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Top Rated Contact Management Software with Document storage

Last updated: June 2026

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Why is document storage important for contact management software?

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

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.

What do verified reviews highlight about key features of contact management software?

  • 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.
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182 software options

Less Annoying CRM logo

For small businesses outgrowing spreadsheets.

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

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Salesforce Sales Cloud logo

Cloud-based CRM and sales automation software

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

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Bigin by Zoho CRM logo

Pipeline-centric CRM system for small businesses

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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.

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Maximizer CRM logo

Customer relationship and lead management solution

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Maximizer CRM is a lead management solution designed specifically for the unique challenges that sales teams and managers face. Teams can monitor and achieve revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center.

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MLeads logo

Capture, Manage, Convert Leads—All in One CRM

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MLeads makes contact management effortless—scan, store, and organize contacts in one place. Access and update contact details anytime, add notes or voice memos, and keep your network organized and ready for follow-up.

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HoneyBook logo

Client management for freelancers & SMBs

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

Get started with a 7 day free trial today.

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Airtable logo

AI-Powered, No-Code App Building Platform

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Airtable is the AI-powered app platform that unifies data, maximizes collaboration, and powers smarter workflows — no code required.

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ClickUp logo

Productivity platform for marketing agencies

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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.

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VipeCloud logo

Sales CRM With Marketing Suite That Builds Rapport With You

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98% of customers rate VipeCloud's Value For Money at 4 stars and above!

VipeCloud is the Sales CRM With Marketing Suite that builds rapport with you. Contact Management, CRM, Email Marketing, Texting, Video Email, and More.

VipeCloud is your all-in-one, easy to use, and powerful growth solution.

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EngageBay CRM logo

Integrated sales & marketing software for growing teams

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

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monday CRM logo

Customer relationship management solution

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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.

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Better Proposals logo

Web-based sales proposal software to win business faster.

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Better Proposals is a web based platform for creatives and service providing businesses to create professional, well-formatted sales proposals, with digital signatures, 3rd party integrations, and more. Know when proposals are opened, forwarded or downloaded in order to follow up at the right time.

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Teamgate logo

Unlock Your Sales Potential

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Contact management – More than an address book
Fully interactive list of all your companies and associated people

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OnePageCRM logo

#1 Action-Focused CRM Software for Small Business

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OnePageCRM is a simple, contacts-focused CRM. We take a to-do list approach to managing sales leads, where every contact has a Next Action to always follow-up.

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Sage Sales Management logo

The leading mobile CRM for field sales management.

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Sage Sales Management is the tool of choice for sales directors that are dedicated to improving the productivity of their teams. The success of the app is down to its 100% mobile first design, user-friendly interface, and high adoption rate. Now enhanced with AI.

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Tracker logo

We help recruitment firms grow and increase profitability

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Tracker offers an integrated applicant tracking system for Recruiter, Candidate and Client Success with a simple to use single place for sourcing solution to manage all relationships from any browser or mobile device.

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ActiveCampaign logo

AI-first marketing platform

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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.

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Jobin.cloud logo

Source, engage and hire in one AI recruiting workspace

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Jobin.cloud is an all-in-one AI recruiting and business development platform for agencies and lean hiring teams. Source talent or clients, enrich profiles, automate LinkedIn and email outreach, and manage every conversation, note and pipeline stage inside a CRM.

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Creatio CRM logo

New era CRM to manage all customer and operational workflows

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Omnichannel contract management
Creatio.ai assists contract creation and review for faster approvals and reduced errors, and helps optimize order processing and identify potential bottlenecks.

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Close logo

The conversation-first CRM for small, scaling sales teams

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Close is a conversation-first CRM designed for founders and small, scaling sales teams to manage every conversation in one place — with built-in calling, email, and SMS built natively inside the platform.

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Salesflare logo

Intelligent CRM for small and medium-sized B2B businesses

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Salesflare is an intelligent CRM & contact management platform for small and medium sized B2B businesses who sell more with less work. Salesflare automatically fills out your address book and keeps track of all interactions with your contacts.

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Pipedrive logo

Cloud-based CRM solution for salespeople

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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.

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Salesmate logo

The most customizable CRM. Now with AI

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Salesmate helps sales reps to stay up-to-date with every detail of your clients or contacts to interact efficiently at any time from any point. Prioritize communications, nurture relations and optimize sales results by systematizing all your communication at one organized place.

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OpenCRM logo

A true alternative to Salesforce at a fraction of the price!

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With Company and Contact records, you can build a full database of all your stakeholders in one central place. You have clear visibility of company types, record owners and a full audit of all interactions, prior opportunities and sales, ticket history and more

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HubSpot CRM logo

CRM and lead management solution

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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.

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