getapp-logo

App comparison

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

Software categoriesBlog & researchAbout us

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

Table of Contents

usersusersusers

Talk with us for a free 15-min consultation

Expert advisors like Chase, who have helped 1,000+ companies, can find the right software for your needs.

Top Rated Business Management Software with Document Management 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 management streamlines the organization, storage, and retrieval of documents. It enhances collaboration, ensures version control, and provides secure access. This efficiency facilitates smoother workflows and improves overall productivity. Our reviewers in business management software rated this feature as important.

9 Best Business Management Software with Document Management

Product
User rating
Starting price
Jira logo
4.4
(15.3K)
7.91
per user/per month
Trello logo
4.5
(23.4K)
5
per user/per month
Salesforce Sales Cloud logo
4.4
(18.7K)
25
per user/per month
Dynamics 365 logo
4.4
(5.8K)
50
per user/per month
Houzz Pro logo
4.3
(1K)
399
flat rate/per month
Smartsheet logo
4.5
(3.4K)
12
per user/per month
Asana logo
4.5
(13.5K)
10.99
per user/per month
monday.com logo
4.6
(5.7K)
9
per user/per month
ClickUp logo
4.6
(4.5K)
10
per user/per month

See other top Business Management products with document management

How we picked the 9 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 Business Management 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 9 best products

Jira logo
Reviews Sentiment
 
 
 
1-2(214)
3-4(6,630)
5(8,465)
Key Features
Workflow Management4.5
Client Management

User insights about the document management feature

Users find Jira's document management helpful for attaching and organizing documents within workflows. They appreciate the integration with Confluence for enhanced collaboration, although some find it clunky. Reviewers mention that Jira's document management is not as robust as other tools, and many prefer using dedicated document management systems.
Verified reviewer profile picture
Verified reviewer profile picture

See related user reviews

“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

“During the execution of a project, evidence is generated that is crucial for documentation. With Jira we can store history and have a reliable, visualization-based document repository.”
Verified reviewer profile picture

Luis E.

Project Manager

Starting price
7.91per user /
per month
Pros and Cons based on 15,309 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
Trello logo
Reviews Sentiment
 
 
 
1-2(237)
3-4(8,675)
5(14,571)
Key Features
Workflow Management4.5
Client Management4.3

User insights about the document management feature

Reviewers indicate that Trello's document management is useful for attaching and sharing files within tasks. They appreciate the integration with third-party apps like Google Drive and the ability to upload documents directly to cards. However, some users prefer linking to hosted files and mention limited use of this feature.
Verified reviewer profile picture

See related user reviews

“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).”
Verified reviewer profile picture

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
Salesforce Sales Cloud logo
Reviews Sentiment
 
 
 
1-2(430)
3-4(7,985)
5(10,351)
Key Features
Workflow Management4.4
Client Management4.5

User insights about the document management feature

Users find Salesforce Sales Cloud's document management helpful for maintaining structured and accessible documents. They highlight the ease of uploading, storing, and accessing documents, which supports seamless transitions and efficient client interactions. Reviewers appreciate the controlled access for multiple teams and the integration with other tools, although some mention limited storage capacity and higher costs.

See related user reviews

“Information can be captured on the CRM system, the client medical report, Proof or address, policy information, and many more documents can be kept on the system and the beautiful tool is that it will be easy accessed, can be sent out easily from this system. ”
BP

Boitumelo P.

Consultant

“We are able to each view and upload documents to Salesforce whenever we need to which helps for more seamless transitions within our department and in keeping everyone updated with all pertinent information that might be required to complete or finalize a vehicle transaction.”
BJ

Brett J.

Sales Associate

Starting price
25per user /
per month
Pros and Cons based on 18,766 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
Dynamics 365 logo
Reviews Sentiment
 
 
 
1-2(127)
3-4(2,644)
5(3,038)
Key Features
Workflow Management4.5
Client Management

User insights about the document management feature

Reviewers indicate that Dynamics 365's document management is essential for efficient organization and collaboration. They appreciate the centralized document repository, easy sharing through Teams, Email, and SharePoint, and the accuracy of document storage with version control. Users report that documents are kept safe in the cloud, ensuring easy access and retrieval, which enhances productivity and customer service.

See related user reviews

“I can share documents through Teams, Email of course and SharePoint. This makes it so much easier for complex projects when I have multi parties/vendors involved we are able to see the same doc real time through SharePoint. I can store it easily in SharePoint or teams to collaborate with each other. makes things run smoothly and much easier. ”
SP

Sonya P.

Technical Project Manager

“Document management feature leads to the accuracy of document storage in structured method. Easy access to relevant documents provides better customer service. The best part is version control, which gives surity to users for working with latest version and lastly from anywhere user can access documents and improve the quality and productivity of their work. ”
AS

Ayla S.

Manager

Starting price
50per user /
per month
Pros and Cons based on 5,809 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
Houzz Pro logo
Reviews Sentiment
 
 
 
1-2(83)
3-4(357)
5(644)
Key Features
Workflow Management3.8
Client Management4.3

User insights about the document management feature

Users find Houzz Pro's document management helpful for organizing contracts, plans, and job orders. They appreciate the ease of uploading and viewing documents in one location. However, some reviewers mention using Dropbox for document storage and the need for better integration with other tools like Google Drive.

See related user reviews

“Easy upload of documents. The one challenge is that not all uploaded files can be shared, so you may have to upload the file twice on your end to make it shareable with the client.”
GA

Gaby A.

Principal Interior Designer

“All of our documents from contracts, to plans, and job orders are managed by our production team. ”
AD

Allison D.

Marketing Specialist

Starting price
399flat rate /
per month
Pros and Cons based on 1,084 verified reviews

Enhanced professional image

Support for business expansion

Efficient mood board creation

Streamlined client management

Comprehensive room design tools

Difficult subscription cancellation

High cost and poor value

Ineffective communication channels

High cost concerns

Questionable sales practices

See pros and cons details
Smartsheet logo
Reviews Sentiment
 
 
 
1-2(47)
3-4(1,386)
5(2,046)
Key Features
Workflow Management4.5
Client Management4.3

User insights about the document management feature

Reviewers appreciate Smartsheet's document management for its ability to attach files to rows and share documents across teams. They value the centralized storage, version control, and ease of access. Users report that it helps keep everything organized, though some mention the need for better search functionality and integration with other document management tools.
Verified reviewer profile picture
Verified reviewer profile picture

See related user reviews

“Smartsheet allows attaching all types of documents which related to each ticket at each ticket row or to attach it to the entire sheet this feature helps us in following documentation requirements for our organisation process and procedures ”
Verified reviewer profile picture

Ahmed A.

COMPLIANCE Officer

“Smartsheet provides the ability to save the documentation for each ticket separately at each row or at whole sheet ,this kind of documentation process make it easier while submitting tickets and while reviewing it”
Verified reviewer profile picture

Mohamed E.

Compliance Analyst

Starting price
12per user /
per month
Pros and Cons based on 3,479 verified reviews
Verified reviewer profile picture
Verified reviewer profile picture

Real-time team collaboration

Comprehensive project management

Efficient sharing capabilities

Highly customizable platform

Variety of useful templates

Limited row and cell management

Complex formula limitations

High cost concerns

Challenging navigation views

Lack of auto-save feature

See pros and cons details
Asana logo
Reviews Sentiment
 
 
 
1-2(230)
3-4(5,264)
5(8,050)
Key Features
Workflow Management4.5
Client Management4.3

User insights about the document management feature

Reviewers feel Asana's document management is effective for keeping all project-related documents in one place. They appreciate the ease of uploading, sharing, and organizing files within tasks. Users report that integrating Google Docs and other tools enhances collaboration, although some mention the need for better folder organization and document editing features.

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
monday.com logo
Reviews Sentiment
 
 
 
1-2(71)
3-4(1,936)
5(3,713)
Key Features
Workflow Management4.5
Client Management4.4

User insights about the document management feature

Users report that monday.com's document management facilitates organization and collaboration by allowing easy attachment and sharing of documents. They appreciate the integration with SharePoint and the ability to store and access files centrally. However, some reviewers note that the document feature can be laggy and prefer using other tools for document management.
Verified reviewer profile picture

See related user reviews

“Being able to manage my documents is crucial for my team and business especially as majority of them are overseas and we all travel quite frequently so this makes organization and keeping our tasks organized This is also an awesome feature.”
SS

Stephen S.

CEO

“This allows us to link to documents on our sharepoint and ensure that there is ease of access to documents through this platform.”
Verified reviewer profile picture

Nicola W.

CEO

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
ClickUp logo
Reviews Sentiment
 
 
 
1-2(50)
3-4(1,342)
5(3,166)
Key Features
Workflow Management4.4
Client Management4.3

User insights about the document management feature

Reviewers appreciate ClickUp's document management for its centralized storage, ease of uploading, and integration with Google Docs. They value the ability to create custom folders, assign files to team members, and add comments. Users find the real-time collaboration and version history useful, though some suggest further improvements and expanded capabilities.
Verified reviewer profile picture

See related user reviews

“ 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. ”
Verified reviewer profile picture

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 Business Management Software with Document Management in 2026

Salesforce Sales Cloud logo

Cloud-based CRM and sales automation software

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Read more about Salesforce Sales Cloud

Users also considered
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 Starter Plan provides growing teams with project management tools to track progress and meet deadlines. The plan includes workflow automation features, custom project templates, forms for standardized work requests, and rules for routine task management. It also offers visualization tools like Gantt and timeline views, plus AI-powered features for status updates and project organization.

Read more about Asana

Users also considered
monday.com logo
Category Leaders

Project management software

monday.com is a Business Management software to manage all parts of your business. Create structures to plan your team workload, manage your projects, clients, and much more. It makes it fun and easy for everyone to collaborate, focus on what's important, and get more done at work.

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
Dynamics 365 logo
Category Leaders

ERP and CRM applications from Microsoft

Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.

Read more about Dynamics 365

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
Buildertrend logo

Residential construction project management software

Buildertrend is a residential construction project management software designed to help home builders, remodelers and specialty contractors manage jobs, sales, finances, materials, client relationships and more on one convenient platform. The software offers a range of features, such as scheduling, financial management, communication tools, and more.

Read more about Buildertrend

Users also considered
Xero logo

Cloud-based accounting software for small businesses

Xero is an award-winning online accounting software designed for small business owners and accountants, available on any computer or mobile device with an internet connection. Simplify business admin and get a range of financial insights to help you make better decisions for your business.

Read more about Xero

Users also considered
Wrike logo
Category Leaders

AI powered workflow management platform

Generate and showcase impressive results with trusted business management from Wrike. Plan projects, organize information, track tasks, and check teams' progress with powerful reports. Plus, customize to suit your needs. Perfect for teams of 20+.

Read more about Wrike

Users also considered
Jobber logo

Tool that manages quotes, schedules, invoices and tasks

Jobber helps home service businesses manage everything from scheduling to invoicing in one place. With AI-powered insights from Jobber Copilot, you’ll save time and get paid faster while providing 5-star service. Join 250K+ pros and see how Jobber simplifies business management.

Read more about Jobber

Users also considered
SuiteDash logo
Category Leaders

All-in-One Business Software

Perfect for small to medium-sized businesses looking for a cost-effective, all-in-one platform to integrate CRM, project management, billing, and client portals, SuiteDash simplifies operations, boosts productivity, and reduces overhead costs. Save time and money while streamlining your workflow wit

Read more about SuiteDash

Users also considered
NetSuite logo

AI-powered cloud-based business management suite

With flexible reporting, dashboards and business intelligence tools that provide real-time visibility, NetSuite’s business management solution helps organizations control costs, eliminate inefficiency and improve financial performance with one fully integrated AI system.

Read more about NetSuite

Users also considered
HoneyBook logo

Client management for freelancers & SMBs

Everything you need to manage your business: proposals, contracts, payments, and more.

