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ContractSafe Reviews & Product Details

ContractSafe Overview

What is ContractSafe?

ContractSafe is a user-friendly contract management software designed to make managing contracts simple and affordable. Get the features you want with the security you need at a price you can afford. We keep things simple by avoiding the unnecessary "bells and whistles" that drive up costs and complicate use. We focus on the key elements of contract management that make your life easier: - Central Repository - Store all your contracts in one secure place - [AI]ssistant - extracts important contract details for faster insights - Fast Search - Find what you need fast with OCR and advanced search - Key Date Reminder - Never miss a key date with easy reminders and notifications - Flexible User Access - Control who can view and edit with roles and permissions. - Audit trail - see history of views and changes - Templates - Use customizable templates for faster contract creation - Commenting - Discuss and collaborate easily in app - Integrations with DocuSign, SalesForce, Zapier - Great customer service to help you with any questions Many of our customers come from a world of using folders on shared drives and Excel tracking. They find it an easy transition to our solution and get all of the above benefits. Others downgrade from more complex contract management systems because they find that with all the complexity and bells and whistles, most people cannot figure out how to use it, or are incredibly frustrated. Our customers include leading companies in industries like Health Care, Hospitality, Biotech, Finance, Real Estate, Technology, Consumer Products, Oil & Gas, Education, Aviation, and many others. Learn why customers who compare, choose ContractSafe. Try it out for free at www.contractsafe.com/contract-management-software-free-trial Or, set up a demo to find out more at www.contractsafe.com/free-contract-management-software-demo

ContractSafe Details
Product Website
Languages Supported
English
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Product Description

ContractSafe is an easy and affordable solution for your contract headaches.

How do you position yourself against your competitors?

Most ContractSafe customers choose us after comparing several options. The primary reasons are:

- Affordability - all our plans offer unlimited users and plans start at $375/month
- Ease of use
-Ease of getting started (we help import contracts and will even extract information)
-Automatic OCR for all contracts. This is really important if you want to find things quickly.
-Better integrations (simple connections for single sign on, DocuSign, SalesForce, API, etc)
-Strong security
-High-touch customer service.

Generally, we are viewed as the Goldilocks solution. All the features that SMBs are looking for to easily manage their contracts, without all the extra complexity. ContractSafe delivers the features you need -- minus the costly extras.


Seller Details
Company Website
Year Founded
2015
HQ Location
Malibu, CA
Twitter
@ContractSafe
102 Twitter followers
LinkedIn® Page
www.linkedin.com
32 employees on LinkedIn®
Description

ContractSafe is a cloud-based contract management software designed to help businesses organize, track, and manage their contracts efficiently. With features such as secure document storage, automated alerts for key dates, and customizable reporting, ContractSafe streamlines the contract lifecycle, enabling teams to improve compliance and reduce risks. The platform is user-friendly and offers integration capabilities with various business applications, making it suitable for organizations of all sizes. For more information, visit their website at https://www.contractsafe.com.


Randy B.
RB
Overview Provided by:
President at ContractSafe

Recent ContractSafe Reviews

Rebecca S.
RS
Rebecca S.Mid-Market (51-1000 emp.)
5.0 out of 5
"Very excited that we decided to go with ContractSafe for our contract management!"
I love the ease of sending, recieving, and tracking our contracts. ContractSafe also has amazing customer service. I have a dedicated team member t...
Gina V.
GV
Gina V.Mid-Market (51-1000 emp.)
5.0 out of 5
"Very good customer service"
I just like that Zachary walked me through the site until I felt comfortable using it alone.
Verified User
A
Verified UserMid-Market (51-1000 emp.)
5.0 out of 5
"Very satisfied"
Their customer service is excellent. They are always available. Always. Our customer success rep reminds me of Dwight Shrute from The Office, “You ...
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ContractSafe Media

ContractSafe Demo - 2 Contracts List with Filters
Contracts List with filters applied. Quickly finding contracts for a counterparty, tag, or anything else!
ContractSafe Demo - ContractSafe Dashboard
Intuitive dashboard with summary of your contract portfolio in one place, providing quick access to folders, key dates and recent activity.
ContractSafe Demo - ContractSafe Contract Page
Find all the details of each contract, including related documents, on a single page.
ContractSafe Demo - ContractSafe Contract List With Filters
Find contracts, organize information and report easily, all from one place.
Play ContractSafe Video
Play ContractSafe Video

Official Downloads

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107 ContractSafe Reviews

4.6 out of 5
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107 ContractSafe Reviews
4.6 out of 5
107 ContractSafe Reviews
4.6 out of 5

ContractSafe Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for ContractSafeQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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Rebecca S.
RS
General Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about ContractSafe?

