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Top Rated Marketing Planning Software with Document Management in 2026

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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 centralizes company knowledge, streamlines file sharing, and enables easy access to documents. It supports collaborative editing, simplifies search with keyword filtering, and helps organize project-related documents for future reference. Our reviewers in marketing planning software rated this feature as highly important.

6 Best Marketing Planning Software with Document Management

Product
User rating
Starting price
Jira logo
4.4
(15.3K)
7.91
per user/per month
Asana logo
4.5
(13.5K)
10.99
per user/per month
Trello logo
4.5
(23.4K)
5
per user/per month
monday.com logo
4.6
(5.7K)
9
per user/per month
Airtable logo
4.7
(2.2K)
20
per user/per month
ClickUp logo
4.6
(4.5K)
10
per user/per month

See other top Marketing Planning products with document management

How we picked the 6 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 Marketing Planning 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 up to three products based on our proprietary ratings and reviews: Highest rated, Highly rated for document management, 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 6 best products

Jira logo
Reviews Sentiment
 
 
 
1-2(214)
3-4(6,630)
5(8,464)
Key Features
Task Management4.6
Task Progress Tracking4.6

User insights about the document management feature

Reviewers highlight that Jira's document management, especially when integrated with Confluence, is valuable for file sharing, version control, and collaboration. They find it easy to attach documents within tasks and appreciate the ability to manage various documents systematically. Some users prefer using other tools for document management but acknowledge Jira's effectiveness in project documentation.
Verified reviewer profile picture
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“Document management in Jira streamlines file sharing, version control, and access, ensuring efficient collaboration and documentation within projects.”
Verified reviewer profile picture

Ahmed R.

Account executive

“Document management features provide our teams with the tools they need to store and manage their documents in a central location, which can help to improve collaboration and reduce the need to search for files. it provides teams with the versioning, access controls, integration, and search-ability they need to manage their documents effectively and ultimately deliver the product on time and with desired quality.”
Verified reviewer profile picture

Ahmed A.

Founder, Biomedical Engineer & Data Scientist

Starting price
7.91per user /
per month
Pros and Cons based on 15,308 verified reviews
Verified reviewer profile picture
Verified reviewer profile picture

Comprehensive project tracking

Effective sprint management

Enhanced team collaboration

Extensive integration options

Support for agile development

Frequent performance issues

Complex navigation

Challenging issue management

Inefficient search and filter

Complicated setup configuration

See pros and cons details
Asana logo
Reviews Sentiment
 
 
 
1-2(230)
3-4(5,264)
5(8,050)
Key Features
Task Management4.7
Task Progress Tracking4.6

User insights about the document management feature

Reviewers feel that Asana's document management is useful for attaching and organizing files within tasks, making everything easily accessible in one place. They find it convenient to connect Google Docs and appreciate the ability to collaborate and track progress. However, some users note a lack of document editing features and prefer using other software for document management.

See related user reviews

“ it lets us attach and organize project documents in one place. It makes it easy to find and work together on files for our projects.”
zw

zineb w.

buseniss owner

“Attaching all of our documents to a specific task helps with document management. Easily storing documents for a task is very useful. ”
MM

Marlon M.

Inventory and Fulfilment Specialist

Starting price
10.99per user /
per month
Pros and Cons based on 13,544 verified reviews

Comprehensive project tracking

Enhanced team collaboration

Efficient task organization

Effective employee management

Overwhelming email notifications

High premium costs

Complex user experience

See pros and cons details
Trello logo
Reviews Sentiment
 
 
 
1-2(237)
3-4(8,675)
5(14,571)
Key Features
Task Management4.6
Task Progress Tracking4.6

User insights about the document management feature

Users report that Trello's document management is useful for attaching and organizing files within cards. They appreciate the integration with third-party apps like Google Drive and Dropbox, which facilitates easy access and sharing. However, some reviewers prefer linking to hosted files rather than uploading directly to Trello, and a few find the document tracking somewhat clunky.
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“Trello provides basic capabilities for document management: You neither upload Your files to Trello either integrate Your Boards with DropBox/oneDrive/GoogleDrive. For option #1 the volume of storage is currently unlimited, but the volume of uploaded files are restricted based on your subscription (10Mb per file for Free plan). For option #2 you need to connect a specified power-ups to your Trelllo board (now there are no limits on active power-ups).”
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Anton A.

