--- title: "Shelf Software Reviews, Demo & Pricing - 2026" description: "Review of Shelf Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/product/435224-Shelf/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Document Management Software](https://www.softwareadvice.com/category/722-document-management/) / Shelf Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/product/435224-Shelf/reviews/)[Alternatives](https://www.softwareadvice.com/product/435224-Shelf/alternatives/) # Shelf Review From $10/month Free trial 1 plan Wondering if Shelf is right for your organization? Our Document Management Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Shelf 4.8 [(106)](https://www.softwareadvice.com/product/435224-Shelf/reviews/) Pricing Starting at $10.00 per feature per month ### About Shelf Shelf is a cloud-based platform that helps modern businesses thrive with on-demand answers to the questions that block customer and employee success. Shelf’s proprietary MerlinAI listens for questions and instantly suggests the best answers in search, chat, IVR and forms. Results return helpful snippets that lets users dig deeper on-demand–not long articles that waste precious time. Additionally, the platform identifies gaps between questions and answers so businesses can see how well the content in your knowledge base meets customer needs. With Shelf, users can automate the entire knowledge lifecycle including content creation, review and approvals, announcements, ratings and comments. It saves knowledge admins valuable time and makes it easy to improve the knowledge base, so it is clean and up to date. Shelf’s Agent Assist component enables every agent to deliver enhanced customer experience. Additionally, it allows Integration into the tools that agents use every day and answers directly to agent desktop so they can respond to customers. It allows businesses to deflect low-effort inquiries via fully branded self-service portal, chatbots and AI-enabled answers in forms. With S... helf, users can provide reliable, 24/7 customer service and scale support volume while saving costs. The knowledge platform provides pre-built integrations, SDKs and APIs that integrate with various enterprise applications. Additionally, Shelf eliminates knowledge silos and saves time and money by creating simpler infrastructure. Wondering if Shelf is right for your organization? Our Document Management Software selection experts can help you in 15 minutes or less. ## Shelf User Interface ## Popular Shelf Alternatives Main Product Shelf 4.8 [(106)](https://www.softwareadvice.com/product/435224-Shelf/reviews/) Ratings Breakdown - 4.82Ease of use - 4.80Value for money - 4.96Customer support - 4.63Functionality Pricing Starting at $10.00 per month Get Price Alternative Product [LiveAgent](https://www.softwareadvice.com/crm/liveagent-profile/) 4.7 [(1787)](https://www.softwareadvice.com/crm/liveagent-profile/reviews/) Ratings Breakdown - 4.57Ease of use - 4.64Value for money - 4.69Customer support - 4.57Functionality Pricing Starting at $15.00 per month Get Price Alternative Product [Zendesk Suite](https://www.softwareadvice.com/product/26892-Zendesk/) 4.4 [(4088)](https://www.softwareadvice.com/product/26892-Zendesk/reviews/) Ratings Breakdown - 4.33Ease of use - 4.16Value for money - 4.26Customer support - 4.36Functionality Pricing Starting at $55.00 per month Get Price Alternative Product [Freshdesk](https://www.softwareadvice.com/crm/freshdesk-profile/) 4.5 [(3466)](https://www.softwareadvice.com/crm/freshdesk-profile/reviews/) Ratings Breakdown - 4.48Ease of use - 4.41Value for money - 4.49Customer support - 4.35Functionality Pricing Starting at $19.00 per month Get Price Alternative Product [Aircall](https://www.softwareadvice.com/call-center/aircall-profile/) 4.2 [(465)](https://www.softwareadvice.com/call-center/aircall-profile/reviews/) Ratings Breakdown - 4.45Ease of use - 3.94Value for money - 4.05Customer support - 4.07Functionality Pricing Starting at $40.00 per month Get Price Alternative Product [Genesys Cloud CX](https://www.softwareadvice.com/call-center/genesys-contact-centre-profile/) 4.3 [(266)](https://www.softwareadvice.com/call-center/genesys-contact-centre-profile/reviews/) Ratings Breakdown - 4.38Ease of use - 4.12Value for money - 4.03Customer support - 4.24Functionality Pricing Starting at $75.00 per month Get Price ## Shelf Pricing and Plans Starting price: $10.00 per month Free Trial Free Version Basic $10.00 per feature, per month No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Shelf Features - Popular features found in Document Management Access Controls/Permissions Archiving & Retention Collaboration Tools Compliance Tracking Document Classification Document Editing Document Generation Electronic Signature File Conversion File Sharing Third-Party Integrations Version Control - More features of Shelf Activity Dashboard Activity Tracking Agentic Task Execution AI/Machine Learning Alerts/Notifications API Approval Process Control Audio File Management Audit Trail Autonomous Task Execution Catalog Management Chatbot Commenting/Notes Communication Management Content Library Content Management Content Publishing Options Conversational AI CRM Customizable Branding Customizable Fields Customizable Reports Customizable Templates Dashboard Data Import/Export Decision Support Discussions/Forums Document Automation Document Capture Document Management Document Review Document Storage Drag & Drop Drag & Drop Editor Email Alerts Engagement Tracking Feedback Management File Recovery Full Text Search Generative AI Human-in-the-loop (HITL) IVR Knowledge Base Management Knowledge Management Live Chat Machine Learning Multi-Language Natural Language Processing Optical Character Recognition Performance Metrics Pre-built Templates Real-Time Notifications Real-Time Reporting Reporting/Analytics Reporting & Statistics Rich Text Editor Search/Filter Self Service Portal SEO Management Single Sign On SSL Security Surveys & Feedback Tagging Templates Text Editing User Management Video