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Top Rated CRM Software with Document Storage 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: March 2026

Document storage in CRM software centralizes and organizes critical documents, enhancing collaboration, accessibility, and compliance. It allows users to attach documents to relevant records, maintain version control, and streamline document retrieval. Our reviewers in CRM software rated this feature as important.

5 Best CRM Software with Document Storage

Product
User rating
Starting price
Zoho CRM logo
4.3
(6.9K)
14
per user/per month
visit website
Salesforce Sales Cloud logo
4.4
(18.7K)
25
per user/per month
visit website
ClickUp logo
4.6
(4.5K)
10
per user/per month
eWay-CRM logo
4.5
(819)
20
per user/per month
Dynamics 365 logo
4.4
(5.8K)
50
per user/per month

See other top CRM products with document storage

How we picked the 5 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 CRM software category. They also needed to have sufficient reviews about document storage, 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 up to three products based on our proprietary ratings and reviews: Highest rated, Highly rated for document storage, and Highly rated for free version. 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 5 best products

Zoho CRM logo

Zoho CRM

Reviews Sentiment
 
 
 
1-2(252)
3-4(3,152)
5(3,558)
Key Features
Contact Management4.4
Sales Pipeline Management4.4

User insights about the document storage feature

Users report that Zoho CRM's document storage is straightforward and efficient, allowing easy attachment and organization of documents with leads and contacts. They appreciate the integration with Zoho WorkDrive and the ability to store various document types. However, some users mention not utilizing this capability extensively and experiencing occasional lag.

See related user reviews

“ZOHO provides Zoho Docs which ease out the hectic tasks of storing important documents and sharing with the team members.”
SS

Shubham S.

Software Asset management

“Here is the one-stop for storing our documents may it be the client's agreements or proposals or internal documents in one place and easy access with security added.”
RK

Rakesh K.

Agency Owner

Starting price
14per user /
per month
visit website
Pros and Cons based on 6,962 verified reviews

Comprehensive sales management

Efficient client management

Effective customer tracking

Robust lead management

Scalable for various business sizes

Frequent user issues

Inadequate customer support

Outdated user interface design

Need for performance improvements

Complicated navigation

See pros and cons details
Salesforce Sales Cloud logo

Salesforce Sales Cloud

Reviews Sentiment
 
 
 
1-2(430)
3-4(7,984)
5(10,348)
Key Features
Contact Management4.5
Sales Pipeline Management4.5

User insights about the document storage feature

Reviewers indicate that Salesforce Sales Cloud's document storage is secure, user-friendly, and integrates well with other tools like Quip and SharePoint. They find it easy to upload, store, and retrieve documents, which improves efficiency and collaboration. However, some users mention limitations in storage capacity and compatibility with Google Drive.

See related user reviews

“Document Storage is crucial because it allows me to keep all customer-related documents in one place. This makes it easy to access important files anytime, improving efficiency and collaboration. ”
SS

Sujal S.

Organizer

“Document Storage directly within the Salesforce cloud provides the user with immediate hands-on access to their documents. This is another feature vital to the system as a whole, providing all users, salespersons and administrators quick and global access to information and necessary documents for their daily production.”
LK

Lorelle K.

Property Manager

Starting price
25per user /
per month
visit website
Pros and Cons based on 18,762 verified reviews

Comprehensive tracking capabilities

Effective client management

Robust CRM functionalities

Advanced sales management tools

Enhanced organizational capabilities

Slow performance speed

Complex setup and configuration

Steep learning curve

Challenging user experience

Not ideal for small businesses

See pros and cons details
ClickUp logo
Reviews Sentiment
 
 
 
1-2(50)
3-4(1,341)
5(3,166)
Key Features
Contact Management4.4
Sales Pipeline Management4.3

User insights about the document storage feature

Reviewers appreciate ClickUp's document storage capabilities, highlighting its integration with Google Drive and Microsoft programs for seamless collaboration. They find the remote file access secure and convenient, and value the ability to store and manage documents centrally. Users also mention the unlimited storage and the ease of attaching files to tasks and projects.
Verified reviewer profile picture

See related user reviews

“Cloud storage utilisation for documents linked to clickup files, such as files in Google drive linked to tasks in clickup make clickup an excellent collaboration tool.”
MO

Michael O.

Senior Civil Engineer

“I quite enjoy the unlimited storage and how ClickUp gives you the freedom to manage the documents”
Verified reviewer profile picture

Nomusa M.

Owner

Starting price
10per user /
per month
Pros and Cons based on 4,557 verified reviews
Verified reviewer profile picture

Enhanced team collaboration

Boosted productivity

Comprehensive project management

High customization and flexibility

Continuous improvements

Slow performance speed

Inconsistent bug fixes

Complex navigation

Limited mobile support

Overwhelming email notifications

See pros and cons details
eWay-CRM logo
Reviews Sentiment
 
 
 
1-2(14)
3-4(344)
5(461)
Key Features
Contact Management4.5
Sales Pipeline Management4.2

User insights about the document storage feature

Reviewers highlight eWay-CRM's document storage for its ease of use and ability to keep documents connected to the appropriate customer and contact. They appreciate the drag-and-drop functionality, though some report issues with Outlook crashes and lengthy loading times. Users value the centralized storage and accessibility of updated documents for team collaboration.