SAP Team Lead

“I loved how easily I could unload documents to the boards. It made for a really fun way to organize and made it easy for my clients to access important documents without getting confused!”
KL

Katelyn L.

Social Media Manager

Starting price
5per user /
per month
Pros and Cons based on 23,483 verified reviews
Verified reviewer profile picture

Flexible task organization

Effective team collaboration

Intuitive drag-and-drop interface

Comprehensive track management

Inadequate notification system

Pricing concerns and limitations

Limited file management

See pros and cons details
monday.com logo
Reviews Sentiment
 
 
 
1-2(71)
3-4(1,936)
5(3,713)
Key Features
Task Management4.6
Task Progress Tracking4.6

User insights about the document management feature

Reviewers indicate that monday.com's document management is effective for organizing and sharing documents within projects. They appreciate the ease of adding and finding documents, as well as the ability to comment directly on files. Some users mention the integration with SharePoint and the capability to manage documents efficiently, though others prefer using different tools for this purpose.
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“This allows us to link to documents on our sharepoint and ensure that there is ease of access to documents through this platform.”
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Nicola W.

CEO

“I like having a space where I can keep and manage all my documents realted to specific work that I do. I belive that monday.com is perfect for that. It has become a critical part of my work management experience.”
CC

Chelsea C.

Graphic Designer

Starting price
9per user /
per month
Pros and Cons based on 5,720 verified reviews
Verified reviewer profile picture

Boosts team productivity

Effective progress tracking

Enhanced organization capabilities

Visual task management

Highly customizable platform

High costs for small teams

Overwhelming email notifications

Occasional performance issues

Limited mobile functionality

See pros and cons details
Airtable logo
Reviews Sentiment
 
 
 
1-2(12)
3-4(655)
5(1,555)
Key Features
Task Management4.6
Task Progress Tracking4.5

User insights about the document management feature

Reviewers indicate that Airtable's document management is straightforward and easy to use. They appreciate the ability to upload, store, and organize documents efficiently, with helpful features like shared folders and document previews. Users find it easy to maintain records, set access restrictions, and integrate with popular cloud storage solutions, enhancing collaboration and accessibility.
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“Air table provides a digital asset management template which made it simple to centralize our document filings. It has helped streamline our workflow as well, since the documents can be shared with one click to other team members for easy collaboration. ”
MM

Maddie M.

Manager

“Allows us to easily store and organize documents, with features such as shared folders, Also has great integrations with popular cloud storage solutions.”
Verified reviewer profile picture

Ahmed A.

Founder, Biomedical Engineer & Data Scientist

Starting price
20per user /
per month
Pros and Cons based on 2,222 verified reviews
Verified reviewer profile picture

Effective organization tools

Extensive customization options

High flexibility and adaptability

Comprehensive project management

Efficient project tracking

Restrictive usage limitations

High cost concerns

Limited formula capabilities

Inconsistent mobile and desktop versions

Challenging user access management

See pros and cons details
ClickUp logo
Reviews Sentiment
 
 
 
1-2(50)
3-4(1,342)
5(3,166)
Key Features
Task Management4.6
Task Progress Tracking4.5

User insights about the document management feature

Users report that ClickUp's document management allows for centralized storage and easy access to documents. They highlight the ability to create custom folders, tag documents for quick searches, and integrate with Google Docs. Reviewers appreciate the real-time collaboration, version history, and seamless integration with cloud services, though some feel the feature could be expanded further.
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“ We love the way that "Document Management" in ClickUp helps to keep our team organized and on track. It's really easy to create folders and subfolders to store your files, and then quickly find them again when you need them. You can also add comments and tasks to your documents, which is really helpful for keeping everyone on the same page. ”
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Mary A.

