App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categories Blog & research About us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.

Our commitment

Independent research methodology

Our researchers use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

Learn more

Verified user reviews

GetApp maintains a proprietary database of millions of in-depth, verified user reviews across thousands of products in hundreds of software categories. Our data scientists apply advanced modeling techniques to identify key insights about products based on those reviews. We may also share aggregated ratings and select excerpts from those reviews throughout our site.

Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

Learn more

How GetApp ensures transparency

GetApp lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. GetApp is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website.

Learn more

Document Management Software with CRM (2026)

Last updated: March 2026

Get free expert advice+1 (888) 216-6745

Call now for a one-to-one consultation in under 15 mins.

Key features of Document Management Software

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

Secure Data Storage: Reviewers value encryption, multi-factor authentication, and access control for protecting sensitive documents and ensuring secure storage. 90% of reviewers rated this feature as important or highly important.
Document Storage: Users appreciate easy access, organization features, and the ability to store and manage a large volume of documents efficiently. 89% of reviewers rated this feature as important or highly important.
File Sharing: Reviewers highlight real-time collaboration, flexible permission settings, and secure sharing options for efficient teamwork. 88% of reviewers rated this feature as important or highly important.
Access Controls/Permissions: Users note the importance of granular access controls, role assignments, and the ability to restrict document access based on user roles. 84% of reviewers rated this feature as important or highly important.
Document Generation: Reviewers emphasize the simplicity of creating and customizing various document formats, including templates for specific needs. 83% of reviewers rated this feature as important or highly important.
Electronic Signature: Users find electronic signatures convenient for remote approval, ensuring legal validity and saving time on document processing. 83% of reviewers rated this feature as important or highly important.