Best Document Management Software for Zoho CRM

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.

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.

MindCloud is not only a modern iPaaS but also provides a full service solution for small and medium sized businesses that doesn't require you assigning technical staff to the project. We have over 50 pre-built connectors and can add any new software platform that has an API or allows automated import/exports. We also support EDI and FTP integrations. Some of our features connectors are: Salesforce, Monday.com, Hubspot, QuickBooks Desktop, QuickBooks Online, Method:CRM, Zapier, Walmart, Amazon, Overstock, Ebay, Groupon, Mercado Libre, HSN, Airtable, Google Sheets and many, many others. Automate all of your business process with MindCloud. Eliminate double data entry. Integrate your business. Simplify your life.

Create automations that work for your business. ThinkAutomation gives you an open-ended studio that allows you to create any automated workflow you need. All this without any volume restrictions and without having to pay per process, license, or 'robot.

Moxo’s service orchestration platform revolutionizes complex B2B interactions by delivering seamless and efficient experiences. Inefficiencies and risks often arise when business processes are scattered across departments, clients, vendors, and partners. Moxo eliminates these challenges by unifying workflows—transforming fragmented operations into streamlined, cost-effective solutions that boost client satisfaction. Moxo platform accelerates essential tasks such as client onboarding, document management, and exception resolution. The outcome: quicker process completion, minimized compliance risks, and exceptional client experiences. Trusted by industry leaders in financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas—Moxo powers the orchestration of mission-critical business relationships.

Microsoft 365 for Individuals is designed to elevate personal productivity through its blend of creativity, collaboration, and AI intelligence. The suite includes industry-leading apps like Word, Excel, PowerPoint, Outlook, and OneNote, accessible across all major devices for continuous workflow. With the integration of Copilot, Microsoft’s advanced AI assistant, users can brainstorm ideas, write content, and analyze data effortlessly. OneDrive cloud storage ensures files are safe, accessible, and protected with ransomware defense. Microsoft Designer and Clipchamp bring professional-level design and video editing within reach, empowering creators to produce visually captivating content. Microsoft Defender provides enterprise-grade security, safeguarding user identities and information. The platform’s flexible plans—Personal, Family, and Premium—cater to different needs while keeping experiences consistent and user-friendly. Whether for work, study, or creativity, Microsoft 365 helps users unlock their potential with the power of AI and cloud technology.

Dropbox Business transcends mere secure file storage by offering a dynamic workspace that integrates teams, tools, and content seamlessly. Users can create, store, and share their cloud content from various applications, including Google Docs, Sheets, Slides, Microsoft Office files, and Dropbox Paper, alongside conventional files saved in Dropbox. With Dropbox Spaces, all your files and cloud-based content are centralized, allowing you to have your PowerPoint presentations situated alongside Google Docs, Trello boards, and any other tools your team utilizes. Accessing your team's work is a breeze, whether you’re on a computer, mobile device, or any web browser. By connecting platforms like Slack and Zoom, you can keep your team's files and related conversations organized in one location. Additionally, intelligently suggested files and folders empower your team by ensuring they have access to the necessary content at the right time. A robust and secure infrastructure, coupled with administrative tools for enhanced control and visibility, ensures that your organization’s data remains protected within Dropbox. This comprehensive approach not only boosts productivity but also fosters collaboration among team members, enhancing overall efficiency.

Box (NYSE:BOX) is the leader in Intelligent Content Management. Our platform enables organizations to fuel collaboration, manage the entire content lifecycle, secure critical content, and transform business workflows with enterprise AI. Founded in 2005, Box simplifies work for leading global organizations, including AstraZeneca, JLL, Morgan Stanley, and Nationwide. Box is headquartered in Redwood City, CA, with offices across the United States, Europe, and Asia. Visit box.com to learn more

PandaDoc document management software allows you to create and manage all types of business documents. PandaDoc document management software is powerful, secure, and integrated. It allows business users to create, track, track, and sign documents quickly and easily. PandaDoc is a powerful tool that can help you manage organizational documents like proposals, quotes and contracts, HR documents, and many more.

Docusign, a cloud-based electronic signature system that allows companies of all sizes to sign, send and manage agreements from any device, anytime, anywhere. Docusign is trusted by more than 250,000 businesses in 188 countries. It allows users to sign various types documents, including school permission slips, business agreements, contracts, agreements, and approvals. Docusign allows users to send and sign documents using multiple languages. It also offers a mobile app for Android, iOS and Windows. Docusign allows you to digitally notarize notarial acts for your organization. It allows a Notary Public, who can act as an in-person witness, to electronically sign documents.