Digital Marketer

“ClickUp's document management excels with real-time collaboration, version history, and seamless integration, enhancing efficiency in project workflows.”
AL

Alaaeddine L.

Customer services

Starting price
10per user /
per month
Pros and Cons based on 4,558 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

Other Top Rated Marketing Planning Software with Document Management in 2026

Jira logo

Project management and work tracking software

Jira is project tracking software that helps every team collaborate to plan, track, and release work by breaking down big ideas into achievable steps. Jira offers features like task organization, work alignment to goals, customizable workflows, and real-time data insights to optimize outcomes.

Read more about Jira

Users also considered
Asana logo
Category Leaders

Project tracking and workflow management platform

Asana is a marketing planning platform that connects all your work in one place and bring teams together, anywhere. Use AI-powered features to manage tasks, track progress, and adapt quickly to changing priorities. Join millions of users across 200+ countries using Asana to get more done.

Read more about Asana

Users also considered
monday.com logo
Category Leaders

Project management software

monday.com, Marketing Planning software, helps teams plan, schedule, and execute marketing strategies that deliver results.The platform contains powerful features including, progress and time tracking, automated notifications, customizable workflows, dashboards, timeline views and integrations.

Read more about monday.com

Users also considered
ClickUp logo
Category Leaders

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
Confluence logo

Remote team collaboration and knowledge workspace

Confluence is a remote-friendly workspace offering a centralized platform for documentation, collaboration, and knowledge sharing. Its AI-based tools via Rovo assist teams in drafting, brainstorming, and turning ideas into plans. Confluence supports live docs, whiteboards, databases, and templates to meet diverse needs while integrating seamlessly with Atlassian products and third-party tools.

Read more about Confluence

Users also considered
Smartsheet logo
Category Leaders

Online work execution platform for businesses of all sizes

Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time gantt charts and dashboards, and work automation features.

Read more about Smartsheet

Users also considered
Airtable logo

AI-Powered, No-Code App Building Platform

Airtable is the AI-powered app platform that unifies data, maximizes collaboration, and powers smarter workflows — no code required.

Read more about Airtable

Users also considered
Miro logo
Category Leaders

Miro is a visual workspace for innovation

Miro is the #1 collaborative whiteboard platform for teams of any size, trusted by over 100M users worldwide. Plan, track and organize your marketing workflow in one place! Easily collaborate, ideate and invite your team to centralize communication and keep all stakeholders on the same page.

Read more about Miro

Users also considered
Wrike logo
Category Leaders

AI powered workflow management platform

Execute your most seamless campaign yet with Wrike's trusted marketing planning. Streamline your intake with custom request forms, collaborate in real-time, plan projects, share results, and shorten feedback loops with built-in proofing tools.

Read more about Wrike

Users also considered
Paymo logo
Category Leaders

Task Management, Time Tracking, and Accounting for SMBs

Work and project management software for small teams of up to 20 people. Paymo offers time tracking, task management, resource scheduling, invoicing, and online payments. Try it for free!

Read more about Paymo

Users also considered
Teamwork.com logo
Category Leaders

Profit from every client demand.

Combining powerful project management and easily streamlined operations - we’re the only platform built for managing client projects, profitably.

Read more about Teamwork.com

Users also considered
Bitrix24 logo
Category Leaders

All in one business management workspace

Bitrix24 is a free cloud and open source collaboration platform providing CRM, document management, tasking, time management, and project management tools. Over 12 million companies rely on Bitrix24 in 186 countries.

Read more about Bitrix24

Users also considered
ActiveCollab logo

A productivity and collaboration workspace for teams

ActiveCollab is a project management software for creative professionals. It incorporates task management, collaboration, time tracking & invoicing features into a powerful tool - the only tool you'll ever need to grow your agency.

Read more about ActiveCollab

Users also considered
Workzone logo
Category Leaders

Stay Organized. Meet Deadlines. Collaborate Better.

