ContractSafe Software


 

ContractSafe is a cloud-based content management system (CMS) suitable for businesses of any size. Key features include document management, contract management, key date alerts, permissions and reporting and analytics.

ContractSafe includes automatic Optical Character Recognition (OCR) functionality which enables all documents to be searchable. The solution includes customizable tagging, enabling users to sort, filter and export key information and documents. Users can also print custom reports or export them into CSV and Excel.

Other features of ContractSafe include customizable dashboards, automatic date reminders, contract templates, status tracking and role-based access permissions. The solution is able to support unlimited users and offers support through email and phone.

 

ContractSafe - Customizable dashboard
 
  • ContractSafe - Customizable dashboard
    Customizable dashboard
  • ContractSafe - Simple contract summary
    Simple contract summary
  • ContractSafe - Search for answers
    Search for answers
  • ContractSafe - User permissions
    User permissions
  • ContractSafe - Dates and reminders
    Dates and reminders
Supported Operating System(s):
Web browser (OS agnostic)

35 Reviews of ContractSafe

Showing 1-20 of 35

 

Start your review of ContractSafe

Click to start
https://www.softwareadvice.com/cms/contractsafe-review/

Drew from IDM

May 2018

May 2018

This is a great tool for keeping all of our contracts in order and allowing us to manage them.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The ease of use. The ability to store, manage, and search contracts is very helpful. Pricing is reasonable as well.

Cons

Nothing that is a show stopper, just some minor interface items but overall the software has been great and does what we want.

Review Source: Capterra
 

Kristen from CAEL
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

I was looking for an easy to use online tool to manage contracts for my small firm.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

- tracks my contracts
- tracks cost and billing codes for my contracts
- gives sales people read only access to view the contract statuses
- allows me to tag contracts and leave notes for myself for the future

Pros

I was surprised at how easily I could customize the software for me. Without even reading the support docs I was able to create custom fields for the contracts and customize the folder names. I tried several other software products for this (Agiloft, Dubsado, Hubspot and Zoho). We already use Hubspot and Zoho for other reasons, so I thought they would work.

I think you could use this software without customizing it, but we sell different products and have different sales members, so I needed the flexibility.

Cons

I'm not sure what the downsides are yet; I wouldn't have purchased it if I didn't think it was going to work for me! I guess I wish that pricing was the same for month to month and annual, and there is a little bit of a price break. Also, they might want to consider a two week trial, because sometimes it is hard to test everything in just a week!

Review Source: Capterra
 

Thierry from Medical

March 2018

March 2018

User friendly software with exceptional customer service!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Software is user friendly and intuitive. The alerts and amendment functions are key to have in our business and help us keep our contracts straight.

Cons

I wish that we can re-Type multiple contract easily. We currently have to go into each record. Other than this, it works great.

Review Source: Capterra

  Response: ContractSafe, ContractSafe

Date: March 2018

March 2018

 

Thanks Thierry! We will be launching the ability to "copy" or clone an existing entry later this year. Coming soon!

 


January 2018

January 2018

An easy to used and cloud based software to store our contracts

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Organizing our contracts.

Pros

Being in operations, we deal with sensitive contracts. ContractSafe is great to help us organize and search for hundreds of our contracts. Great search feature that lets us label and find our contracts. I love that is cloud-based so multiple employees can log in. Also has great security protection.

Cons

I think cost comparison on whether we could survive without this product is close. I've made our contracts work without ContractSafe but do prefer for now to pay for this.

Review Source: Capterra
 

Paul from ProjectCorps
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2017

December 2017

A superb product with customer service to match - this is what I call excellence!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The benefits we receive are a centralized storage area for all of our contracts and company documents as well as customized reminders sent directly to recipients to let us know when a contract is expiring or a document may need attention. We also receive the benefit of moving away from a folder system on a shared drive in where it requires us to search into different folders in an attempt to find "just the right document." ContractSafe not only allows us to upload the contract, but we can also upload any supporting documentation and include notes - putting everything in one spot. This software platform has been a dream come true for our Company. We use this platform for contract management, HR document management, employee information management, company policy management - etc. It's been a 5 star experience for our Company.