Google Workspace, the enhanced version of G Suite, brings together all the essential tools you need to boost productivity in a single, user-friendly platform. This integrated workspace simplifies your workflow, allowing you to focus more on your tasks rather than on managing them. With advanced AI and search capabilities, Google Workspace enables you to prioritize what truly matters while it takes care of the rest. You can work seamlessly from any location and on any device, even without an internet connection, thanks to customizable tools designed to cater to your team's specific requirements. Just like G Suite, Google Workspace offers bespoke email solutions for businesses along with a suite of collaborative tools, including Gmail, Calendar, Meet, Chat, Drive, Docs, Sheets, Slides, and Forms. Explore our assortment of plans tailored to address your distinct business needs, and find the one that aligns best with your goals on our pricing page. Experience how Google Workspace can transform the way your team collaborates and achieves success.

Samepage, an award-winning collaboration software for teams, allows you to collaborate with your team and get more done. Sampage allows teams of any size to benefit from a variety of online collaboration tools, including video conferencing, task management and file sharing. It integrates with top business apps, which helps users consolidate workflows.

Enhance and accelerate your workflows with Acrobat Sign, the exclusive e-signature solution that combines the robust capabilities of Adobe Acrobat into one comprehensive tool. You can access and sign Acrobat PDF documents effortlessly from any location, utilizing either your mobile device or desktop. Your recipients enjoy a seamless signing experience with no need for downloads or sign-ups, making the process quick and efficient. Furthermore, easily scan and upload PDFs with the free Adobe Scan mobile application available on your device. Join the ranks of over 500,000 organizations that are enhancing customer interactions through the powerful features of electronic signature software and Acrobat PDF functionalities. Adobe simplifies the process of creating, editing, collaborating, e-signing, and sharing PDFs across all devices. You can select from various scalable document signing solutions tailored to your specific business requirements, whether you need PDF document management or not. Notably, Acrobat Sign is recognized as Microsoft's preferred e-signature solution, integrating seamlessly with the extensive suite of Microsoft applications, allowing you to send and sign PDFs directly within your current workspace. This integration significantly boosts productivity and streamlines document workflows for users.

Acknowledged by leading industry experts and top-rated review platforms, Zoho Sign allows you to securely sign, send, and manage documents from any location. You can digitally sign your own documents and email the signed versions to others, obtain signatures immediately, or send documents for signature requests. With military-grade encryption, Zoho Sign guarantees the utmost data security and adheres to the latest e-signature regulations such as ESIGN and eIDAS. When sending a document to several recipients, you can specify the order of signing and manage how the documents are received and signed. You can monitor every phase of the signing process thanks to our detailed audit trail, and receive real-time notifications about each document's status. Additionally, create custom templates that can be reused indefinitely, enhancing efficiency and saving you time. Furthermore, you can personalize your documents by incorporating your brand's logos and tailored emails, ensuring a cohesive brand image throughout all communications. This level of customization not only enhances professionalism but also strengthens brand recognition among recipients.

Gigasheet is the big data spreadsheet that requires no set up, training, database or coding skills. No SQL or Python code, no IT infrastructure required to explore big data. Big data answers are available to anyone, even if they're not data scientists. Best of all, your first 3GB are free! Gigasheet is used by thousands of people and teams to gain insights in minutes, rather than hours or days. Anyone who can use a spreadsheet can access Gigasheet's big data and analysis capabilities. Sharing and collaboration tools make distributing huge data sets a snap. Gigasheet integrates with more than 135 SaaS platforms and databases.

Adobe Document Cloud, featuring top-tier PDF and electronic signature tools, enables you to transform traditional document workflows into streamlined digital experiences. Your team can swiftly engage with documents, manage workflows, and tackle tasks seamlessly across various devices and screens, available anytime and anywhere, even within familiar Microsoft and corporate applications. Access your PDFs from any location and easily share them with others. With Acrobat Pro DC, you can review reports on your smartphone, make edits to proposals on your tablet, and annotate presentations right from your browser, allowing you to enhance productivity without interruption. Adobe Sign facilitates fully digital signature processes, making it simple and quick for anyone to generate, route, and obtain legally binding agreements. Organizations can optimize their onboarding processes for new employees, while individuals can swiftly get their applications approved. Moreover, everyone benefits from accelerated completion of multi-step procedures, leading to a more efficient workflow overall.

Paperflite is a platform for managing sales collateral and marketing content. Paperflite allows marketing teams to organize, curate and distribute their content to customers success teams, channel partners, and sales teams. Paperflite provides real time engagement analytics on both internal and external user interaction with content. This allows sales reps to prioritize leads and know when to follow-up. Paperflite is compatible with leading CRMs and Marketing tools, and is available across all devices.

