Software Alternatives & Reviews

Objectiveli VS FileInvite

Compare Objectiveli VS FileInvite and see what are their differences

Objectiveli logo Objectiveli

Objectiveli is the best way to manage all Goals and Objectives in one place in Real-Time. Simple web app that Drives Outcomes, instead of things todo.

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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  • Objectiveli Landing page
    Landing page //
    2023-10-13
  • 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.

Objectiveli videos

Review : Objectiveli.net (Goal Manager)

More videos:

  • Review - A quick tour of Objectiveli
  • Review - DRIVE OUTCOMES WITH OBJECTIVELI

FileInvite videos

FileInvite Explained

More videos:

  • Review - David's team use FileInvite to collect documents and get more clients
  • Review - Fundera Case Study

Category Popularity

0-100% (relative to Objectiveli and FileInvite)
Financial Performance Management
Documents
0 0%
100% 100
Data Dashboard
100 100%
0% 0
Document Management
0 0%
100% 100

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare Objectiveli and FileInvite

Objectiveli Reviews

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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.
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.
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.

What are some alternatives?

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

OneStreamXF - OneStream XF Corporate Performance Management Platform quickly and easily aligns to your business changes by leveraging core financial consolidation, planning, data quality and financial reporting capabilities.

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

Tagetik - Tagetik offers a unified Corporate Performance Management software solution for budgeting, planning, consolidation, monthly close, and more.

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

PlanBase ScoreCard - PlanBase Scorecard provides a comprehensive metric management system that tracks operational metrics and key performance indicators while linking the metrics on the dashboards to strategic plan objectives in PlanBase Hoshin.

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