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Online CRM Software with Document Storage (2026)

Last updated: March 2026

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Key features of Online CRM Software

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

Contact Management: Reviewers emphasize efficient organization of contacts, tracking customer interactions, and integrating with business tools for seamless communication and better customer engagement. 93% of reviewers rated this feature as important or highly important.
Data Import/Export: Users highlight the ease of importing and exporting data, saving time, reducing errors, and supporting various data formats for smooth transitions. 93% of reviewers rated this feature as important or highly important.
Pipeline Management: Reviewers value systematic tracking and organizing of leads, providing clear visibility of sales stages and effective follow-up to prevent missed opportunities. 90% of reviewers rated this feature as important or highly important.
Lead Management: Users appreciate tools for scoring, tracking, and automating follow-ups, enabling prioritization of high-potential leads and enhancing sales efficiency. 89% of reviewers rated this feature as important or highly important.
Lead Capture: Reviewers note the importance of capturing leads from multiple sources, automating integration with CRMs, and ensuring no lead is lost, thus enhancing follow-up. 87% of reviewers rated this feature as important or highly important.
Reporting/Analytics: Users find customizable reporting and analytics vital for gaining insights, tracking performance, and making data-driven decisions to improve business strategies. 85% of reviewers rated this feature as important or highly important.