Blend vs. IT Glue vs. PinPoint Document Management Software (DMS)

I have not experienced any other system that can do what Blend does as easily as Blend. It's very well suited for the mortgage industry and its ability to communicate with Encompass. I don't think it would be a great CRM tool for a company that doesn't need multiple touch points to a client, for instance, if you simply need a name, phone number, and email address Blend would be overkill. Blend is designed specifically to capture a lot of specific details about a client's financial position.

Incentivized

It is best suited for an MSP but it is also best not suited for an MSP. It is well suited for folks with a minimal knowledge of a client and are attempting to learn what they can. Perhaps just bumbling about and can find the same thing consistently. At my particular work, we pay somebody full time to manage the system. I feel this is unnecessary.

Incentivized

Pinpoint is great if you have a lot of documents that need to be organized in a specific way. It works really well for our organization which has to go through an annual audit. Anything the auditors might need can be easily found and emailed to them with only a few clicks of the mouse rather than digging through file cabinets and storage boxes

Incentivized

• Easy to use
• Transfers between Blend to Encompass easily
• Runs employment verification

Incentivized

• The UI has been set up perfectly, there is a sub-menu for every possible bit of information you wish to store.
• There are a number of excellent features such as the autohiding passwords and quick searching from anywhere on the page.
• The recent addition of the IT Glue is also an excellent feature, it features online self-guided courses to become a certified IT Glue user.
• You can create and group custom documents together.
• IT Glue can be integrated with a number of platforms such as Autotask.
• IT Glue also integrates well with N-Central to automatically populate the configurations tab with all the relevant Workstation, Printer, and Server information making client on-boarding a breeze.

Incentivized

• Workflows
• Document searching
• customization

Incentivized

• Adding non occupant co-borrowers can be challenging
• I wish we could mirror the client's screen in real-time so we can see where they are in the application
• The user side can be a little challenging, some fields are required to be filled out even though they are not important to the application

Incentivized

• Like many other MSPs we had the majority of our SOPs and KBs in Word docs. The best case scenario would be to simply drop those files directly into ITG without having to import them into the ITG documentation format. The import function is so broken as to not be an option because it completely ruins formatting and tends to drop images. Thus we have to manually copy/paste text and individually upload each image.
• They marketed the product as having true branding but that is stretching the truth. SSL is not an option so client-facing documents will give security errors in browsers. ITG does not appear to be concerned about this even though security is a major concern for all MSPs.

Incentivized

• I would like to see more functionality with the contact manager system
• We still haven't been able to master the automatic filing feature
• It is difficult to make changes to the setup after you have been using it a while, kind of stuck with the way you organize things.

Incentivized

Overall IT Glue meets every need that we need it to. IT is easy to use and convenient and we have not had very many issues with it since the inception. I would easily recommend it to anyone who needs this software.

Incentivized

The interface is excellent and very easy to use. As long as the text you input into the system can be easily read, you will have no problem finding it with all the different categories offered. Sometimes, the slider on the right can blend in with dark backgrounds, making it hard to see.

Incentivized

It does take some time to learn about all of the features and systems within Pinpoint. It is also slightly difficult to set up, however, we have invested a lot of time into making it work for our organization and we don't regret that investment at all. The Pinpoint staff has always been very helpful and accommodating to anything we need.

Incentivized

Other than a few access outages, ITGlue is always up and available to us. Their ability to export Playbook, that contain our customers data, and securely send those over to them is amazing and are produced pretty fast. We have IT Glue linked with several other services and software and we have not found that it slows anything down.

Incentivized

No problems with support when needed it. Their answers on how to handle DR/BC situations when ITG is down are not stellar. They don't seem to get the business risks of their suggestions to just give the xls backup to engineers (aka give all passwords of ALL clients to engineers in an unencrypted flat-file where it is easy to copy, print, etc.)

Incentivized

The support team with Pinpoint is wonderful. I have always had all of my questions answered in a very timely manner by someone who knows my system and understands our goals. I always feel listened to and our problems are taken care of. I enjoy the option to email for assistance or jump on a quick conference call to talk about an issue

Incentivized

We chose IT Glue particularly because it's tailored to IT documentation. As a managed IT service provider, it's perfectly in line with what we were looking for. The flexibility and tagging in particular were the kind of features we were looking for. Confluence is very good, and can be used for a number of things, not just IT documentation, but IT Glue shines for that.

Incentivized

• Blend allows me to manage my pipeline easily without having to resort to Excel
• Captures things like birthdays allowing me to have a reason to call clients
• Clients love that it's a secure portal, no more replying to emails with sensitive documents

Incentivized

• We regret the purchase and have received little, if any, ROI.
• [In my expereience], the main feature we hoped to get ROI from (MyGlue) was so terrible we were embarrassed to roll it out to our clients.
• Because [I feel] it is slow and clunky, staff find quicker ways to access needed data so this is not used as much as we would have liked.

• Saves time
• Saves money
• Increased audit performance

Incentivized