Project management software for Marketing, Operations, and IT Teams. Unlimited human support & training. Flat-fee, no add-ons, pay one for core users (not every login). Plans start at $8 per user per month.

Read more about Workzone

Users also considered
ProWorkflow logo

Your go to platform for projects, task, and time management.

Use ProWorkflow to track your tasks, billable hours and client communications, to create quotes and invoices, share files, manage client projects and more. Signup for a free trial today!

Read more about ProWorkflow

Users also considered
FunctionFox logo

Timesheets & Project Management Software

FunctionFox is an online project management and timesheet software designed for creative companies, such as advertising, graphic design, marketing, public relations, and multimedia firms. Users can monitor multiple jobs, assign tasks, manage remote workers, and keep projects on track and on budget.

Read more about FunctionFox

Users also considered
GoodDay logo
Category Leaders

Cloud-based work management platform for firms of all sizes

GoodDay is a cloud-based work management platform designed to help businesses of all sizes manage project planning, product management, task organization, progress tracking and collaboration. The platform includes an interactive dashboard that enables users to view, plan, schedule and execute tasks.

Read more about GoodDay

Users also considered
Productboard logo

Customer-driven product management system

Productboard is a customer-driven product management system that empowers teams to get the right products to market, faster.

Read more about Productboard

Users also considered
ProjectManager logo

Award-Winning Project Management Software

ProjectManager is an award-winning project and work management software solution designed to empower teams and improve collaboration.

Read more about ProjectManager

Users also considered
Filestage logo

For teams to manage their content review process

Online proofing software for every stage of the creative review process. Share assets, collect feedback, compare versions, and track approvals in one place.

Read more about Filestage

Users also considered
Productive logo

Project lifecycle management for agencies and consultancies

Productive is an end-to-end agency management tool that gives you a birds-eye view of your agency business.

Read more about Productive

Users also considered
Stackby logo

Spreadsheets, Databases and No code APIs - one platform.

Stackby is a collaborative workspace that brings ease of use of spreadsheets, functionality of databases and access to popular services via no-code API connectors - to create, organize and automate anything.

Read more about Stackby

Users also considered
CoSchedule Marketing Suite logo

The only software to organize your marketing in one place.

CoSchedule's Marketing Suite is a family of agile marketing products that helps you coordinate your process, projects, and teams.

Read more about CoSchedule Marketing Suite

Users also considered
Bordio logo
Category Leaders

Work management platform for organizing projects and tasks

Bordio redefines team productivity. It's a new work management app with integrated task management, project planning, and real-time collaboration tools. It's an all-in-one solution for organizing daily tasks, scheduling meetings directly, and managing team workloads without switching to other tools.

Read more about Bordio

Users also considered
Retable logo

Work & data management platform

Retable is a collaborative online spreadsheet tool that helps businesses manage, track, connect, monitor and automate data efficiently.

Read more about Retable

Users also considered

Key features for Marketing Planning software

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

  • Task Management: Users value the ability to create, assign, and track tasks, prioritize work, and collaborate efficiently, enhancing team productivity. 97% of reviewers rated this feature as important or highly important.
  • Task Progress Tracking: Reviewers appreciate tracking task progress with customizable status options, visual tools like Gantt charts, and real-time updates on task completion. 93% of reviewers rated this feature as important or highly important.
  • Marketing Calendar: Users highlight the ease of visualizing upcoming campaigns, aligning team efforts, and maintaining an organized content schedule with drag-and-drop functionality. 92% of reviewers rated this feature as important or highly important.
  • Project Management: Reviewers emphasize the importance of planning, assigning responsibilities, tracking progress, and facilitating team collaboration for efficient project execution. 92% of reviewers rated this feature as important or highly important.
  • Task Scheduling: Users find scheduling tasks by setting start and end dates, assigning team members, and visualizing timelines crucial for managing workloads and meeting deadlines. 92% of reviewers rated this feature as important or highly important.
  • Collaboration Tools: Reviewers value the ability to work together on projects, share updates, and communicate in real-time, enhancing teamwork and productivity. 87% of reviewers rated this feature as important or highly important.