Page 3 - Top Everleagues Alternatives

Welcome Spaces

welcomespaces.io

Welcome Spaces offers private Spaces for professionals and their clients to exchange, share and stay connected. We host all your exchanges - simplifying, unifying and organizing everything. If you are a marketing agency, financial expert, wedding planner, web designer or a lawyer - this is the client portal you've been dreaming of. Why Welcome Spaces? Because doing business can get messy and overwhelming for both you and your clients! Key Features: ✅ Simple organization : Private Spaces with Activity Feed ✅ Personalized client experience : Custom Branding ✅ Easy exchanges : Document Sharing and File Requesting ✅ Time saving : Bundles and Templates ✅ Versatile communication : Live Chat, Private Chat, Video Call ✅ Centralization : Document Library Start with our forever-free version and enjoy smooth business relationships!

MyDocSafe

mydocsafe.com

MyDocSafe helps secure and automate client communication, document signing and exchange and improve compliance. We secure documents and automate document flows. From powerful e-signature, through a flexible e-forms engine, to configurable client portals, we help organisations streamline business processes that involve personal data, contracts, money and identity, saving up to 90% of the time involved. HR departments use us to onboard employees and distribute payslips. Sales departments use us to onboard clients. Professional services firms use us to sign contracts, capture data and exchange documents with their clients. Schools use us to automate admissions processes.

VobeSoft

vobesoft.com

Every software system has databases. These databases are often static, giving organizations that work with these standard solutions functionalities that they are not using and functions they can't change to their unique needs. Usually, with a lot of hassle, workarounds are applied to reach the end goal. But in the end, this hassle with workarounds only leads to frustration and not optimally using the advantages a software system should give you and your organization. The only static of today is that organizations are constantly changing. And this change isn't bad. It represents an improvement of the organization. To accommodate for this change, a system that changes and adapts to the way an organization works is necessary to ensure growth. This is VobeSoft: a software system with a dynamic database that is configurable to fit seamlessly into any organization. You, and not the software determines how work will be done, what data matters and how it should be stored. The context of the custom is leading in the way the system is set up and used.

Clinked

clinked.com

Clinked is a cloud-based client portal and collaboration tool. It enables teams, project groups and business clients to all collaborate efficiently on documents and files from within a secure cloud environment. We offer 3 main portal options: 1. Easy (off the shelf easily customizable portal). 2. Bespoke (custom portal built on the Clinked infrastructure to your specific requirements). 3. Virtual Data Room. All portals offer a wide array of features, some of which are listed below. Enhance Your Business Image * Clinked client portal can be customized and white-labelled. * Use your own URL, e.g. https://clients.yourcompany.com. * Branded native mobile apps are available for Android and iOS. Collaborate and Communicate * Update clients with real-time activity streams and project progress management. * Assign tasks to individual team members or share the workload with more than one user. * Have efficient discussions, communicate using @mentions, instant 1-2-1 and group chat, and microblogging. * Full-text search. A Secure Client Portal * 256 bit SSL in transit and AES encryption at rest. * Two-factor authentication for secure access to your solution. * Account administrators can view all user activity in the audit trail. No.1 FTP Alternative * Drag and drop files and folders to share large files. * Locate and bring up files and folders with the universal search bar. * View live previews of your documents without having to download them. Integrations * Native integration with Google Workspace. * Native integration with AdobeSign, DocuSign and JotForm. * Automate tasks & actions with over 3,000 apps via Zapier. * Public API. Completely custom portal built to your specifications * Built on robust Clinked ISO certified infrastructure. * Select from a vast array of existing features. * Add new unique features that your business needs. * Custom UI to fit your use case and workflow. * Straightforward design process. * Quick delivery.

LucidLink

lucidlink.com

Combining the ease of a local drive with the power of the cloud, LucidLink allows your team to collaborate and edit files instantly, securely and from anywhere with a single shared filespace. * Collaborate everywhere, instantly: Work together from anywhere. Access assets and project changes the moment they’re saved in your shared filespace. Do your best work wherever you are, tap into global talent and build a 24/7 collaborative workflow. * Instant access to shared files: Work on projects in real time, without the wait for downloads or syncing. Large files? No problem. Your media is instantly available, so you can pick up right where your teammates left off. * Unmatched security: With zero-knowledge encryption, centralized access management and SSO integration, your files remain completely secure –– only visible to those you allow to access them. * Seamless creative workflows: LucidLink works with the creative applications you already use so there’s nothing new to learn. From Premiere Pro and Media Composer to DaVinci Resolve and After Effects, easily collaborate using your favorite tools.

