information at their fingertips.”
AP

Arpit P.

IT Consultant

Sales Tracking key features coverage

Salesforce Sales Cloud offers 6 out of the 6 key features for Sales Tracking software identified by reviewers:

Sales Pipeline Management4.5
Lead Management4.4
Reporting/Analytics4.4
Search/Filter4.4
Task Management4.4
Data Import/Export4.4

Pros and cons based on 18,766 verified reviews

55% of users rated Salesforce Sales Cloud 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 18,766 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive tracking capabilities

Effective client management

Robust CRM functionalities

Advanced sales management tools

Enhanced organizational capabilities

Cons:

Slow performance speed

Complex setup and configuration

Steep learning curve

Challenging user experience

Not ideal for small businesses

See pros and cons details

Pricing

Starting price:$25 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

Dynamics 365 logo
4.4
(5.8K)

User insights about the document management feature

Reviewers appreciate Dynamics 365's document management capabilities for their efficiency and ease of use. They find it valuable for keeping documents safe in the cloud and ensuring easy retrieval. Users highlight the integration with SharePoint and Teams, which facilitates real-time collaboration and smooth project management. They also mention the centralized document repository and the ability to manage documents securely. Reviewers feel that the version control and remote access features enhance productivity and organization.
“Document management feature leads to the accuracy of document storage in structured method. Easy access to relevant documents provides better customer service. The best part is version control, which gives surity to users for working with latest version and lastly from anywhere user can access documents and improve the quality and productivity of their work. ”
AS

Ayla S.

Manager

“I can share documents through Teams, Email of course and SharePoint. This makes it so much easier for complex projects when I have multi parties/vendors involved we are able to see the same doc real time through SharePoint. I can store it easily in SharePoint or teams to collaborate with each other. makes things run smoothly and much easier. ”
SP

Sonya P.

Technical Project Manager

Sales Tracking key features coverage

Dynamics 365 offers 6 out of the 6 key features for Sales Tracking software identified by reviewers:

Sales Pipeline Management4.4
Lead Management4.4
Reporting/Analytics4.4
Search/Filter4.4
Task Management4.5
Data Import/Export4.5

Pros and cons based on 5,809 verified reviews

52% of users rated Dynamics 365 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 5,809 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive sales management

Effective customer relationship management

Enhanced team collaboration

Efficient task management

Seamless Microsoft integration

Cons:

Slow performance speed

Disruptive software updates

Steep learning curve

High costs and complexity

See pros and cons details

Pricing

Starting price:$50 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

monday.com logo
4.6
(5.7K)

User insights about the document management feature

Users report that monday.com offers solid document management capabilities, facilitating organization and collaboration. They find it easy to add, share, and search for documents, which helps in managing projects and roadmaps. Reviewers appreciate the integration with cloud-based storage and the ability to comment directly on files. However, some users feel that document organization can be messy due to multiple attachment points, and a few mention that the document feature can be laggy.
“I suspect there are better ways to manage documents than how we are currently use it, but, from my perspective, I feel like there are too many places to attach documents and that makes the organization messy. I prefer to keep my files in one folder on my own hard drive. Using a Google Drive integration would rectify that problem, but my agency has not gone that direction. It is easier for sharing documents than sending them by e-mail where I have to sort through my inbox to find things, but I don't just leave them in Monday.com for future use or reference.”
BD

Brandi D.

Program Developer

“Being able to manage my documents is crucial for my team and business especially as majority of them are overseas and we all travel quite frequently so this makes organization and keeping our tasks organized This is also an awesome feature.”
SS

Stephen S.

CEO

Sales Tracking key features coverage

monday.com offers 6 out of the 6 key features for Sales Tracking software identified by reviewers:

Sales Pipeline Management4.5
Lead Management4.1
Reporting/Analytics4.4
Search/Filter4.4
Task Management4.6
Data Import/Export4.4

Pros and cons based on 5,720 verified reviews

65% of users rated monday.com 5 out of 5 stars, while 1% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 5,720 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Boosts team productivity

Effective progress tracking

Enhanced organization capabilities

Visual task management

Highly customizable platform

Cons:

High costs for small teams

Overwhelming email notifications

Occasional performance issues

Limited mobile functionality

See pros and cons details

Pricing

Starting price:$9 per user/per month|Free version:Available|Free trial:Available

Prices may vary depending on the number of users and features.

