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Top Rated Marketing Planning Software with Document Storage in 2026

Verified reviewer profile picture
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: April 2026

Document storage in marketing planning software simplifies information management, enables easy access to campaign documents, and supports collaborative editing. It ensures quick retrieval through search functionality and automatic metadata creation. Our reviewers in marketing planning software rated this feature as important.

4 Best Marketing Planning Software with Document Storage

  • Asana
  • Trello - Highest rated for document storage
  • monday.com
  • ClickUp

See other top Marketing Planning products with document storage

How we picked the 4 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 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 the product with the highest rating for document storage based on our proprietary ratings and reviews. 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 4 best products

Asana logo
4.5
(13.5K)

User insights about the document storage feature

Users report that Asana's document storage integrates well with GDrive, making it easy to upload and share files. They appreciate the security and centralized storage for project documents. Reviewers mention that while the feature is useful, they often rely on other cloud storage services like Google Drive and OneDrive. They find it convenient for attaching and organizing project-related documents, but some feel Asana lacks advanced document management capabilities.
“Asana is mainly for project and team management so Document Storage doesn't have huge importance on it. We could simply use other cloud storages like google drive and onedrive for storage of documents.”
Verified reviewer profile picture

Bimal S.

Web Developer

“The document storage is critical is collecting and saving all documents regarding projects being worked on and is proof of productivity of tasks being complete.”
KU

Kyra U.

Marketing Assistant

Marketing Planning key features coverage

Asana offers 6 out of the 6 key features for Marketing Planning software identified by reviewers:

Task Management4.7
Task Progress Tracking4.6
Marketing Calendar4.9
Project Management4.7
Task Scheduling4.6
Collaboration Tools4.6

Pros and cons based on 13,544 verified reviews

59% of users rated Asana 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 13,544 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive project tracking

Enhanced team collaboration

Efficient task organization

Effective employee management

Cons:

Overwhelming email notifications

High premium costs

Complex user experience

See pros and cons details

Pricing

Starting price:$10.99 per user/per month|Free version:Available|Free trial:Available

Prices may vary depending on the number of users and features.

Trello logo
4.5
(23.4K)

User insights about the document storage feature

Users find Trello's document storage helpful for organizing and sharing documents within cards. They appreciate the ability to link Google Docs and other external files, although some mention the storage capacity is limited. Reviewers report that it simplifies collaboration and keeps documents easily accessible. However, some users prefer using other platforms like Google Drive for larger files. They say Trello's document storage is convenient for quick reference and project management.
“Trello allows us to store our documents in each card, which helps in quick reference and save our time”
Verified reviewer profile picture

Mehandi I.

Marketing Automation

“Love linking Google Docs to the cards. Super helpful for followup and archives.”
CP

Cody P.

Account & Systems Manager

Marketing Planning key features coverage

Trello offers 6 out of the 6 key features for Marketing Planning software identified by reviewers:

Task Management4.6
Task Progress Tracking4.6
Marketing Calendar3.8
Project Management4.6
Task Scheduling4.6
Collaboration Tools4.5

Pros and cons based on 23,483 verified reviews

62% of users rated Trello 5 out of 5 stars, while 1% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 23,483 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Flexible task organization

Effective team collaboration

Intuitive drag-and-drop interface

Comprehensive track management

Cons:

Inadequate notification system

Pricing concerns and limitations

Limited file management

See pros and cons details

Pricing

Starting price:$5 per user/per month|Free version:Available|Free trial:Available

Prices may vary depending on the number of users and features.

monday.com logo
4.6
(5.7K)

User insights about the document storage feature

Reviewers appreciate monday.com's document storage for its ease of access and organization. They highlight the ability to upload files directly from computers or cloud services like Dropbox and Google Drive. Users report that it helps keep project-related documents in one place, facilitating collaboration. Some mention occasional upload issues and prefer using other storage solutions. They find the document storage useful for backup and ensuring documents are easily accessible and secure.
“Like most organizations, we have documents in various locations: OneDrive, Dropbox, Google Drive, in-house servers, Sharepoint, Teams, etc., and it's hard for people to find them sometimes. In Monday, we set up a board with those documents listed and a simple link to click to access them. That way it doesn't really matter where the document is actually stored...all you have to do is go to the Monday board that has those links and click!”
GD

Galen D.

COO

“That is one of the best things on Monday. You can upload files direct from your computer or any cloud. I am currently using Dropbox and it is really good. The files are updated automatically on Monday whenever I open the file on dropbox and I save it”
RA

Ricardo A.

