WikiPro VS FileInvite

There are millions of professionals in the US: accountants, lawyers, doctors. Professionals still use phone and email to reach their customers. These methods are not effective. No one takes phone calls; email goes to spam.

Our solution? WikiPro. WikiPro is an all-in-one business to customer communication platform. Professionals can use a web browser or mobile app to send instant messages to customers anywhere, anytime.

WikiPro simplifies your business communication, providing e-signatures and user-friendly interfaces to approve contracts immediately and securely. Features such as instant chat, file sharing and e-signatures, customized notifications and automated reminders to improve workflow and respond to your client’s questions instantly. Your team gets powerful shared inboxes to message from mobile apps and their web browser.

WikiPro can text enable your existing business landline. Your clients don’t need to install WikiPro Mobile App to contact you. They can send standard text messaging or SMS to your office number, providing flexibility for clients who aren’t tech-savvy, perfect for professionals such as accountants, lawyers, physicians, marketers and freelancers.

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.