Great for Client Onboarding Automation
Rating: 9 out of 10
March 03, 2020
ME
Vetted Review
Verified User
3 years of experience
We use it for many things but mainly to create online agreements that can easily be signed electronically by our clients, as well as invoicing. Once we got a handle on the platform, we started to integrate it more onto our website like lead capture forms which help automate our sign-up and price inquiry process. For example, someone completes a website quote form on our form, we program it to automatically send them our online questionnaire so we can then provide a direct quote. We do this for different services. We also use it for time tracking for clients who need hourly work done.
- Invoicing
- Creating online questionnaire
Cons
- Cheaper credit card charges
- Ability to tweak their questionnaires a bit more
61.11111111111111%
6.1
26.666666666666664%
2.7
40%
4.0
63.33333333333333%
6.3
N/A
N/A
20%
2.0
95%
9.5
N/A
N/A
40%
4.0
80%
8.0
- ROI - Saves me time on creating invoices and questionnaires.
No
If I am paying a monthly subscription for a product, I expect all kinds of support to be part of the package. It is not fair or affordable for small businesses to not get the support they need for a product they are shelling out for.
No
Something as simple as adding my email signature. It sounds silly but I was wasting so much time adding to every individual email without realizing we could do it under account settings.