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Top Rated Strategic Planning Software with Document Management in 2026

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: April 2026

Document management enables efficient storage, organization, and retrieval of files, ensuring access to the latest versions and facilitating knowledge transfer across teams. It supports project documentation, improves collaboration, and integrates well with other tools. Our reviewers in strategic planning software rated this feature as highly important.

8 Best Strategic Planning 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
Airtable logo
4.7
(2.2K)
20
per user/per month
ClickUp logo
4.6
(4.5K)
10
per user/per month
Adobe Workfront logo
4.4
(1.4K)
Empty state illustration for "No pricing info"

No pricing info

Smartsheet logo
4.5
(3.4K)
12
per user/per month
Asana logo
4.5
(13.5K)
10.99
per user/per month
Notion logo
4.7
(2.7K)
12
per user/per month

See other top Strategic Planning products with document management

How we picked the 8 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 Strategic Planning software category. They also needed to have sufficient reviews about document management, have a minimum user rating of 3 out of 5 for that feature, and show evidence of U.S. market presence. We then added a distinction for up to three products based on our proprietary ratings and reviews: Highest rated, Highly rated for document management, and Highly rated for free version. Sponsorship or client status has no influence on the selection of these products, but it may impact the order in which products appear.

Details for the 8 best products

Jira logo
Reviews Sentiment
 
 
 
1-2(214)
3-4(6,630)
5(8,465)
Key Features
Prioritization4.5
Progress Tracking4.5

User insights about the document management feature

Reviewers appreciate Jira's document management for its ease of attaching and managing documents within tasks and projects. They highlight the integration with Confluence for enhanced document sharing and collaboration. Users find it helpful for tracking and organizing various file types, although some prefer using other tools for more comprehensive document management.
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“Document management in Jira streamlines file sharing, version control, and access, ensuring efficient collaboration and documentation within projects.”
Verified reviewer profile picture

Ahmed R.

Account executive

“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
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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
Prioritization4.5
Progress Tracking4.5

User insights about the document management feature

Reviewers find Trello's document management useful for attaching and organizing documents within cards. They appreciate the integration with third-party apps like Google Drive and the ability to link to hosted files. Users mention the ease of accessing and sharing documents, although some prefer using other tools for more robust document management capabilities.
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“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

“For me it's the easiest to work on Google Docs, so I can easily paste the links to documents and managing them is just one-click easy.”
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Katarzyna J.

Copywritter

Starting price
5per user /
per month
Pros and Cons based on 23,483 verified reviews
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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
Airtable logo
Reviews Sentiment
 
 
 
1-2(12)
3-4(655)
5(1,555)
Key Features
Prioritization4.4
Progress Tracking4.5

User insights about the document management feature

Users find Airtable's document management straightforward and easy to use, with features like shared folders and integrations with popular cloud storage solutions. They appreciate the ability to upload, store, and organize documents, as well as the ease of sharing and collaborating with team members. Reviewers also mention the helpful document preview and the ability to set user roles within documents.
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“Air table provides a digital asset management template which made it simple to centralize our document filings. It has helped streamline our workflow as well, since the documents can be shared with one click to other team members for easy collaboration. ”
MM

Maddie M.

Manager

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

Ahmed A.

Founder, Biomedical Engineer & Data Scientist

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

Effective organization tools

Extensive customization options

High flexibility and adaptability

Comprehensive project management

Efficient project tracking

Restrictive usage limitations

High cost concerns

Limited formula capabilities

Inconsistent mobile and desktop versions

Challenging user access management

See pros and cons details
ClickUp logo
Reviews Sentiment
 
 
 
1-2(50)
3-4(1,342)
5(3,166)
Key Features
Prioritization4.4
Progress Tracking4.6

User insights about the document management feature

Reviewers indicate that ClickUp's document management is beneficial for storing, organizing, and accessing documents. They appreciate the real-time collaboration, version history, and seamless integration with other tools like Google Docs. Users find it easy to create custom folders, upload files, and share documents with team members, enhancing collaboration and efficiency in project workflows.
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“ We love the way that "Document Management" in ClickUp helps to keep our team organized and on track. It's really easy to create folders and subfolders to store your files, and then quickly find them again when you need them. You can also add comments and tasks to your documents, which is really helpful for keeping everyone on the same page. ”
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Mary A.

Digital Marketer

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

Alaaeddine L.

Customer services

Starting price
10per user /
per month
Pros and Cons based on 4,558 verified reviews
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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
Adobe Workfront logo
Reviews Sentiment
 
 
 
1-2(15)
3-4(702)
5(775)
Key Features
Prioritization4.6
Progress Tracking4.6

User insights about the document management feature

Reviewers appreciate Adobe Workfront's document management capabilities, highlighting its ease of use and efficiency in storing, organizing, and accessing documents. They find it helpful for managing multiple documents, reducing mistakes, and streamlining business processes. Users report that it saves time and keeps all documents in one place, making it easier to help customers and manage tasks.

