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 Contact 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: March 2026

Document storage enables quick access to and organization of critical files linked to contacts and opportunities. It ensures important documents are centralized, easily retrievable, and securely maintained for efficient client management and compliance. Our reviewers in contact management software rated this feature as important.

3 Best Contact Management Software with Document Storage

  • Zoho CRM
  • Salesforce Sales Cloud
  • Dynamics 365 - Highest rated for document storage

See other top Contact Management products with document storage

How we picked the 3 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 contact 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 the product with the highest rating for document storage based on our proprietary ratings and reviews. Sponsorship or client status has no influence on the selection of these products, but it may impact the order in which products appear.

Details for the 3 best products

Zoho CRM logo

Zoho CRM

4.3
(6.9K)
visit website

User insights about the document storage feature

Users find Zoho CRM's document storage to be efficient and easy to use, particularly for organizing client files and securing records. They appreciate the integration with Zoho WorkDrive and the ability to store various types of documents, including invoices and contracts. Reviewers highlight the convenience of having all documents in one place, accessible anytime and anywhere. However, some users mention that they do not use this feature extensively or prefer other storage solutions like Dropbox. They also note the need for additional storage space for extensive document management.
“Here is the one-stop for storing our documents may it be the client's agreements or proposals or internal documents in one place and easy access with security added.”
RK

Rakesh K.

Agency Owner

“ZOHO provides Zoho Docs which ease out the hectic tasks of storing important documents and sharing with the team members.”
SS

Shubham S.

Software Asset management

Contact Management key features coverage

Zoho CRM offers 6 out of the 6 key features for Contact Management software identified by reviewers:

Contact Database4.4
CRM4.6
Search/Filter4.4
Lead Management4.4
Sales Pipeline Management4.4
Data Import/Export4.3

Pros and cons based on 6,964 verified reviews

51% of users rated Zoho CRM 5 out of 5 stars, while 4% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 6,964 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive sales management

Efficient client management

Effective customer tracking

Robust lead management

Scalable for various business sizes

Cons:

Frequent user issues

Inadequate customer support

Outdated user interface design

Need for performance improvements

Complicated navigation

See pros and cons details

Pricing

Starting price:$14 per user/per month|Free version:Not available|Free trial:Available

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

Salesforce Sales Cloud logo
4.4
(18.7K)

User insights about the document storage feature

Reviewers appreciate Salesforce Sales Cloud's document storage capabilities for its ease of use, accessibility, and secure storage. They find it valuable for storing customer-related documents, contracts, and project files, which improves collaboration and efficiency. Users report that it integrates well with tools like Quip, Docrio, and Box, although some mention the need for better compatibility with Google Drive. They highlight the version control, sharing capabilities, and the ability to attach documents to records within the CRM. However, some users note limitations in storage space and occasional difficulty in finding attachments.
“It gives ease of access as it can be accessible with any device. It also make it easier for us to collaborate with our company's data analyst team and team managers for when preparing report for meetings. Both team can pull up the files/documents /previous report needed from salesforce storage”
GM

Giovanni M.

Business Development Specialist

“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

Contact Management key features coverage

Salesforce Sales Cloud offers 6 out of the 6 key features for Contact Management software identified by reviewers:

Contact Database4.6
CRM4.6
Search/Filter4.4
Lead Management4.4
Sales Pipeline Management4.5
Data Import/Export4.4

Pros and cons based on 18,765 verified reviews

55% of users rated Salesforce Sales Cloud 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 18,765 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive tracking capabilities

Effective client management

Robust CRM functionalities

Advanced sales management tools

Enhanced organizational capabilities

Cons:

Slow performance speed

Complex setup and configuration

Steep learning curve

Challenging user experience

Not ideal for small businesses

See pros and cons details

Pricing

Starting price:$25 per user/per month|Free version:Not available|Free trial:Available

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

Dynamics 365 logo
4.4
(5.8K)

User insights about the document storage feature

Reviewers indicate that Dynamics 365's document storage is effective and integrates seamlessly with SharePoint and Azure Blob Storage. They find it enhances collaboration, compliance, and accessibility of critical business documents. Users appreciate the high level of security and confidentiality, as well as the large storage capacity. However, some mention limitations, such as the inability to upload multiple files at once and the need for better visibility of stored documents. They also value the integration with other Microsoft products, which helps streamline document management processes.
“You can only upload one file at a time to each Opportunity, so to work around this, you have to send an e-mail to yourself with all the attachments you want, and then attach that e-mail to Dynamics 365”
EL

Evan L.

