# Best Records Management Software - 2026 Reviews & Pricing

> Find the best Records Management Software for your organization. Compare top Records Management Software systems with customer reviews, pricing, and free demos.

Source: https://www.softwareadvice.com/ca/cms/records-management-comparison

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# Best Records Management Software of 2026

Updated June 19, 2026

On this page

1.  Popular Comparisons
2.  Buyers Guide

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Showing 1 - 25 of 169 products

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**Recommendations**: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals.  
  
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**Alphabetically (A-Z)**: Sorts listings by product name from A to Z.

[Conga Composer](https://www.softwareadvice.com/cms/conga-document-generation-profile/)

Conga Composer is document generation software designed to create accurate and professional documents by pulling data from vario...[Read more about Conga Composer](https://www.softwareadvice.com/cms/conga-document-generation-profile/)

**4.4**

([116 reviews](https://www.softwareadvice.com/cms/conga-document-generation-profile/reviews/))

**13**

recommendations

Free trial

Free version

Integrations

Integrations

Slack

Salesforce Sales Cloud

+12 more

+11 more

+10 more

Conga Composer's Best Rated Features

4.56Secure Data Storage

See All

Conga Composer's Worst Rated Features

3.71File Conversion

See All

[Revver](https://www.softwareadvice.com/cms/revver-profile/)

Revver is a cloud-based document management solution that helps businesses organize, find, sign and share digital documents on a...[Read more about Revver](https://www.softwareadvice.com/cms/revver-profile/)

**4.4**

([967 reviews](https://www.softwareadvice.com/cms/revver-profile/reviews/))

**12**

recommendations

Free trial

Free version

Integrations

Integrations

Microsoft PowerPoint

Microsoft Excel

+7 more

+6 more

+5 more

Revver's Best Rated Features

4.83Data Security

See All

Revver's Worst Rated Features

3.46Document Generation

See All

[DocStar ECM](https://www.softwareadvice.com/cms/docstar-dms-profile/)

DocStar Enterprise Content Management helps midsize and large organizations centralize content and automate document-driven proc...[Read more about DocStar ECM](https://www.softwareadvice.com/cms/docstar-dms-profile/)

**4.0**

([97 reviews](https://www.softwareadvice.com/cms/docstar-dms-profile/reviews/))

**11**

recommendations

Free trial

Free version

Integrations

Integrations

Microsoft Excel

Microsoft 365

+8 more

+7 more

+6 more

DocStar ECM's Best Rated Features

4.40Document Management

See All

DocStar ECM's Worst Rated Features

2.88Offline Access

See All

[FileHold](https://www.softwareadvice.com/cms/filehold-profile/)

FileHold Enterprise: Powerful Document Management for Large Organizations! FileHold Enterprise is a comprehensive document mana...[Read more about FileHold](https://www.softwareadvice.com/cms/filehold-profile/)

**4.7**

([56 reviews](https://www.softwareadvice.com/cms/filehold-profile/reviews/))

**9**

recommendations

Free trial

Free version

Integrations

Integrations

Microsoft Teams

SAP Customer Experience

+2 more

+1 more

+0 more

FileHold's Best Rated Features

4.73Document Storage

See All

FileHold's Worst Rated Features

4.33File Sharing

See All

[Contentverse](https://www.softwareadvice.com/cms/contentverse-profile/)

Contentverse is document management for every department in every industry. It's a blank slate for your team to recreate your st...[Read more about Contentverse](https://www.softwareadvice.com/cms/contentverse-profile/)

**4.1**

([19 reviews](https://www.softwareadvice.com/cms/contentverse-profile/reviews/))

**7**

recommendations

Free trial

Free version

Integrations

Integrations

Microsoft 365

SAP HANA Cloud

+1 more

+0 more

+0 more

[Document Locator](https://www.softwareadvice.com/cms/columbiasoft-profile/)

Document Locator is enterprise document management software that is uniquely integrated into Microsoft Windows. The platform is ...[Read more about Document Locator](https://www.softwareadvice.com/cms/columbiasoft-profile/)

**4.6**

([42 reviews](https://www.softwareadvice.com/cms/columbiasoft-profile/reviews/))

**4**

recommendations

Free trial

Free version

Integrations

Integrations

Salesforce Sales Cloud

Microsoft 365

+21 more

+20 more

+19 more

Document Locator's Best Rated Features

4.83Workflow Management

See All

Document Locator's Worst Rated Features

4.11File Sharing

See All

[Doc.It Suite](https://www.softwareadvice.com/cms/doc-it-profile/)