Support Web Notifications Website Integration Widgets Wiki Workflow Management WYSIWYG Editor ## Shelf Integrations Dropbox Integration rated undefined from -1 review Slack Integration rated undefined from -1 review Genesys Cloud CX Integration rated undefined from -1 review NiCE CXone Integration rated undefined from -1 review Kustomer Integration rated undefined from -1 review Salesforce Platform Integration rated undefined from -1 review See all 22 integrations ## Shelf User Reviews Overall Rating 4.8 Ratings Breakdown 5 86% 4 12% 3 2% 2 0% 1 0% Secondary Ratings Ease of Use 4.8 Value for money 4.8 Customer support 5.0 Functionality 4.6 Marc K. Verified reviewer Used daily for less than 12 months Review source Reviewed October 2017 Shelf helps our marketing team be more collaborative and efficient 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: \- Shelf is great for project research and managing advertising versions and sales collateral for our marketing team - Easy to organize various iterations and revisions with custom and company tags, badges, groups, organization library, folders, etc - A powerful search tool that keeps what the team needs within reach. We can search inside documents & images and filter by version, date, users, content type and even different locations - Shelf has been an Evernote replacement for our team. It's a much easier and intuitive way for marketing and product teams to collaborate on content research. Cons: Cons; would like to see an integration for Slack. Our team uses Slack and it would be helpful to be able to pull in our attachments and links into Shelf so we have a more comprehensive experience. Read More AM Angelika M. Verified reviewer Design 11-50 employees Used weekly for less than 2 years Review source Reviewed June 2025 Shelf Helps your Business 5 my experience has been amazing with shelf. my customer service associates use it to help them with phone calls. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: It helps you get the information and knowledge you need. with the information and knowledge it allows you to handle customer inquiries. Cons: nothing. shelf has been amazing for my customer service workers. it has helped them with their calls and handle customers accordingly. Read More DD Don D. Verified reviewer Research 11-50 employees Used daily for less than 6 months Review source Reviewed February 2019 Cloud Based Knowledge Management System 3 We wanted a product that would help us manage our knowledge better. The product is good , but the overall speed / refresh rate is poor in-spite of us using more than 50 mbps. Ratings Breakdown 4 Ease of use 3 Value for money 5 Customer support 4 Functionality Pros: The search features , quick customer care responses and online tutorials. Cons: The speed and the sense that they were learning the functionalities of the product on the job. Read More John C. Verified reviewer 11-50 employees Used daily for less than 6 months Review source Reviewed January 2018 Great experience, friendly, knowledgeable, no sales pressure which was AWESOME and APPRECIATED! 4 Easy CMS for users with NO TECH experience. Deepens our value to our members by providing not just our content but valued content from external sources in 1 easy to find, easy to search, and easy to share online platform. Ratings Breakdown 4 Ease of use 4 Value for money 5 Customer support 3 Functionality Pros: We like the ease of sharing files and different resources across our membership. The ease of adding both internal content via OneDrive and external content with their Web Clipper is not found on any other product. Having the ability to customize user groups with specific roles in their group is a great feature. Allows us to promote people to roles in a group but not on the overall platform. The ability to make certain things public and certain things private allows for easy sharing and linking from website and social media. The search feature is the most impressive feature, allowing users to search from a wide variety of content across the entire platform. Don't forget about the ability for authors to get emails alerting for new comments to easily respond and address certain questions. Cons: The lack of a built in CRM tool and/or linking via api keeps the product from certain users but is the best CMS on the market. Read More AM April M. Verified reviewer Music Used daily for less than 6 months Review source Reviewed November 2017 User Friendly with Great Features and Functionality! 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: The top 3 features of Shelf for CMDW, Inc include Sync, Search and Sharing. Shelf syncs with Google Drive and Dropbox to help users better organize and access files. Once files are synced, users can search for files via keyword(s) - even if you don't remember the title or when it was created. It's quick and easy to drag and drop files or folders to an updated private or shared folder from there (or simply leave in the current folders, as Shelf retains the original filing properties/locations during sync). Shelf is already setup with four permission levels - along with a "groups" feature to making sharing at specific access levels a breeze. I should also point out that Shelf works well with all types of files and media, including documents, audio, video and more - which is especially important for the creatives on our team! There are plenty of organization and collaboration tools out there - I've tried several, but Shelf has hit the UX (user experience) nail on the head. It's visually appealing and less intimidating for my clients and team members who are less tech savvy. The onboarding process for me was actually pretty fun. The demo was informative and tailored to my unique organizational needs. Customer rep really listened to my challenges and showed me how Shelf can solve many of our current problems. I'm really excited to finally have a functional solution for file management. No more lost hours searching and starting over from scratch! Read More NB Nathan B. Verified