Very easy to use and integrates well with Box, Dropbox, Huddle, and Salesforce. Upload PowerPoint and PDF files. Great way to track what files you share with clients and note it in your CRM. Also syncs well with iPad.
My experience with fileboard has been less than ideal after making the switch from a very similar product. Our sales team as well as our operations team has experienced a number of stability issues on calls with our prospective customers to the point that...
It was important to us to have a platform that supported outbound calling. Some CRM platforms are really overkill for what we needed and are very time consuming to use; Vanillasoft is designed for volume calls. What we like best is the ability to...
The site doesn't render well on mobile devices and loses some functionality because you can access certain buttons such as the Calendar button.
Very easy to use and integrates well with Box, Dropbox, Huddle, and Salesforce. Upload PowerPoint and PDF files. Great way to track what files you share with clients and note it in your CRM. Also syncs well with iPad.
It was important to us to have a platform that supported outbound calling. Some CRM platforms are really overkill for what we needed and are very time consuming to use; Vanillasoft is designed for volume calls. What we like best is the ability to...
My experience with fileboard has been less than ideal after making the switch from a very similar product. Our sales team as well as our operations team has experienced a number of stability issues on calls with our prospective customers to the point that...
The site doesn't render well on mobile devices and loses some functionality because you can access certain buttons such as the Calendar button.