Diligent Boards vs. Gmelius

We had a meeting and after the meeting, additional information was added to the book and it was easy to navigate just the information that was update. This made it efficient when we had a follow-up meeting to discuss the updates and be able to reference the updated information. This allowed us to have an effective meeting with a purpose.

Incentivized

Lead generation for nearly any kind of business. I can't even explain how easy it is to set everything up. I also love that I can send test emails to myself. Sequencing and Scheduling out follow-ups help me stay on top of potential sales, especially smaller sales that aren't always on my radar 24/7. Sending post-sale information on a regular basis. Basically, Gmelius works for the entire sales cycle, pre to post.

Incentivized

• The confidential sandbox is a must, and Diligent Boards provides that environment. Most of the info we put on the diligent board is not downloadable and printable.
• It is very easy to make notes, highlights important info and bookmark pages. I used these functions all the time.
• Its excellent organization features.

Incentivized

• Easy to assign and action emails.
• Easy to add notes for a particular individual to action them without missing out on important details.
• Ready to use templates can be designed for everyday responses to clients.

Incentivized

• not so easy to handle access when we have to arrange a specific, non-standard set up of access: sometimes we have to limit the access to one or few of the members of a particular book
• calendar function will be useful, but it is an additional cost
• flexible view options: vertical vs. horizontal

Incentivized

• Easier access to dashboard.
• Ability to edit email names more if a person's name doesn't match up with their Gmail account.

Incentivized

We find the Boards portal to be an effective tool for our board meeting documents. It is user friendly and allows for amendments, additions as needed without compromising documents that have already been uploaded. Additionally, our Board members are comfortable with the platform and confident in their ability to navigate it.

Incentivized

Again, it is a very easy program to use. What would I change… There’s some features in the agenda that I would like to have. The ability to add different bullets underneath items. the ability to do an AYE vote. Because sometimes they don’t individually vote, my superintendent or School Board chair will say I’ll say hi or I’ll say, and it would be really nice to have a button that automatically fills for that.

Incentivized

Diligent helpdesk (Team Topaz) is a click away, their response is very quick

Incentivized

Quick service, specially on loading.

The turnaround time is great, and the customer support team usually resolves queries in one go. However, customer support can improve by suggesting additional helpful activities to improve user experience, rather than limiting it to the specific requests made. Overall, it has been a positive experience with the customer support team.

Incentivized

Comprehensive. I didn’t feel like I was confused or didn’t have the knowledge to begin using Diligent Boards immediately

Incentivized

easy implementation process

Incentivized

Diligent Entities is already great, as I used it before Diligent Boards, and it was very helpful and very cost-effective as a product provided to my previous team that used it. So I can only vouch for the platform and note that Diligent Boards is also fantastic. It certainly is.

Incentivized

We switched to Gmelius from Mixmax because we wanted to try the inbox/label sharing features. Ultimately, Mixmax is more accurate with tracking opens, and it is much more user friendly. We switched back to Mixmax after about a year using Gmelius. Mailshake is also a better tool for sending out high volumes of emails, as it is better at making sure your email address doesn't get flagged as spam.

Incentivized

the pricing is quite steep and if you under-utilise some products it becomes a loss to you as the user.

Incentivized

It is really worth it.

Diligent's professional services have been reliable

Incentivized

• Ease of dissmeniation and administration of packages (errors can be easily corrected)
• Directors can read packages from anywhere in the world at any time. It makes prep for Dircetors a lot easier
• Keeping records of meetings, doing searches for information has become easier and less time consuming

Incentivized

• I reliably post 20-30% higher activity numbers weekly due to my use of Gmelius
• Gmelius is a significant contributer to my sales success -- The last two years I have more than doubled company-issued sales targets
• Gmelius saves me tons of time each week due to automated campaigns. I would say I've reclaimed at least 20% of my work week scheduling out follow up and pre-scheduling lead gen email campaigns out.

Incentivized