Carsforsale.com logo
4.6
(2.3K)

User insights about the document management feature

Reviewers mention that Carsforsale.com's document management is easy to use and allows for quick access and printing of necessary documents. They appreciate the ability to store and manage documents in one place, which helps in keeping track of sales and leads. However, many users indicate that they rely on other software for document management and do not use this feature extensively. They find it helpful for printing specific documents like buyer's guides and inventory sheets.
“The document management is also a nice key factor to have. All of the documents we use I know I can find here and are easy to obtain. Frazier has a lot of the same ones but I often fid myself going to CFS first for any document I may need. ”
CM

Connor M.

Sales Manager

“Can access and print all documents needed for a successful sale and documentation of the transaction.”
JS

Julie S.

Owner

Sales Tracking key features coverage

Carsforsale.com offers 3 out of the 6 key features for Sales Tracking software identified by reviewers:

Sales Pipeline Management4.6
Lead Management4.3
Reporting/Analytics4.3
Search/Filter
Task Management
Data Import/Export

Pros and cons based on 2,363 verified reviews

70% of users rated Carsforsale.com 5 out of 5 stars, while 3% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 2,363 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Easy navigation

Effective inventory management

Helpful support staff

Affordable and feature-rich platform

Responsive customer service

Cons:

Limited customer credit management

Inconvenient email and text communication

Cumbersome access security

Inefficient call service

Limited lead generation

See pros and cons details

Pricing

Starting price:$99 flat rate/per month|Free version:Not available|Free trial:Not available

Prices may vary depending on the number of users and features.

Other Top Rated Sales Tracking Software with Document Management in 2026

Salesforce Sales Cloud logo

Cloud-based CRM and sales automation software

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Read more about Salesforce Sales Cloud

Users also considered
monday.com logo

Project management software

monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and everyday work. Teams shape workflows and projects, code-free, with a platform that adapts to shifting needs, liberates teams from manual grunt work, and connects teams in a collaborative work space.

Read more about monday.com

Users also considered
ClickUp logo

Productivity platform for marketing agencies

ClickUp is a productivity platform that helps businesses combine project management tools, AI capabilities, and collaboration features in a unified workspace. The system can integrate tasks, documents, goals, and chat functionality while offering AI-based agents that automate workflows and answer questions. ClickUp serves teams across various departments with enterprise-grade security certifications including SOC 2 Type II, ISO 27001, GDPR, and HIPAA compliance.

Read more about ClickUp

Users also considered
HubSpot CRM logo

CRM and lead management solution

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Read more about HubSpot CRM

Users also considered
Zoho CRM logo

Customer relationship management solution

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

Read more about Zoho CRM

Users also considered
Dynamics 365 logo

ERP and CRM applications from Microsoft

Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.

Read more about Dynamics 365

Users also considered
Pipedrive logo

Cloud-based CRM solution for salespeople

Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and AI-based features.

Read more about Pipedrive

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DealerCenter logo
Category Leaders

Dealer management software for independent auto dealerships

DealerCenter is a dealer management system for independent car sales, with mobilized features for inventory tracking, desking, lending and document management

Read more about DealerCenter

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ActiveCampaign logo

AI-first marketing platform

ActiveCampaign is the AI-first marketing platform built to transform how marketers, agencies, and entrepreneurs work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp.

Read more about ActiveCampaign

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Carsforsale.com logo

Autodealer marketing solution

Carsforsale.com is an automotive shopping and dealer management software that helps vehicle dealers in listing their cars for sale, and offers reporting and analytics, dealer training and support, inventory distribution and inventory leads and exposure.

Read more about Carsforsale.com

Users also considered
Clio logo

Cloud-based legal practice management tool for law firms.

Clio is a comprehensive legal practice management software that helps law firms streamline their operations. The platform offers case management, client intake, document automation, and legal accounting features, all integrated into one system. With built-in AI capabilities through Clio Duo, legal professionals can efficiently summarize documents and access matter details while maintaining client communication through a dedicated portal.

Read more about Clio

Users also considered
PandaDoc logo

Cloud-based tool for creating, editing and signing documents

PandaDoc is a cloud-based document management solution that streamlines the creation, approval, tracking, and electronic signing of business documents. The platform offers document generation capabilities that allow users to create custom agreements and proposals using a drag-and-drop editor and pre-built templates. Its Configure Price Quote (CPQ) feature enables the generation of error-free, personalized quotes tailored to each buyer's needs.

Read more about PandaDoc

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Less Annoying CRM logo
Category Leaders

For small businesses outgrowing spreadsheets.

Less Annoying CRM is for small businesses outgrowing spreadsheets. Get the reminders and organization you need, without the CRM complexity. Simple contacts, tasks, and lead tracking. $15/user/month after your free 30-day trial.

