Easily share content, track engagement and get real time notifications. - Invite your prospect to a personalized private board, get better response. - Respond in real time when your prospects interact with content. - Provide confident forecasts based on actual customer activities. - Continuously drip content to position yourself as a trusted advisor.
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.
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