Best Document Management Software for Small Business

Trusted by over 25 million users worldwide, Jotform is an all-in-one platform that simplifies data collection, workflow automation, and online sales, all without coding. With Jotform’s drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, contact information, payments, appointments, and e-signatures with ease. Choose from over 10,000 templates for everything from feedback surveys to registration forms, or build your own from scratch. Jotform's advanced features, such as conditional logic, autoresponders, and over 200 integrations, further streamline processes. In addition, Jotform's AI-powered Agents offer real-time customer support by guiding users through the form submission process, answering questions, and ensuring a smooth experience, all while reducing the need for manual intervention. With Jotform’s Store Builder, you can also set up an online store, sell products, services, and subscriptions, collect donations, and receive payments through 30+ supported payment gateways. Finally, Jotform’s tools like Approvals, PDF Editor, and Report Builder help businesses transform collected data into actionable insights and automate workflows for even greater efficiency.

Unlock precision and clarity in alternative investments with Dynamo Software, a cloud-native, AI-powered platform that unifies your entire workflow. We provide a single, configurable solution for your front-, middle-, and back-office needs. For General Partners (GPs), Dynamo enhances every stage of the investment lifecycle with advanced CRM, deal pipeline tracking, fundraising tools, and secure investor relations and fund accounting reporting. For Limited Partners (LPs), our platform delivers real-time research and portfolio management capabilities. We automate document ingestion, data extraction, and holdings enrichment, providing deep exposure analytics for informed decision-making. Dynamo serves a wide range of private capital firms, including private equity, venture capital, real estate, hedge funds, and infrastructure. Our platform is also tailored for endowments, pensions, foundations, family offices, fund of funds, and fund administrators. By centralizing all investment data into a single source of truth, we equip your team with the control needed to uncover powerful insights. Our AI-driven system automates data ingestion and tagging, while our HoldingsInsight feature enriches portfolio data for advanced analysis. All modules work together seamlessly, supported by a dedicated Client Services team committed to your success. With Dynamo, you can streamline operations, improve data accuracy, and drive strategic decisions with confidence.

Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget. Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.

Partnering with Salesforce, Titan Forms and Apps are a game-changer in the industry, making the world’s number #1 CRM accessible, and effortless for anyone to use. At the touch of a button, and with zero code, experience strength, speed, and agility for Salesforce Forms and your business processes. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms and applications for Salesforce cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build beautiful web portals, sign documents, generate docs, send surveys, automate contracts, fill out Salesforce forms, and so much more in just a few simple clicks. No code required and with our new AI assistant you can build even faster and with fewer errors. We are the only product on the market that empowers you to send data to Salesforce and pull it back in real-time without any development or added expense. 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! So what’s stopping you? Schedule a demo today.

Adaptive provides a comprehensive, user-friendly, cloud-based, customizable ERP with multiple cyber and fraud risk mitigation controls. * Enhanced Security: A unique database and encryption key per client. Access controls & permissions are built into every module. A special 2-Factor Authentication login that is close to hack-free * Streamline your business. * Adaptive handles all setup: No need for integrators Key Functionality: * Customised Dashboards * Messaging: internal & 3rd parties * E-Commerce with ERP * CRM * Client Relations * Ticketing * Issue Tracking * Document Management: Unlimited Folders & File Tags; Share files/ folders with teams, depts., stakeholders or 3rd parties. Find files in seconds with search by filter/tag * Portfolio & Project Management: Plannning, Skills, Capacity Utilitisation, RACI, Swimlanes, Gantt Charts, Patent-Pending Kanban-C & Dependencies, Critical Dependencies, ListViews, RFIs, Risk Registers, Time & Billing * Scheduling * * Accounting, Financial Statements, Finance & Risk * Automated Invoicing * Online Payments * Client & Purchase Orders * Inventory & Warehouse Management * MRP * Maintenance & Work Orders * Job Costing, Estimates & Quotes * Detailed Reporting * Multiple sector including: Manufacturing, Retail, Real Estate

LuitBiz, a Business Applications Suite that includes Document Management (DMS), CRM (HRM), Employee Self Service, Asset Management (EAM), Business Process Management, (BPM), and Quality Management modules, allows companies to use just one software over the cloud. LuitBiz's Document Management module, "LuitBiz DMS", has version control, workflow management, and many other document-centric capabilities. This module helps companies streamline their documentation processes. The CRM module "LuitBiz" includes modules for Sales, Marketing, Support, and Contacts. This allows companies to manage the entire customer lifecycle using one software. The EAM module helps track the complete lifecycle of the assets starting from purchase to disposal. LuitBiz's HRM and ESS modules help companies streamline their employee processes, from recruitment to exit. They cover all important employee processes such as appraisal, training, pay slips, helpdesk, and so on. The Quality Management module "LuitBiz QMS", allows companies to streamline their SOPs and related forms and workflows to streamline their quality management processes.

