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Top Rated Business Management Software with Search/Filter in 2026

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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

Search and filter capabilities streamline data retrieval and analysis, expedite finding specific documents or information, and enhance efficiency by allowing users to quickly locate relevant data among large datasets. Our reviewers in business management software rated this feature as important.

7 Best Business Management Software with Search/Filter

Product
User rating
Starting price
Jira logo
4.4
(15.3K)
7.91
per user/per month
Salesforce Sales Cloud logo
4.4
(18.7K)
25
per user/per month
Trello logo
4.5
(23.4K)
5
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
Smartsheet logo
4.5
(3.4K)
12
per user/per month

See other top Business Management products with search/filter

How we picked the 7 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 search/filter, 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 search/filter, 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 7 best products

Jira logo
Reviews Sentiment
 
 
 
1-2(214)
3-4(6,630)
5(8,464)
Key Features
Workflow Management4.5
Client Management

User insights about the search/filter feature

Reviewers highlight Jira's search/filter capabilities, particularly the advanced JQL (Jira Query Language) for precise searches. They find it useful for locating specific tasks, projects, and issues quickly. While some users mention the search could be faster, overall, they appreciate the powerful and intuitive search/filter options for managing tasks and projects.
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“What I love about Jira is its search/filter functionality when looking for a particular issue. The filter you can select to look for an issue just by entering the key words is so useful and I find myself using it all the time. It saves me so much time and effort hunting through thousands of issues to find what I want.”
BT

Brahim T.

Freelancer

“I usually search user stories or bugs from their ID and it works flawlessly. Additionally, in JIRA you can add advanced search filters to view only those user stories that has particular combination of fields (like specific assignee, status, epic name etc.). You can also save your searches and filters in order to reuse it whenever required. This helps me in creating my own reports for project review meetings.”
Verified reviewer profile picture

Shivani S.

Product Owner

Starting price
7.91per user /
per month
Pros and Cons based on 15,308 verified reviews
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
Salesforce Sales Cloud logo
Reviews Sentiment
 
 
 
1-2(430)
3-4(7,985)
5(10,350)
Key Features
Workflow Management4.4
Client Management4.5

User insights about the search/filter feature

Users find Salesforce Sales Cloud's search/filter capabilities helpful for quickly locating customer information and managing large datasets. They appreciate the ease of use and accuracy of the search, though some mention challenges with the filter system and irrelevant results. Overall, the search/filter functionality is seen as valuable for improving productivity and efficiency.
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“Contact information, sales, dates , receipts, products and more will be in the search filter icon for whatever you need when u need”
Verified reviewer profile picture

Erika C.

Cna

“Searches and filters are used daily to sort through the many pieces of data that is uploaded across the country in this program. ”
VV

Vanessa V.

Inside Sales and Marketing

Starting price
25per user /
per month
Pros and Cons based on 18,765 verified reviews
Verified reviewer profile picture

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
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 search/filter feature

Reviewers appreciate Trello's search/filter capabilities for quickly locating tasks and navigating boards. They find it easy to use and helpful for managing large volumes of tasks. However, some users feel Trello could improve by offering more powerful search options similar to Jira's JQL. Overall, users find the search/filter functionality valuable for task management and prioritization.

See related user reviews

“This is an area where I think that Trello could really improve. I'd love to see more powerful search options (e.g. Jira's JQL).”
LL

Lawrence L.

Lead Producer

“Love this feature! Helps me find everything throughout all my boards.”
SS

Sonia S.

Owner

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

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
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 search/filter feature

Users report that Dynamics 365's search/filter functionality is highly efficient and user-friendly. They appreciate the advanced options for precise data retrieval and the ability to filter information quickly. This capability significantly enhances productivity and decision-making by providing relevant data promptly. Overall, users find the search/filter feature essential for managing large datasets and improving workflow.
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“The search and filter functionality in Dynamics 365 is incredibly helpful! I can quickly locate specific records, information, or documents with ease. It saves me valuable time and improves my productivity by providing relevant data at my fingertips.”
CP

Carey P.

Assistant

“Search and filter functions enable users to quickly find the information they need, reducing the time and effort required to locate relevant data. This improves productivity and efficiency, as users can spend less time searching for information and more time using it to make informed decisions.”
Verified reviewer profile picture

Lewis K.

