Show rating breakdown
Save to My Lists
Claimed
Claimed

Top Rated OkaySend Alternatives

1 OkaySend Reviews

5.0 out of 5
The next elements are filters and will change the displayed results once they are selected.
Search reviews
Hide FiltersMore Filters
The next elements are filters and will change the displayed results once they are selected.
The next elements are filters and will change the displayed results once they are selected.
1 OkaySend Reviews
5.0 out of 5
1 OkaySend Reviews
5.0 out of 5

OkaySend 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
This product has not yet received any negative sentiments.
G2 reviews are authentic and verified.
Ranjan K.
RK
Turnaround Consultant
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about OkaySend?

As a business owner, finding tools that truly simplify operations is always a challenge, but OkaySend has been a game-changer for me. The ease of use is unmatched—setting it up was incredibly simple, and I was up and running in no time. What stands out is how seamlessly it handles all my back-office document collection tasks automatically. This has freed up so much of my time to focus on other critical aspects of my business.

The integrations are extensive and cover everything I need. It’s clear that this service was built with consultants and businesses in mind—especially those that rely heavily on collecting and managing information and documents. If you're in this space, you need OkaySend!

One feature I particularly love is the branded links and custom branding. It’s such a professional touch that not only makes the process smooth for my clients but also strengthens my brand. This is in addition to the reminder schedules you can set, and the complete automation of it. Even uploading the Recieved documents are a breeze, and you can download them all organized with one click!

Another aspect worth highlighting is the incredible support from the developer. They are always available to answer questions, provide guidance, and even tweak the system based on user feedback. It’s rare to find such a responsive team, and it makes a world of difference.

I’m also excited about the upcoming features like SMS bundles for lifetime members and the much-anticipated e-signature capability. These additions will make an already exceptional service even better.

If you’re a consultant or a business owner dealing with document collection, OkaySend is a no-brainer. It’s efficient, professional, and incredibly user-friendly. Highly recommended! Review collected by and hosted on G2.com.

What do you dislike about OkaySend?

There is nothing that I dislike. It is a very flexible system that is continually being improved!! Review collected by and hosted on G2.com.

There are not enough reviews of OkaySend for G2 to provide buying insight. Below are some alternatives with more reviews:

1
Revver Logo
Revver
4.3
(373)
Revver, formerly eFileCabinet, provides for over 155,000 users worldwide. Work smarter and more efficiently with Revver.
2
Rocketlane Logo
Rocketlane
4.8
(739)
Rocketlane is a Collaborative Customer Onboarding Platform that helps you shorten time to value, and deliver a delightful onboarding experience.
3
Planhat Logo
Planhat
4.6
(690)
Connect customer data, get actionable insights and drive customer actions. Planhat is a beautiful and intuitive Customer Success Software for SaaS.
4
GUIDEcx Logo
GUIDEcx
4.6
(452)
GuideCX facilitates a seamless transition between your sales and implementation staff. Our product simplifies complex implementation, on-boarding, and sales processes by keeping the customer, internal staff, and 3rd parties on the same page. This is done by an intuitive interface that communicates progress to all parties in a meaningful and thoughtful way.
5
Zoho CRM Logo
Zoho CRM
4.1
(2,735)
Zoho CRM helps you to attract, retain, delight customers and grow your company into a customer-focused organization.
6
ChurnZero Logo
ChurnZero
4.7
(1,356)
ChurnZero's real-time SaaS platform helps subscription businesses fight customer churn.
7
Totango Logo
Totango
4.3
(1,018)
Enterprise Customer Success Platform that proactively drives adoption, retention, expansion, and strengthens reputation through actionable insights, scalable solutions, and meaningful customer engagement.
8
Laserfiche Logo
Laserfiche
4.7
(972)
Laserfiche is a leading global provider of enterprise content management software empowering organizations to take control of information and business processes.
9
Conga Composer Logo
Conga Composer
4.4
(805)
Conga Composer makes it easy for Salesforce.com users to create sophisticated documents and reports using their data in Salesforce CRM with just a few clicks.
10
TaxDome Logo
TaxDome
4.7
(626)
TaxDome combines all of your business tasks and operations into one centralized hub that is easily accessible from anywhere.
Show More