Best Document Management Software

Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows. Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction. The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights.

Napersoft CCM Document Platform 8 is our latest distributed platform solution for Microsoft® Windows and Linux servers. It was developed for today's wired world and offers browser-based computing with many new and advanced features. A platform for medium to very large enterprises that enables Batch, Interactive and OnDemand composition, formatting and delivery of relevant and personalized customer communications via multiple channel support including print, email, text and many more.. And, it supports communications in over 100 different languages including English, Spanish, Chinese, German, French and many more.

Connecteam is an award-winning all-in-one employee management solution for daily operations, communications, and human resource management. With Connecteam you can manage every aspect of your business on the go, no workstation needed. Easily engage and manage non-desk employees with Connecteam’s mobile-first platform that helps improve communication, enhance daily processes and increase productivity with custom checklists, forms, and reports. Schedule shifts and track accurate work hours with Connecteam’s automated GPS time clock and easily export approved timesheets to payroll. Connecteam helps you keep your employees sharp thanks to knowledge base centers and advanced training courses. Raise morale with employee recognition rewards and keep the entire company updated through the main news feed. Simplify employee communication, enhance professional skills, manage daily tasks and so much more, all in one app and for an affordable price.

Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible.

Effortlessly manage agendas, documents, and board meetings with iBabs. Designed to streamline the entire decision-making process, iBabs eliminates the need for paperwork, making meetings more efficient and informed. This intuitive app provides complete control and a clear overview of all meeting details, empowering organizers and attendees alike. Trusted by around 3,000 organizations and over 300,000 users, iBabs ensures smooth, effective meetings on any device, securely and automatically. With years of experience refining board meeting processes, iBabs offers peace of mind and confidence in making good decisions.

Bend, don’t break with Titan’s flexible business solutions and forms for Salesforce. Our scalable Salesforce Forms and software is rapidly developing a reputation as the gold-standard in Salesforce integration, and it’s easy to see why. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms in Salesforce and applications cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build web portals, sign documents, generate docs, send surveys, automate contracts, fill out forms in Salesforce, and so much more in just a few simple clicks. No code required and AI assisted! This is all 100% Salesforce integrated, empowering you to send data to the #1 CRM and pull it back in real-time. No other product on the market does it better or faster. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap!

Moxo’s service orchestration platform transforms complex B2B relationships into seamless experiences. Business processes often fragment across departments, clients, vendors, and partners, creating inefficiency and risks. Our platform streamlines these workflows—turning disjointed experiences into smooth, efficient operations that reduce costs and enhance client satisfaction. Moxo accelerates critical processes including client onboarding, document collection, and exception handling. The results: faster completion times, reduced compliance risks, and superior client experiences. Leading institutions across financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas —trust Moxo to orchestrate their mission-critical business relationships.

Noodle is the all-in-one enterprise platform that removes the stress of working across emails, file servers, task managers, spreadsheets, chats, meetings, etc. Teams that use their Noodle communicate better and are more productive. Your people will see where everything is, understand what everyone is working on, all while improving the company culture. Features Cloud or On-Premise Options Fully Customizable Design Build Sites in Minutes Regularly Updated With New Features Flexible Password Controls Drag and Drop Features/Post Track Views of Content Unlimited Colors/Skins Create Polls/Surveys Sync with Active Directory 11 Supported Languages Built In Block Text Editor Follow Co-Worker’s Statuses Create Custom Workflows Embed Video and Photos Easily Archive Content Video Conferencing Build E-Forms and Reports Merge Multiple Calendars Optimized For Speed All Applications Included View Personal User Statistics Personal Digital Workspace Etc

Introducing Microsoft 365 (formerly Microsoft Office 365). Be more creative and achieve what matters with Outlook, OneDrive, Word, Excel, PowerPoint, OneNote, SharePoint, Microsoft Teams, Yammer, and more. With a Microsoft 365 subscription, you get the latest Office apps—both the desktop and the online versions—and updates when they happen. On your desktop, on your tablet, and on your phone.* Microsoft 365 + your device + the Internet = productivity wherever you are. OneDrive makes the work you do available to you from anywhere—and to others when you collaborate or share. Help at every turn. Email, chat, or call and talk to a real live person. Get Office today—choose the option that's right for you

Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries and verticals.

G Suite just got better — introducing Google Workspace (formerly G Suite). Everything you need to get anything done, now in one place. An integrated workspace that’s simple to use, Google Workspace lets you spend less time managing your work and more time actually doing it. Address what’s important and let Google handle the rest with best-in-class AI and search technology that helps you work smarter. Work from anywhere, on any device – even offline – with tools to help you integrate, customize, and extend Google Workspace to meet your team’s unique needs. Similar to G Suite, all Google Workspace plans provide a custom email for your business and includes collaboration tools like Gmail, Calendar, Meet, Chat, Drive, Docs, Sheets, Slides, Forms, Sites, and more. We have a variety of plans that are designed to meet your unique business needs. Discover which plan best fits your business needs on our plans and pricing page.

For nearly 10 years Wimi has been making teamwork more efficient to win more opportunities. It is the European leader in project management and online collaboration software. Wimi offers a range of tools built to keep businesses in sync, boost team productivity, improve collaboration, and secure critical data. Top features include unified workspaces, a drive solution, team communication, file sharing, task management, project calendar, video/audio calls, reporting, and access rights management. Your data is secured on Wimi as it adheres to the highest industry standards for security such as multi-factor authentification and encryption. 55,000 companies are already using Wimi everyday : try it by yourself, start your 14-day free trial !