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“Workfront keeps all of our documents in one easy to use format and with the ease and ability to find all our documents in one place it streamlines our business and makes it easier for us to help our customers.”
HB

Heidi B.

Administrative Assistant

“With its document management feature, I can easily work with multiple documents without any issues. So it must be said that its document management feature is good.”
Ni

N i.

Content Writer

Starting price
Empty state illustration for "No pricing info"

No pricing info

Pros and Cons based on 1,492 verified reviews

Enhanced project transparency

Effective project tracking

Comprehensive project management

Continuous product enhancement

Streamlined workflow processes

High cost concerns

Persistent bugs and issues

Disruptive updates

Challenging user experience

Inefficient document management

See pros and cons details
Smartsheet logo
Reviews Sentiment
 
 
 
1-2(47)
3-4(1,386)
5(2,046)
Key Features
Prioritization4.3
Progress Tracking4.6

User insights about the document management feature

Users find Smartsheet's document management helpful for attaching and organizing documents within sheets. They appreciate the version control, ease of sharing, and ability to keep all documents in one place. Reviewers mention the importance of having documents accessible and organized, although some feel the feature could be more robust and better integrated with other tools.
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“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 ”
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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
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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
Prioritization4.5
Progress Tracking4.6

User insights about the document management feature

Reviewers appreciate Asana's document management for its ability to attach and organize project documents in one place. They find it easy to upload, share, and collaborate on documents, with integrations like Google Drive enhancing the experience. Users mention the importance of having all documents accessible and organized, although some feel the feature could be improved with better folder management.
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“ASANA assumes the responsibility of managing the information that supports the project, seen as evidence in the execution of activities, in this way, its repository is integrated with the other functions of the application.”
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Marianela F.

Water Treatment Consultant

“ 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

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
Notion logo
Reviews Sentiment
 
 
 
1-2(17)
3-4(638)
5(2,047)
Key Features
Prioritization4.5
Progress Tracking4.5

User insights about the document management feature

Users value Notion's document management for its flexibility and organization capabilities. They appreciate the ability to create pages, subpages, and embed various file types. Reviewers highlight the ease of linking and tagging documents, although some find the search functionality lacking. They also mention the importance of centralizing resources and the benefits of real-time editing and collaboration.
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“You can embed many files according to the page or the text or the data you are creating in your notion, this is the best feature, we can embed any reference material in many formats.”
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Mohit K.

Freelancer

“Document management in Notion is crucial for centralizing resources, linking notes, and tasks, and organizing content, ensuring that everything is easy to find and reference when needed. What I don't love is that documents are linked externally.”
MP

Matteo P.

Graphic Designer

Starting price
12per user /
per month
Pros and Cons based on 2,702 verified reviews
Verified reviewer profile picture

Versatile productivity features

Effective team collaboration

Comprehensive project management

Efficient project tracking

Flexible organizational tools

Limited offline functionality

Occasional performance issues

Inefficient search functionality

Complex user experience

Cluttered navigation interface

See pros and cons details

Other Top Rated Strategic Planning Software with Document Management in 2026

Jira logo

Project management and work tracking software

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

Read more about Jira

Users also considered
Asana logo
Category Leaders

Project tracking and workflow management platform

Asana is a strategic 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

Project management software

Strategic Planning is easy with monday.com - Set goals, estimate timelines & manage resources with ease.

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
Notion logo

Project and task management tool

Notion is a project and workflow management solution that helps businesses streamline operations related to goal setting, status tracking, lead management, and more on a centralized platform. It enables users to utilize the drag-and-drop interface to organize, rearrange, and develop ideas or plans.

Read more about Notion

Users also considered
Smartsheet logo

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 #1 collaborative whiteboard platform for teams of any size, trusted by over 100M users worldwide.
Propel your plans from strategy through execution.Run engaging remote planning sessions,build visual presentations,and manage and track progress collaboratively. Try Miro for strategic planning

Read more about Miro

Users also considered
Wrike logo
Category Leaders

AI powered workflow management platform

Wrike is a strategic planning software used by 20,000+ companies worldwide. Strategic planning features include customized performance reports, resource management, Gantt charts, Kanban boards, time tracking, portfolio management, and workload overviews. Includes automation with 400+ integrations.

Read more about Wrike

Users also considered
Adobe Workfront logo
Category Leaders

Online enterprise work management software

Plan, define, and then execute on business strategy using a single, consolidated platform. With Adobe Workfront, leaders can compare multiple scenarios to optimize goal achievement and then make data-driven decisions (or quickly pivot to seize new opportunities) based on work outcomes and impact.