See related user reviews

“Document storage avoids needing to retain copies in Outlook, thus keeping that program slim”
CF

Colin F.

Director

“The possibility of updating the documents and having the final version online available for everyone”
RV

Radka V.

CEO

Starting price
20per user /
per month
Pros and Cons based on 819 verified reviews

Responsive customer support

Efficient sales tracking

Reliable technical support

Slow loading times

Frequent bug issues

See pros and cons details
Dynamics 365 logo
Reviews Sentiment
 
 
 
1-2(127)
3-4(2,642)
5(3,038)
Key Features
Contact Management4.4
Sales Pipeline Management4.4

User insights about the document storage feature

Reviewers feel that Dynamics 365's document storage is effective, especially with its integration with SharePoint and Azure Blob Storage. They appreciate the centralized management of documents, which enhances collaboration and accessibility. Users note the security and confidentiality of stored documents, although some find the interface less user-friendly.

See related user reviews

“Document Storage in Dynamics 365 centralizes document management, improving collaboration, compliance, and accessibility of critical business documents within the integrated platform.”
MA

Mohammed A.

Strategy Advisor

“Document Storage in Dynamics 365 centralizes important files, improves accessibility, and streamlines collaboration across teams.”
JS

Jayed S.

Executive Assistant

Starting price
50per user /
per month
Pros and Cons based on 5,807 verified reviews

Comprehensive sales management

Effective customer relationship management

Enhanced team collaboration

Efficient task management

Seamless Microsoft integration

Slow performance speed

Disruptive software updates

Steep learning curve

High costs and complexity

See pros and cons details

Other Top Rated CRM Software with Document Storage in 2026

Zoho CRM logo

Zoho CRM

Customer relationship management solution

visit website
Zoho CRM records all contact, lead & account data. It also lets you assign tasks, automate workflows & marketing, track revenue & send communications.

Read more about Zoho CRM

Users also considered
NetSuite logo

NetSuite

AI-powered cloud-based business management suite

visit website
NetSuite’s CRM software is the only cloud solution that delivers a real-time 360-degree view of your customers. NetSuite CRM provides a seamless flow of information across the entire customer lifecycle—from lead to opportunity, sales order, fulfillment, renewal, upsell, cross-sell and support.

Read more about NetSuite

Users also considered
Bigin by Zoho CRM logo

Bigin by Zoho CRM

Category Leaders

Pipeline-centric CRM system for small businesses

visit website
Bigin is a pipeline-centric CRM that helps small businesses move away from spreadsheets and get started with a CRM system for their business easily.

Read more about Bigin by Zoho CRM

Users also considered
Odoo logo

Odoo

All-in-one open-source business software

visit website
Odoo CRM: Cloud, mobile, social and gamified. The leading Open Source CRM software helps you track leads, close opportunities and get accurate forecasts.

Read more about Odoo

Users also considered
HubSpot CRM logo

HubSpot CRM

CRM and lead management solution

visit website
HubSpot CRM is the perfect free sales tool for your small business. Say goodbye to manual tasks and confusing features. Say hello to HubSpot CRM.

Read more about HubSpot CRM

Users also considered
Bitrix24 logo

Bitrix24

All in one business management workspace

visit website
Bitrix24 CRM has everything you need to acquire leads, turn them into deals, receive payments, manage inventory, e-sign documents, run marketing campaigns, increase customer engagement, grow customer retention, and track sales metrics. Try our free plan with unlimited users today!

Read more about Bitrix24

Users also considered
Less Annoying CRM logo

Less Annoying CRM

Category Leaders

For small businesses outgrowing spreadsheets.

visit website
A simple customer relationship manager made just for small businesses. Manage contact info, track leads, and never miss a follow-up.

Read more about Less Annoying CRM

Users also considered
Rolldog logo

Rolldog

Customer relationship management solution

visit website
Rolldog is a CRM and opportunity management solution that helps businesses better manage customer relationships, while proactively tracking and scoring leads and opportunities to help increase revenue, boost sales and marketing effectiveness.

Read more about Rolldog

Users also considered
Apptivo logo

Apptivo

CRM solution for managing customer accounts

visit website
Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information such as contact information, website, annual revenue‚ address‚ number of employees‚ & more. Accounts can be associated with other records such as contacts or opportunities.

Read more about Apptivo

Users also considered
TaskSuite logo

TaskSuite

Lending Simplified, Success Amplified.

visit website
TaskSuite revolutionizes lending with a comprehensive platform that simplifies origination, servicing, and loan management. Enhance efficiency, decision-making, and customer satisfaction with our all-in-one solution.

