Software Alternatives, Accelerators & Startups
Register | Login

Pipeliner CRM VS FileInvite

Compare Pipeliner CRM VS FileInvite and see what are their differences

Hive
Seamless project management and collaboration for your team. featured
Contents:
  1. » Base Details
  2. » Videos
  3. » Reviews
  4. » Alternatives

Pipeliner CRM logo Pipeliner CRM

Pipeliner CRM empowers small to medium-sized sales teams to close more deals and lower risk. Implementation and training are a breeze. Mac & Windows.

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.
Visit Website
  • Pipeliner CRM Landing page
    Landing page //
    2023-10-17

  www.pipelinersales.comSoftware by Pipelinersales Corporation

  • 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.

Pipeliner CRM videos

+ Add

What Are the Benefits of Using Pipeliner CRM?

More videos:

  • Review - Pipeliner CRM: Product Spotlight
  • Review - Pipeliner CRM: Pipeline View

FileInvite videos

+ Add

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 Pipeliner CRM and FileInvite)

Pipeliner CRM

FileInvite

CRM
100 100%
CRM
0% 0
Document Management
0 0%
Document Management
100% 100
Sales
100 100%
Sales
0% 0
Project Management
0 0%
Project Management
100% 100

User comments

Share your experience with using Pipeliner CRM and FileInvite. For example, how are they different and which one is better?
Log in or Post with

Reviews

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

Pipeliner CRM Reviews

Top 21 Salesforce’s Competitors and Alternatives
Pipeliner CRM offers baseline features designed for sales teams and professionals. This CRM also provides a dynamic pipeline view that helps users focus on high-value info and activities. The company has around 200 employees and over $50 million in revenues annually.
Source: bstrategyhub.com

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.
Source: www.fileinvite.com
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.
Source: www.techtimes.com
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.
Source: www.pocket-lint.com

What are some alternatives?

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

Zoho CRM - Omnichannel CRM for Businesses of all sizes

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

Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.

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

Copper - Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.

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

Loading...