Best Enterprise Content Management (ECM) Systems - Page 7

How Many Enterprise Content Management (ECM) Systems Products Does G2 Track?

Total Products under this Category: 226

Category Stats (Aug 2026)

  • Average Rating: 4.38/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Iron Mountain InSight Content Management (CM) (+3.4%) - Among all products in this category, Iron Mountain InSight Content Management (CM) recorded the largest rating increase compared to last month

Last updated: August 04, 2026

How Does G2 Rank Enterprise Content Management (ECM) Systems Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 18,300+ Authentic Reviews
  • 226+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Enterprise Content Management (ECM) Systems

G2 Grid® for Enterprise Content Management (ECM) Systems plotting products by satisfaction and market presence

Highlighted products: Box, Laserfiche, Dropbox Dash, M-Files, Hyland OnBase, iManage Work, Cloudflare Application Security and Performance, and Storyblok.

Underlying data: [Grid® JSON](https://www.g2.com/categories/enterprise-content-management-ecm/grids.json?focus%5B%5D=box&focus%5B%5D=laserfiche&focus%5B%5D=dropbox-dash&focus%5B%5D=m-files&focus%5B%5D=hyland-onbase&focus%5B%5D=imanage-work&focus%5B%5D=cloudflare-application-security-and-performance&focus%5B%5D=storyblok)

Sponsored

Adobe Experience Manager

Adobe Experience Manager (AEM) is an agentic content system built for the agentic era, when brands must be discovered, cited, and trusted across human visitors and AI agents simultaneously. Unlike headless-only content management systems that solve for content availability (storing content and delivering it via API), AEM is architected for brand visibility: ensuring content performs once it reaches every surface, from web and mobile to LLMs and emerging agentic channels. What Adobe Experience Manager Is Experience Manager combines structured content management, digital asset management, agentic workflows, enterprise governance, and edge delivery in a single, natively integrated platform. Most enterprises already use AEM as a headless system of record powering mobile apps, multi-site experiences, and connected channels, while also gaining the presentation, delivery, and optimization layers that headless-only systems require customers to build or buy separately. Agentic CMS: The Foundation for AI Discovery AEM is designed as an agentic content management system. Structured, governed, fast content is what AI systems surface, cite, and trust. AEM's agent capabilities — including the Brand Experience Agent, Brand Governance Agent, and Content Advisor Agent — bring intelligence and automation across the content lifecycle: accelerating creation and migration, enforcing brand and compliance governance, and continuously optimizing experiences for both human and agentic traffic. Key Capabilities Experience Manager Sites: A modern decoupled architecture for creating and delivering personalized web and app experiences at scale, serving both headless (Content Fragments via GraphQL/REST) and full experience delivery needs. Experience Manager Assets: A digital asset management system to govern and activate assets, with native AI trained on a brand's data, voice, and creative DNA across regions and geographies. Experience Manager Forms: End-to-end digital enrollment integrated with back-end systems of record. AEM Sites Optimizer: Continuous optimization of performance, SEO, and discoverability (requires AEM Sites). LLM Optimizer: Purpose-built visibility into agentic traffic using real CDN signals, with brand-aware recommendations to improve how content is surfaced and cited by AI systems. Edge Delivery Services: Sub-second content delivery with personalization applied at the edge, built for agentic workflows where content is assembled and served in milliseconds. Experience Manager Guides and Learning Manager: Scalable component content management for documentation, knowledge, and support content, and an integrated learning management system. Differentiators Content + decisioning in one event loop: AEM integrates with Adobe Journey Optimizer and Real-Time CDP, making content decisions on unified customer profiles that draw on behavioral, transactional, and engagement signals, not on CRM records alone. Generative creation in the workflow: Adobe Firefly and generative content capabilities are embedded inside AEM's authoring environment as native capabilities, not adjacent integrations. Enterprise governance at scale: Multi-site, multi-brand, multi-language support with role-based access control, workflow approvals, and audit trails built in. Proven Results Brands using Adobe's optimization capabilities have seen measurable gains in AI-era visibility, including significant increases in LLM citation rates and AI-referral traffic, alongside improvements in page performance and organic visibility.

