Document Management Software with CRM Integration

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Quip   

140
Docs, tasks, & spreadsheet collaboration with built-in chat
Quip is a new way to manage your team's documents that also combines documents, spreadsheets, to-do's, and chat in one seamless experience. Read more about Quip
Docs, tasks, & spreadsheet collaboration with built-in chat
Quip is a new way to manage your team's documents that also combines documents, spreadsheets, to-do's, and chat in one seamless experience. Read more about Quip

DocuWare   

39
Cloud-based & on-premise document management
DocuWare is a document management system for transferring paper-based and digital assets into collective quantifiable resources. Emails, invoices, contracts and other business documents can be brought together and unified into a cohesive online information resource, eliminating the need for paper. Read more about DocuWare
Cloud-based & on-premise document management
DocuWare is a document management system for transferring paper-based and digital assets into collective quantifiable resources. Emails, invoices, contracts and other business documents can be brought together and unified into a cohesive online information resource, eliminating the need for paper. Read more about DocuWare

PandaDoc   

579
The Future of Documents
Generate custom, error-free and secure documents faster than ever with PandaDoc for small to medium-sized businesses in all departments. Read more about PandaDoc
The Future of Documents
Generate custom, error-free and secure documents faster than ever with PandaDoc for small to medium-sized businesses in all departments. Read more about PandaDoc

MangoApps   

82
Digital Workplace Solutions Tailored for Your Business
Digital Workplace solutions that combines employee intranet, collaboration, messaging, learning & 50+ built-in integrations into one seamless system for better business performance. Read more about MangoApps
Digital Workplace Solutions Tailored for Your Business
Digital Workplace solutions that combines employee intranet, collaboration, messaging, learning & 50+ built-in integrations into one seamless system for better business performance. Read more about MangoApps

Bloomfire  

159
Knowledge sharing & insights platform
Bloomfire is a socially-enabled knowledge base application with easy-to-use content creation and curation tools. Connect people who have knowledge with those who need it – when and where they're ready to learn. Read more about Bloomfire
Knowledge sharing & insights platform
Bloomfire is a socially-enabled knowledge base application with easy-to-use content creation and curation tools. Connect people who have knowledge with those who need it – when and where they're ready to learn. Read more about Bloomfire

Parley Pro  

8
Close Better Contracts Faster with Smart Collaboration
Parley Pro is a cloud-based, modern contract lifecycle management platform that helps organizations close higher quality contracts faster with Smart Collaboration. Read more about Parley Pro
Close Better Contracts Faster with Smart Collaboration
Parley Pro is a cloud-based, modern contract lifecycle management platform that helps organizations close higher quality contracts faster with Smart Collaboration. Read more about Parley Pro

Dropbox  

14,587
File syncing, storage & sharing platform
Dropbox is an off-site server for file syncing, storage and sharing which allows users to save & share files of any format & access them anywhere, on any device. Read more about Dropbox
File syncing, storage & sharing platform
Dropbox is an off-site server for file syncing, storage and sharing which allows users to save & share files of any format & access them anywhere, on any device. Read more about Dropbox

M-Files  

140
Document Management Software
M-Files helps enterprises find, share, and secure documents and information. Even in highly regulated industries. Read more about M-Files
Document Management Software
M-Files helps enterprises find, share, and secure documents and information. Even in highly regulated industries. Read more about M-Files

eXo Platform  

106
Enterprise digital collaboration software
Store all documents in a central place for easy access and edition with eXo Platform: a complete DMS with collaboration and social capabilities. Read more about eXo Platform
Enterprise digital collaboration software
Store all documents in a central place for easy access and edition with eXo Platform: a complete DMS with collaboration and social capabilities. Read more about eXo Platform

Shelf  

44
Knowing Made Easy
Shelf is a an award winning knowledge sharing platform that has the best search in the industry and is a leader in usability. Read more about Shelf
Knowing Made Easy
Shelf is a an award winning knowledge sharing platform that has the best search in the industry and is a leader in usability. Read more about Shelf

SalesHandy  

44
Data analytics, email tracking & communication tool for SMBs
SalesHandy is a data analytics and communication tool for sales teams which allows them to track performance and customer behavior through live engagement. Read more about SalesHandy
Data analytics, email tracking & communication tool for SMBs
SalesHandy is a data analytics and communication tool for sales teams which allows them to track performance and customer behavior through live engagement. Read more about SalesHandy

OneSoft Connect  

22
Simple team collaboration and backoffice software
Enables keep your contracts, meeting minutes, job descriptions or any document with your project, employee or whatever you need. Read more about OneSoft Connect
Simple team collaboration and backoffice software
Enables keep your contracts, meeting minutes, job descriptions or any document with your project, employee or whatever you need. Read more about OneSoft Connect

Laserfiche  

36
Scalable document management & process management software
Laserfiche is a leading global provider of enterprise content management software empowering organizations to take control of information and business processes. Read more about Laserfiche
Scalable document management & process management software
Laserfiche is a leading global provider of enterprise content management software empowering organizations to take control of information and business processes. Read more about Laserfiche

DocuShare  

30
Enterprise content management & process automation platform
Xerox DocuShare (Flex) is a cloud-based content management SaaS designed for enterprises, SMB's and organizational departments, supporting the capture, management and sharing of all paper and digital documents, workflow automation, plus a number of feature add-ons including web forms and mobile apps… Read more about DocuShare
Enterprise content management & process automation platform
Xerox DocuShare (Flex) is a cloud-based content management SaaS designed for enterprises, SMB's and organizational departments, supporting the capture, management and sharing of all paper and digital documents, workflow automation, plus a number of feature add-ons including web forms and mobile apps… Read more about DocuShare