Pros

The software is extremely intuitive. I confess, I did not watch a single tutorial video or read any of the FAQs as I wanted to see just how user friendly this tool is. In less than 10 minutes I had my first contract uploaded, tagged and had created two custom fields in my dashboard to capture the data I needed. I thought I would really dislike not having a folder structure to organize my contracts, but this tool has Optical Character Recognition (OCR) - just like Google - which means I can search any word or phrase - or type in some of the information I created in one of my fields - and the contract(s) pop right up. WOW. The other thing I want to comment on is the fantastic customer service provided by the ContractSafe Team. They actually want feedback, and they actually want to address customer concerns - and yes, you get an actual person on the phone when you call them. We looked at 4 other platforms and each of them felt like a high-pressure sales job to get us to sign-up in that moment without any discussion about how we would be supported on the back-end. Our experience with ContractSafe has been nothing short of OUTSTANDING! If you want a great product, who cares about your user experience and customer service - look no further.

Review Source: Capterra
 

Joelle from Ralph Lauren Center for Cancer Care and Prevention
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2017

November 2017

Great experience utilizing ContractSafe for our small business needs!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Our company loves that this tool is Cloud based. We can access contracts from any location. The tool also offers the ability to link contracts and utilize keyword search which makes contract organization and access a breeze. In addition, ContractSafe lets an organization customize its users access; from full permission to view only.

Cons

The only thing that would make this software better is if it had the ability to show renewed and/or addendum agreements under the same heading. With contracts renewing annually and addendum's being continuously added, we may have 10 or more line items for one contract at any given time. We link associated agreements, but being able to take it a step further and organize connected contracts under the one heading would make it cleaner and more efficient.

Review Source: Capterra
 

xin from TLS contact
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

November 2017

November 2017

professional, efficient, Great service experience!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Thanks to Contract Safe, all the granted colleagues can easily manage& extract the contract information without running around colleagues through a long and inefficient procedure.

Pros

the reminder- can set up for different departments; the Custom field- modifiable; and the convenience of uploading the contracts!

Cons

filter part is not supportive enough to extract the info. if there will be logical order on the filters that will help a lot.

Review Source: Capterra
 

Donna from World Oil Corp.

November 2017

November 2017

I have been very happy with this program. Easy to use and does exactly what it was designed for.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

ContractSafe has been a lifesaver for our company. We finally have a central location to store and keep track of our contracts. Uploading documents is a simple process, and the search feature is a lifesaver. Everything is organized, easy to find and the renewal reminders help us keep on top of any upcoming expiring contracts. Their customer support is excellent.

Review Source: Capterra
 

Stephen from The Law Office of Stephen P. Shepard, LLC

October 2017

October 2017

Fantastic product and customer support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

For me, the primary benefit of ContractSafe is staying on top of contract expiration dates. Before using ContractSafe, I would miss contract expiration dates and get trapped into another contract through auto renewal.

Pros

The customer support is excellent and very personalized, as is the product itself. And ContractSafe offers a variety of plans that meet your needs and budget.

Review Source: Capterra
 

Victor from CommutAir
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

September 2017

September 2017

ContractSafe is user friendly, good customer support.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The reminder of upcoming terminating contracts.

Pros

The ease of use. Being able to make the templates to your need. The reminder feature is great. Also its ability to search within files from one search, attach files, linking amendments.

Cons

There are not may cons. I wasn't able to upload an excel file. But that may be coming, it is less common to have excel contracts, but may of the payment scales we keep are excel files.

Review Source: Capterra
 

Rose from Vital Strategies
Number of employees: 51-200 employees Employees number: 51-200 employees

August 2017

August 2017

Great experience with user-friendly software featuring great customer support.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Powerful contract management system that allows us to track, store and manage contracts in a fast growing organization.

Pros

Designed by and for legal professionals, I love how intuitive and effective it is for contract storage and management.

Cons

As a new system, there are inevitably a few (very) small kinks to be straightened out but with such responsive customer support, this isn't a big problem at all given how quickly issues are listened to and resolved.

