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CRM i3 VS FileInvite

Compare CRM i3 VS FileInvite and see what are their differences

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CRM i3 logo CRM i3

CRM i3 provides a CRM software solutions that organize client details and track them as and when required to empower sales & customer service department.

FileInvite logo FileInvite

Stop chasing your clients for documents! Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.
Visit Website
  • CRM i3 Landing page
    Landing page //
    2019-08-20
  • FileInvite Landing page
    Landing page //
    2022-03-24

Accelerate key stages in your document management processes using out-of-the-box automation. Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.

FileInvite automatically converts returned files to PDF and syncs with your favorite cloud storage system, CRM, or LOS using native integrations and API. Try it for yourself with a free 14-day trial.

CRM i3

Website
crmi3.com
Pricing URL
-
$ Details
-
Platforms
-
Edit details

FileInvite

Website
fileinvite.com
Pricing URL
Official FileInvite Pricing
$ Details
paid Free Trial $17.99 / Monthly (Basic)
Platforms
Browser Web Google Chrome Firefox
Edit details

CRM i3 videos

No CRM i3 videos yet. You could help us improve this page by suggesting one.

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FileInvite videos

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FileInvite Explained

More videos:

  • Review - David's team use FileInvite to collect documents and get more clients
  • Review - Fundera Case Study

Category Popularity

0-100% (relative to CRM i3 and FileInvite)

CRM i3

FileInvite

Sales
100 100%
Sales
0% 0
Documents
0 0%
Documents
100% 100
CRM
100 100%
CRM
0% 0
Document Management
0 0%
Document Management
100% 100

User comments

Share your experience with using CRM i3 and FileInvite. For example, how are they different and which one is better?
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Reviews

These are some of the external sources and on-site user reviews we've used to compare CRM i3 and FileInvite

CRM i3 Reviews

We have no reviews of CRM i3 yet.
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FileInvite Reviews

5 Popular Ways to Sign Forms Online
Listed as an emerging favorite for 2022 by software review platform Capterra, FileInvite is a secure file sharing and client portal SaaS platform. With broad applications in lending and other financial services, FileInvite allows users to sign documents with authenticated digital signatures and upload them through a 256-bit encryption-secured client portal.
Source: www.fileinvite.com
Top 5 Best Document Management Software With Client Portal in 2022
FileInvite is revolutionizing the way professionals worldwide seek documents and information from their clients. FileInvite's secure document portal solution replaces email processes in high-document applications such as mortgage applications, education enrollment, legal affairs, accounting, human resources, and banking.
Source: www.techtimes.com
10 best free electronic signature apps to eSign PDF
You receive several good features with FileInvite such as the ability to create templates, invite multiple users to sign a document, and sending notifications to customers by emails and texts. Drawbacks include a lack of customization in the template design and an un-optimized workflow.
Source: www.pocket-lint.com

What are some alternatives?

When comparing CRM i3 and FileInvite, you can also consider the following products

HubSpot CRM - Free CRM software for small businesses.

Oracle Bharosa - Oracle Bharosa is a fraud and identity theft control system that helps you combat these problems in your organization.

17hats - The all-in-one business system for entrepreneurs.

Onehub - Onehub helps businesses securely share and control files in the cloud.

OpenCRM - Hosted CRM solution providing an intuitive interface and Outlook integration.

Kount Complete - Explore our Kount Complete Product, the leading solution for digital fraud prevention. Kount is trusted by 6,500+ brands globally.

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