I love the ease of sending, recieving, and tracking our contracts. ContractSafe also has amazing customer service. I have a dedicated team member to help with any questions I may have and we talk weekly if needed. He (Zach) is very knowledgeable about the product and always takes the time to help me with any issues that I have. Review collected by and hosted on G2.com.

What do you dislike about ContractSafe?

At this time after 6 months of using ContractSafe I haven't found a downsize. If there is an issue I just call customer service or go to the chat bot and the next thing I know they have found a way to resolve any issue I bring to there attention. Review collected by and hosted on G2.com.

What problems is ContractSafe solving and how is that benefiting you?

ContractSafe is a platform that allows us to store all of our contracts in one place. That way all of our users can find and respond to our customers even if they are not the original person who initiated the contract. It is very easy to learn how to use and the option of shared viewing makes setup a breeze. All of our employees love using it. Review collected by and hosted on G2.com.

Verified User in Restaurants
AR
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about ContractSafe?

Contract was incredibly easy to set up and easy to use on an ongoing basis. I would describe it as feeling ios like in that functionally it just makes sense, you don't' need a ton of (or maybe any) training to get in and start working as a standard user. They are making continual updates to the platform which is nice. I use it daily and overall am very happy with the software. Their customer support team is incredibly responsive to requests. Review collected by and hosted on G2.com.

What do you dislike about ContractSafe?

Sometimes the AI isn't quite as smart as I would like it to be, and at first using the search could be challenging. They have made quite a few upgrades in the search space and overall feels a lot better. Review collected by and hosted on G2.com.

What problems is ContractSafe solving and how is that benefiting you?

Contract repository, understanding upcoming expiration dates, managing risk. Review collected by and hosted on G2.com.

Verified User in Education Management
AE
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about ContractSafe?

Their customer service is excellent. They are always available. Always. Our customer success rep reminds me of Dwight Shrute from The Office, “You can always reach me. I’m never sick and I don’t take holidays.” They reach out regularly to check in and recently sent me statistics which functions we were underutilizing and set up a meeting on how we could make even better use of their product. Review collected by and hosted on G2.com.

What do you dislike about ContractSafe?

There's nothing I really dislike. The AI feature is quite good but not quite 100% perfect. It's probably 85-90% accurate, but no contract-reading AI feature can be perfect at this time. Review collected by and hosted on G2.com.

What problems is ContractSafe solving and how is that benefiting you?

We started using this product after using SharePoint as a repository for our contracts and important documents. Initially, I thought it was just another repository. It is that but there are so many features that make life easier, like the ease with which to upload documents; we can even email them in, the expiration reminders, and the e-signature feature. Review collected by and hosted on G2.com.

JS
VP, Strategic & Business Development
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about ContractSafe?

My favorite features include the ability to schedule term / renewal reminders for contracts, as well as being able to create custom fields to easily track and sort information which is important to us. I also love ability to create different folders for contracts so that they can be easily organized and shared across the organization with the ability to restrict who can acces, download and print. Finally, the platform is really intuitive and easy to use and the customer support is top notch! Review collected by and hosted on G2.com.

What do you dislike about ContractSafe?

The AI feature has much improved since we initially started using the software, but it is still a bit wonky at times. In addition, I wish there was more flexibility in the user roles to allow users without edit rights to be able to run ther own queries or reports. Review collected by and hosted on G2.com.

What problems is ContractSafe solving and how is that benefiting you?

Contract Safe allows me to organize, share and track all of our agreements in one place along with an easy-to-customize form that summarizes all of the important aspects of any contract. It used to take me time to find a contract, summarize it for the business unit and send that all in an email to the person requesting information. Now, it is more self-serve as everyone knows where to find what they need and I can devote my time to negotiating new agreements or ensuring that we stay on track with renewals. It is definitely a huge time saver. Review collected by and hosted on G2.com.