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NAVIGATOR

NAVIGATOR is an enterprise content management software for transparent workflows. By implementing the NAVIGATOR, you can effortlessly manage all the business processes, store documentation in one place, have access to the information you need anytime from anywhere, capture data from PDF/images to avoid rewriting, integrate the platform with your favorite tools via API, and develop our own application without coding skills.

Average Rating: 4.7/5.0

Total Reviews: 3

How Do G2 Users Rate NAVIGATOR?

  • Ease of Use: 8.3/10 (Category avg: 8.6/10)
  • Process Automation: 10.0/10 (Category avg: 8.6/10)
  • Performance and Reliability: 10.0/10 (Category avg: 8.8/10)
  • Conditions: 10.0/10 (Category avg: 8.4/10)

Who Is the Company Behind NAVIGATOR?

  • Seller: Archman
  • Year Founded: 2007
  • HQ Location: Kraków, PL
  • LinkedIn® Page: www.linkedin.com
    21 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About NAVIGATOR?

AI-generated summary from verified user reviews

Pros
  • Users value the customization options in NAVIGATOR, allowing for tailored experiences that meet specific needs.
  • Users value the customization options of NAVIGATOR, allowing them to tailor the product to their specific needs.
  • Users appreciate the user-friendly interface of NAVIGATOR, allowing for seamless customization to meet their needs.
  • Users value the customizable interface of NAVIGATOR, allowing tailored experiences to meet individual needs.
Cons
  • Users note that NAVIGATOR's higher cost compared to Odoo may be a significant drawback for budget-conscious buyers.
  • Users find the cost of NAVIGATOR to be relatively high, especially compared to more affordable alternatives like Odoo.

What Are Recent G2 Reviews of NAVIGATOR?

omniContent

Content Management and Distribution platform to manage and grow your business using multi-media with no monthly fees. Omnibasis has all your need to power anything you can publish, like blogs, podcasts, videos, audios, digital books, in short, any type of content! With our full featured solution we enable anyone to create, publish, distribute and monetize content. omniContent is Omnibasis's full-feature content management solution that enables businesses and professionals, large and small, to create and manage any type of content with text, images, audios, and videos, including payment and subscription processing, notifications, marketing, search engine optimization and free web hosting. Using omniContent, we empower businesses with intuitive technology and tools to manage and distribute content online, B2C and B2B, with rich feature sets that include your favorite payment gateway integration, hosted submission pages, membership management, full services catalog and powerful analytics. All without the costs and challenges associated with building and maintaining your own infrastructure. Unleash the power and capabilities of content management and distribution (CMD) platform with Omnibasis. omniContent Content Management and Distribution (CMD) platform is a software system that enables organizations to manage and distribute their digital content with key features and capabilities. Content creation and publishing omniContent CMD platform allows users to create and publish various types of content such as articles, videos, images, and audio. Content storage and organization omniContent platform provides a centralized repository for storing content. Users can organize content into folders, categories, tags, and other structures for easy access and retrieval. Content editing and versioning omniContent CMD platform enables users to edit and modify content directly within the system. They also offer version control features, allowing users to track changes and revert to earlier versions of content. Content distribution and syndication omniContent CMD platform enables users to distribute and syndicate content to various channels and platforms, including websites, social media, email, and mobile apps. Content analytics and reporting omniContent platform offers analytics and reporting features to help users track content performance, such as pageviews, engagement, and conversions. Users can generate reports to analyze the effectiveness of their content strategies. Workflow and collaboration omniContent CMD platform provides workflow and collaboration features to streamline content creation and publishing processes. Users can assign tasks, set deadlines, and collaborate with team members. Content security and access control omniContent CMD platform offers security features to ensure that content is protected from unauthorized access and misuse. They also provide access control features, allowing users to define roles and permissions for different users. Integration with other systems omniContent CMD platform integrated with other Omnibasis products such as omniCustomers customer relationship management (CRM) software, omniMarketer marketing automation tools, and omniCommerce e-commerce platforms to provide a seamless content experience for users and customers. Personalization and targeting omniContent CMD platform offers personalization and targeting features that allow users to deliver personalized content to specific audiences based on their interests, behavior, and demographics. omniContent CMD platform helps organizations manage their digital content efficiently and effectively, enabling them to reach their target audiences and achieve their content goals. Start with omniContent FREE today.