PHC FX  

4
PHC FX is a complete business solution, 100% online.
Integrated Document Management. Read more about PHC FX

Documill Dynamo  

1
Document automation for Salesforce
Documill Dynamo is a document automation system for Salesforce which allows users to generate, manage & distribute offers, contracts, reports & other documents. Read more about Documill Dynamo
Document automation for Salesforce
Documill Dynamo is a document automation system for Salesforce which allows users to generate, manage & distribute offers, contracts, reports & other documents. Read more about Documill Dynamo
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Avg. User review

Document Management Category Leaders Q1 2019

GetApp's quarterly ranking showcases the leading 10-15 Document Management apps based in the cloud. Each app is scored using five factors, worth 20 points each, for a total possible score out of 100. These factors include user reviews, integrations, mobile app availability, functionality, and security. Each app's score is independent of commercial interests and existing relationships that GetApp has with app vendors.

Scroll down for more details about inclusion criteria and scoring.

Score
ReviewsIntegrationsMobileFunctionalitySecurity
74
74
Reviews 20/20
Integrations 19/20
Mobile 16/20
Functionality 19/20
Security -/20
73
73
Reviews 19/20
Integrations 20/20
Mobile 15/20
Functionality 19/20
Security -/20
66
66
Reviews 17/20
Integrations 17/20
Mobile 15/20
Functionality 17/20
Security -/20
64
64
Reviews 15/20
Integrations 18/20
Mobile 14/20
Functionality 17/20
Security -/20
58
58
Reviews 11/20
Integrations 2/20
Mobile 15/20
Functionality 13/20
Security 17/20
57
57
Reviews 14/20
Integrations 12/20
Mobile 15/20
Functionality 16/20
Security -/20
56
56
Reviews 8/20
Integrations 3/20
Mobile 15/20
Functionality 13/20
Security 17/20
53
53
Reviews 7/20
Integrations 4/20
Mobile 13/20
Functionality 12/20
Security 17/20
49
49
Reviews 12/20
Integrations 6/20
Mobile 15/20
Functionality 16/20
Security -/20
47
47
Reviews 10/20
Integrations 9/20
Mobile 15/20
Functionality 13/20
Security -/20
44
44
Reviews 8/20
Integrations 3/20
Mobile 13/20
Functionality 11/20
Security 9/20
44
44
Reviews 13/20
Integrations 4/20
Mobile 13/20
Functionality 14/20
Security -/20
44
44
Reviews 12/20
Integrations 4/20
Mobile 13/20
Functionality 15/20
Security -/20
44
44
Reviews 11/20
Integrations 5/20
Mobile 14/20
Functionality 14/20
Security -/20
42
42
Reviews 6/20
Integrations 2/20
Mobile 4/20
Functionality 12/20
Security 18/20

Who is the ranking for?

GetApp's Category Leader ranking is for business owners and decision makers looking for a comprehensive list of the leading cloud-based software products in the industry.

The ranking serves as a point of reference highlighting key factors that small businesses should look at when assessing a piece of software. These factors include user perception (reviews), compatibility (integrations and mobile compatibility), market presence (media presence), and security features (security).

How are the scores calculated?

An app's score is calculated using five unique data points, each scored out of 20, giving a total score out of 100. The ranking and scoring methodology ensure complete impartiality and independence from any relationships that GetApp has with app vendors.

User Reviews *

Review scores are calculated using reviews collected from GetApp and its sister sites, Software Advice and Capterra. Scores are calculated based on the total number, average rating, and recency of reviews.

The number of reviews and average user rating are scaled against the category average. A weighting is then applied to reward recency of user reviews: reviews written in the last 6 months score up to 10 points, those written between 6 and 12 months ago score up to 6 points, and those more than 12 months old score up to 4 points. These numbers are added together to give a total maximum score of 20.

Integrations

Integration scores factor in a number of variables. Up to 16 points are awarded based on the number of integrations an app has; the first 10 points are awarded based on the number of integrations relative to the category average, while 4 points are awarded based on the number of integrations relative to the leaders in the category. An additional 5 points is awarded for an integration with Zapier, a widely used software integration platform, while an extra point is given for having an open API. The total possible score for integrations is 20 points.

Mobile Platforms *

Mobile scores are calculated based on the availability of an iOS and Android app. 5 points are awarded for the presence of each app, with an additional 10 points being awarded for the number and average rating of reviews in both the App Store and Google Play. These review scores are calculated and scaled against the competition for a maximum of 5 points per platform and an overall maximum score of 20.

If there isn't a native iOS or Android app, the product's website is assessed using Google's PageSpeed Insights to measure mobile usability. The score is returned out of 100, then scaled to a score out of 5 for a maximum of 5 points.

Media Presence

Media presence is calculated using the number of Twitter followers and Facebook fans that an app has. The number of fans and followers are added together, and each app is scored based on this overall number, compared with others in the category. The first 15 points are awarded for the combined number of followers and fans scaled against the category average, while the final 5 points are awarded for the combined number of followers and fans scaled against the top leaders in the category. These two scores are added together for a total out of 20 points.

Security

Security scoring is calculated using answers from a vendor-completed survey. The questions in the survey are based on the Cloud Security Alliance self-assessment form as part of the Security, Trust & Assurance Registry. With 15 questions, each answer is assigned a point value based on vendor response, with additional points given for security certifications, for a maximum possible score of 20.

In the event of a tie, each data point is weighted for importance, with security taking precedent, followed by reviews, integrations, mobile apps, and media presence, respectively.

* All data points combining calculations for both ratings and reviews are calculated using a Bayesian estimate, which is a weighted average that includes the number of reviews and the rating of an app, benchmarked against others in the category.