Dropbox DocSend helps business professionals to securely share and control content. Dropbox DocSend's link-based system is used to set security preferences for each stakeholder, receive notifications each time someone views a file, analyze content performance on a page-by-page basis, and create modern virtual deal rooms. With DocSend, business can offload administrative burdens and securely share the most impactful proprietary information faster. DocSend’s Virtual…
$10
per month per user
Junxure
Score 9.5 out of 10
N/A
Junxure is customer relationship management (CRM) software supporting financial advisors with growth as well as helping manage advisory businesses, owned and supported by AdvisorEngine since the January 2018 acquisition.
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.
Junxure is great for any office just for tracking and transparency alone! I think the earlier you start using it in your business the better. This will create good habits for the employees to start using Junxure instead of their email and chat features. These take up so much time. Time equals money! This also allows you to see the status of any project or client without having to contact fellow employees. You can even see their email correspondence, therefore, if someone is sick you do not have to call them to find out what is going on with that particular client or task.
Clients can log in to view their investment statements. This is a timesaving benefit, as clients won't have to ask you every time they want to see how their money is performing. Being able to self-service will make your clients feel more in control of their money.
Being cloud-based means that the workflow monitor can be accessed anytime, anywhere. Nobody will forget important tasks as everything is being tracked. This allows staff to work from home and communicate with other employees with ease.
The pending action screen will allow you to reduce your to-do list and keep it in one central, accessible place. Workflow will see a major improvement!
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.
Their integration options are a little limited compared to Redtail and SF. This has never caused an issue, but it may force you to think creatively at times.
Not the cheapest option, but not the highest either. I would say it has an ok price, but pays for itself. May not be right for people struggling through their first solo year.
I would like to see them add new features a little faster. Seems that updates are few and far between. It's a growing industry, and we need new tactics to stay ahead of the robo options coming on the market.
Junxure is a wonderful tool and is easy to use. Once you get your team to work with Junxure more than they do chat, email etc., it will work well and save a lot of time.
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 .
I do not particularly remember the system I entered above, as I only used it for temporary work that I did nine years ago. I did not select Junxure myself - the office I work in already had it implemented before I came on. This question does not seem to be applicable to me.
It has saved time by automatically capturing emails.
It has created efficiency from having to keep track of tasks manually or keeping power documents around.
It’s definitely worth the cost through all of the efficiency our firm gains. The ability to send work actions to teammates depending on their responsibilities is greatly helpful!
