Effivity vs FileInvite
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Sir Richard BransonMost popular feedback for Effivity
were looking for a user friendly software to simplify our ISO 9001 certification. We tried a couple of software applications in the past but did not meet our requirements and were very costly. We tried MyEasyISO during 30 days free trial period and liked their clean and simple approach in enabling a user address all requirements of ISO 9001 standard. We also liked the capabilities of MyEasyISO which goes beyond basic ISO compliance and extends to business improvement domain. We were surprised and delighted to find an actual QMS consultant assigned to us for onboarding and getting started with our QMS automation. If it can be offered in Russian language, it will be great and will open a great opportunity in our country.
Tony R.
About Effivity
Effivity is the best Document Management Software to automate all your document management tasks and digitize all your documents at one centralized location. Revise documents, seek approvals on changes, add e-signatures ,version control each document and see a full audit trail of your document record. Let's make your document management simple, quick, easy, collaborative & time-saving.
Most popular feedback for FileInvite
For a long time I have been able to please all the clients even the most demanding, this is something that gives me peace of mind and makes me happy, previously it was difficult to get to know each client enough to generate the necessary satisfaction not only with products adapted to their needs. needs also with quality services and direct management, fileinvite is a program that brought me these benefits and when I exchange documents or information with clients I feel very calm since the program has an incredibly secure platform in which I can trust and do the I work every day, it is a program that helps me a lot by doing each job in my work
Bernard G.
About FileInvite
Eliminate the monotony of back-and-forth emails and inefficient systems when gathering client information. Get hours back each week as FIleInvite handles the most time-consuming work for you. Gather all the documents, signatures, and data you require up to 80% faster. Set a due date and send an Invite. Your clients receive an email with a link to their own secure client portal, they're then guided through an intuitive portal experience where they can action your requests.
Effivity reviews
Really satisfied with the Classic version and upgrading to Pro version. IMS is managed paperless, communication improves internally and real-time dashboards help achieve corporate goals.
- MARC P. SIG Manager
Easy to keep the quality system uptodate.
- Luca P. Quality Manager
Love this software package and would use it wherever I go.
- Jim T. Quality Director
FileInvite reviews
It replaces a pdf checklist, and it also frees up a lot of time - I do not have to constantly update the checklist every time the client sends a document. Simple for clients to use and simple for our staff to use. Love the google drive integration and how it renames the files as per your request items.
- Pawan M. Executive Consultant
I am happy to have a platform that is safe to send important documents, I feel totally confident with files on this platform since its level of security is what characterizes it, plus thanks to its cargo manager you can resume from the point in the one that you left loading a file therefore you do not have to worry about the disconnections that you have in your environment, its interface helps understanding because you can quickly understand how to use the platform.
- Valentina H. Administrator
Very easy to work with, excellent customer service and always available when needed.
- Renee G. Finance Broker
Pros & cons
Effivity
| Pros |
|---|
| Simple for a small organization like us |
| We love the help videos and onpage help |
| Now I can say it's a very good software in ISO and I have been using it easily and very happy too |
| I would surely love to recommend it to everyone, and will surely say atleast try it once |
| Really satisfied with the Classic version and upgrading to Pro version |
| IMS is managed paperless, communication improves internally and real-time dashboards help achieve corporate goals |
| Love this software package and would use it wherever I go." |
| Cons |
|---|
| Support has been somewhat difficult |
| Time for response is slow, or odd gaps |
| No one EVER picks up when you call for support (no professional voice mail, kind of scared me when I first called) |
| Can't really say what we dislike |
| Maybe to provide a better training video for beginner users as the linkage between modules must be quite difficult to connect unless after some hands-on practice |
| Customization can be tough but once learned it's simple." |
FileInvite
| Pros |
|---|
| The way we are able to communicate through the software is also awesome |
| I do recommend this file to all business owners, you will always need this type of software |
| I found using this platform to be secure and allows us peace of mind during document transfers |
| The templates are great and a file invite takes me no longer then 5 minutes to do |
| I use this everyday to check on progress and create new invites on behalf of the 2 mortgage brokers I work for |
| What good is having a system if your customers and staff don't use it |
| File invite is easy enough that it IS easier to use than what they were doing before and save time and confusion." |
| Cons |
|---|
| Pretty quick learning curve (especially if you're using it regularly), but frustrating only in that it feels more difficult than it needs to be |
| Set it and forget it -- and still get what you need |
| The risk to this is of emails being missed in among the volume of emails we get and the process not operating smoothly |
| Collecting documents is one of the most time consuming parts of our process, and clients are always confused and annoyed at it." |
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