Since 2001, Doc.It Suite, a document management platform, has been available to accounting and tax professionals. Doc.It Suite o...[Read more about Doc.It Suite](https://www.softwareadvice.com/cms/doc-it-profile/)

**4.0**

([24 reviews](https://www.softwareadvice.com/cms/doc-it-profile/reviews/))

**3**

recommendations

Free trial

Free version

[Centralpoint](https://www.softwareadvice.com/crm/centralpoint-profile/)

Centralpoint, by Oxcyon is featured in Gartner’s Magic Quadrant for Digital Experience Platforms is a Microsoft based technology...[Read more about Centralpoint](https://www.softwareadvice.com/crm/centralpoint-profile/)

**4.6**

([9 reviews](https://www.softwareadvice.com/crm/centralpoint-profile/#reviews))

**2**

recommendations

Free trial

Free version

Integrations

Integrations

PayPal

Slack

+33 more

+32 more

+31 more

[Optix](https://www.softwareadvice.com/product/118419-Optix/)

Optix document management and workflow solutions transform organizations from a jumbled, disorganized shared folder to a structu...[Read more about Optix](https://www.softwareadvice.com/product/118419-Optix/)

**4.9**

([15 reviews](https://www.softwareadvice.com/product/118419-Optix/reviews/))

**1**

recommendations

Free trial

Free version

Integrations

Integrations

Salesforce Sales Cloud

SAP Business One

+1 more

+0 more

+0 more

[Agility CMS](https://www.softwareadvice.com/cms/agilitycms-profile/)

Agility is the best enterprise content management system that combines the power of editor-friendly website management with the ...[Read more about Agility CMS](https://www.softwareadvice.com/cms/agilitycms-profile/)

**4.4**

([48 reviews](https://www.softwareadvice.com/cms/agilitycms-profile/reviews/))

**1**

recommendations

Free trial

Free version

Integrations

Integrations

Salesforce Sales Cloud

Google Analytics 360

+17 more

+16 more

+15 more

Agility CMS's Best Rated Features

4.83API

See All

Agility CMS's Worst Rated Features

3.89Access Controls/Permissions

See All

[Google Drive](https://www.softwareadvice.com/cms/google-drive-profile/)

Google Drive helps users store company data in one place. Users can access files from desktop and mobile devices and control how...[Read more about Google Drive](https://www.softwareadvice.com/cms/google-drive-profile/)

**4.8**

([28520 reviews](https://www.softwareadvice.com/cms/google-drive-profile/reviews/))

Free trial

Free version

Integrations

Integrations

Google Docs

PayPal

+58 more

+57 more

+56 more

Google Drive's Best Rated Features

5.0Monitoring

See All

Google Drive's Worst Rated Features

3.83Document Automation

See All

[Google Workspace](https://www.softwareadvice.com/marketing/google-workspace-profile/)

Google Workspace (formerly G Suite) is a cloud-based suite of collaboration and document management tools designed to help busin...[Read more about Google Workspace](https://www.softwareadvice.com/marketing/google-workspace-profile/)

**4.7**

([17591 reviews](https://www.softwareadvice.com/marketing/google-workspace-profile/reviews/))

Free trial

Free version

Integrations

Integrations

Google Docs

Google Drive

+35 more

+34 more

+33 more

Google Workspace's Best Rated Features

5.0Activity Tracking

See All

Google Workspace's Worst Rated Features

3.67Text Editing

See All

[Firmex Virtual Data Room](https://www.softwareadvice.com/cms/firmex-profile/)

Firmex Virtual Data Rooms is a HIPAA-compliant cloud-based virtual data room solution for small, midsize and large enterprises. ...[Read more about Firmex Virtual Data Room](https://www.softwareadvice.com/cms/firmex-profile/)

**4.8**

([356 reviews](https://www.softwareadvice.com/cms/firmex-profile/reviews/))

Free trial

Free version

Firmex Virtual Data Room's Best Rated Features

4.90Alerts/Notifications

See All

Firmex Virtual Data Room's Worst Rated Features

4.13Mobile Access

See All

[Glasscubes](https://www.softwareadvice.com/project-management/glasscubes-profile/)

Glasscubes offers cloud-based collaboration solution for businesses. It provides for file sharing, collaboration and document ma...[Read more about Glasscubes](https://www.softwareadvice.com/project-management/glasscubes-profile/)

