Infolio VS FileInvite

Infolio is a task and project management solution for teams and individuals, packed with features, yet easy to use. Built from the ground up to be intuitive and simple, but flexible enough to accommodate teams of various sizes. Create an unlimited number of projects, add tasks, organize tasks by lists and statuses, assign them to your teammates, add due dates, leave comments, receive notifications and monitor the progress.

Infolio is tailored for collaboration with its dedicated project chats and visual boards for information sharing. Advanced features include custom data fields for lightweight CRM activities, multiple views (board/table/calendar view) and integration with popular cloud services like Google Drive, One Drive, and Dropbox.

Infolio is perfect for management, marketing, product and design professionals, and is widely used by teams and productive users from startups to Fortune 500 companies. Infolio is available on the web and as a native iOS app.

All Infolio features are available for free in the Standard package, without team size limitation.

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.