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FileInvite VS Keap

Compare FileInvite VS Keap and see what are their differences

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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.
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Keap logo Keap

Grow Sales. Save Time. Get Organized.
  • 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.

  • Keap Landing page
    Landing page //
    2023-10-11

Wish you had eight arms? Us too. That’s why we built Keap. Our CRM and sales and marketing tools help you get more done with less work so you can grow your business.

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

Keap videos

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

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Category Popularity

0-100% (relative to FileInvite and Keap)

FileInvite

Keap

Documents
100 100%
Documents
0% 0
CRM
0 0%
CRM
100% 100
Project Management
100 100%
Project Management
0% 0
Sales
0 0%
Sales
100% 100

User comments

Share your experience with using FileInvite and Keap. 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 FileInvite and Keap

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

Keap Reviews

13 Best Email Marketing Software for Businesses in 2022
The downside of InfusionSoft is the complex system they have. When you compare it with other similar tools, you realize that it is super difficult to learn and put into implementation. Even a simple task such as sending a newsletter is very complicated. InfusionSoft is super expensive, so you need to decide whether you need its high-performing technical capabilities or not.
Source: thenextscoop.com
Top 21 Salesforce’s Competitors and Alternatives
Keap offers marketing and sales software for small businesses. For 20 years, Keap empowered entrepreneurs by helping them manage customer relationships and leverage email marketing to grow sales. The company has around 650 employees and generates over $100 million annually.
Source: bstrategyhub.com
7 Salesforce Alternatives You Need To Check Out Now
The mobile version of InfusionSoft is quite efficient and encompasses only the basic levels of marketing sales features and a simple payments integration. It further offers the convenience of accessing your sales and marketing data on the go.
Source: sprout24.com
The 36 Best Marketing Automation Tools to Use in 2020
Keap is a platform built for solopreneurs and small service businesses. It offers useful automation features for service businesses. Still, It lacks some crucial features like product messaging and integrations with tools like Segment.com and Stripe, to be a viable choice for a software company.
Source: encharge.io
6 HubSpot Alternatives You Should Switch To Now
CRM: Manage your important data on leads and customers all in one place, the handy Infusionsoft dashboard. If you use Infusionsoft’s marketing and sales automation, this information is viewable on the CRM dashboard as well.
Source: www.emarketinghacks.com

Social recommendations and mentions

Based on our record, Keap seems to be more popular. It has been mentiond 3 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

FileInvite mentions (0)

We have not tracked any mentions of FileInvite yet. Tracking of FileInvite recommendations started around Mar 2021.

Keap mentions (3)

  • Looks Like Active Campaign is Going Through Some Drama
    The competitors like Groundhogg and Keap are going to get some "switchers". Folks looking to stay on a budget, especially in times of economic uncertainty are going to look for good alternatives. Source: over 1 year ago
  • What are some of your favorite tools?
    Here's a few: • BuzzSumo - a great tool for getting content insights on any topic (content strategy, influencer marketing, etc.) • ActiveCampaign - CRM, marketing, and e-mail marketing automation for e-com, B2C AND B2B • Keap - simple automation for sales and marketing • Bitrix24 - good CRM for beginners (solid free plan). Source: about 2 years ago
  • How to get started with CRM automation (with 3 no-code workflow ideas) 👥
    Keap offers an e-mail marketing and sales platform for small businesses, including products to manage and optimize the customer lifecycle, customer relationship management, marketing automation, lead capture, and e-commerce. The Keap node and Keap Trigger node allow you to manage companies, contacts, contact notes and tags, ecommerce orders and products, emails, and files. - Source: dev.to / over 2 years ago

What are some alternatives?

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

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

HubSpot - Grow Better With HubSpot: Software that's powerful, not overpowering. Seamlessly connect your data, teams, and customers on one CRM platform that grows with your business.

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

MailChimp - MailChimp is the best way to design, send, and share email newsletters.

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

HubSpot CRM - Free CRM software for small businesses.

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