Review Source: Capterra
 

Kathy from TTCF

July 2017

July 2017

Set up, intial use and customer service have been quick and responsive.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I really like the intuitive interface, ease of implementation and the ease of searching once contracts are uploaded

Cons

I'd love to see some basic formatting capability in the notes section (bullets, specifically)- wish I had the budget to pay for some of the more advanced features

Review Source: Capterra
 

Lauren from Campbell Consulting Group
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Highly recommend ContractSafe for easy to use contract management

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

If you have ever spent time looking for a contract or missed a key date, you will truly appreciate ContractSafe. I really like how easy it was to begin using ContractSafe and appreciate the awesome functionality and affordability for a small business. I wish I had found this service sooner!

Pros

Affordable
Easy to use
Great reminders
Searchable
Easy to implement
Flexible

Review Source: Capterra
 

Joshua from PuppySpot Group, LLC
Number of employees: 201-500 employees Employees number: 201-500 employees

April 2017

April 2017

Simple Solution to a Longtime Problem

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I have tried a lot of different approaches to the problem of contract management in my career from clunky, home-grown shared files and spreadsheets to expensive virtual data rooms. ContractSafe is by far the best one I've found with its robust features, ease of use and great price point.

Pros

Ease of Use
Robust Features
Good Price

Review Source: Capterra
 

Julie from Quorum Hotel Advisors
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

March 2017

March 2017

Smart choice!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

What started out as a means to control hotel contracts and renewals became an initiative for cost-savings. GM's increased their contract reviews and, in some cases, found alternative vendors that has lead to cost savings. The platform is extremely easy to use and the renewal notifications enable us to make smart decisions. The ContractSafe staff is extremely knowledgeable and does whatever is necessary to make the implementation and ongoing operations successful. The application is very cost-effective for small companies.

Pros

Cost effective contract system that control contracts and renewals and motivates GM's to make smart decisions.

Cons

We lose a bit of functionality as all of our entities are sharing the platform. However, because we can share the application, we are able to afford it.

Advice to Others

The ContractSafe team is more supportive than I could ever ask for. It was an unexpected attribute.

Review Source: Capterra
 

Vic from Fox Subacute
Number of employees: 201-500 employees Employees number: 201-500 employees

March 2017

March 2017

Works for us

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We looked at a dozen similar products before making a decision. We proved ourselves 100% correct. Contract Safe is the easiest and most intuitive product available. Having staff take advantage of stored data requires only about 30 seconds of training.

Review Source: Capterra
 

Joseph from Yoi Corporation
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2017

March 2017

Powerful and secure file storage

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Contractsafe is an easy to use and powerful file storage solution for our company. Aside from its focus on security, the platform is perfect in our need to securities share sensitive documents within our different departments, teams as well as external clients, investors and directors. Gathering and accessing files is as simple as email and the tagging and notification systems ensure nothing gets lost. Excellent software that we would highly recommend.

Pros

Ease of use, security and service

Advice to Others

Best use case we've found is in the secure storage of contracts. Simpler that using Salesforce and cheaper to provide acccess for users that need the data but not a full salesforce license to do their jobs.

Review Source: Capterra
 

Christian from SunSystem Technology

March 2017

March 2017

Finally, the system we've all needed.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Having run many companies in many industries over the years and dealing with different varieties of the same problems with respect to contract management, storage and sharing, I immediately recognized the benefits for my current company provided by the ContractSafe solution. Signup was easy, implementation was painless and when we ran into questions or needed help they were there to help. I highly recommend this product to any organization that has a large number of documents to manage and store. The search capability alone is worth its weight in gold and saves a tremendous amount of time and effort.

Pros

Cloud based, ocr capability, ease of implementation

Review Source: Capterra
 

Rob from LAC Group
Number of employees: 201-500 employees Employees number: 201-500 employees

March 2017

March 2017

Everything we need

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

ContractSafe has provided us an easy to use, effective and flexible contract management system to securely house and manage our contracts. We are able to quickly pull contracts with specific clauses, those expiring, those that are missing signatures, etc.

Pros

Ease of use, flexibility, functionality

Cons

None

Review Source: Capterra
 

Traci from Ultra Mobile

February 2017

February 2017

Great Product and Easy to Navigate

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Contact Safe has been a great way for our organization to keep track of all of our signed documents and contacts. Uploading documents and organizing the dashboard is so simple. Customer service is excellent and my inquiries are always answered in a timely manner.

Review Source: Capterra
 
 
Write a Review