Average Rating: 4.5/5.0

Total Reviews: 4

How Do G2 Users Rate omniContent?

  • Ease of Use: 8.8/10 (Category avg: 8.6/10)
  • Process Automation: 9.2/10 (Category avg: 8.6/10)
  • Performance and Reliability: 10.0/10 (Category avg: 8.8/10)
  • Conditions: 9.2/10 (Category avg: 8.4/10)

Who Is the Company Behind omniContent?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of omniContent?

PaperVision Enterprise

Enable automation and tracking of business processes using the simple, searchable Enterprise Content Management (ECM) system, PaperVision Enterprise.

Average Rating: 4.0/5.0

Total Reviews: 2

How Do G2 Users Rate PaperVision Enterprise?

  • Ease of Use: 8.3/10 (Category avg: 8.6/10)
  • Process Automation: 8.3/10 (Category avg: 8.6/10)
  • Performance and Reliability: 8.3/10 (Category avg: 8.8/10)
  • Conditions: 5.0/10 (Category avg: 8.4/10)

Who Is the Company Behind PaperVision Enterprise?

  • Seller: Digitechsystems
  • Year Founded: 1997
  • HQ Location: Greenwood Village, US
  • Twitter: @ecmnow
    329 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    100 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Large, 50% Medium

What Are Recent G2 Reviews of PaperVision Enterprise?

What Are G2 Users Discussing About PaperVision Enterprise?

Wagtail CMS

A free, open-source enterprise CMS that focuses on editor experience, accessibility, and sustainability. There are no license fees and no hidden costs. 74% of developers choose Django for full-stack development, and Wagtail is the world's most popular Django-based CMS. As a Python framework, Django streamlines the integration of AI features directly into Wagtail. Tens of thousands of organisations worldwide power their digital estates with Wagtail, including NASA, Google, US/UK/Irish governments, and the UK’s National Health Service (NHS). It’s also trusted by many household-name charities, like Oxfam, Samaritans, and the Royal National Institute of Blind People (RNIB). Like Contentful, Storyblok, etc., Wagtail has REST and GraphQL APIs and can be used in a headless or hybrid architecture to separate content management from the website and presentation layer(s). It can also be used in a coupled/monolithic architecture, especially with Django. KEY BENEFITS: - 🔒 Secure - strong adherence to OWASP 10 security principles - 💰 Free - open-source and free to use, download, and modify - 💪 Mature - enterprise features at the core, not plugins - 🥰 Community-supported - thousands of users and developers are on hand to answer questions. - 🌟 Established - ten years and counting, with four major releases per year - 🦻 Accessible for editors - compliance with Section 508, WCAG 2.1 (AA level) and ATAG 2.0 (AA level) - 🌱 Flexible and extensible - built with Django - 📈 Scalable - used by websites receiving trillions of monthly users Wagtail is the only CMS approved for use on Google's domain due to its strong security practices. KEY FEATURES: - Visual editor - Established APIs for headless and MACH architectures - Live preview - Content metrics to help editors write better content - Taxonomy management - Multisite - Comprehensive internationalisation and localisation support - Full audit log and revision history for all changes - Editor comments for collaboration - Customisable workflows - Customisable permissions - Easy integration with CRMs, DAMs, SSO, etc.

Average Rating: 4.3/5.0

Total Reviews: 29

How Do G2 Users Rate Wagtail CMS?