SAP Business ByDesign is an affordable, easy-to-use enterprise resource planning system (ERP) specifically designed for fast-growing small to mid-market businesses and subsidiaries of larger companies. From financials and inventory to customer relationship management and human resources, SAP Business ByDesign integrates all major aspects of your business for end-to-end visibility, added efficiency, and improved operational control. By serving as the nerve-center for your business, with all data flowing into a single, centralized system, SAP Business ByDesign enables real-time data access for faster, complete, more nimble decision-making. SAP Business ByDesign comes with workflows and best practices that help your business run operations more efficiently from Day 1. It also scales with your business, so you don’t have to change systems as you grow. Some of the key features of SAP Business ByDesign: Integrated system architecture that manages all your company dataSAP Business ByDesign Complete operational visibility and control End-to-end business process automation Precise real-time reporting and analytics Customization for business and industry-specific requirements Secure data access anytime, anywhere

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly 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.

Ideagen Huddle is a cloud-based platform that provides a safe and unique workspace environment for your team, partners and external stakeholders. Companies in highly regulated industries can review work, securely share sensitive information and collaborate efficiently which allows you to maintain complete control of the document - meeting your project goals on time and to budget, every time. With Ideagen Huddle, you get an easier way to collaborate and co-edit documents, control file versions, collaborate with clients, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Benefits include: • Government grade security – confidently protect your sensitive data and reduce the risk of loss or theft • Custom branded Client portals – Make all your documents and associated communications accessible in one central location • Regulated collaboration – Keep control of versions, co-edit, make comments and revisions, all in real-time. • Controlled external collaboration – Make external collaboration frictionless for all stakeholders Because Ideagen Huddle is cloud-based, it sits above your existing IT infrastructure.

iGrafx facilitates genuine business transformation by empowering organizations to consistently enhance their processes. To attain ongoing process improvement, an integrated intelligence platform is essential. The intricacies of modern processes often span numerous departments, systems, and stakeholders, which complicates the understanding of the overall process ecosystem. Without a comprehensive perspective, it becomes challenging to pinpoint the underlying issues and evaluate which potential solutions are the most effective. Harness the capabilities of process intelligence with the Process360 Live platform, which integrates process mining, design, and simulation seamlessly. By streamlining processes, uncovering bottlenecks, and refining workflows, organizations can achieve more efficiency and produce higher quality products without increasing resource expenditure. Additionally, this approach allows for maintaining consistent volume, pace, and quality while simultaneously reducing financial commitments through effective process optimization and resource management. Ultimately, embracing such innovative solutions positions organizations to thrive in an ever-evolving business landscape.

Software that provides a complete client experience for small businesses. Thryv makes it easy to apply for a job, manage the job and get paid. Thryv is a small business management platform that automates tasks, puts customers at the heart of your business and is secure. ThryvPay is a tool that can help service businesses save thousands by allowing them to accept and process credit card payments and ACH payments. Next day funding, automatic recurring payments, client side convenience fees, QuickBooks integration and automatically scheduled payments are just some of the many benefits that ThryvPay offers. Thryv is available on any device, whether it's a tablet, a desktop, or an app for the mobile. It gives you complete business management and exceptional customer support. Thryv integrates with the digital tools that you already use to manage your small business and streamlines the way you do it.

With SpinOffice, you create a central spot for your mail, business contacts, appointments, tasks, projects, folders, documents, files and notes. No matter what you’re working on, how big or small the task may be, SpinOffice makes it super easy to get stuff done. And best of all, you share all information in the database with your colleagues. That makes SpinOffice CRM the ultimate team application for any small and medium-size business. Discover how your business can grow with SpinOffice CRM! Sign up and get started with the free version. Upgrade to Pro for € 27,50 per month per user to get unlimited data storage and more features.