OnRamp

onramp.us

OnRamp is dynamic customer onboarding software that helps onboarding and implementation managers turn any high-touch customer onboarding process simple. Dynamic onboarding with OnRamp reduces effort for customers to complete steps and cuts manual steps for your team. The result is improved onboarding efficiency, outcomes, and customer experiences. Empower customers with a delightfully simple and dynamic action plan. OnRamp action plans guide customers through relevant tasks, videos, forms, surveys, files, and other actions and enablement, one step at a time, based on their inputs as they go. Every step is tracked and feedback is collected along the way to keep you informed on customer progress, trigger next steps on your end, and help you improve. * Enable your team with a proven playbook for every customer. * Dynamically guide and enable customers through every step of the process. * Get reporting on onboarding efficiency, outcomes, and experience. * Optimize your way to predictable, scalable customer onboarding processes. * Onboard customers 2x faster and scale without growing headcount. With OnRamp, customer onboarding and implementation managers can actually do more with less and deliver white-glove onboarding and enablement at scale.

Practice

practice.do

Practice helps client-based businesses reduce their admin work by streamline scheduling and fulfillment, centralizing client activity, and consolidating tools. Built for business owners working with contractors and clients.

FileInvite

fileinvite.com

FileInvite automates the collection of client information for document-heavy workflows. Create a seamless digital experience for your clients with our branded client portals, complete with built-in Chat, eSignatures, PDF conversion, cloud storage syncing, CRM integrations, automated text & email follow-up, and more, so you can spend your time where it really matters. Trusted by thousands of customers worldwide, discover the tool that top professionals are using to automate their document collection.

TitanFile

titanfile.com

TitanFile is an award-winning secure file sharing and client collaboration platform. TitanFile is as easy to use as email, resulting in increased efficiency, cost savings and higher customer satisfaction while improving security and compliance. The TitanFile platform is comprehensive and supports diverse use cases and workflows such as secure file sharing, group collaboration, customer-initiated workflows, and shared mailboxes.

SuiteFiles

suitefiles.com

Document creation, collaboration, and signing all in one spot. SuiteFiles is powerful — yet simple — document management software for accounting and professional services firms. Our workflows are exactly what small to mid-sized firms need to grow along with their clients. We back your daily activities, integrating with Xero, Karbon, QuickBooks Online, Microsoft 365, and more. We’re on a mission to give firms of all sizes enterprise-grade solutions and service that meets them where they are in their growth trajectory. The result? A user-friendly, scalable, robust platform that your team and clients will actually enjoy using. Our product development and customer support teams are responsive — meaning you have people invested in you getting the most out of SuiteFiles. With SuiteFiles, your document management needs are taken care of and your IT burden is lifted allowing you to increase billable hours and strengthen relationships with your clients. With 1000+ efficiency driven professional services firms bettering their businesses with SuiteFiles (and a 99.6% renewal rate), we’re the obvious choice for you. Un-silo your operations with full workflow solutions and extensive integrations connecting you with industry-leading apps. SuiteFiles’ comprehensive features and functionality were designed for teams of 10 to 500 with your employees’ satisfaction in mind. Over the years, we’ve perfected our software for your end-to-end processes with integrations, automations, signing, and email management eliminating the app hopping and multiple subscription fees you’d otherwise need. We combine easy third party sharing with cutting-edge security without taking away your data ownership. We’ve simplified the complexity of organizing, centralizing and leveraging the information your firm needs to perform every day. You should be spending your working hours serving clients and growing your business, not fighting with files. So, we designed SuiteFiles with quick, complete data migration and onboarding to get your team operational in as little as two days. Plus, our intelligent interface is easy to use and consistently refined. By eliminating unnecessary back-and-forth, process delays, collaboration overhead, and toggling between multiple tools our time saving adds up. Our customers report saving 5 hours a week, per employee. That’s 6 ½ FTE weeks per staff member annually!

Ftopia

ftopia.io

Online document sharing solution that helps businesses create a private workspace to share documents and files with multiple users.

AvePoint

avepoint.com

Collaborate with Confidence. AvePoint provides the most advanced platform to optimize SaaS operations and secure collaboration. Over 17,000 customers worldwide rely on our solutions to modernize the digital workplace across Microsoft, Google, Salesforce and other collaboration environments. AvePoint's global channel partner program includes over 3,500 managed service providers, value added resellers and systems integrators, with our solutions available in more than 100 cloud marketplaces. Founded in 2001, AvePoint is a five-time Global Microsoft Partner of the Year and headquartered in Jersey City, New Jersey.