Read more about Adobe Workfront

Users also considered
Teamwork.com logo

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
Aha! logo
Category Leaders

Platform for strategic product roadmapping

Aha! Roadmaps is the complete product management solution. Set your product roadmap based on strategy, resources, and what customers value most. Make objective prioritization decisions. Build visual plans or create a live dashboard to show the timing and scope of initiatives, launches, and projects.

Read more about Aha!

Users also considered
Flowlu logo

Work automation and team collaboration in one platform.

Flowlu’s strategic planning tools help you set goals, map out initiatives, and track progress with mind maps, project roadmaps, and performance analytics. Align teams, allocate resources effectively, and ensure long-term business success with data-driven decision-making.

Read more about Flowlu

Users also considered
Bitrix24 logo

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
Lucidspark logo
Category Leaders

Virtual whiteboard solution for team collaboration

Lucidspark is a web-based whiteboard tool, designed to help teams collaborate on projects and share ideas. The collaborative platform provides users with an adaptable space to share ideas, create plans, collaborate on projects, organize tasks, and evaluate ideas.

Read more about Lucidspark

Users also considered
Sage Intacct logo

Best-in-class Cloud ERP for Finance

Sage Intacct is a leading provider of best-in-class cloud ERP software, and is the preferred cloud financial management applications for the AICPA.

Read more about Sage Intacct

Users also considered
Profit.co logo

AI-enabled enterprise strategy management software

Profit.co is a cloud-based and AI-enabled strategy execution that assists with managing individual, team,and organization-wide goals for businesses of all types. Businesses can utilize Profit.co to define custom metrics and roll out OKRs across the entire company in order to track goals and results.

Read more about Profit.co

Users also considered
Zoho Sprints logo
Category Leaders

Agile project management for software development teams

Zoho Sprints supports strategic planning with OKRs, risk matrix, budgets, epics, release planning, and custom modules.

Read more about Zoho Sprints

Users also considered
Zenkit logo

Multi-view project management & collaboration tool

Zenkit is a multi-view project management & collaboration tool with features for task & data management, mind mapping, Kanban boards, tables & to-do lists.

Read more about Zenkit

Users also considered
TeamGantt logo

Online Gantt Chart Software for teams

TeamGantt combines Gantt charts with time tracking, task level communication and file sharing to provide project management and project scheduling for teams

Read more about TeamGantt

Users also considered
OpenProject logo

Open-source project management and collaboration software

OpenProject is an open-source project collaboration software designed to help businesses handle the entire project management lifecycle, from planning, scheduling, and issue tracking to budgeting and cost reporting. Supervisors can highlight task attributes based on the status, priority or due date.

Read more about OpenProject

Users also considered
Productboard logo

Customer-driven product management system

Define product objectives, prioritize features

Read more about Productboard

Users also considered
Hive logo

Where projects and teams come together.

Hive is the all-in-one project management and collaboration platform that eliminates tool sprawl.

Manage projects with Gantt charts, Kanban boards, or calendars. Communicate through built-in chat and real-time collaborative notes. Track time, allocate resources, and set goals—all in one place.

Read more about Hive

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
Daruma logo

Software to automate quality management processes.

Daruma software computerizes quality management and continuously improves business processes. Based on the international standard ISO 9001:2015, it is designed to save time and optimize processes to implement an integrated management system.

Read more about Daruma

Users also considered

Key features for Strategic Planning software

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

  • Prioritization: Reviewers value the visual tools like Gantt and Kanban charts for organizing and prioritizing tasks, ensuring clarity and focus on essential activities. 97% of reviewers rated this feature as important or highly important.
  • Progress Tracking: Users appreciate the flexible methods and real-time visibility for tracking project progress, which aids in performance monitoring and accountability. 96% of reviewers rated this feature as important or highly important.
  • Project Planning: Reviewers highlight the detailed scheduling, resource allocation, and visual timelines that enhance overall project planning and collaboration. 96% of reviewers rated this feature as important or highly important.
  • Task Progress Tracking: Users find real-time task tracking with visual indicators beneficial for monitoring progress, preventing bottlenecks, and maintaining deadlines. 94% of reviewers rated this feature as important or highly important.
  • Goal Setting/Tracking: Reviewers emphasize the structured framework for setting and tracking goals, ensuring alignment and progress monitoring towards achieving objectives. 94% of reviewers rated this feature as important or highly important.
  • Task Management: Users value the structured organization, assignment, and tracking of tasks that streamline workflows, enhance productivity, and improve team collaboration. 93% of reviewers rated this feature as important or highly important.