**4.7**

([426 reviews](https://www.softwareadvice.com/project-management/glasscubes-profile/reviews/))

Free trial

Free version

Integrations

Integrations

Zoom Workplace

Microsoft 365

+4 more

+3 more

+2 more

Glasscubes's Best Rated Features

5.0Audit Trail

See All

Glasscubes's Worst Rated Features

4.0Chat/Messaging

See All

[Microsoft 365](https://www.softwareadvice.com/productivity/microsoft-365-profile/)

Microsoft 365, formerly Office 365, is a suite of office collaboration and productivity applications. The software encompasses m...[Read more about Microsoft 365](https://www.softwareadvice.com/productivity/microsoft-365-profile/)

**4.6**

([14103 reviews](https://www.softwareadvice.com/productivity/microsoft-365-profile/reviews/))

Free trial

Free version

Integrations

Integrations

Google Drive

Microsoft PowerPoint

+11 more

+10 more

+9 more

Microsoft 365's Best Rated Features

5.0Real-Time Updates

See All

Microsoft 365's Worst Rated Features

4.0API

See All

[Brandfolder](https://www.softwareadvice.com/digital-rights-management/brandfolder-profile/)

Brandfolder is a cloud-based asset management solution that provides various processes to organize, store and retrieve media ass...[Read more about Brandfolder](https://www.softwareadvice.com/digital-rights-management/brandfolder-profile/)

**4.7**

([449 reviews](https://www.softwareadvice.com/digital-rights-management/brandfolder-profile/reviews/))

Free trial

Free version

Integrations

Integrations

Slack

Trello

+37 more

+36 more

+35 more

Brandfolder's Best Rated Features

4.79Document Storage

See All

Brandfolder's Worst Rated Features

4.14Workflow Management

See All

[Paperflite](https://www.softwareadvice.com/crm/paperflite-profile/)

Paperflite is a cloud-based content management system that assists marketing and sales teams with collaboration and prospect eng...[Read more about Paperflite](https://www.softwareadvice.com/crm/paperflite-profile/)

**4.9**

([99 reviews](https://www.softwareadvice.com/crm/paperflite-profile/reviews/))

Free trial

Free version

Integrations

Integrations

Google Drive

Dropbox Business

+23 more

+22 more

+21 more

Paperflite's Best Rated Features

5.0Asset Sharing

See All

Paperflite's Worst Rated Features

4.67Customizable Branding

See All

[Tresorit](https://www.softwareadvice.com/file-sharing/tresorit-profile/)

Tresorit is an end-to-end encrypted, cloud-based file sync and sharing solution. It is designed for various industry verticals s...[Read more about Tresorit](https://www.softwareadvice.com/file-sharing/tresorit-profile/)

**4.8**

([130 reviews](https://www.softwareadvice.com/file-sharing/tresorit-profile/reviews/))

Free trial

Free version

Integrations

Integrations

Microsoft Outlook

+0 more

+0 more

+0 more

Tresorit's Best Rated Features

4.95Encryption

See All

Tresorit's Worst Rated Features

4.0Audit Trail

See All

[Kontainer](https://www.softwareadvice.com/marketing/kontainer-profile/)

Kontainer is a digital asset management (DAM) and product information management (PIM) system. It helps companies organize their...[Read more about Kontainer](https://www.softwareadvice.com/marketing/kontainer-profile/)

**4.6**

([287 reviews](https://www.softwareadvice.com/marketing/kontainer-profile/reviews/))

Free trial

Free version

Integrations

Integrations

Google Docs

Dropbox Business

+15 more

+14 more

+13 more

Kontainer's Best Rated Features

4.60Content Management

See All

Kontainer's Worst Rated Features

3.11Reporting & Statistics

See All

[Fluix](https://www.softwareadvice.com/electronic-data-capture/fluix-profile/)

Fluix is mobile-first inspection management software for field teams that helps complete inspections across various environments...[Read more about Fluix](https://www.softwareadvice.com/electronic-data-capture/fluix-profile/)

**4.8**

([69 reviews](https://www.softwareadvice.com/electronic-data-capture/fluix-profile/reviews/))

Free trial

Free version

Integrations

Integrations

Google Drive

Slack

+20 more

+19 more

+18 more

Fluix's Best Rated Features

4.85Mobile Access

See All

Fluix's Worst Rated Features

4.17Collaboration Tools

See All

[SmartDocs](https://www.softwareadvice.com/cms/smartdocs-profile/)