AODocs

aodocs.com

AODocs is an AI-driven content services platform designed to streamline document management and content processes. Born in the cloud, this platform offers agility and scalability, making it adaptable to the evolving needs of businesses. It also boasts easy integration with existing systems, enhancing workflow efficiency.With AODocs, organizations can automate their document processes using generative AI. This means that critical documents can be controlled, organizational processes can be managed, and content can be turned into structured data, all without manual intervention. This automation capability helps save time and eliminates the potential for human error.AODocs caters to various industries and departments. By focusing on industry-specific needs, such as life sciences, financial services, government, and manufacturing, it ensures tailored solutions. Additionally, it offers department-specific functionalities, including human resources, legal, accounting, accounts payable, and IT.The platform provides a range of additional resources to support users, such as integrations with other tools, a pricing guide, customer reviews, success stories, and a resource library. A comprehensive security center ensures data protection, and technical support guidelines are available for assistance.AODocs offers professional services for more personalized support and a video center for visual learning. A knowledge base and a status page are accessible for users to find relevant information and updates. The company's website provides more details about the company, its partners, careers, and contact information.In summary, AODocs provides an AI-driven document management and content services platform that enables businesses to automate processes, enhance efficiency, and organize their documents effectively.

Clustdoc

clustdoc.com

The new way to manage your pre-project phase & onboarding workflows. Invite third-parties to join your project from a custom portal, walk them through what needs to be done, review the submitted information with your team, sign contracts and NDA easily and get things done from your client management mobile app!

TransferChain

transferchain.io

TransferChain provides the safest cloud storage, file transfer, and file request capabilities for businesses - through zero-knowledge encryption, file splitting, distributed cloud architectures, and blockchain authorization. Neither TransferChain nor any unauthorized third parties, be it potential bad actors or data centers, can access the user’s private and confidential information. TransferChain is the most secure and private way to store your sensitive documents and share them externally.

Cocoon Data

cocoondata.com

We work with Governments, Enterprises, and SMBs around the globe, to keep regulated and commercially sensitive data safe. Our patented, Secure Data Sharing Platform (SDSP) allows users to collaborate, share and control sensitive data outside firewalls, securely, and compliantly. Clients use our platform to strengthen their organization’s cyber and data security and meet strict compliance standards within a flexible and data-centric organization.

Zapa Client Portal

zapaclientportal.com

Zapa Client Portals was built on the idea that, as a business it should not be painful or cumbersome to send and receive files securely with your clients. It should be a quick, easy and pleasant experience for both the business and their customers. With the ability to customize emails and brand Zapa with your own logo, customers will never feel like they aren't dealing directly with you. With a 30 day risk free trial, come give us a shot and see just how easy it is!

OneSuite

onesuite.io

OneSuite is your central hub for growth, designed by experienced agency veterans who understand the specific needs of modern, forward-thinking digital agencies. We’ve seen firsthand the challenges of juggling multiple platforms, losing valuable data, and struggling to gain actionable insights.

Arrows

arrows.to

Customer-facing onboarding plans that attach to deals & tickets inside HubSpot. Are you waiting on your customers to complete their onboarding? Stop waiting. Arrows is the tool for onboarding, sales, and success teams to close revenue faster and create happy customers. Reduce time to value, increase adoption, and unlock growth. Customers always know what’s next on their path from signed up to successful and your teams stay focused on their most valuable work with workflow automations, email reminders, and in-depth reporting.

Hubflo

hubflo.com

Take your service business to the next level with a branded client portal and powerful and easy-to-use apps. Hubflo brings together all the tools you need to run your back-office and client-facing operations: File sharing, Messaging, Tasks/Projects, Proposals, Billing, CRM, and more. Connect to anything with embeds, Zapier, and native integrations (Gmail, Outlook, Stripe...) Hubflo is powering up 1,000+ businesses in 7 countries and has raised $3M from top-tier investors.

Content Snare

contentsnare.com

Content Snare is the simple way to onboard clients, collect documents and get answers without the endless back and forth. Intuitive and dead-simple to use, it's your single source of truth when gathering information from clients. Stop getting lost in email, messy client portals and confusing spreadsheets. Loved by 1200+ companies worldwide, including accounting firms, marketing agencies, and professional services. If you need your clients to send you information, Content Snare can help.

EverAfter

everafter.ai

Scale Customer Success, One Digital Touch at a Time. With EverAfter you can design scalable, customer-facing interfaces that guide, engage, and empower your customers to work autonomously and achieve their goals Unlike Customer Success Platforms, which are designed to optimize internal management, EverAfter equips businesses with the tools to optimize their services for their customers, to drive productivity and efficiency, ensuring that every interaction is strategic and goal-oriented by productizing programs like onboarding, ongoing communication, academy, QBRs, success plans, and more. By productizing your customer programs with EverAfter, your customers will be able to your achieve their desired outcomes so your business metrics see significant improvements. Experience accelerated time to value, higher engagement rates, superior setup quality, increased retention, enhanced customer experience, greater customer adoption, and reduced churn. All of this happens when you start with the customer.