Response from Chris Nordman of ContractSafe

Hi Julie, thank you for leaving the review! We are thrilled that you are having a good experience. We would like to know more about permissions you mentioned so we can find out if it is something we can incorporate. I will send you an email after this response

RB
General Counsel
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about ContractSafe?

As an attorney, what I appreciate most about ContractSafe is its intuitive interface and powerful search functionality. It simplifies contract management by making it incredibly easy to organize, search, and retrieve documents quickly. The ability to set automated reminders for key dates ensures that nothing slips through the cracks, which is essential for managing multiple clients and complex agreements. Additionally, its secure, cloud-based platform provides peace of mind, knowing that my clients' sensitive information is well-protected while remaining accessible from anywhere. ContractSafe truly streamlines the contract management process, allowing me to focus more on providing quality legal counsel rather than administrative tasks. Review collected by and hosted on G2.com.

What do you dislike about ContractSafe?

I find ContractSafe to be an excellent tool, and I do not dislike anything about it. Review collected by and hosted on G2.com.

What problems is ContractSafe solving and how is that benefiting you?

ContractSafe solves several key problems in contract management that are particularly beneficial for our firm. First, it eliminates the risk of losing track of important documents or missing critical deadlines by providing a secure, centralized repository for all our contracts. This is crucial for managing the diverse and complex agreements we handle across multiple investments.

Second, ContractSafe addresses the challenge of efficiently searching through large volumes of contracts. Its advanced search capabilities allow us to quickly locate specific terms, clauses, or entire agreements, which saves time and ensures that we can respond promptly to legal and business inquiries.

Third, the platform’s automated reminder system is a game-changer for staying on top of key dates, such as renewals, expirations, and compliance deadlines. This reduces the risk of inadvertently breaching an agreement or missing an opportunity to renegotiate terms.

Overall, these solutions streamline our contract management process, reduce administrative burdens, and help us mitigate risk, allowing us to focus more on strategic decision-making and supporting the firm's investment activities. Review collected by and hosted on G2.com.

Response from Chris Nordman of ContractSafe

Thank you very much, Robert! I am an email (chris@contractsafe.com) away if you need anything.

Laurence W.
LW
Chief Client Officer
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about ContractSafe?

We've been using ContractSafe for managing our contracts for a few years now, and it has been an absolute game-changer for our organization. The platform is incredibly user-friendly, making it easy for our team to quickly locate and view our contracts without any hassle. The search functionality is top-notch, allowing us to find specific documents or terms in seconds, which has significantly improved our efficiency.

One of the standout features for me is the automated alerts for important dates and deadlines. This has helped us stay on top of renewals and other critical tasks, reducing the risk of missed opportunities or lapses in our agreements.

Overall, ContractSafe has simplified our contract management, saving us time and reducing stress, and I highly recommend it to any organization looking for a reliable and efficient contract management solution. Review collected by and hosted on G2.com.

What do you dislike about ContractSafe?

The only item I can think of would be more AI capabilities. Review collected by and hosted on G2.com.

What problems is ContractSafe solving and how is that benefiting you?

Paperless Contract Management Review collected by and hosted on G2.com.

Response from Chris Nordman of ContractSafe

Wow, thank you, Laurence! We have some exciting new AI features coming out. Let me know if you want a sneak peek! Email me at chris@contractsafe.com

NM
Real estate manager
Real Estate
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about ContractSafe?

The best thing, which I saw about ContractSafe is the search capabilities and how contracts can be easily managed. I can easily search for particular contracts because the search function is extremely fast even if we have many of them. We have integrated it to work with DocuSign and that actually helps in contract signing. I also enjoy the alert feature which notifies us of renewal dates, there is nothing like forgetting a due date again. It is convenient to use and helps us avoid a considerable amount of work. Review collected by and hosted on G2.com.

What do you dislike about ContractSafe?