SmartDocs is a content management software designed to help Microsoft Word and SharePoint users collate content from various doc...[Read more about SmartDocs](https://www.softwareadvice.com/cms/smartdocs-profile/)

**4.7**

([153 reviews](https://www.softwareadvice.com/cms/smartdocs-profile/reviews/))

Free trial

Free version

Integrations

Integrations

Microsoft SharePoint

Microsoft Word

+1 more

+0 more

+0 more

SmartDocs's Best Rated Features

4.33Collaboration Tools

See All

SmartDocs's Worst Rated Features

3.83Version Control

See All

[Documint](https://www.softwareadvice.com/document-generation/documint-profile/)

Documint is a document generation solution that helps enterprises automate the generation of business documents in real-time. Th...[Read more about Documint](https://www.softwareadvice.com/document-generation/documint-profile/)

**4.9**

([36 reviews](https://www.softwareadvice.com/document-generation/documint-profile/reviews/))

Free trial

Free version

Integrations

Integrations

Trello

HubSpot Marketing Hub

+14 more

+13 more

+12 more

Documint's Best Rated Features

5.0Workflow Automation

See All

Documint's Worst Rated Features

4.67Templates

See All

[Fusebase](https://www.softwareadvice.com/project-management/nimbus-note-profile/)

FuseBase: AI-Native Client Portal and Client Collaboration Platform for Client-facing Teams Your clients already have AI. They ...[Read more about Fusebase](https://www.softwareadvice.com/project-management/nimbus-note-profile/)

**4.7**

([176 reviews](https://www.softwareadvice.com/project-management/nimbus-note-profile/reviews/))

Free trial

Free version

Integrations

Integrations

Google Docs

Google Drive

+12 more

+11 more

+10 more

Fusebase's Best Rated Features

4.88Screen Sharing

See All

Fusebase's Worst Rated Features

4.0Task Editing

See All

[FileInvite](https://www.softwareadvice.com/electronic-signature/fileinvite-profile/)

FileInvite is a document collection solution built to streamline how businesses gather documents, signatures, and client data. D...[Read more about FileInvite](https://www.softwareadvice.com/electronic-signature/fileinvite-profile/)

**4.7**

([99 reviews](https://www.softwareadvice.com/electronic-signature/fileinvite-profile/reviews/))

Free trial

Free version

Integrations

Integrations

Google Drive

Dropbox Business

+6 more

+5 more

+4 more

FileInvite's Best Rated Features

5.0Alerts/Notifications

See All

FileInvite's Worst Rated Features

4.0Electronic Signature

See All

[Dokmee ECM](https://www.softwareadvice.com/cms/dokmee-profile/)

Dokmee from OfficeGemini is a enterprise content management solution for businesses of all sizes. It can be installed on-premise...[Read more about Dokmee ECM](https://www.softwareadvice.com/cms/dokmee-profile/)

**4.7**

([119 reviews](https://www.softwareadvice.com/cms/dokmee-profile/reviews/))

Free trial

Free version

Integrations

Integrations

Microsoft 365

Dokmee Capture

+1 more

+0 more

+0 more

Dokmee ECM's Best Rated Features

5.0Digital Asset Management

See All

Dokmee ECM's Worst Rated Features

4.0Audit Trail

See All

1

[2](https://www.softwareadvice.com/cms/records-management-comparison/?page=2)[3](https://www.softwareadvice.com/cms/records-management-comparison/?page=3)[4](https://www.softwareadvice.com/cms/records-management-comparison/?page=4)[5](https://www.softwareadvice.com/cms/records-management-comparison/?page=5)[6](https://www.softwareadvice.com/cms/records-management-comparison/?page=6)[7](https://www.softwareadvice.com/cms/records-management-comparison/?page=7)

## Popular Comparisons

[

Google Workspace vs Google Drive

](https://www.softwareadvice.com/cms/google-drive-profile/vs/google-workspace/)[

OneDrive vs Dropbox Business

](https://www.softwareadvice.com/file-sharing/dropbox-profile/vs/microsoft-onedrive/)[

Microsoft SharePoint vs Microsoft 365

](https://www.softwareadvice.com/productivity/microsoft-365-profile/vs/microsoft-sharepoint/)[

Adobe Acrobat vs Box

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WordPress vs Joomla

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Confluence vs Drupal

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Revver vs Brandfolder

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You might assume that records management and document management are the same thing. After all, the terms “records” and “documents” are often used interchangeably. However, that doesn’t mean they are the same. And if you want to protect your business from legal, regulatory or compliance problems, you really should know the difference.

