FileInvite
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Onehub
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PandaDoc
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Mimiran
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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.
Want to get more clients but hate wrestling with complex CRMs that are designed for firms with big sales teams? If you want to grow, but you also have to deliver on projects, so you don't have 8-10 hours a day for sales, Mimiran fits into your world, helping you: * Convert more visitors to leads * Convert more leads to conversations * Convert more conversations to (e)signed deals * Track offline referrals and online traffic to revenue * Stay in touch with people who matter
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Mimiran's answer:
Mimiran's answer:
If you're an independent consultant who loves serving clients, doesn't really like selling, but need to stay organized to create and nurture relationships, you've outgrown your spreadsheet, but traditional CRMs have too much complexity and not enough of what you do need, ask your doctor if Mimiran is right for you. ;-)
Mimiran's answer:
Traditional CRMs are built for the VP of Sales to track the sales team. Mimiran is built for independent consultants who don't like to sell, but need to do business development in their "spare time".
Mimiran's answer:
Mimiran's customers are not "big" in the corporate sense. See https://www.mimiran.com/customer-success/.
Mimiran is different from other CRMs I've tried. It's built for people who actually deliver client services but still have to do business development. Mimiran automates a lot of things I used to spend a lot of time on, like proposals, e-signatures, figuring out who I should be calling, and giving me reports on referral business. It's got a lot of breadth-- from online lead generation to calling to proposal automation, with clever features that work well for small services businesses, without the feature bloat of a lot of CRM systems.
Oracle Bharosa - Oracle Bharosa is a fraud and identity theft control system that helps you combat these problems in your organization.
Zbizlink - Zbizlink is the ultimate portfolio and proposal management tool providing project status, metrics, and sophisticated reports
Onehub - Onehub helps businesses securely share and control files in the cloud.
Better Proposals - A simple tool to help you send better proposals to your clients.
Kount Complete - Explore our Kount Complete Product, the leading solution for digital fraud prevention. Kount is trusted by 6,500+ brands globally.
Proposify - A simpler way to deliver winning proposals to clients.