  • Ease of Use: 8.5/10 (Category avg: 8.6/10)
  • Process Automation: 10.0/10 (Category avg: 8.6/10)
  • Performance and Reliability: 10.0/10 (Category avg: 8.8/10)
  • Conditions: 10.0/10 (Category avg: 8.4/10)

Who Is the Company Behind Wagtail CMS?

  • Seller: Torchbox
  • Year Founded: 2000
  • HQ Location: Bristol, UK
  • Twitter: @torchbox
    3,868 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    127 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 62% Small, 28% Medium

What Do G2 Reviewers Say About Wagtail CMS?

AI-generated summary from verified user reviews

Pros
  • Users value the excellent customer support that enhances their experience and facilitates effective use of Wagtail CMS.
  • Users appreciate the customization options in Wagtail CMS, making it easy to tailor their content management experience.
  • Users find easy integrations with Wagtail CMS enhance their content management and streamline workflows effectively.
  • Users appreciate the amazing features and ease of integration in Wagtail CMS for effective content management.
  • Users find Wagtail CMS to be extremely helpful, with easy integration and a fantastic user experience.
Cons
  • Users report bug issues that hinder workflow and criticize the outdated UI presentation of Wagtail CMS.
  • Users find the old-fashioned UI and bugs in Wagtail CMS negatively impact workflow and overall experience.
  • Users find the outdated features of Wagtail CMS hinder the user experience and disrupt workflow efficiency.
  • Users find the old-fashioned UI of Wagtail CMS cumbersome, along with bugs disrupting their workflow.
  • Users find the software bugs in Wagtail CMS detrimental to their workflow and overall user experience.

What Are Recent G2 Reviews of Wagtail CMS?

What Are G2 Users Discussing About Wagtail CMS?

360°

360° is a flexible, standardized application for document and information management, built on SharePoint and Office. It is easy to use and information can be saved and managed directly from familiar interfaces on your computer, tablet or mobile.

Average Rating: 4.0/5.0

Total Reviews: 1

How Do G2 Users Rate 360°?

  • Ease of Use: 6.7/10 (Category avg: 8.6/10)
  • Process Automation: 10.0/10 (Category avg: 8.6/10)
  • Performance and Reliability: 8.3/10 (Category avg: 8.8/10)
  • Conditions: 8.3/10 (Category avg: 8.4/10)

Who Is the Company Behind 360°?

  • Seller: Tieto
  • Year Founded: 1968
  • HQ Location: Helsinki, FI
  • LinkedIn® Page: www.linkedin.com
    6,297 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Large

What Are Recent G2 Reviews of 360°?

What Are G2 Users Discussing About 360°?

Access Unify | Lifecycle

Virgo offers cloud-based legal and regulatory research and retention software that helps you increase your precision and gives you the agility to be on top of your information governance efforts. With constantly changing retention regulations, Virgo helps you maintain accurate retention schedules and inventories by linking regulatory requirements to record series in a retention schedule. Our proven methods have been used for years to customize regulatory reports of customers in complex, highly regulated industries while drastically reducing their cost of compliance. With Virgo as your retention software, you will always be audit-ready. Key Features: - Over 170,000 requirements tracked in more than 200 jurisdictions worldwide - Delivery of up-to-date changes to laws and regulations that impact record series - Secure environment to inventory private and sensitive information - Deep visibility through audit trails for change tracking - Integrations into external systems: Microsoft 365 and OpenText - Centralized retention schedule management - Unified monitoring and visibility through customizable regulatory reports - Scalable and protected cloud-based software solution - Support from an expert team of attorneys, paralegals, and certified records managers Access is the largest privately-held records and information management services provider worldwide, with operations across the United States, Canada, Central and South America. Access provides transformative services, expertise, and technologies to make organizations more efficient and more compliant. Access helps companies manage and activate their critical business information through offsite storage and information governance services, scanning and digital transformation solutions, document management software including CartaHR, CartaDC and CartaDC Essentials, and secure destruction services. For 11 consecutive years, Access has been named to the Inc. 5000, the ranking of fastest-growing private companies in the U.S.