Better Proposals makes it easy to create, track, send, and sign business documents in a matter of minutes. It comes with over 200 pre-written templates for proposals, contracts and sign-offs. You can automate your entire sales process using the 40+ integrations.

airSlate WorkFlow, the first and only no-code platform for business automation, is a holistic platform. AirSlate WorkFlow combines electronic signing, no-code robotic automation, contract negotiations, document generation, and web forms in a single business automation platform. Configure and automate every business process, and integrate it with any system of records without writing a line of code. Start any process directly from your record system with just one click. Automatically pre-fill data, route documents according to real-time updates and archive completed documents. Start in minutes by choosing from tens or thousands of pre-built document templates and workflows for any industry and department. No need to integrate multiple platforms or services. The time to value is reduced by 10x with no-code configuration and deployment.

We are excited to share that Signeasy has officially joined the Recommended for Google Workspace apps, a prestigious selection of top-tier third-party tools designed to enhance collaboration and productivity for Google Workspace users. By checking for the Recommended for Google Workspace label, customers can identify which applications provide enhanced security, reliability, and seamless integration with Google Workspace services. For developers seeking to embed eSignature functionality into their existing workflows, the Signeasy API offers an intuitive solution. This API allows for the effortless creation of tailored eSignature workflows directly within your website or application. Furthermore, Signeasy boasts robust integrations with widely-used business and productivity platforms such as Salesforce, Google Workspace, Microsoft Teams, and Outlook, empowering developers to create comprehensive document workflows. With Signeasy’s extensive array of API endpoints, users gain full command over the eSignature process for their documents, ensuring a streamlined and efficient experience. This integration not only simplifies the signing process but also enhances overall operational efficiency across various business functions.

Viirtue's white label VoIP and UCaaS software transforms white-label VoIP and UCaaS into a powerful video collaboration tool. It also offers mobile capabilities and a best in class streamlined quote-to cash solution. This allows you to compete with big players and scale your business with modern tools, excellent support, and great tools. You can rebrand our entire suite of white-label communication tools to your company, making it a one-stop shop for technology solutions. Get a demo to see how our industry-leading platform and quote-to-cash software can make it easy to run a unified communications company. Fair pricing that charges only for the number of seats used, and not for multiple users using multiple devices. Our all-in-one, quote-to-cash software, as well as our reseller dashboard, is a turnkey tool that supports your brand platform and helps you capture and win more business.

Sourcetable is an AI-powered spreadsheet and data platform designed for a wide range of data-related tasks, including analyzing files, cleaning and enriching data, conducting research, creating visualizations, generating reports, and supporting business intelligence. It combines the functionality of traditional spreadsheets like Excel and Google Sheets with enhanced capabilities for data integration and analysis. Sourcetable supports standard spreadsheet formulas and functions while allowing users to connect to over 100 databases and applications, enabling real-time data centralization and analysis. The platform integrates advanced AI models to automate workflows, identify patterns, and assist with decision-making. This reduces the need for manual processes and improves efficiency in working with data. Sourcetable is suitable for building dashboards, running financial analyses, preparing data for machine learning, or organizing and analyzing information for various applications. Its combination of traditional spreadsheet features and modern data capabilities provides users with tools for efficient, data-driven problem-solving.

Task Management Software. Streamline your team's workflow with essential tasks that cannot be overlooked. Enhance your team's productivity with straightforward, concise tasks that are consistently completed. Featuring robust functionalities such as online signatures, this tool is trusted by more than 8,000 teams. With a focus on small, clear assignments that always get accomplished, GetBusy addresses the challenge of managing critical tasks that emerge from various sources and platforms, often requiring collaboration from multiple individuals. GetBusy’s task management software allows you to maintain control over your workload, ensuring it is organized and prioritized effectively. Task Management. Picture a scenario where your team is always aware of who is responsible, what needs to be done, and when each task is due. Client Requests. GetBusy extends beyond your internal team, enabling you to assign tasks to anyone, anywhere, much like sending an email. Signatures. Facilitate the exchange and signing of legally binding documents at a fraction of the cost of traditional signature solutions. File Requests. If you need a document, you can request confidential files as straightforward tasks, providing a more secure alternative to email. Plus, it offers various additional features to enhance your team's efficiency and collaboration.

Create models at ten times the speed, link them directly to your data sources, and share insights through interactive dashboards with stunning visuals. Causal's formulas are designed to be straightforward—eliminating the need for complex cell references or cryptic syntax, and a single formula in Causal can replace dozens or even hundreds of traditional spreadsheet formulas. With the built-in scenario feature, you can effortlessly establish and analyze various what-if scenarios, utilizing ranges like "5 to 10" to grasp the complete spectrum of potential outcomes for your model. Startups leverage Causal for critical tasks such as calculating runway, monitoring key performance indicators, planning staff compensation, and crafting financial models that are ready for investors. Create eye-catching charts and tables without the hassle of lengthy customization processes. Additionally, you can seamlessly toggle between different time scales and summary formats to suit your analysis needs. Unleash the power of your data and transform the way you visualize your business metrics.