Likelihood to Recommend Looking to create lists of target companies through the advanced search feature or the query builder if one is planning to reach out to the individuals listed in the profile. Looking for investment and company history information to inform sourcing or competitive landscape research.
Read full review DocSend works really great if you want to send out a doc to a prospect and want to track when they open it and what content they view. The reporting on this works really well and I've been happy with this functionality. Where it falls short is when you're trying to use it for a live demo utilizing the join.me integration. There are a lot of issues when you try to switch your screen and it only works 2/3s the time. I'd prefer an all-in-one solution instead of this Frankenstein model.
Read full review Pros Crunchbase has an easy-to-navigate user interface. The bar at the top of the screen that shows the different data points available on companies is particularly helpful for quick navigating. The ability to make and import lists and save searches is helpful for customizing the software to your particular needs. The web and mobile app data that Crunchbase offers is very helpful to gauge trends and interest in companies for diligence purposes. Read full review Additional information from users who have already downloaded the files or material. Additional information if the download link(s) have been resent. Password encryption if necessary. Email verification for third-party download via email. Add-ons with other platforms and applications, such as Outlook and Gmail. Seal of documents by electronic signature Read full review Cons Notifications - Something similar to TweetDeck would be nice, so that when news breaks it could be an immediate fact. Honestly dont add too much because you don't want it to become more of a social tool with cluttered info, keep it straight to the point. Read full review DocSend has a newer feature called Spaces, it lets you place multiple files into a single "deal room". Unfortunately for us, we need it to support nested file structures for larger content sets. Their support team says this is on the way. I'd like to be able to change the icons for links add to Space, currently, they're a default icon. Navigating the UI is just a bit laborious, it feels like it should be easier to get to link creation since that is what you're doing 90% of the time you go to the site. Read full review Support Rating They give standard answers. They are not a customer first business. I tried to cancel my subscription after using it for only 1 week as we found the information was outdated and not at all useful. But they would not cancel the year long subscription I mistakenly signed up for
Read full review I haven’t used the support as our internal teams do a great job of fixing and supporting our DocSend use.
Read full review Alternatives Considered Crunchbase is definitely bottom of the barrel in this space. At similar pricing models, all competitors I have tried have significantly bigger and more updated databases. Crunchbase may have been great sometime in the past, but they are not worth engaging now.
Read full review DocSend is more convenient than
DocuSign if you are already using
Dropbox , otherwise a lot of these solutions come down to pricing and preference on user interface. For us, DocSend was great until our needs changed to needing a more sophisticated contract management tool. With further integrations and API accesses in the future, I think it will be easier to have all systems communicating and working together .
Read full review Return on Investment Crunchbase has been great and given us a lot of new companies to go after that have received funding and turned into great meetings. We do not pay a ton, so the ROI is great. We have nothing but positive results using Crunchbase and rely on it heavily for prospecting. It might add more value if we get a more expensive or advanced version. Read full review For about $100 you can optimize all Of your pipelines that rely on decks or documents - worth it! The time you’d spend having to send each link to individual clients without tracking is well worth the $100 on the product We’ve been able to close our fundraising round and increase partnerships by utilizing DocSend - would recommend! Read full review ScreenShots Dropbox DocSend Screenshots