Average Rating: 4.0/5.0

Total Reviews: 1

Who Is the Company Behind Access Unify | Lifecycle?

  • Seller: Access
  • Year Founded: 2004
  • HQ Location: Peabody, Massachusetts, United States
  • Twitter: @AccessToday
    1,934 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,109 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Large

What Are Recent G2 Reviews of Access Unify | Lifecycle?

Accruent Meridian

Accruent's Meridian is a purpose-built Engineering Document Management System (EDMS) designed to navigate the complexities of today's engineering, project, and operational landscape. In a world that is increasingly mobile and reliant on data, Meridian serves as an accessible and scalable single source of truth for organizations seeking real-time collaboration and compliance with the latest industry standards. Why Choose Meridian for your Organization? Achieve and Maintain Perfect Compliance. Meridian ensures full and real-time compliance with the latest regulatory frameworks and standards like FDA 21 CFR Part 11, ISO 55000, and GMP. Modernize Your Organization. Meridian can instantly modernize your tech stack with features like auditable workflows with e-signature, secure and efficient sharing and collaboration, robust reporting features, and streamlined integration with leading solutions such as CMMS/EAM and ERP. Save Money and Boost Productivity. Meridian is a comprehensive solution that helps organizations save time and money by replacing tedious tasks such as compliance and manual data processes, while providing tools designed to boost maintenance team productivity like the ability to work offline and easily search for and access documents. Unmatched Support and Flexibility. Each subscription comes with a dedicated account executive, unlimited technical support, and access to future updates and enhancements. Meridian provides hosting flexibility, allowing organizations to choose between cloud and on-premises deployment based on their specific needs. Meridian Product Suite Meridian Server (On-Premises): Track your mission-critical engineering documents throughout the entire lifecycle using a centralized repository with secure global access, ensuring that your entire organization is always working with the most up-to-date information. Meridian Cloud Project: Facilitate the controlled exchange of documents in the Cloud while maximizing data integrity and collaboration with third parties including contractors, vendors, suppliers, and owner-operators. Meridian Cloud Business: Easily and securely manage and scale your engineering documentation in the Cloud while reducing infrastructure costs and the burden placed on IT teams. Meridian Cloud for Life Sciences: Seamlessly transition to the Cloud and ensure continued compliance with expert-validated EDMS designed specifically for life sciences organizations. Empower Your Organization with Meridian.

Average Rating: 4.0/5.0

Total Reviews: 1

How Do G2 Users Rate Accruent Meridian?

  • Ease of Use: 8.3/10 (Category avg: 8.6/10)
  • Process Automation: 8.3/10 (Category avg: 8.6/10)
  • Performance and Reliability: 10.0/10 (Category avg: 8.8/10)
  • Conditions: 8.3/10 (Category avg: 8.4/10)

Who Is the Company Behind Accruent Meridian?

  • Seller: Accruent
  • Year Founded: 1995
  • HQ Location: Austin, TX
  • Twitter: @AccruentLLC
    1,296 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,041 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Medium

What Do G2 Reviewers Say About Accruent Meridian?

AI-generated summary from verified user reviews

Pros
  • Users value the seamless document management features of Accruent Meridian, enhancing efficiency in accessing engineering documentation.
  • Users value the search functionality of Accruent Meridian, enhancing access to engineering documentation efficiently.
  • Users benefit from the workflow efficiency of Accruent Meridian, enjoying streamlined documentation and easy access to engineering materials.
Cons
  • Users experience challenges with bulkloading of drawings, which can lead to inefficiencies in managing large data sets.

What Are Recent G2 Reviews of Accruent Meridian?

ADEC Preview

ADEC Preview provides document scanning and provides a vast range of document outsourcing services

Average Rating: 4.2/5.0

Total Reviews: 3

How Do G2 Users Rate ADEC Preview?