reviewer Computer & Network Security 51-200 employees Used daily for less than 12 months Review source Reviewed October 2017 Used as replacement of our Confluence wiki 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Personally, i love using Confluence but it was difficult to get our company onboard. We needed a product that was more flexible and easier to organize for our company's internal knowledgebase. After a pretty extensive vetting process we selected Shelf because it allowed our team to continue using Dropbox, Drive and Slack while giving us the ability to manage our most critical docs in a centralized place. The features that make shelf unique are it's dropbox and Drive syncing, advanced search and filtered search capabilities, the ability to add additional meta data like tags and badges and the web clipper which enables our team to also use Shelf to capture youtube videos and web articles for training purposes. Cons: No product that tries to address knowledge management issues is going to be perfect.. Even knowledge managers at our firm have trouble keeping track of information across teams and departments so no solution is going to be a one size fits all. I prefer a wiki method of building knowledge bases and Shelf doesn't yet offer this feature but overall we're very happy with Shelf. Read More VR Verified Reviewer Marketing and Advertising 2-10 employees Used daily for less than 2 years Review source Reviewed October 2017 Shelf has been helping us avoid some costly mistakes. 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Shelf makes it easy for us to capture content using the web clipper and then forget about it until we need it again. The search features make it easy to locate stuff without knowing the name or the exact folder location. They have tags, a tag library and customized badges. Cons: I wish the web clipper enabled us to capture slideshare presentations and podcasts. I wrote to their customer service team and they said that it was in the works. Read More Tony C. Verified reviewer Computer Software 501-1000 employees Used daily for less than 12 months Review source Reviewed October 2017 Unique 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Shelf lets me put everything in one place and synchronize with other apps like Dropbox. It has a slick interface and was easy to learn. It's nice that I have both private areas and areas that I can share with an organization. I like how the tags work. Cons: I haven't really found any big downsides with Shelf. My main online storage areas are Dropbox and Google Drive and those are covered. It does take a little playing with Shelf to understand how to maximize its benefits, but there is good customer support available. My questions were answered quickly. Read More Tyler K. Verified reviewer Religious Institutions 51-200 employees Used daily for less than 6 months Review source Reviewed August 2018 A Unique Product and Team 5 Support team has been a genuine pleasure to work with. I have appreciated their helpfulness and care from initial contact, through the sales process, and now as a customer of several months. They are responsive to my requests and go out of their way to assist as needed, all while they continue to improve the product month by month. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 4 Functionality Pros: Shelf offers the unique ability to combine a great variety of digital content from a diversity of places into one central, organized, and searchable location. This, coupled with an in-depth training and onboarding process, as well as thoughtful constraints within the platform, assist the user not only with building but also maintaining an orderly and useful digital library. Cons: Shelf satisfies all of my major needs, but I do hope for future improvements in the areas of a) more advanced search features, b) finer-grained permissions options, c) more advanced tagging features, and d) custom fields and filters. Read More Shauneen G. Verified reviewer International Trade and Development 1001-5000 employees Used daily for less than 12 months Review source Reviewed October 2017 Shelf is a great content collaboration tool 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: High level organizational capabilities, easy to use & attractive interface, the Web Clipper. The organizational capabilities are great (especially if you implement your company’s existing file structure), but the search feature is so fine-tuned that you don’t need to be overly organized to find what you need. Cons: There's no built in messaging or chat feature but they told me that a Slack integration was coming in the future. Read More Showing 1 - 10 of 106 Reviews [See All Reviews](https://www.softwareadvice.com/product/435224-Shelf/reviews/) ## Shelf Popular Comparisons [LiveAgent vs Shelf](https://www.softwareadvice.com/compare/109980-liveagent/vs/435224-Shelf/)[Zendesk Suite vs Shelf](https://www.softwareadvice.com/compare/26892-Zendesk/vs/435224-Shelf/)[Freshdesk vs Shelf](https://www.softwareadvice.com/compare/110247-freshdesk/vs/435224-Shelf/)[Aircall vs Shelf](https://www.softwareadvice.com/compare/77031-aircall/vs/435224-Shelf/)[Genesys Cloud CX vs Shelf](https://www.softwareadvice.com/compare/323407-genesys-contact-centre/vs/435224-Shelf/) [Compare All Alternatives](https://www.softwareadvice.com/product/435224-Shelf/alternatives/) ## Other Top Recommended Document Management Software [Conga Composer](https://www.softwareadvice.com/cms/conga-document-generation-profile/) **4.4** (117) Recently recommended **13** times [Centralpoint](https://www.softwareadvice.com/crm/centralpoint-profile/) **4.6** (9) Recently recommended **12** times [Revver](https://www.softwareadvice.com/cms/revver-profile/) **4.4** (1019) Recently recommended **10** times [Mango Practice Management](https://www.softwareadvice.com/bpm/mangobilling-profile/) **3.8** (60) Recently recommended **10** times Stuck Between Options? Our experts can help you compare Shelf with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice