Software · top picks by feature

Top Document Management Software

593 document management software products ranked by rating, review volume and listing quality.

Looking for the best document management software? TrustList ranks 593 products with document management across 214 software categories (the largest groups: HOA, architecture and file sharing software). Updated November 2026.

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Between them, the 593 document management software products on this page cover android (203), task management (160), collaboration (156) and contact management (127). 593 of them have written a profile you can read before you get in touch.

What to look for in document management software

The best document management software for you depends on how your business works, not only on where a product sits in the list. Before you shortlist the top-ranked options, check for:

Search that reads inside documents (full text, and OCR for scans), not just file names
Version control, check-in and check-out, and a clear audit trail
Permissions down to folder and file level, with external sharing you can revoke
Retention rules and legal holds, if you are regulated
Review and approval workflows, including e-signature
Integrations with email, Microsoft 365 or Google Workspace, and your line-of-business apps

How to use this ranking

Start with the top 10, then narrow down with Best document management software by category further down the page, which ranks the same feature inside each kind of software. Read the reviews on each profile, and ask vendors to show you the points above with your own data before you decide.

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Document management software, page 16

LeanKit
Graphical Workflow Editor · Task Management · Calendar Management
LeanKit is enterprise Kanban software that is now sold as Planview AgilePlace.
Kanban Tools Software
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Slite
Real Time Editing · Full Text Search · Knowledge Base Management
Slite is a knowledge-sharing tool for teams that work across different places and time zones.
Knowledge Management Software
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Clipicious
Real Time Editing · Task Management · Contact Management
Clipicious is a collaboration platform built around saving and sharing content.
Knowledge Management Software
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Flowlu
Time & Expense Tracking · Self Service Portal · Full Text Search
Flowlu is an all-in-one business operating platform. Its tools cover project management, task management, finance and customer management, and the company says they give a deep…
Knowledge Management Software
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People1
Surveys & Feedback · Knowledge Base Management · Negative Feedback Management
People1 is a digital workspace and intranet designed around mobile use for organizations that run Office 365.
Intranet Software
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Oak
Knowledge Base Management · Discussions / Forums · Task Management
Oak Engage makes an intranet and employee engagement platform for large organisations.
Intranet Software
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Colibo
Real Time Editing · Knowledge Base Management · Discussions / Forums
Colibo calls itself a workplace integration hub. It aims to unify the digital workplace across departments and devices, acting as a launchpad to the business tools a company…
Intranet Software
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Workspace 365
Real Time Editing · Surveys & Feedback · Knowledge Base Management
Staff who spend the day switching between portals and logins are the problem Workspace 365 is meant to solve.
Intranet Software
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HyperOffice Collaboration
Real Time Editing · Knowledge Base Management · Discussions / Forums
HyperOffice Collaboration is an integrated online suite that lets employees, customers and partners share and work on business information from anywhere.
Intranet Software
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9mCollab
Real Time Editing · Contact Management · Project Management
9mCollab is an organisation management tool for structured, conclusion-driven collaboration.
Internal Communications Software
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Hardcat
Asset Lifecycle Management · Serial Number Tracking · Audit Trail
Hardcat's product is centred on stock management and inventory control.
Inventory Control Software
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VisiumKMS
Corrective and Preventive Actions (CAPA) · Industrial Safety Management · Occupational Health Management
Business processes around incidents are what VisiumKMS sets out to automate.
Investigation Management Software
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TD/OMS
Self Service Portal · Product Data Management · IT Asset Management
IBM i shops often keep source code in systems that mainstream version control does not reach well, yet they still need to know what changed, who approved it and where it went.
IT Service Software
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LiveHive
Goals / Quota Management · Contact Management · Content Management
Sales acceleration platform combining buyer engagement analytics with sales force automation for mid-sized and smaller enterprises
Inside Sales Software
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AgencyIntel
Insurance Policy Management · Contact Management · Quote Management
Insurance agency owners built AgencyIntel for other agency owners, and the aim is to cover the running of a whole agency in a single system.
Insurance Agency Software
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AdminSeg
Insurance Policy Management · Life & Health · Property & Casualty
AdminSeg is agency management software delivered over the cloud, and it is built around portfolio management for the insurance trade.
Insurance Agency Software
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Cloudia Assistant
Insurance Policy Management · Life & Health · Contact Management
For sales teams, Cloudia Assistant is a CRM that sell insurance, and it brings leads, quotes and commissions together with calling and texting tools.
Insurance Agency Software
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Ozone Insuria
Insurance Policy Management · Life & Health · Property & Casualty
Insurance brokers handle a steady flow of policies, renewals, invoices and claims, much of it repeated by hand across several tools.
Insurance Agency Software
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Apizeal
Insurance Policy Management · Life & Health · Contact Management
Health and life insurance agencies are the audience for Apizeal, agency management software shaped with help from the administrators, agents and owners who work in them.
Insurance Agency Software
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my insurer
Insurance Policy Management · Life & Health · Property & Casualty
my insurer is a platform for insurance intermediaries. They invite leads and clients to join as members by completing a short gamified fact-finding questionnaire that gathers up to…
Insurance Agency Software
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HealthSherpa
Insurance Policy Management · Life & Health · Contact Management
Agencies and brokers who sell health coverage under the ACA are the audience for HealthSherpa, an online platform for quoting, enrolling and managing that business.
Insurance Agency Software
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QQCatalyst
Insurance Policy Management · Contact Management · Quote Management
QQCatalyst is a cloud-based insurance agency management system made by QQSolutions.
Insurance Agency Software
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C2MS
For Health / Medical Insurance · Broker / Agent Portal · Quotes / Estimates
Described by its makers as an insurance ERP, C2MS covers the sales pipeline, claims and policy administration, so one product follows a piece of business from prospect to claim.
Insurance Rating Software
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Gen4 Agency Management
Insurance Policy Management · Contact Management · Quote Management
Agency management software for insurance brokers covering CRM, sales pipelines, workflow automation and online enrollment
Insurance Agency Software
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Best document management software by category

The same feature, ranked inside each kind of software. 214 categories in all; these 40 have 5 or more products.

How is this list of the top document management software worked out?

TrustList ranks every product that offers document management, whichever software category it is filed under, by its rating, how many reviews it has and how complete its profile is. No one can pay for a position in this list. Where few products have reviews yet, profile completeness carries more weight, so treat the order as a shortlist to check rather than a verdict.

Is the top-ranked product the best document management software for everyone?

No. A small team, a growing business and a large enterprise need different things from document management software. Use the checklist above and the rankings by category to find the best fit, and give most weight to reviews from companies like yours.

How often does the ranking change?

The order is recalculated as new reviews arrive and vendors update their profiles, so the list you see is the current one.

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