Regional Business Manager

“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

Contact Management key features coverage

Dynamics 365 offers 6 out of the 6 key features for Contact Management software identified by reviewers:

Contact Database4.5
CRM4.4
Search/Filter4.4
Lead Management4.4
Sales Pipeline Management4.4
Data Import/Export4.5

Pros and cons based on 5,809 verified reviews

52% of users rated Dynamics 365 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 5,809 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive sales management

Effective customer relationship management

Enhanced team collaboration

Efficient task management

Seamless Microsoft integration

Cons:

Slow performance speed

Disruptive software updates

Steep learning curve

High costs and complexity

See pros and cons details

Pricing

Starting price:$50 per user/per month|Free version:Not available|Free trial:Available

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

Other Top Rated Contact Management Software with Document Storage in 2026

Bigin by Zoho CRM logo

Bigin by Zoho CRM

Category Leaders

Pipeline-centric CRM system for small businesses

visit website
Bigin is an affordable, user-friendly CRM built for small businesses and startups. It has everything you need to manage contacts efficiently and take your business to the next level! Store and access all your customers' contact details, communicate with them via multiple channels, and more.

Read more about Bigin by Zoho CRM

Users also considered
InfoFlo logo

InfoFlo

HIPAA compaliant case management software

visit website
Intuitive CRM software with contact, email, sales, invoice, document & task management + QuickBooks, Outlook and a Google Sync. $99 + Free Upgrades

Read more about InfoFlo

Users also considered
Salesforce Sales Cloud logo
Category Leaders

Cloud-based CRM and sales automation software

Salesforce Sales Cloud gives you a 360° view of your contacts, pulling in social activity, campaign and communication history, key contacts & deals, and more.

Read more about Salesforce Sales Cloud

Users also considered
ClickUp logo

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
HubSpot CRM logo

CRM and lead management solution

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Read more about HubSpot CRM

Users also considered
Zoho CRM logo
Category Leaders

Customer relationship management solution

Use Zoho CRM to manage all your contact, lead and account data from a single platform. Record contact details, emails, meeting notes, to-do's, documents & more.

Read more about Zoho CRM

Users also considered
Dynamics 365 logo

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
Pipedrive logo

Cloud-based CRM solution for salespeople

Manage and organize all your deals, leads & contacts through a single, visual sales pipeline. Use the email integration to attach emails to contacts and deals.

Read more about Pipedrive

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
ActiveCampaign logo

AI-first marketing platform

ActiveCampaign is the AI-first marketing platform built to transform how marketers, agencies, and entrepreneurs work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp.

Read more about ActiveCampaign

Users also considered
Nimble logo
Category Leaders

Contact management & social relationship solution

Nimble is a social CRM that combines social media monitoring with relationship management to help you smartly engage with your contacts.

Read more about Nimble

Users also considered
EngageBay CRM logo
Category Leaders

Integrated sales & marketing software for growing teams

AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.

Read more about EngageBay CRM

Users also considered
Less Annoying CRM logo
Category Leaders

For small businesses outgrowing spreadsheets.

A simple customer relationship manager made just for small businesses. Manage contact info, track leads, and never miss a follow-up.

Read more about Less Annoying CRM

Users also considered
HoneyBook logo

Client management for freelancers & SMBs

Everything you need to manage contacts, clients, proposals, contracts, payments, and more.

Get started with a 7 day free trial today.

