Dropbox is a cloud storage solution, equipped with features that help users to save time, improve productivity, and collaborate with others. Users can edit PDFs, share videos, sign documents, and collaborate with stakeholders without leaving Dropbox.
$9.99
per month
Dropbox DocSend
Score 8.3 out of 10
N/A
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
Redtail CRM
Score 9.1 out of 10
N/A
Redtail CRM is a cloud-based CRM soluton specifically for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.
DocSend is more robust than Dropbox Showcase for building data rooms but doesn't look nearly as nice from a marketing/sales standpoint. When comparing either to iDeals they are lightweight solutions while iDeals is built for M&A activities. I personally want something in …
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 …
Everyone uses multiple services from many companies. It's key if a breach happens or a hack or downtime. So there is nothing to do about some Force Majeure Selecting Dropbox for files is like selecting Paypal for online payments, it has marketed its space but the fees are high.
We have chosen DocSend because it has some features that others doesn't have, such as security features monitoring files you have uploaded in it. In addition, you can securely disable the online PDF if you want people to input a password or require an email address before …
Let me describe a scenario that happened recently in our organization's marketing team storing thousands of images videos and pdfs and Dropbox is done a great perfomer in this situation by the product features which is very helpful for the team, such as smart sync reduces disc usage, preview support for many media formats & Integrate with Adobe Creative Cloud.
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.
It is extremely well suited to client management in the insurance and financial services industries. I think it would not be nearly as useful in a retail setting as many of the features would be irrelevant.
I can make projects available to editors so that they can do their work.
Dropbox is a place where I can store files that I can access from anywhere, even if I don't have my laptop with me at the time.
I have an old friend who is an acting professor in Tokyo. He loves the dialogue that I write in my novels. He converts chapters into scenework for his acting students. They get very excited when there's new material!
Redtail CRM gives the capability to have a place to store all client-related documents in a readily accessible, yet secure, location.
Redtail CRM has a feature to input notes and comments on particular clients in order to keep track of communications with and steps taken for those clients. Those notes can be easily accessed across the firm.
Redtail CRM allows all email communications to be stored in a safe and secure manner as well as making those communications accessible on demand.
I’d like to be able to hover over an image/document and have it expand/enlarge without actually opening it
I’d love to see a carousel that lets me thumb through more quickly
I’m almost always in thumbnail view. I’d like to see them re-organize automatically when something is moved or deleted instead of leaving an empty space.
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.
Dropbox is a user-friendly, easy tool which requires little to no skill and they offer a free version with a good amount of storage available. There are other file sharing tools available however at a cost. Dropbox free version I have used for years and it serves every purpose I need.
The platform is easy to use and train on. It is a one stop shop with all the information needed to maintain a clean client relationship. We recently had our scheduled audit done and Redtail was helpful in pulling the different reports we needed to produce for the audit
It works extremely well, and we have never had any issues with connecting or sharing files. It's very easy to use, and any team member can share, add, and delete files to a virtual drive. This is extremely helpful, and it's an amazing tool to use, ensuring everyone can connect and work together effectively.
Was good and still is good. Seems like when a company acquires another they try to squeeze out more profit and forget what made them successful in the first place. Reducing staff and support seems inevitable, even though the number of users has increased significantly over the past 10 years
I really recommend the product for the Dropbox availability is a great having very very less downtimes, they errors are less I have been faced yet, due to connectivity sometimes we are getting errors. Only sometimes the limitations of some features show some errors.
Generally speaking, Red Tail has been available whenever needed. there was a time period however where it was down and not available, giving 500 errors when trying to log in. They explained that it was due to upgrades they were making and it has virtually disappeared. Has now been available 99% of the time.
Dropbox is really useful, you can access any file from anywhere and you can upload and even edit files online, but, sometimes it can be slow. Downloading, uploading, and syncing is a bit slow, it can take several minutes. Furthermore, the search engine for large amounts of data can be slow too and it is not powerful.
Overall general performance is quite satisfactory. Some of the automation factors that other products have available are slowly migrating to Red Tail. When these add ons are available and fully implemented, it greatly increases the power and usability of the CRM. Occasionally there are products that will not intergrade due to the nature of how they are set up
They immediately responded like in an example that I gave where one of our staff members accidentally deleted the whole Special Hope Network Dropbox, we immediately contacted Dropbox they walked us through the steps of how to retrieve the information and luckily enough we were able to retrieve the entire Dropbox and we have had back and forth with Dropbox on what to do when an employee leaves how to remove them how to add another employee.
We use the HELP section of Redtail often. If it is taking you more than 5 minutes to figure out than go to the HELP desk. We have had only great experiences when reaching out for help. We also LOVED the Redtail University we attended.
The person for corporate product dealing and knowledge of the product explore and better and secure use are properly handover to us. Also provide full software and tool training from the basic to the pro level with each and every possible explanation. Provide many sessions regarding every doubt. Also Guide better suitable options for our business to migrate and integrate for the expansion in all places employee smoothly.
I did not personally take any training for Dropbox so I am self taught but I know when our Vice President selected Dropbox, he personally did do some training modules on it and I'm assuming it was very easy and simple to understand since he now acts like he is a pro at it!
I needed to stay current in improving my daily operations. Dropbox was suggested to me by a former colleague two-years ago and I've been using it just fine ever since.
I prefer the layout and visual aspect of Dropbox as it mirrors my files on my computer. I feel that I am more organized, and it's easier to find my files in Dropbox than it was with Google Drive.
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 .
Quite honestly, I have visibility into a number of CRM systems and Redtail stands alone as the strongest contender. It has the most thorough and customizable interface of any I have encountered. There are few other tools that offer the unmatched flexibility and the depth that any business could stand to profit from.
I would recommend to this product directly to the sales team of Dropbox for the best deal provide to my referred person and provide the best service to them.
It's easy to integrate with the systems of Windows and Linux, easy to have web versions accessible, which provide the web login credentials. Also, it can be installed for individuals for the best autosync features.
The biggest problem seems to have been with the email module. connection issues, sync issues, compliance updates, etc. The concept is great however there seems to be issues in getting it to work consistently. When it works, it works well. It seems that the frequency of downtime had been greatly reduced however.
When it works (usually if a client already has Dropbox, so they don't get the solicitation to sign up), it works flawlessly.
I've had multiple clients not see the "continue with download only" at the bottom and email me to resend the media another way because they don't have a Dropbox account.
Redtail makes it easy to log customer interactions for compliance related fields.
With Redtail, you don't have to worry about losing information. Just pull up the customer's profile and make some notes on what is going on. You can never be too detailed in the advisor industry.
The integration ability at Redtail really saves us heaps of time. You can feed information over from the custodian straight over to another 3rd party. API is game changing!