Read more about Less Annoying CRM

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Bigin by Zoho CRM logo
Category Leaders

Pipeline-centric CRM system for small businesses

From lead generation to closing deals, track and manage sales effectively with Bigin!
​With multiple pipeline management, deal tracking, automated workflows, insightful analytics, and seamless integrations, optimize your sales processes and achieve improved sales performance and efficiency.

Read more about Bigin by Zoho CRM

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NetSuite logo

AI-powered cloud-based business management suite

NetSuite is an AI-powered cloud-based business management suite. It helps organizations streamline their operations and gain real-time insights into their performance. The suite caters to a range of industries such as manufacturing, retail, and professional services.

Read more about NetSuite

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HoneyBook logo

Client management for freelancers & SMBs

HoneyBook is a client management tool designed for small business owners and freelancers to help manage and process payments, bookings, contracts, and more and aid collaboration and communication.

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Kylas Sales CRM logo
Category Leaders

#TheBetterCRM

Kylas allows businesses minimize manual errors and automate their sales processes. By automating sales tasks, salespeople can easily track the progress of their leads in the pipeline and determine the level of attention each lead requires.

Read more about Kylas Sales CRM

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SendPulse logo

Email, web push, SMS, chatbots, CRM on one platform

SendPulse is an all-in-one marketing and sales automation platform for marketers, business owners, industry experts, and eLearning businesses. Our ecosystem includes 10+ audience engagement, communication, and lead generation services and offers an extensive free plan.

Read more about SendPulse

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eWay-CRM logo

Customer relationship management solution

eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage customers, contacts, sales, projects and marketing.

It contains apps for iOS and Android so that people can work on the go. There is also a web interface for those who prefer working from home or on Mac.

Read more about eWay-CRM

Users also considered
Meritto logo

Purpose-built to grow your enrollments

From higher education institutions and K-12 schools to EdTech platforms, online degree programmes, study abroad consultants, coaching centres, and vocational training institutes, Meritto caters all.

Read more about Meritto

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PracticePanther Legal Software logo

Cloud-based law practice management platform for law firms.

PracticePanther is the highest-rated, easiest-to-use, all-in-one law practice management software on the market. Trusted by tens of thousands of solo, small, and mid-sized law firms across 170+ countries, to automate and streamline firm operations on any device, anywhere.

Read more about PracticePanther Legal Software

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Odoo logo

All-in-one open-source business software

Odoo is an all-in-one, open-source business platform covering CRM, Sales, Accounting, Inventory, Manufacturing, and Projects. It’s fully integrated, customizable, and scalable for companies of any size or budget.

Read more about Odoo

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Flowlu logo
Category Leaders

Work automation and team collaboration in one platform.

Flowlu’s sales tracking provides real-time insights into your sales pipeline, lead progress, and revenue forecasts. Track interactions, automate follow-ups, and manage deals efficiently to close more sales and drive business growth.

Read more about Flowlu

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360Learning logo

AI-powered learning platform

360Learning is the AI-powered learning platform that combines LMS and LXP capabilities to scale skills development for mid-size and enterprise companies.

Read more about 360Learning

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monday CRM logo

Customer relationship management solution

Let monday CRM help you track, manage, monitor, and improve your entire sales pipeline. Centralize customer and lead information, utilize advanced reporting features to assess your success rate and sharpen your sales strategy, and save valuable time by automating repetitive work.

Read more about monday CRM

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Key features for Sales Tracking software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Sales Pipeline Management: Reviewers value the ability to visually track and manage deals through customizable stages, forecast revenue, and measure sales performance efficiently. 94% of reviewers rated this feature as important or highly important.
  • Lead Management: Users highlight effective lead capturing, tracking, qualification, and nurturing capabilities that streamline sales processes and improve conversion rates. 92% of reviewers rated this feature as important or highly important.
  • Reporting/Analytics: Reviewers emphasize the importance of customizable dashboards and reports that provide actionable insights, track performance, and facilitate data-driven decision-making. 89% of reviewers rated this feature as important or highly important.
  • Search/Filter: Users appreciate precise filtering and searching functionalities that enhance data accessibility, streamline navigation, and improve productivity. 89% of reviewers rated this feature as important or highly important.
  • Task Management: Reviewers note the ease of creating, assigning, and prioritizing tasks, which helps teams stay organized and ensures timely completion of sales activities. 88% of reviewers rated this feature as important or highly important.
  • Data Import/Export: Users find the import/export feature crucial for seamless data migration, integration, backup, and efficient handling of large data sets. 86% of reviewers rated this feature as important or highly important.