Manager

Marketing Planning key features coverage

monday.com offers 6 out of the 6 key features for Marketing Planning software identified by reviewers:

Task Management4.6
Task Progress Tracking4.6
Marketing Calendar4.7
Project Management4.7
Task Scheduling4.6
Collaboration Tools4.4

Pros and cons based on 5,720 verified reviews

65% of users rated monday.com 5 out of 5 stars, while 1% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 5,720 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Boosts team productivity

Effective progress tracking

Enhanced organization capabilities

Visual task management

Highly customizable platform

Cons:

High costs for small teams

Overwhelming email notifications

Occasional performance issues

Limited mobile functionality

See pros and cons details

Pricing

Starting price:$9 per user/per month|Free version:Available|Free trial:Available

Prices may vary depending on the number of users and features.

ClickUp logo
4.6
(4.5K)

User insights about the document storage feature

Reviewers indicate that ClickUp's document storage is convenient and integrates well with Google Drive. They appreciate the ability to share and edit documents collaboratively within the team. Users report enjoying the unlimited storage and the security of remote file access. They find it helpful to have all documents in one place, making it easy to retrieve and organize files. Some users mention that they prefer using external storage solutions due to limited free storage on ClickUp.
“My team gets to save on ClickUp all links relevant to our projects -- for quick access and convenience. I'm so glad ClickUp allows links to Google files both inside tickets and and on ticket comments”
Verified reviewer profile picture

Rose J.

SEO Specialist

“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

Marketing Planning key features coverage

ClickUp offers 6 out of the 6 key features for Marketing Planning software identified by reviewers:

Task Management4.6
Task Progress Tracking4.5
Marketing Calendar4.7
Project Management4.6
Task Scheduling4.6
Collaboration Tools4.5

Pros and cons based on 4,558 verified reviews

69% of users rated ClickUp 5 out of 5 stars, while 1% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 4,558 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Enhanced team collaboration

Boosted productivity

Comprehensive project management

High customization and flexibility

Continuous improvements

Cons:

Slow performance speed

Inconsistent bug fixes

Complex navigation

Limited mobile support

Overwhelming email notifications

See pros and cons details

Pricing

Starting price:$10 per user/per month|Free version:Available|Free trial:Not available

Prices may vary depending on the number of users and features.

Other Top Rated Marketing Planning Software with Document Storage in 2026

Trello logo
Category Leaders

Visual collaboration tool for shared project perspectives

Trello is a project management tool that helps teams organize and manage their tasks. It caters to a range of industries and teams, from marketing to engineering. Trello's simple and intuitive interface makes it easy for any team to get started and stay on top of their work.

Read more about Trello

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
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
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
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
Narrato Workspace logo
Category Leaders

Content creation, planning & collaboration platform

Narrato is a content creation, planning and workflow platform. It is powered by an AI content creation and optimization assistant, which offers AI writing, SEO content briefs, readability and grammar optimization. Loaded with calendar, boards, workflow automation, templates etc., it packs a punch.

Read more about Narrato Workspace

Users also considered
Collaboard logo

GDPR compliant online whiteboard with self-hosting options

Swiss online whiteboard software for creative and interactive collaboration to bring your online meetings, and workshops to the next level. The software is GDPR-compliant, and the data is hosted securely in NL and Switzerland. You can also self-host the data on-premises or in your cloud.

Read more about Collaboard

Users also considered
Strategic Roadmaps logo

Visual roadmap software for product management

Strategize, execute, and measure campaigns with precision. Gain real-time visibility and optimize ROI with Strategic Roadmaps' planning tools.

Read more about Strategic Roadmaps

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 create tasks, set deadlines, and assign them to team members. The dashboard displays tasks, allowing prioritization and collaboration. 97% of reviewers rated this feature as important or highly important.
  • Task Progress Tracking: Reviewers value tracking progress with visual tools like Gantt and Kanban charts, status updates, and real-time notifications for better goal management. 93% of reviewers rated this feature as important or highly important.
  • Marketing Calendar: Users find the visual calendar layout helpful for tracking campaigns, aligning team efforts, and planning content schedules efficiently. 92% of reviewers rated this feature as important or highly important.
  • Project Management: Reviewers appreciate features for organizing tasks, setting deadlines, and improving team collaboration, enhancing overall productivity and accountability. 92% of reviewers rated this feature as important or highly important.
  • Task Scheduling: Users like setting due dates, assigning tasks, and visualizing schedules, making it easier to manage workloads and meet deadlines. 92% of reviewers rated this feature as important or highly important.
  • Collaboration Tools: Reviewers highlight real-time updates, shared content editing, and communication features that boost teamwork and project efficiency. 88% of reviewers rated this feature as important or highly important.