The next-gen collaboration suite. All your chats, meetings, calendars, docs, and emails in one place. These organisations have made Lark their all-in-one solution for collaboration. Lark is a comprehensive productivity superapp designed to streamline collaboration. It combines chat, meetings, document editing,project management, and automation tools in one intuitive platform, simplifying your workflow and enhancing team communication. It suits teams of all sizes, from small groups to large multinational companies. By utilizing Lark Base, teams have the ability to construct a CRM solution that aligns with their present requirements and is capable of expanding along with the business. Additionally, Lark is well-equipped to serve as a project management tool, providing project managers with robust features for planning, tracking, and executing projects effectively.

BoardPAC is an award-winning board management solution that is ideal for board directors to review and approve board agendas on the go. Efficient and secure, BoardPAC is offered across devices such as iPads, Windows laptops and desktops, Android tablets and iPhone and Android phones. BoardPAC integrates fully with Zoom, Cisco Webex, Microsoft Teams, Lifesize and a host of other leading video conferencing platforms. BoardPAC features the strictest security and confidentiality standards such as ISO 27001 certification, 256-bit encryption, and secure transmission, and more. BoardPAC offers the benefits of collaboration, quicker decision making, and easy feedback on meeting documents. BoardPAC conforms to GDPR compliance.

All the tools you need in one platform without having to "duct-tape" multiple platforms together! Capture leads using our landing pages, surveys, forms, calendars, inbound phone system & more. Automatically message leads via voicemail, forced calls, SMS, emails, FB Messenger & more. Use our built in tools to collect payments, schedule appointments, and track analytics. HighLevel is a Full Suite Platform for Agencies. Included in the Platform is a full featured Page Builder to capture leads. Our intuitive platform allows you to create full featured websites with custom menus. Create high-performing and captivating landing pages all in one place. Built right in is the ability to capture leads through Surveys and capture forms. You can integrate directly with our page builder or embed them on your own sites. The major step for many business is to capture appointments and request appointments. We've built our own calendar application within HighLevel.

Use the GoFormz mobile forms and data capture platform to fill out forms on mobile devices and computers, even offline. Your mobile forms can look exactly like your existing paper forms, and can be used to collect Images, GPS, Signatures, and more. You can even connect GoFormz with your other business systems like Procore, Salesforce, Box, Quickbooks, Microsoft 365, Acumatica, Google Suite, Egnyte, Smartsheet, and Dropbox. Once forms are completed, they are automatically stored in the Cloud and available for review and processing – resulting in improved recordkeeping and easy retrieval. Users can also: - Dispatch forms to mobile teams - Share links to online forms with anyone - Setup automated workflows - Capture digital signatures - Connect form data with other systems leveraging our powerful API - Easily generate customized pdfs...and much more

With video collaboration software, mobile capabilities, and a best-in-class streamlined quote-to-cash solution, Viirtue transforms white label VoIP & UCaaS so you can compete with the big players and easily scale your business with modern tools and excellent support. Rebrand our full suite of white label communication tools as your own, becoming a one-stop-shop for technology solutions without bringing on additional team members. Schedule a demo and see how our industry-leading platform, quote-to-cash software, and other proprietary automation can make running a unified communications business easy. Fair pricing algorithm that only charges for seats that are used and not multiple times for users with multiple devices. Our proprietary, all-in-one quote-to-cash software and reseller dashboard provides a turnkey tool for sales, quoting, tax automation, marketing, and online learning that supports your branded platform and gives you the edge on capturing and winning more business.

Filestage is the enterprise-ready online proofing software that helps teams to get their work reviewed and approved faster. Filestage streamlines, organizes and automates feedback on files throughout the proofing process, while reducing errors and ensuring compliance guides are met. Enable colleagues and clients to view and annotate files in real-time for marketing campaigns, video production, website design, product catalogues or anything else - and to approve files when they are complete. This makes Filestage a perfect fit for creative agencies as well as marketing teams of small, medium and enterprise companies. With customers such as Sixt, Lufthansa, NBC Universal, Sharp, GroupM and many more, over 530k users worldwide have uploaded and proofed more than 5.2m files with Filestage.

Mobile communication and payments solutions. Combine messaging channels like WhatsApp with innovative payments to create true Conversational Commerce. We help companies communicate. Our customers use SMS, Voice and the world’s most popular chat apps: WhatsApp, Apple Business Chat, Google RCS. Start the conversation in the channel your customers prefer and let the AI bot do the talking. Integrate commerce in the conversation to drive conversions. CM.com is a licensed Payment Service Provider, offering a range of options for any channel with Apple Pay, Google Pay, WeChat Pay, Credit Cards and local payments like iDeal and Bancontact. CM.com is also a Ticketing platform helping festivals, museums and stadiums sell and manage any type of ticket. The Customer Data Platform takes marketing to a personal level. Identity and e-sign solutions assure authentication in any transaction.

Business done remotely. Document collaboration, e-signature, web conferencing and ID verification, all in one single platform. Increase conversion rates by enabling agent-supported real-time deal closing session in the last mile of the transaction process. Satisfy all compliance requirements of a physical meeting with all the critical tools to enable your agents to get the job done remotely. Allow your customers to work independently and request live video document/e-signature collaboration support from an agent to complete their transaction. Accelerate the completion of complex business processes by enabling users to engage effectively in multiple phases, both in self-service and real-time modes. Ready to Accelerate Your Entire Sales Team Performance? Expedite your remote client interactions using REACH's platform. Enhance the value you offer to IT departments and lines of business including Sales, HR, legal and procurement.

Customer communications platform that helps businesses to communicate with customers via personalized content over 6 channels and 100+ languages. Our product features are: 1. Print Design Studio 2. Email Design Studio 3. Short Message Design Studio 4. Transaction system for mass communication 5. Translation system 6. AI driven copy writing for content generation 7. AI driven image generation for communications 8. Integrations with business systems 9. Mail room app for managing the print jobs 10. Cloud storage of all generated contents