Records are a specific type of document or file, which can be either physical (paper) or digital. What sets records apart is the fact that they can be used as legal proof that something (or some relationship) exists or existed at the time the record was created. The preservation and management of records is an absolutely critical aspect of businesses that rely on them. Records management software ensures that nothing is lost or overlooked.

In this Buyer’s Guide, we’ll focus on records management software and discusses the following topics:

[What Is Records Management Software?](#WhatIsRecordsManagementSoftware)

[Common Features of Records Management Systems](#CommonFeaturesofRecordsManagementSystems)

[Advice for Choosing Records Management Software](#AdviceforChoosingRecordsManagementSoftware)

## What Is Records Management Software?

A records management system serves two general functions. The first, discussed below, is to ensure that a company meets legal and regulatory requirements.

But records management systems also serves a more general function: They greatly simplify the many workflow processes required to create, distribute and maintain accurate records. They have this in common with (the more general purpose) [document management software](https://www.softwareadvice.com/category/722-document-management/), and for this reason there are many similarities between the two.

As mentioned above, records are a very specific type of document that can serve as legal proof or evidence. (Think of it like squares and rectangles: a record is a type of document, but not all documents are records.) As such, records are often necessary in order to prove compliance with regulations and laws.

In some industries, compliance must be shown at periodic intervals. For example, a food distributor uses records to demonstrate compliance with food safety regulations and may need to do so every year or every quarter, as mandated by local regulations.

In other cases, records may not be requested until _after_ an incident. If a worker gets injured at work, for example, a resulting lawsuit could compel the employer to demonstrate that safety guidelines were followed. Without the appropriate records showing that the safety guidelines were in place, the business could be exposed to increased liability.

## Common Features of Records Management Systems

Many vendors offer records management software, and there can be substantial differences among their offerings. However, there are some basic features that are common to most records management systems.

To give you a better understanding of the core functionality, we've created a table outlining those most common features.

**Inventory management**

The core feature of a records management system. Includes basic functions, such as scanning, duplicating, sending and saving, as well as more advanced functions, such as automation based on a company’s retention and classification policies.

**Search tools**

Make sure employees can find the correct records when they’re needed. These usually work with a variety of search operators or content fields, so users can locate a record even if they only know, for example, the record’s date of production or last use.

**Compliance tracking**

Assists with ensuring records are maintained (updated) as required by law or company policy. A compliance tracking function might, for example, issue periodic alerts that certain records need to be updated, modified or replaced.

**System of record**

Used to organize multiple versions of the same record, ensuring that the master copy reflects any changes made to other versions and lets administrators track changes and record ownership as records move through an organization.

**Retention and classification tools**

Retention tools ensure documents are saved in the system for as long as needed, either as required by law or company policy. Classification tools help automate the organization, storage and retrieval of records by grouping them into categories depending on their business function.

## Advice for Choosing Records Management Software

Choose the wrong [customer service software](https://www.softwareadvice.com/crm/customer-service-comparison/), and you might start to lose customers. On the other hand, if your company has poor records management, it could end up facing fines, penalties, lawsuits, and even criminal prosecution. Clearly, neither situation is ideal, but at least there are warning signs if customers start to leave. If you have the wrong records management software, you may not even be aware of the problem until it’s too late.

-   If your company has a large amount of paper records that it hopes to digitize, then look for records management software with integrated scanning capabilities.
    
-   If your company has so many paper records that digitizing them all would be unfeasible, but you still need to organize and manage them, consider solutions with radio-frequency identification (RFID) tracking to help bridge the gap between digital and paper.
    

_Record scanning app in_ [Docufree's Path to Paperless Software](https://www.softwareadvice.com/cms/docufree-profile/)

Finally, ensure that records management software is really what you need. Sometimes companies think they need records management software, but they’d actually be better served with a [document management platform](https://www.softwareadvice.com/category/722-document-management/). And the opposite can also be true. Ultimately, companies must find the right balance of functionalities that will improve existing workflow processes while adding a layer of safety and oversight to its management of important records.

If you’re unsure which type of system best fits your organizational needs, make sure you examine both types before making a decision. Alternatively, give us a call, and we’ll help you decide.