  • Ease of Use: 10.0/10 (Category avg: 8.6/10)

Who Is the Company Behind ADEC Preview?

  • Seller: Adecpreview
  • Year Founded: 1996
  • HQ Location: Frenchs Forest, AU
  • Twitter: @ADECPreview
    7 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    9 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 33% Small, 33% Large

What Are Recent G2 Reviews of ADEC Preview?

What Are G2 Users Discussing About ADEC Preview?

Altiar

With Altiar, users can connect quickly with the information they need, enabling organizations to improve performance and competitiveness.

Average Rating: 4.5/5.0

Total Reviews: 1

How Do G2 Users Rate Altiar?

  • Ease of Use: 6.7/10 (Category avg: 8.6/10)
  • Process Automation: 10.0/10 (Category avg: 8.6/10)
  • Performance and Reliability: 6.7/10 (Category avg: 8.8/10)
  • Conditions: 10.0/10 (Category avg: 8.4/10)

Who Is the Company Behind Altiar?

  • Seller: Altiar
  • Year Founded: 2014
  • HQ Location: Leeds, GB
  • Twitter: @altiar
    7 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About Altiar?

AI-generated summary from verified user reviews

Pros
  • Users value Altiar for its exceptional data storage capabilities, easily linking to diverse sources for real-time insights.
  • Users value the ease of use of Altiar, enabling quick dashboard creation and real-time data access.
  • Users value the easy data linking capability of Altiar, facilitating quick insights and dashboard creation.
Cons
  • Users find a lack of features in Altiar, requiring additional software for advanced data visualization needs.
  • Users note the limited tools for data visualization, requiring additional software for complex charts and graphs.

What Are Recent G2 Reviews of Altiar?

ARIGAMIX

ARIGAMIX is an ECM|BPM platform for high-performance workflow and business process automation solutions in various business industries. ARIGAMIX Features: - Digital document archive Store documents and structured data(insurance policies,losses,etc.) - Various business processes Approve, process, and manage documents(invoices, contracts, etc.) - Service desk and case management Vacation requests, task management and much more - Corporate portals with news and document libraries Knowledge base, content preview, and beyond

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate ARIGAMIX?

  • Ease of Use: 10.0/10 (Category avg: 8.6/10)

Who Is the Company Behind ARIGAMIX?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of ARIGAMIX?

Capcade

Capcade is a leading collaboration platform for managing complex transactions, investor relations, and reporting. By providing a centralized, secure workspace, Capcade enables seamless collaboration across entities, teams, and stakeholders. With automated workflow management, granular-level permission controls, dynamic dashboards for reporting, and integrated document management, Capcade enhances compliance, reduces reliance on email, and ensures real-time access to critical data. Capcade simplifies the management of multi-entity operations, helping businesses streamline processes, improve transparency, and drive better outcomes. Discover more at www.capcade.com

Average Rating: 4.8/5.0

Total Reviews: 2

Who Is the Company Behind Capcade?

  • Seller: Capcade
  • Year Founded: 2019
  • HQ Location: Dover, US
  • Twitter: @Capcade_
    4 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    51 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Large, 50% Small

What Are Recent G2 Reviews of Capcade?

CARA

CARA removes the technological and financial drawbacks of a network of individual systems – instead, you can consolidate complex regulated business processes, data and content onto a single, unified platform with a single license fee. Users can create, locate, and re-use information instantly in any process across the organisation thanks to our seamless ’information lake’, accelerating work and driving greater accuracy of information. Who uses CARA? Enterprises looking to lower the cost of ownership & solution management, consolidate management of content and data to a platform, & provide their users with expert functionality. Training options Live Online, Documentation, Videos, In Person, Webinars

Total Reviews: 1

Who Is the Company Behind CARA?

Who Uses This Product?

  • Company Size: 100% Large

What Are G2 Users Discussing About CARA?