Start a 7 day free trial today.

Read more about HoneyBook

Users also considered
Abby logo

Billing and invoicing platform

Abby helps businesses ensure that customer documents are legal and comply with the rules. Customers can pay online and receive reminders for late payments.

Read more about Abby

Users also considered
BQE CORE Suite logo
Category Leaders

Cloud-based firm management tool for A&E firms.

Smart Business Management for Professional Services Firms. BQE Core automates the mundane, repetitive business tasks to get more done with the same resources.

Read more about BQE CORE Suite

Users also considered
Houzz Pro logo

Business solution for construction and design industries

All-in-one solution for construction & design with AI tools to win projects, manage clients & teams, and run an efficient business.

Read more about Houzz Pro

Users also considered
PracticePanther Legal Software logo

Cloud-based law practice management platform for law firms.

PracticePanther is the highest-rated, easiest-to-use, all-in-one law practice management software on the market. Trusted by tens of thousands of solo, small, and mid-sized law firms across 170+ countries, to automate and streamline firm operations on any device, anywhere.

Read more about PracticePanther Legal Software

Users also considered
Odoo logo

All-in-one open-source business software

Odoo is a fully integrated and customizable open-source suite of business applications including sales, CRM, project management, and other business needs in one software solution. Odoo was designed to meet the needs of companies of all sizes and budgets.

Read more about Odoo

Users also considered
DesignFiles logo

Project management software for interior designers

DesignFiles helps businesses manage interior designing projects, generate quotes, promote products, process online payments, and more. Users can create custom 2D and 3D design boards, upload custom products or add from the built-in library, and include video tutorials to engage with clients.

Read more about DesignFiles

Users also considered
Avaza logo
Category Leaders

All-in-one, client-focused project management for teams.

Manage client projects by scheduling resources, assigning tasks, tracking time and expenses and billing in one place. Available in the cloud, from any device.

Read more about Avaza

Users also considered
mHelpDesk logo

Cloud-based field service management software

Manage your field service business with mHelpDesk's job scheduling and tracking, work order management, billing & invoicing, service request tracking and more.

Read more about mHelpDesk

Users also considered
Agiled logo

Software for managing business operations

Agiled is a cloud-based business management software designed to help businesses of all sizes manage invoicing, contracts, employees, finances, and other operations on a unified portal. Its project management capabilities allow organizations to handle tasks, project details, and team members using customizable templates, view, edit and share schedules with clients using Gantt Charts and create and assign tasks to teams.

Read more about Agiled

Users also considered
Bitrix24 logo

All in one business management workspace

Software suite with over 30 tools: CRM, email marketing, call center, etc. Manage your business interactions, create reports and carry out analysis.

Read more about Bitrix24

Users also considered

Key features for Business Management software

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

  • Workflow Management: Reviewers highlight the ability to automate and customize workflows, enhancing efficiency, streamlining tasks, and improving team collaboration across various projects and operations. 94% of reviewers rated this feature as important or highly important.
  • Client Management: Reviewers appreciate the detailed tracking of interactions, customization options, and centralization of client data, which enhance communication, customer satisfaction, and relationship management. 94% of reviewers rated this feature as important or highly important.
  • Task Management: Reviewers value the intuitive interfaces, custom fields, and real-time tracking, which help teams organize, assign, and prioritize tasks, improving productivity and collaboration. 93% of reviewers rated this feature as important or highly important.
  • Access Controls/Permissions: Reviewers emphasize the importance of granular, customizable user access controls for ensuring data security, compliance, and effective collaboration across different roles and responsibilities. 91% of reviewers rated this feature as important or highly important.
  • Billing & Invoicing: Reviewers appreciate the automation, accuracy, and seamless integration with other tools, which streamline financial transactions, improve cash flow, and enhance the overall billing process. 89% of reviewers rated this feature as important or highly important.
  • Mobile Access: Reviewers find mobile access crucial for staying updated and managing tasks on the go, highlighting its convenience for remote work and field service operations. 89% of reviewers rated this feature as important or highly important.