Mixmax
Outreach
SalesLoft
Yesware
Cirrus Insight
Groove Music
Streak
Sidekick by Hubspot
Gavel
HotDocs
Woodpecker
Clio
Knackly
Aleri
docassemble
PracticePanther
Mixmax connects Gmail with popular CRMs like Salesforce & Pipedrive, allowing users to work smarter out of their inbox, and create better emails, while everything syncs in the background.
The suite offers features like one-click scheduling for meetings, templates, and the create emails & reminder in the future. While reps can track email performance, campaigns (Sequences), and log activity; while everything syncs with their CRM seamlessly.
Learn more or start a free 14-day trial: www.mixmax.com
Gavel (formerly Documate) is easy to use legal automation software with powerful document automation for Word, PDF, or other .docx documents. Easily collect client intake, set up robust nested conditional logic, numerical and date calculations, and collect and populate lists. Grow your practice by building legal products.
Make your Gavel workflows client-facing to collect client intake data. For the legal tech entrepreneurs, go a step further by building a "TurboTax" for any area of law to sell legal documents to the public. Payment integrations, file uploads, videos, and whitelabeling are also supported.
Mixmax GavelNo features have been listed yet.
Documate is a great piece of software with unlimited functionality. The interface is easy to understand, and I love that I can add multiple documents to my output documents, so they all populate at once. I have one interview with over 30 documents with complex logic. They also provide custom services, which I've used a few times to set up SMS messaging and other special notifications. I previously tried HotDocs, which was so burdensome to learn. I was able to learn Documate with just a 5 minute demo from the customer service team, who is also awesome.
Super easy way to get perfectly formatted, error-free documents and document packets. The interface makes it easy to build simple document assembly for one document in 5 minutes, but it's also a very powerful engine for much more complex tasks.
Our company uses Documate to generate a variety of contract sets. Because no coding knowledge is required, we were able to set it up very quickly. It allows for quite a bit of complexity in formatting your documents, adding conditional logic, and setting up complex calculations. The system passed our high privacy and data security requirements, and they set every user up on a dedicated instance, which is crucial when you're dealing with sensitive legal information.
Gavel might be a bit more popular than Mixmax. We know about 2 links to it since March 2021 and only 2 links to Mixmax. 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.
MixMax → used for email sequences and pre-built templates for quick responses / follow ups. We chose MixMax because of its simplicity. It doesn’t have all of the bells and whistles but it covers most of our needs when it comes to sequencing. It also has a handy Gmail integration that gives you many features when composing an email. Pricing is accessible. Source: over 2 years ago
I was recommended mixmax.com but looking for suggestions anyone may have here? Source: over 2 years ago
I looked at documate.org, which looks promising, and hotdocs (which looks more complicated). But I want to make sure I'm not missing something. Source: almost 2 years ago
I use documate.org. It works great. Source: about 2 years ago
Outreach - Outreach Is Your Sales Communication Platform
HotDocs - Template-driven, automated document & form assembly software
SalesLoft - The simpliest way to build the most accurate and targeted lists of leads on the internet
Woodpecker - Legal document automation for solo & small firms. Simple to use, works in Word, connects to everything.
Yesware - Sell smarter with email tracking and more
Clio - Clio provides a full suite of web-based practice management tools targeted specifically at the administrative needs of sole practitioners and small firms.
