--- title: DOCUframe Reviews meta_title: 'DOCUframe Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how DOCUframe works for a business like yours. aggregate_rating: rating_value: 3.5 review_count: 2 scale: '5' date_modified: '2026-06-14' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # DOCUframe Reviews **Vendor:** Gsd Software **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 3.5/5.0 **Total Reviews:** 2 ## About DOCUframe DOCUframe is the all-round information and communications platform to fulfil all document management- and CRM-needs of your enterprise. ## DOCUframe Reviews ### 1. My Experience with suing DOCUframe **Rating:** 4.0/5.0 stars **Reviewed by:** Alan B. | Sales assistant, Enterprise (> 1000 emp.) **Reviewed Date:** December 14, 2021 **What do you like best about DOCUframe?** The DOCUframe CRM was easy to use, and at the time I was using it was really easy to set up and help existing and new staff members learn the platform. Being able to upload documents easily and fast was the most important thing as our old CRM was slow and clunky. **What do you dislike about DOCUframe?** With this CRM there was too much to dislike it does what it says on the tin. It had plenty of features like, Archiving & Retention , Document Capture, Document Storage ,Full Text Search & Version Control so i had no compliants. **What problems is DOCUframe solving and how is that benefiting you?** We were trying to solve issues around arching documents online rather than paper versions and the same issues with document storage as some of our work was still old-school paper, and we wanted to move this to online. This has gave us back more space in the office, less clutter on desks and made lives for our staff so much easier. ### 2. customer relationship management **Rating:** 3.0/5.0 stars **Reviewed by:** Sohila M. | Business Intelligence Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** March 23, 2022 **What do you like best about DOCUframe?** customer relationship management tools . **What do you dislike about DOCUframe?** Unclear of some features and still needs a lot of work to gain your info **What problems is DOCUframe solving and how is that benefiting you?** Archive all my customers' data and use it to build relationships with my customers ## DOCUframe Discussions - [What is DOCUframe used for?](https://www.g2.com/discussions/what-is-docuframe-used-for) - [View DOCUframe pricing details and edition comparison](https://www.g2.com/products/docuframe/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-15+09%3A33%3A44+-0500&secure%5Bsession_id%5D=8b5b9209-6cbd-45a8-838f-953ee0ad2986&secure%5Btoken%5D=ca58864ff3b438c2a316e6953bfd7d0178434c49128950795df85598b9279b3e&format=llm_user) ## DOCUframe Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top DOCUframe Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,690 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,243 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,304 reviews)