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 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 centralizes and organizes critical business documents, making them easily accessible for collaboration and compliance. It enhances efficiency by providing a secure and reliable location for storing, sharing, and managing important files. Our reviewers in business management software rated this feature as important.

6 Best Business Management Software with Document Storage

Product
User rating
Starting price
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
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 storage

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 Business Management 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 6 best products

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 storage feature

Reviewers indicate that Trello's document storage is helpful for organizing and sharing documents within project cards. They appreciate the ability to link Google Docs and other external storage solutions. However, users mention limitations in storage capacity for larger files and often rely on other platforms like Google Drive and Dropbox for extensive document management.
Verified reviewer profile picture

See related user reviews

“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

“See above. The lack of storage for larger documents is a real drag for me as many of my files exceed Trello's limits and thus I need to paste a link to my cloud server.”
BF

Brent F.

Creative Director / Owner

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 storage feature

Users report that Salesforce Sales Cloud provides secure and accessible document storage with version control and sharing capabilities. They find it useful for storing client-related files and integrating with tools like Quip, Docrio, and Box. However, some reviewers mention limited storage and the need for integration with other solutions like Google Drive for extensive document management.

See related user reviews

“Documents inside Salesforce can be connected to records, for example, appending agreements to Amazing open doors. These records are put away in an organized way, permitting clients to rapidly get to significant reports inside their CRM work process.”
SL

Starisha L.

Boss

“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

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 storage feature

Reviewers value Dynamics 365's document storage for centralizing important files and improving collaboration. They appreciate its integration with SharePoint and Azure Blob Storage, which enhances accessibility and security. Users report that while the storage is adequate, it can be expensive and not the most user-friendly for viewing stored documents.

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 5,809 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
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 storage feature

Reviewers find Asana's document storage useful for attaching and organizing project-related files. They appreciate the integration with Google Drive and the ability to securely store documents. However, users mention that Asana is not primarily designed for document management and often rely on other cloud storage solutions for extensive document handling.
Verified reviewer profile picture

See related user reviews

“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

“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

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

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 storage feature

Reviewers appreciate monday.com's document storage for its ease of access and organization. They highlight the ability to attach files to tasks and projects, and the convenience of linking to external storage solutions like Dropbox. Users find it helpful for collaboration, though some mention occasional upload issues and prefer using other platforms like SharePoint for primary storage.

See related user reviews

“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

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

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 storage feature

Reviewers appreciate ClickUp's document storage capabilities, highlighting its secure remote access and ample space for storing and creating documents. They find it convenient to link Google files and use Microsoft programs. Users report that ClickUp allows easy sharing and editing among team members, although some prefer using external storage solutions like Google Drive due to limited free storage.
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

“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

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 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
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
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
FreshBooks logo

Invoice and accounting software tailored to small businesses

FreshBooks is accounting software that helps small business perform accounting tasks, conduct invoicing, manage expenses, and more.

Read more about FreshBooks

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
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
Mindbody logo

Fitness & wellness business management software

Mindbody wellness business software helps you seamlessly manage your business end-to-end, grow your revenue, and scale to any size.

Read more about Mindbody

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
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
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
CosmoLex logo

Web-based legal practice management & accounting software

By combining practice management, billing, & accounting in one package, CosmoLex gives you an insightful view of both work efficiency and financial performance.

Read more about CosmoLex

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 appreciate the ability to automate tasks, streamline processes, and enhance team collaboration, resulting in improved efficiency and productivity. 94% of reviewers rated this feature as important or highly important.
  • Client Management: Users highlight the platform's ability to track client interactions, personalize engagement, and organize client data, enhancing customer relationships and service delivery. 94% of reviewers rated this feature as important or highly important.
  • Task Management: Reviewers value the customizable features for creating, assigning, and tracking tasks, which improve organization, productivity, and collaboration within projects. 93% of reviewers rated this feature as important or highly important.
  • Access Controls/Permissions: Users find the robust access controls essential for managing user permissions, ensuring data security, and maintaining compliance across various roles and responsibilities. 91% of reviewers rated this feature as important or highly important.
  • Billing & Invoicing: Reviewers appreciate the automation and accuracy in billing processes, which saves time, reduces errors, and ensures timely payments, enhancing financial management. 89% of reviewers rated this feature as important or highly important.
  • Mobile Access: Users find mobile access crucial for managing tasks and accessing information on the go, facilitating real-time updates and improving operational efficiency. 89% of reviewers rated this feature as important or highly important.