Technical Writer

Starting price
50per user /
per month
Pros and Cons based on 5,809 verified reviews
Verified reviewer profile picture

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 search/filter feature

Reviewers appreciate Asana's search/filter capabilities for efficiently locating tasks and projects. They find the search simple and accurate, with useful filters for narrowing down results by criteria such as due date and assignee. Some users suggest improvements for the file search functionality, but overall, they find the search/filter feature valuable for task management.

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“The search/filter feature in Asana is very powerful and allows you to quickly narrow down your task list to find the specific task you are looking for. It also allows you to filter your tasks by various criteria such as due date, assignee, project, and so on.”
YJ

Yashovardhan J.

Researcher

“I often search for past tasks when a similar request comes through our request form. Searching in Asana is easy, accurate, and a great tool for reviewing past decisions/actions. ”
SI

Sarah I.

NetSuite Administrator

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 search/filter feature

Reviewers indicate that monday.com's search/filter capabilities are essential for efficiently managing tasks and projects. They appreciate the variety of filters available, such as board, person, and advanced filters, which help streamline navigation and task prioritization. Users find the search simple and intuitive, saving time and enhancing productivity.

See related user reviews

“The Search/Filter feature in monday.com is essential for quickly locating specific tasks, projects, or updates, saving time and ensuring team members can focus on relevant information amidst large volumes of data.”
BM

Bharat M.

SEO Specialist

“Search and filter functionalities in monday.com empower you to quickly find specific information within your projects, streamlining navigation and task management.”
GS

Girish S.

Operations Engineering Management

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
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 search/filter feature

Users report that Smartsheet's search/filter functionality is crucial for managing large datasets and projects. They value the ability to create, save, and share filters, which enhances productivity and efficiency. While the search is generally quick and accurate, some users experience occasional issues with filters not displaying desired results or being less intuitive.
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“Search and Filter function saves a lot of time - in daily work and planning; like the ability to save filters so they do not need to be repeated, and the ability to clone/copy filters to create new filters, saving a lot of time.”
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Steve P.

Senior Specialist

“The Search and Filter functionality in Smartsheet is a key feature that enhances productivity and efficiency in managing large datasets and collaborating on projects.”
CS

Chitturi S.

IT Compliance Engineer II

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

Other Top Rated Business Management Software with Search/Filter 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
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
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
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
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
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
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
KAWAK logo

Business management and document control solution

kawak is a business management and document control solution that helps businesses manage audits, equipment, risks, human talent, and more from a centralized platform. It allows staff members to utilize the built-in customer service module to set up PQRS

Read more about KAWAK

Users also considered
Exercise.com logo

Exercise.com is the all-in-one fitness business platform.

Everything you need to manage your studio, gym, personal training business, or wellness center through our custom-branded web and mobile apps. Use our gym management software, conduct digital health and nutrition assessments, deliver workouts online or in-person to individuals or groups.

Read more about Exercise.com

Users also considered
Project.co logo

Project Management, team collaboration, and task management

Project.co is a project management platform for team collaboration and communication. Users can create and work on multiple projects at once, generate invoices, share files, create task lists and timelines, assign role based permissions, create schedules and Kanban boards, and more.

Read more about Project.co

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 value workflow management for automating tasks, enhancing collaboration, and improving efficiency. It helps businesses design and customize workflows to streamline processes and track progress. 94% of reviewers rated this feature as important or highly important.
  • Client Management: Reviewers highlight client management for centralizing client data, enhancing communication, and personalizing interactions. It improves customer relationships and provides comprehensive views of client information. 94% of reviewers rated this feature as important or highly important.
  • Task Management: Reviewers appreciate task management for organizing, assigning, and tracking tasks. It improves collaboration, prioritizes critical tasks, and ensures timely completion, boosting overall productivity. 93% of reviewers rated this feature as important or highly important.
  • Access Controls/Permissions: Reviewers emphasize the importance of access controls for ensuring data security. It allows administrators to customize user permissions, safeguarding sensitive information and enhancing compliance. 91% of reviewers rated this feature as important or highly important.
  • Billing & Invoicing: Reviewers value billing and invoicing for automating processes, ensuring accuracy, and improving cash flow. It allows for seamless financial transactions and record-keeping, reducing manual effort. 89% of reviewers rated this feature as important or highly important.
  • Mobile Access: Reviewers appreciate mobile access for enabling on-the-go management of tasks and information. It supports real-time updates and enhances productivity for field and remote workers. 89% of reviewers rated this feature as important or highly important.