Content Snare Reviews & Product Details

Content Snare has been a game-changer for our team, significantly enhancing how we manage client interactions and content collection. We were struggling to use traditional project management tools and had tried them all, but Content Snare has removed all the pressure, stress, and grief from our team and improved the client experience. Review collected by and hosted on G2.com.

This may be being picky, but I would like to be able to create a new request from the API so that we can include our own questions, images, and files automatically through the API, rather than having a set request that we can only trigger through the API. Review collected by and hosted on G2.com.

* Completely customisable, but provides templates to get you started.

* Easy to use and allows you to screen further questions based on the answers provided. For example if you ask "Do you have a spouse?" and the answer is yes, you can ask further questions about the spouse. If the answer is no, you don't make them pass on those questions, they just don't come up.

* You can make sure you have asked all the questions you need and have the client's answer in writing.

* Everything is kept in one place, in a logical order with all additional documents attached.

* You can edit the requests if needed (add questions, choose a different answer format).

* Clients can ask questions if they are unsure of anything. Review collected by and hosted on G2.com.

* Some clients may find it more impersonal than emailing / face to face / phone / video link.

* Pricing is in US dollars and I am not in the USA.

* Clients don't get a link to the completed request for their own files. Review collected by and hosted on G2.com.

Content Snare is fantastic for its flexibility, ability to have multiple uses and the array of pre-built templates that come with it. We were using one piece of software for tax/accounting queries to clients and another piece of software for client onboarding. We are now able to use Content Snare to do both which provides a better experience for our clients.

The flexibility is fantastic especially with conditional questions. It means our clients only see queries relevant to them rather than having to read through a whole stack of questions that aren't relevant.

The pre-built templates are great as it enabled us to customise our own templates without starting from scratch. Review collected by and hosted on G2.com.

The biggest issue we have with Content Snare at the moment is the lack of ability to send information to Xero XPM although this is probably more a reflection the difficulties integrating with XPM than it is on Content Snare. Review collected by and hosted on G2.com.

My business has been using contentsnare for over a year. It has greatly reduced the amount of back and forth with our clients. If you take the time to set it up right, and create some automations / integrations with the other platforms you use, you can cut down your client intake process by 90 percent! I love the email reminder schedule, the compatability with zapier, as well as many features such as document signing, intaking uploaded files, asking questions etc. Customer support is also very responsive, and will take good care of you. If you are looking for a way to clean up your CRM and eliminate some tedious back and forth with clients, this is absolutely the way to go! Contentsnare is also frequently updated so it will only get better from here! Review collected by and hosted on G2.com.

The only thing I dislike is the limit on active client forms. This can be remedied by paying for a more premium monthly subscription, however, I don't really need any of the other features. It would be awesome to just pay a little extra for a higher limit on the active forms. Review collected by and hosted on G2.com.

Content Snare is so easy to use. It comes with a bunch of templates for our accounting practice that we've only had to slightly customise to suit our needs. Requesting information for tax compliance has never been so easy. And clients love it. In our first year of using it we received multiple calls and emails to tell us how good it is. Review collected by and hosted on G2.com.

Honestly, so far there is nothing significant! Review collected by and hosted on G2.com.

It is very simple for customers. They love it :)

Ease of use.

Customer support is the best.

Zapier integration allows you to send requests automatically :) Review collected by and hosted on G2.com.

I don't know yet...

We like everything we use in Content Snare :) Review collected by and hosted on G2.com.

Ease of use by both the user and the administrator. Content Snare is intuitive and communication as well as customer service is top notch. I was so excited to start my business and give my customers the opportunity to use Content Snare. Review collected by and hosted on G2.com.

This is hard. I don't really have anything I dislike. It's a friction-free experience. They've truly thought of everything. Review collected by and hosted on G2.com.

I love that Content Snare has far exceeded my expectations. I really like the templates; I feel that everything is done for me and all I have to do is fill in a few lines. Content Snare has really solved more than 1 problem in my business and meets many of my needs. I recommend Content Snare to others every chance I get. It has so many features and is easy to use; the video tutorials are helpful as well. The customer support is exceptional. I do not know how my business would survive without having Content Snare. My clients love it as well. Review collected by and hosted on G2.com.

I dislike Nothing. Content snare does what It was created to do. Review collected by and hosted on G2.com.

It helps me mitigate or avoid tasks that I deeply dislike: Having to chase after, beg, cajole, babysit, sift through multiple emails to find what I'm looking for, re-explaining what I need from a client, and spending so much time emailing.

It saves time in the moment, but with templates, it can save even more time in the future.

The customer support is excellent.. this is rare in Saas startups from my experience. There are real humans to talk to! Review collected by and hosted on G2.com.

Nothing honestly that I dislike. It's easy to use.

Just a few really minor things that aren't really negatives but take some getting used to, not because it's hard but because it's easy to forget a step.

For example, I would often forget to include an image upload field and my client would email me saying "Hey, there's no place to upload the photos, where should I send them?"

I would not say that this something I dislike. I think they are doing a great job! It's more about me forgetting. By the next round of requests I remembered to do this, and it's really just one click.

It probably goes without saying that the email templates will need to be customized. These are all things we as users should be doing anyway. Review collected by and hosted on G2.com.

The possibilities for collecting the project's information are ideal, but without a doubt, the support is the best. Julio has helped me with everything, one of the best supports I have had on a platform. Review collected by and hosted on G2.com.

That is very suitable for projects that require gathering a lot of information, otherwise, even though it is very comfortable, you might not take advantage of it. Even so, that is not the platform's problem. Review collected by and hosted on G2.com.