Pipefile helps automate the secure collection of client documents. Create a checklist of required documents, schedule automated reminders, and be notified as new documents are uploaded. Accept or reject documents and download organized client packets.
Most of our client communication happened via email, slack and g'chat until I found Aligned. Conversations were easily lost, both parties lost track of important tasks and, most importantly, it was just too much email to keep track of. Now we handle onboarding and ongoing client management in Aligned. Each customer has their own space, which we create from a template. The analytics is great and really helps us see in between calls.
Based on our record, Pipefile seems to be more popular. It has been mentiond 1 time since March 2021. 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.
Https://pipefile.com/ is pretty good for this. Source: over 3 years ago
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