10+ FileInvite Alternatives and Competitors

FileInvite

9.4 User Rating
$4 M Revenue
24+ No of Employees
2015 Founded
SaaS Industry
Client Portal Software Category
James Sampson CEO
Overview

FileInvite is a popular client portal software that was launched in 2015 by CEO James Sampson. In less than six years, FileInvite has already served over 200,000 client portals across 48 countries, which accounts for about 10 million documents secured. That makes FileInvite one of the fastest-growing client portal providers in the SaaS industry.

Alternatives

Logo Name Sort Rating Sort CEO Pricing Sort Founded Sort Revenue Sort Employees Sort Location Sort Reviews Sort Customers Sort
SuiteDash SuiteDash 9.5 Mike Lambert $19 2012 $1000 K
10+
North Carolina
1987+ Reviews
N/A
FileInvite FileInvite 9.4 James Sampson N/A 2015 $4 M
24+
Auckland
1877+ Reviews
N/A
Clinked Clinked 9.3 Tayfun Bilsel $83 2008 $1.3 M
9+
Cambridge 1987+ Reviews
75K +
Huddle Huddle 9.2 Mark Wrighton N/A 2006 $25 M
124+
London 1874+ Reviews
490 +
Onehub Onehub 9.1 Charles Mount $12.50 2007 $1 M
28+
Seattle 1784+ Reviews
1K +
Zendesk Client Portal Zendesk Client Portal 9 Mikkel Svane N/A 2007 $194 M
3,570+
San Francisco 1874+ Reviews
150K +
Accelo Accelo 8.9 Geoff McQueen $39 2009 $15.4 M
100+
San Francisco 1987+ Reviews
2K +
Vcita Vcita 8.8 Itzik levy $19 2010 $16 M
210+
Bellevue
1748+ Reviews
1.5K +
Freshdesk Client Portal Freshdesk Client Portal 8.7 Girish Mathrubootham N/A 2010 $200 M
5,000+
California 1878+ Reviews
N/A
Filecloud Filecloud 8.6 Madhan Kanagavel $10 2008 $7.4 M
51+
Austin 1698+ Reviews
N/A

Pricing

Pricing
Contact Us

Key Employees

ImageNameDesignationLinkedin
Nathan Bryant-TaukiriNathan Bryant-TaukiriTech Recruitment Leaderhttps://www.linkedin.com/in/nathanbryanttaukiri
Abinesh KrishanAbinesh KrishanBoard Directorhttps://www.linkedin.com/in/abineshkrishan
Cornelius B.Cornelius B.Co-Founderhttps://www.linkedin.com/in/boertjens

Reviews

“ Its great however it is a long winded path to get into drop box ”

7/10 (overall) - Alanna R.
Pros
  • I like how all uploaded info can go straight to our clients efile into their personalised file under drop box,
  • Simple for clients to use and simple for our staff to use.
Cons
  • Not liking the amount of clicks you need to go thr ough to get to the path in their efile under our drop box.
  • Some of the menu systems require more clicks than should be required

“ A Great Solution for Document Collection ”

8/10 (overall) - Jared F.
Pros
  • The software also offers a quick video tutorial for those clients / customers familiar with such software, showing end users how to use the app.
  • FileInvite just added a “forms” feature allowing the user to create quick and easy fillable form templates.
Cons
  • I would like to see some additional functionality added to “forms” like simple math functions.
  • It would also be very beneficial to “replaceable fields” to the templates allowing for automatic naming of certain documents.

“ Brilliant time saving product ”

9/10 (overall) - Renee G.
Pros
  • I loved the fact that all the documents that I needed from a client were not only sent to the client in one actionable file but also that the clients had a clear visual of what they had and hadn’t sent.
  • The auto follow ups for documents not yet received was also a valuable time saver. Clients have given me nothing but positive feedback on the ease of use from end user experience as well.
Cons
  • Nothing to fault with the product at all.
  • Great product no issues as of now.

Features

  • Access Control
  • Analytics
  • Accounting Intergration
  • Application Integration
  • Assessment Management
  • Assignment Management
  • Business Intelligence
  • CRM Integration
  • Collaborative Workspace
  • List Management
  • Marketing Automation
  • Sales Force Automation
  • Team Collaboration
  • Predictive Sales
  • Performance Management

Images & Videos

Q & A

Q. Does FileInvite offer a free trial?

Yes, FileInvite has a 14-day free trial for new users. You can get it at FileInvite’s website. Your credit card details won’t be needed. All you need to do is submit your work email. For two weeks, you can enjoy all of FileInvite’s features.

Q. Are my files safe in FileInvite?

Yes, your files in FileInvite will be 100% safe. FileInvite utilizes an SLL/HTTPS connection, which is very secure. Other than that, each file will be encrypted once uploaded and stored on FileInvite’s cloud. In fact, uploading your files on FileInvite is a lot safer than sharing them via email.

Q. Does FileInvite support mobile devices?

Absolutely. FileInvite fully supports mobile devices, both for iOS and Android. Your clients can access your client portal and receive/share files with just their smartphone or tablet. FileInvite’s mobile compatibility can bring in more clients to your business. How so? That’s because people mostly use mobile devices for their online browsing activities.

Q. Can I change my FileInvite subscription plan?

Yes, and you can do so at any time you want. FileInvite lets you change your subscription plan without any burdens. You can either downgrade or upgrade your subscription anytime. Just inform FileInvite’s representatives and they’ll do the rest.