# CRM Software with Document Storage 2026 | Capterra > Explore the top CRM software with Document Storage in 2026. Compare verified user ratings and reviews to discover the perfect fit for your business size, needs, and industry. Source: https://www.capterra.com/customer-relationship-management-software/features/1100-document-storage --- # Best CRM Software with Document Storage For more information consult our [CRM Buyers Guide](#buyers-guide-content) [4.7 (453)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) [Capterra Shortlist](https://www.capterra.com/customer-relationship-management-software/shortlist/) Great for: Task Management monday CRM enables revenue teams to improve efficiency at every stage of the customer journey. [Learn more about monday CRM](https://www.capterra.com/p/245800/Monday-CRM/) 85% of users recommend this product [4.3 (6964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) [Capterra Shortlist](https://www.capterra.com/customer-relationship-management-software/shortlist/) Great for: Activity Dashboard Zoho CRM is an AI-powered sales CRM that empowers SMBs & enterprises of all sizes with a 360º customer relationship management solution [Learn more about Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) [4.7 (153)](https://www.capterra.com/p/143607/kintone/reviews/) Great for: Small Business A custom-tailored solution that meets and scales with your unique business needs. Start a free trial, or let us build a free prototype. [Learn more about kintone](https://www.capterra.com/p/143607/kintone/) 87% of users recommend this product Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. [4.2 (1291)](https://www.capterra.com/p/135618/Odoo/reviews/) [Capterra Shortlist](https://www.capterra.com/customer-relationship-management-software/shortlist/) Good for: Data Import/Export Keep track of top leads and opportunities, personalize sales cycles, control statistics/forecasts, and more with Odoo CRM. [Learn more about Odoo](https://www.capterra.com/p/135618/Odoo/) [4.2 (983)](https://www.capterra.com/p/113540/Bitrix24/reviews/) [Capterra Shortlist](https://www.capterra.com/customer-relationship-management-software/shortlist/) Good for: Contact Database Bitrix24 is the fastest-growing free CRM, trusted by 15M+ companies worldwide. One platform for all your business needs. [Learn more about Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) [5.0 (5)](https://www.capterra.com/p/10018704/TaskSuite/#reviews) Cloud-based loan origination and servicing with configurable workflows, collections, reporting, and optional white-labeled portals. [Learn more about TaskSuite](https://www.capterra.com/p/10018704/TaskSuite/) [4.6 (249)](https://www.capterra.com/p/137206/Caspio/reviews/) Good for: Small Business Caspio is the world's leading LOW-CODE platform for building online database applications without having to write code. [Learn more about Caspio](https://www.capterra.com/p/137206/Caspio/) 84% of users recommend this product [4.4 (18766)](https://www.capterra.com/p/61368/Salesforce/reviews/) [Capterra Shortlist](https://www.capterra.com/customer-relationship-management-software/shortlist/) Great for: Calendar Sync Bring together CRM apps for sales, service, marketing, commerce, AI, and more in one integrated solution. [Learn more about Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) [4.7 (1691)](https://www.capterra.com/p/105428/Clio/reviews/) Great for: Customer Service Ranked #1 and with the most 5-star reviews on Capterra, Clio is the only intelligent legal work platform with context-aware AI. [Learn more about Clio](https://www.capterra.com/p/105428/Clio/) 89% of users recommend this product [4.8 (645)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) [Capterra Shortlist](https://www.capterra.com/customer-relationship-management-software/shortlist/) Great for: Contact Management Less Annoying CRM is for small businesses outgrowing spreadsheets. Get simple tasks, contacts, & leads without the CRM complexity.  [Learn more about Less Annoying CRM](https://www.capterra.com/p/118921/Less-Annoying-CRM/) 96% of users recommend this product ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Filter (798) Products: Sort By: Sponsored * * * Plan Type Free Trial Popular 85% of professionals opt for a 30-day trial before the software purchase Other subsciption plans: Free Version Monthly Subscription Annual Subscription One-Time License Key Features All key features Popular We have selected the most important and critical features as defined by Capterra user reviews Activity Dashboard AI Copilot Alerts/Notifications Contact Management Customizable Fields Data Import/Export Document Storage Email Management Forecasting Generative AI Interaction Tracking Lead Capture Lead Generation Lead Management Lead Qualification Marketing Automation Mobile Access Quotes/Estimates Referral Tracking Reporting/Analytics Sales Pipeline Management Segmentation Task Management Territory Management Workflow Management Deployment Cloud, SaaS, Web-Based Desktop Mac Desktop Windows Desktop Linux On-Premise Windows On-Premise Linux Desktop Chromebook Mobile Android Mobile iPhone Mobile iPad I'm looking for CRM Software that is: [Free](https://www.capterra.com/customer-relationship-management-software/s/free/)[For Mac](https://www.capterra.com/customer-relationship-management-software/s/mac/)[For Small Businesses](https://www.capterra.com/customer-relationship-management-software/s/small-businesses/)