The biggest disadvantage of it is the ContractSafe dashboard is not customizable. It’s useful for the most basic tasks, though the ability to tailor it to how we work would be beneficial. What this lack flexibility implies is that we do not always structure our contracts in the most optimal manner. Another challenge is that the integration with some platforms demand extra work which makes some of our processes slower. Review collected by and hosted on G2.com.

What problems is ContractSafe solving and how is that benefiting you?

ContractSafe eases the process of handling contracts since it gathers all our documents in a single interface. Earlier, contracts were located with difficulty, and their maintenance or identification of the dates of their termination was not easy so that some deadlines were missed. Currently, we get automated notifications for renewals, and using the search tool, finding the contracts is a breeze. That has been to our benefit in an aspect of better organization, more efficiency and less stress. Review collected by and hosted on G2.com.

NB
Senior Procurement Manager
Sports
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about ContractSafe?

My favorite feature of ContractSafe is that it has a simple to use interface while being highly efficient in the searching department. The speed, ability to upload, sort and search for contracts has really improved handling tasks with our documents. I also like the fact that it integrates well with commonly used programs such as Google Drive and Microsoft office through which we can function well with our current programs. This integration is especially useful in order to have the same philosophy across all platforms and to organize us better. Review collected by and hosted on G2.com.

What do you dislike about ContractSafe?

Some of the drawbacks of using ContractSafe are that its reporting functionality options are somewhat restricted. It is often difficult for us to provide elaborate reports or adapt them according to the requirements of a task. This is a limitation in the analysis and utilization of contract data which may lead to slow down the decision making processes. Further, there are some performance anomalies observed in the software especially when dealing with very large datasets. Review collected by and hosted on G2.com.

What problems is ContractSafe solving and how is that benefiting you?

ContractSafe helps solve the problem that is associated with poor management of contracts through its features that allow users to store, categorize, and search the contracts easily. Our team has significantly benefited from it by saving a lot of time that would otherwise be spent on searching for certain files and papers. Contract management has become very efficient and easy because the functions in the software’s search and organization solutions are simple to use. Review collected by and hosted on G2.com.

Response from Chris Nordman of ContractSafe

Hi Nazem, thank you for taking the time to write a review! Good news for you: we are coming out with an update to our reporting tool that I would love to demo for you. Please email me at chris@contractsafe.com to set up some time for the demo. I look forward to meeting with you.

Kris  L.
KL
Supply Chain Procurement
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about ContractSafe?

Easy to use: Even users with no legal background find ContractSafe intuitive.

Cost-effective: Compared to other CLM solutions, ContractSafe offers competitive pricing.

Great customer support: Users consistently praise ContractSafe's responsive and helpful customer service team.

Key features: ContractSafe offers essential features like document storage, automated reminders, e-signature integration (DocuSign), searchable contracts, and reporting.

Streamlined workflows: Simplifies contract approvals, forms, intake, signatures, and reporting. Review collected by and hosted on G2.com.

What do you dislike about ContractSafe?

Limited customization: While offering some customization options, ContractSafe may not cater to highly specific contract needs.

Fewer integrations: Compared to some competitors, ContractSafe offers a smaller range of integrations with other business applications. Review collected by and hosted on G2.com.

What problems is ContractSafe solving and how is that benefiting you?

Keeping track of contracts, amendments, and deadlines can be overwhelming. ContractSafe provides a centralized platform to store and organize all your documents. Review collected by and hosted on G2.com.

Response from Chris Nordman of ContractSafe

Thank you for your review, Kris! We would love to hear more about your feedback on customization and which integrations you want to see. Please email me at chris@contractsafe.com to set up some time.

Verified User in Mental Health Care
IM
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about ContractSafe?

ContractSafe is easy to use and navigate. It makes me job so much more simple as I can easily download my client's contracts and send them out. It puts me at ease knowing that the important information in a contract is kept in a secure place. I also have to mention how seamless it was to create an account in ContractSafe! Review collected by and hosted on G2.com.

What do you dislike about ContractSafe?

I truly feel that there is not a single aspect of ContractSafe that I dislike. Review collected by and hosted on G2.com.

What problems is ContractSafe solving and how is that benefiting you?

Storing my client x business contracts. ContractSafe is the perfect software for doing this in a safe and effective way. Review collected by and hosted on G2.com.