Ahsuite

ahsuite.com

Ahsuite lets you organize your client communication in an easy-to-use client portal so nothing gets missed or lost. It has a clean, minimalist design, with the focus on the work that you want to display: dashboards, Figma boards, slide decks, videos, reports, or anything else. If it can be embedded in an iframe, you can share it in a client portal. Our client portals are secure, organized, and self-service. Once you try Ahsuite, you’ll never go back to sending links over email. Ahsuite comes packed with a suite of powerful collaboration tools built specifically for digital agencies. That means you can say goodbye to Trello, Slack, DropBox, and LastPass, because Ahsuite lets you do it all with one login. With a Pro or Agency plan, you can also get access to our exclusive network of freelancers and agencies. So you can even use Ahsuite to build your team! The Starter plan comes with tasks, files, conversations, and up to ten portals for FREE!

Kloud

kloud.com

Kloud LiveDoc refers to an interactive document that can be played back like a movie. Syncs or meetings are saved against these documents and can be presented later via Kloud Meeting.

TakeTurns

taketurns.com

TakeTurns changes how we collaborate on documents and files with external stakeholders such as clients, vendors, partners -- one turn at a time. TakeTurns is a turn-based collaboration app where two parties take turns to share, request or update files and documents. TakeTurns makes asynchronous collaboration a reality.

FileString

filestring.com

Control the distribution of their important content with an easy-to-use file control service

Aeroplicity

aeroplicity.com

Aeroplicity is a platform built for the aerospace industry that reduces operational costs, improves traceability, and enhances cyber security all while helping supply chains go green and stand out in the market. We are the best way to save time and money through our secure, cloud-based document management system that meets all CMMC, DFARS, NIST, ITAR, and EAR requirements, fully backed by immutable blockchain technology.

FutureVault

futurevault.com

Intelligent Digital Vault Solutions for Future-Ready Firms. FutureVault is an industry-leader in secure document exchange and Digital Vault solutions for financial services and wealth management organizations, changing the paradigm of document and information management with the Personal Life Management Vault™ and Business Life Management Vault™. FutureVault’s multi-tiered platform is transforming enterprise, advisor, and client value propositions by significantly improving the way documents, data, and information are managed within a secure, audit-ready, single source of truth. By powering firms with FutureVault’s white-labeled platform and mobile applications help firms meet books and records compliance, improve data privacy, drive front and back-office efficiency with automation and open APIs, and deliver an enhanced digital client experience to better engage with households and the next generation. Data extraction and AI-driven patterns to gain additional efficiency and insight are available for enterprise customers. FutureVault is recognized as a 5-star WealthTech provider and a top 100 most innovative global WealthTech solution provider. * Featured FutureVault Use Cases (Below): Explore how leading financial services and wealth management organizations are using FutureVault to meet compliance, gain back office and admin efficiencies, deliver more value to their clients, and ultimately, save time and money. * Deliver a unique digital client experience: Drive engagement with families (and the next generation) by making it easier than ever to store, access, and manage their life's most important documents. * Automatically deliver documents to clients: Automatically deliver monthly statements, onboarding documents, tax documents, quarterly reports, and other critical documents to your clients via APIs and SFTPs. * Securely exchange and receive documents: Request, receive, and exchange documents securely with head office, advisors, staff, clients, family members, regulators, and trusted collaborators. * Automate and improve eSignature workflows: Save significant back-office and admin costs by automating onboarding processes and automatically delivering (and filing) e-signed documents. * Meet books and records compliance: Improve recordkeeping governance, streamline audits, and confidently meet books and records regulations provisioned by the SEC, FINRA, IIROC, OSC, and more. * Reduce and eliminate paper (work): Spearhead your digital transformation initiative by digitizing document-driven processes to meet ESG compliance and eliminate paper(work) for good.

ShareDocView

sharedocview.com

ShareDocView.com is a sales enablement tool that allows to share documents via links in order to get email leads, analytics and many other benefits. Upload PDF, Doc and PPT files to create links which can range from public to accessible only via verified emails or passwords. Add your company logo, colors and link to a website of your choice to keep promoting your brand. New Since July 2022 - Add your company custom domain (CNAME) for example docs.YOURDOMAIN.COM Stop Attaching files...just ShareDocView.com

My MX Data

mymxdata.com

My MX Data is a cutting-edge file-sharing platform optimized for businesses. Designed for speed and efficiency, MX handles large, technical files with ease, offering ultra-fast uploads. Unique features like MX Distribute for version control and MX Conversations for data-centric chats make collaboration seamless. MX offers robust admin controls, enabling granular user management and personalized settings. A comprehensive audit trail ensures accountability and security. Elevating data protection, the MX Enterprise version employs patented technology to provide 'perfect secrecy' in cloud-based sharing, ensuring full compliance with data protection laws. MX is your go-to solution for secure, efficient data exchange.