Read more about HoneyBook

Users also considered
NetSuite logo

AI-powered cloud-based business management suite

NetSuite is an AI-powered cloud-based business management suite. It helps organizations streamline their operations and gain real-time insights into their performance. The suite caters to a range of industries such as manufacturing, retail, and professional services.

Read more about NetSuite

Users also considered
eWay-CRM logo

Customer relationship management solution

eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage customers, contacts, sales, projects and marketing.

It contains apps for iOS and Android so that people can work on the go. There is also a web interface for those who prefer working from home or on Mac.

Read more about eWay-CRM

Users also considered
Odoo logo

All-in-one open-source business software

Odoo is an all-in-one, open-source business platform covering CRM, Sales, Accounting, Inventory, Manufacturing, and Projects. It’s fully integrated, customizable, and scalable for companies of any size or budget.

Read more about Odoo

Users also considered
monday CRM logo

Customer relationship management solution

monday CRM is the best contact management software to manage and track all of your contacts’ info. Connect your Gmail/Outlook to send/receive emails and keep track of client communication in one place. Get an overview of everything related to a contact in a snapshot so you never miss a beat.

Read more about monday CRM

Users also considered
Apptivo logo

CRM solution for managing customer accounts

Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information such as contact information, website, annual revenue‚ address‚ number of employees‚ & more. Accounts can be associated with other records such as contacts or opportunities.

Read more about Apptivo

Users also considered
Freshsales logo

Sales management solution

Freshworks CRM Sales Cloud is a complete solution for sales teams to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights and nurture customer relationships. The Sales Cloud empowers sales teams with more time for selling by automating the sales process.

Read more about Freshsales

Users also considered
Bitrix24 logo

All in one business management workspace

Bitrix24 100% FREE contact management and CRM software with 12 million clients worldwide. Cloud, mobile and open source versions available

Read more about Bitrix24

Users also considered
Copper logo

The CRM designed for Google Workspace

Designed for businesses using Google Workspace (formerly G Suite), Copper keeps business relationships in one place, automates repetitive tasks, and helps you stay organized with projects and deadlines. Get started in minutes!

Read more about Copper

Users also considered
Nutshell logo
Category Leaders

Sales, marketing and engagement platform

Auto follow-up, email sync, click-to-call, call recordings, custom fields, and unlimited data make Nutshell the premier contact management solution.

Read more about Nutshell

Users also considered
Pipeline CRM logo

A Sales CRM Built by Salespeople for Salespeople

In PipelineDeals CRM convert prospects to customers for seamless handoff & knowledge transfer to account management team. Deploy CRM in 2 weeks!

Read more about Pipeline CRM

Users also considered
Spotler CRM logo

The Powerful CRM for Growing Teams

Our integrated and versatile CRM contact management software makes it easy to manage your contacts and share information across your team. Giving a 360 degree view of all your interactions, you will improve engagement and your customer experience for longer-lasting relationships and unite your team.

Read more about Spotler CRM

Users also considered

Key features for Contact Management software

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

  • Contact Database: Reviewers value the ability to store, categorize, and access detailed contact information in a centralized database, facilitating efficient communication and customer relationship management. 95% of reviewers rated this feature as important or highly important.
  • CRM: Users highlight the centralization of customer data, automation of tasks, and enhanced customer relationship tracking as key benefits, improving overall business efficiency and growth. 94% of reviewers rated this feature as important or highly important.
  • Search/Filter: Reviewers appreciate advanced search and filter options for quickly finding specific contacts, information, and communication records, significantly enhancing productivity. 90% of reviewers rated this feature as important or highly important.
  • Lead Management: Users emphasize the streamlined tracking, qualification, and nurturing of leads, which helps prioritize and convert leads into customers effectively. 89% of reviewers rated this feature as important or highly important.
  • Sales Pipeline Management: Reviewers find the visual representation and customizable stages of the sales pipeline useful for tracking and managing deals through various sales process stages. 89% of reviewers rated this feature as important or highly important.
  • Data Import/Export: Users value the ease of importing and exporting data to and from external sources, ensuring smooth data migration, backup, and integration with other systems. 88% of reviewers rated this feature as important or highly important.