All the tools you need in a single platform. Capture leads using our landing pages, surveys, forms, calendars, inbound phone system & more. Automately message leads via voicemails, SMS, email, FB Messenger, and forced calls. Our built-in tools allow you to collect payments, schedule appointments, track analytics, and keep track of your data. HighLevel is a Full-Suite Platform for Agencies. The Platform includes a fully featured Page Builder to help you capture leads. You can create fully featured websites with custom menus using our intuitive platform. All you need to create high-performing, captivating landing pages in one place. You can capture leads via Surveys and capture forms. You can either integrate directly with our page builder, or embed them on one of your own websites. For many businesses, the first step is to request appointments and capture appointments. HighLevel has our own calendar application.

Moxtra's Client Interaction Platform was developed in partnership with some of the most prestigious financial institutions around the world. These institutions use the platform to power their digital businesses. The platform is subject to strict compliance, security and auditability. Moxtra allows seamless extension of business processes. The solution can be deployed in a private cloud, shared multitenant cloud, or on premise. This will increase security. Moxtra's interactions are recorded and self-documented. Moxtra keeps track of every interaction and records the time, location, device, as well as the time. Moxtra was designed to meet the stringent security needs of regulated industries. It uses encryption and has the ability to support each business's best practices.

The Onfinity All-in-One ERP system is a cutting-edge, AI-driven solution offering the most comprehensive community edition available. Designed specifically for small to medium-sized businesses, Onfinity Community is simple to set up and easy to use, making it the ideal ERP choice. With Onfinity Community, you’ll find: Financial Management Budgeting and Controlling Human Resource Management Inventory Management Manufacturing Purchasing Order Management Project Management Asset Management Customer Relationship Management And more Community users also receive all updates and patches, ensuring the latest features and improvements are always within reach.

Explore how Apptivo CRM Software can enhance your ability to attract, engage, retain, and delight a larger customer base. Say goodbye to the hassle of managing multiple applications. By utilizing this tool, you can significantly enhance your productivity and strengthen your client relationships through seamless management of Customers, Finances, and Support directly from your mobile device. This comprehensive CRM includes a variety of applications such as Invoices, Projects, Work Orders, Timesheets, Orders, Estimates, Help Desk, and Expense Reports—all in one place. It's a user-friendly online CRM system designed to keep your contacts, reminders, files, and communication history organized. As your business expands and you require additional applications, you can conveniently add them from the App Store at any time. Effectively manage your sales pipeline, monitor employee performance, and close more deals than ever before. You can easily track your sales and quickly convert them into invoices for prompt payment! Our commitment is to spare no effort in supporting our clients and ensuring their businesses flourish. With Apptivo, you receive everything you need in a single cloud-based solution, encompassing CRM, Project Management, Invoicing, and much more. This integrated approach not only simplifies your workflow but also fosters long-lasting customer relationships.

Chatabox is an out of box cloud-based CRM that is fully scalable and user-friendly that starts from $6 AUD dollars per month. The software has seamless workflows and automation features that simplify the sales and lead management process. Multiple features include tracking and sharing contacts emails, attachments and appointment scheduling. You can also store and request quotes and proposals. Invoicing is possible with custom dashboards. Access the right information from anywhere, at any time, no matter where you are located. Our proven platform is intelligent and efficient, and can be customised to meet your needs. Reduce costs, reduce errors and increase productivity by creating efficient processes that meet your needs.

Findentity is a document, customer, task, and dictation management system that is efficient. Findentity is the future-proof solution for office management. The software is modular and can be easily adapted to your organization or company's needs. The software's basic module (Findentity), includes powerful data management as well as professional user management. You can create profiles for clients, customers, files, books, and other objects. You can synchronize your data with other programs, such as MS Office and SAP. SAP, MS Office and DATEV are all available, as well as law firm software like RA-Micro and AnNoText. Medical software includes CGM M1, MediStar and others. Document Management System (DMS), Customer Relationship Management (CRM) Speech recognition & dictation RFID & Barcode Thax Software, one of Germany's leading providers of dictation devices and headsets, has sold over 40,000 licenses and thousands of dictation devices and headsets.