Read more about TaskSuite

Users also considered
Salesforce Sales Cloud logo

Salesforce Sales Cloud

Cloud-based CRM and sales automation software

visit website
Salesforce Sales Cloud offers complete contact, lead and opportunity management, along with marketing automation, social collaboration, and more.

Read more about Salesforce Sales Cloud

Users also considered
Daylite for Mac logo

Daylite for Mac

All-in-One Business App for Service-Based Firms.

visit website
Stop wasting time using multiple apps. Daylite unifies CRM, new client opportunities, projects, tasks, notes, and email into one app designed for Apple users so you can focus more on clients and less on admin.

Read more about Daylite for Mac

Users also considered
InfoFlo logo

InfoFlo

HIPAA compaliant case management software

visit website
Easy-To-Use CRM with contact, email, calendar, document & task management + QuickBooks, Outlook and a Google Sync. $99 + Free Upgrades

Read more about InfoFlo

Users also considered
HoneyBook logo

HoneyBook

Client management for freelancers & SMBs

visit website
Every CRM tool you need to manage clients, proposals, contracts, invoices, payments, and more.

Get started with a 7 day free trial today.

Read more about HoneyBook

Users also considered
Claritysoft CRM logo

Claritysoft CRM

User-friendly customer relationship management software

visit website
Claritysoft CRM is a customer relationship management software with which SMBs & large enterprises can manage contacts, accounts & sales leads efficiently

Read more about Claritysoft CRM

Users also considered
Clio logo

Clio

Cloud-based legal practice management tool for law firms.

visit website
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
JobNimbus logo

JobNimbus

Be more professional, profitable, efficient, and organized.

visit website
JobNimbus is a contractor software platform that customizes to your business and grows with it. With full visibility of all your jobs and their stages, our platform makes it simple to control your workflow. You can manage your processes and keep every aspect of your business running!

Read more about JobNimbus

Users also considered
Caspio logo

Caspio

Build online database applications without coding.

visit website
Caspio is the world’s leading NO-CODE platform for building online database applications without having to write code.

Read more about Caspio

Users also considered
Copper logo

Copper

The CRM designed for Google Workspace

visit website
Designed for businesses using Google Workspace (formerly G Suite), Copper keeps business relationships in one place, automates repetitive tasks, and helps you stay organized with projects and deadlines. Get started in minutes!

Read more about Copper

Users also considered
Mokapen logo

Mokapen

The Italian CRM for small businesses.

visit website
Mokapen is a new Italian based CRM for small enterprises and professionals. Manage tasks, contacts, deals and tickets easily: Free. Easy. Italian.

Read more about Mokapen

Users also considered
Maximizer CRM logo

Maximizer CRM

Customer relationship and lead management solution

visit website
Maximizer CRM is a lead management solution designed specifically for the unique challenges that sales teams and managers face. Teams can monitor and achieve revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center.

Read more about Maximizer CRM

Users also considered
Cerca logo

Cerca

Franchise management software for franchisors

visit website
Cerca (Ex Franchise On Cloud) is franchise management software. This all-in-one collaborative platform allows franchisors to develop their network with a completely customizable Franchise CRM.

Read more about Cerca

Users also considered
The Magazine Manager logo

The Magazine Manager

Magazine management solution for digital & print publishers

visit website
The Magazine Manager is a digital magazine software. This web-based CRM is designed to manage sales, production, and marketing in a centralized platform that includes email marketing, customer relationship management, invoice processing, live notifications, and custom statements and proposals.

Read more about The Magazine Manager

Users also considered
Capsule logo

Capsule

Customer relationship management solution

visit website
Capsule is an online CRM solution that helps businesses build stronger customer relationships, make more sales, save time, be more organized and collaborate.

Read more about Capsule

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

Key features for CRM software

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

  • Contact Management: Reviewers highlight the comprehensive data organization, customization capabilities, and easy tracking of customer interactions, aiding in efficient communication and strategic planning. 93% of reviewers rated this feature as important or highly important.
  • Sales Pipeline Management: Reviewers appreciate the visual representation, customizable stages, and detailed tracking of deals, which aid in forecasting, prioritizing opportunities, and streamlining sales processes. 90% of reviewers rated this feature as important or highly important.
  • Lead Management: Users value the ability to segment, score, and track leads, along with automation features that enhance follow-ups, improve efficiency, and increase conversion rates. 90% of reviewers rated this feature as important or highly important.
  • Workflow Management: Users highlight the importance of automation, customization, and task tracking features to streamline processes, improve collaboration, and enhance overall efficiency. 88% of reviewers rated this feature as important or highly important.
  • Lead Capture: Reviewers appreciate the ability to capture leads from various sources, automate follow-ups, and maintain data accuracy, thereby enhancing lead generation and conversion efforts. 86% of reviewers rated this feature as important or highly important.
  • Task Management: Users find value in the ability to organize, assign, and track tasks efficiently, with features for prioritization, reminders, and collaboration, improving productivity and accountability. 85% of reviewers rated this feature as important or highly important.