ClientPoint

Our enterprise platform helps you easily manage business relationship workspaces for each of your prospects, customers and partners, where you can schedule, meet and share materials all in one place. Nurture leads more effectively, propose & close deals faster, and onboard & serve clients better. From Marketing (prospect engagement & content curation), to Sales (proposal management and e-signature), to Client Care (customer onboarding & relationship management), to Expansion (upgrades & renewal), ClientPoint helps you build stronger, more valuable business relationships. Integrations: Salesforce, Netsuite, Microsoft Dynamics, DocuSign, RightSignature, Sertify

Average Rating: 4.5/5.0

Total Reviews: 198

How Do G2 Users Rate ClientPoint?

  • Ease of Use: 8.8/10 (Category avg: 8.6/10)
  • Process Automation: 8.3/10 (Category avg: 8.6/10)
  • Performance and Reliability: 10.0/10 (Category avg: 8.8/10)
  • Conditions: 8.3/10 (Category avg: 8.4/10)

Who Is the Company Behind ClientPoint?

  • Seller: ClientPoint
  • Year Founded: 2009
  • HQ Location: Carlsbad, CA
  • Twitter: @ClientPoint
    108 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    23 employees on LinkedIn®
  • Phone: -9234

Who Uses This Product?

  • Who Uses This: Business Development Manager, Business Development Executive
  • Top Industries: Facilities Services, Security and Investigations
  • Company Size: 34% Medium, 33% Large

What Do G2 Reviewers Say About ClientPoint?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the insights and ease of use of ClientPoint, enhancing their sales process and organization.
  • Users appreciate the efficient client management capabilities of ClientPoint, streamlining the sales process and document transition.
  • Users appreciate the Customer Success features of ClientPoint, enhancing document management and transitioning smoothly post-signing.
  • Users appreciate the ease of document management with ClientPoint, enhancing organization and tracking during the sales process.
  • Users find ClientPoint easy to use, streamlining document sharing and organization throughout the sales process.
Cons
  • Users experience performance issues with slow page loading and delays in document uploads and saving.
  • Users experience saving issues, as loading pages and uploading documents can be frustratingly slow.
  • Users experience slow loading times, often facing delays of several seconds to a minute for uploads and saves.
  • Users experience slow performance, with delays in loading pages and uploading documents affecting their efficiency.
  • Users often face upload issues with ClientPoint, leading to frustrating delays when loading and saving documents.

What Are Recent G2 Reviews of ClientPoint?

What Are G2 Users Discussing About ClientPoint?

Doccept

Doccept offers robust document management system with features like Email Integration, Version Control, Auto Folder Structure, Improved Security & Regulatory Compliance, Mobile Compatible, Custom Meta Data, Document Expiration, Full text OCR, Workflows and others.

Average Rating: 4.5/5.0

Total Reviews: 1

How Do G2 Users Rate Doccept?

  • Ease of Use: 8.3/10 (Category avg: 8.6/10)
  • Process Automation: 8.3/10 (Category avg: 8.6/10)
  • Performance and Reliability: 8.3/10 (Category avg: 8.8/10)
  • Conditions: 6.7/10 (Category avg: 8.4/10)

Who Is the Company Behind Doccept?

  • Seller: Kensium Solutions
  • Year Founded: 2006
  • HQ Location: Chicago, US
  • Twitter: @kensium
    1,504 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    360 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of Doccept?

DocFinity

DocFinity is an online enterprise content & business process management software that is targeted at healthcare, insurance & publishing industries, among others.

Average Rating: 4.0/5.0

Total Reviews: 1

How Do G2 Users Rate DocFinity?

  • Ease of Use: 8.3/10 (Category avg: 8.6/10)
  • Process Automation: 6.7/10 (Category avg: 8.6/10)
  • Performance and Reliability: 6.7/10 (Category avg: 8.8/10)
  • Conditions: 8.3/10 (Category avg: 8.4/10)

Who Is the Company Behind DocFinity?

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of DocFinity?

What Are G2 Users Discussing About DocFinity?

Neeraja Prakash
NP
Researched and written by Neeraja Prakash
Updated October 3, 2024