Mobile communication and payment solutions. Combine messaging channels such as WhatsApp with innovative payments to create Conversational Commerce. We help companies communicate. Our customers use voice, SMS, Voice, and the most popular chat apps, WhatsApp, Apple Business Chat, Google RCS, and WhatsApp. Let the AI bot handle the talking and start a conversation in the channel that your customers prefer. To increase conversions, integrate commerce into the conversation. CM.com is a payment service provider licensed by Apple Pay, Google Pay and WeChat Pay. It offers a variety of options for all channels with Apple Pay and Google Pay as well as Credit Cards and local payments such as Bancontact and Bancontact. CM.com also offers a ticketing platform that helps museums, stadiums and festivals sell and manage any type or ticket. The Customer Data Platform allows you to market on a personal level. Identity and esign solutions ensure authentication in all transactions

Accelerate your innovation and ongoing improvement efforts by three times within just 30 days with Unifize, a comprehensive software platform designed to foster collaboration in innovation, quality, and continuous improvement processes. This solution enables manufacturing companies to create superior products more efficiently. You can initiate with a single application or implement Unifize across all departments, ensuring seamless integration into your operational framework. The platform features highly customizable templates that dismantle silos by interlinking your processes effectively. Unifize stands out as the only PLM tool dedicated to uniting teams in a dynamic, real-time collaborative setting, allowing for efficient problem-solving and management of essential innovation workflows. For those seeking to enhance their quality management capabilities, Unifize is the ultimate eQMS that transforms every quality procedure into a collaborative and straightforward endeavor. It’s time to stop merely acknowledging your APQP/PPAP processes; instead, cultivate teamwork through dedicated real-time discussions for each record, ensuring that every aspect of quality management is actively engaged. This proactive approach not only improves accountability but also drives a culture of continuous improvement throughout the organization.

The structural framework for integrating various systems is essential for organizations aiming for digital transformation. By implementing automated, adaptable, and results-driven processes, businesses can enhance scalability and ensure high-quality operations. A robust content management system, paired with efficient processes, enables the generation and upkeep of vast quantities of structured, current, and trustworthy data. Utilizing a 360-degree CRM approach facilitates improved management of customer and partner relationships, leading to increased sales and higher retention rates. Real-time data analytics, presented through visual charts or detailed extractions, simplifies management oversight, uncovers valuable insights, and aids in informed decision-making. It is crucial to align all departments, including procurement, marketing, IT, logistics, and legal, with integrated processes that support a cohesive strategy. Streamlining administrative operations, from purchasing to reimbursements, can significantly enhance team performance and productivity. Additionally, automating human resources functions allows for comprehensive management of employee processes, covering everything from onboarding to termination, thereby fostering a more efficient organizational environment. Ultimately, prioritizing these integrated systems can pave the way for sustained growth and operational excellence.

Legalesign, a UK-based enterprise software that allows you to send, sign, and manage contracts online, is available from Legalesign. Legalesign is used by companies to increase productivity and financial benefits, improve customer satisfaction, reduce the need for a printer, allow them to sign from anywhere, and last but not least, ease the burden of tedious paperwork on long suffering staff.

LiveFile360, our enterprise document management system, is fully integrated with enVisual CRM360. Your files are linked to enVisual entities (individuals/companies/trusts etc.) You can also use metadata to simplify your search. LiveFile360 offers fast, secure search that works across any global cloud network.

eStudio 7 offers a straightforward solution designed to cater to various businesses, making it an ideal choice for many! There is no need for software installation, as eStudio 7 is compatible with Windows, Mac, and Linux operating systems. Priced at $59 per month, it provides 500 MB of shared file storage, four FTP accounts with 200 MB each, three project modules, and allows for an unlimited number of users. You can easily choose from features such as a scheduling calendar, contact management, file sharing, discussion boards, and project management tools, enabling you to implement a tailored solution in under two minutes. eStudio 7 serves as an excellent alternative to traditional intranet systems or shared drives for small to medium-sized businesses, all while being budget-friendly. With its fast, flexible, and affordable nature, eStudio 7 empowers you to compete for new business opportunities and enhances communication among your team members. The platform’s user-friendly design ensures that businesses can quickly adapt and thrive in a competitive environment.

iChannel, a document collaboration software, integrates all your business applications with our Document Management System, CRM, Workflow and Portal. iChannel is the perfect solution for you if managing projects, meeting deadlines and complying with compliance standards keeps you up at night. No matter how many employees you have, we can solve your problems at a reasonable price. We will work with you to streamline your processes so that you get the most out of your technology investment.