Support Team has been great to deal with and I would definitely recommend it.

This platform makes it easy to collect and collate documents.

Not to mention, whenever I've had an issue or I don't know how something works, the customer service team has been on hand to help.

It's given me the ability to provide secure portals for exchanging both information and conversation.

The product easy to use and help to save lots of time gathering documents.

I love the template options as it will be easier for us to request documents instead of using emails, typing them manually. I also love the autosave features as they will also save admin time.

Simple for clients to use and simple for our staff to use. Love the google drive integration and how it renames the files as per your request items.

Overall I think the system is great. I believe in time, with technology advances, it will even get better.

The best feature of this software is its user interface. It is easy to set up templates and it offers you sufficient customization.

I like how the files convert to PDF and automatically save to my laptop. Also, the ease at which clients can upload information, from their smartphone or computer.

Very easy to work with, excellent customer service and always available when needed.

I love the ease and security of use. Its quick to send and receive documents from clients.

It is pretty easy to use, not a lot of time to train. I like that it is secure and that our customers have their own link.

Individuals I am collecting items from find it easy to use and report that it makes a complicated course reporting process more straightforward.

The risk to this is of emails being missed in among the volume of emails we get and the process not operating smoothly.

The bulk invites are not so convinient, its hard to send to part of the invitees.

We've had the ability to grow our business because on boarding a new client is so much more streamlined and organized. I am very happy we found you guys.

Want to be able to get branding but not go premium as i dont wanted the other stuff. I dint need link to cloud or other users as work alone.

Helps the process of obtaining necessary and required documents for clients.

The link to Cashdeck was delayed, but it is part of the software now.

The support is unbelievable helpful and prompt.

Some of the menu systems require more clicks than should be required. No google contact or CRM integrations yet (work arounds with Zapier though).

We have found it to be very easy to use. It has been well-received by the majority of our customers and it has helped us keep track of submissions from dozens of customers required for a monthly task.

Ability to customise to my requirements and ease from use from clients point of view.

Sick of thousands of emails from your clients.

Has somewhat stopped the drip feeding of documents from clients.

The auto follow up are the main thing. Together with SMS integration it makes for a great combo.

The widget which you can place on your business website is invaluable. Once you get past the learning curve, it is easy to use and your customers will like using it.

Its fairly simple from the user side and theres lots of tutorials for clients. The price point is great and I love that there is a free version also available.

Easy to use, simple clean interface, practically zero learning curve. Clients like it and understand it.

We would always miss documents and be in and out of emails checking off against a manual spreadsheet. Quite simply... this sucked.

It also helps to keep everyone involved in the transaction with a status of what documents are still outstanding.

Easy to use, they have a great and responsive support team. The client interface is allows for an easy way for clients to upload documents.

The team behind file invite is very friendly and responsive.

Great value for the price. Easy to use and an effective way to improve productivity.

I like that there is video tutorials available for clients who are not familiar with this sort of technology. Perfect for small tax firms and owners with independent service based businesses.

It is a good online project management solution and it has all essential features for project management. You can get access anytime from any device.

I saw that Wimi could connect to Zapier, but is it compatible to automate certain tasks as Zapier allows it with BaseCamp. A Wimi customer very satisfied with this great tool.

When i'm on the website, i can't just click on a file and drop it on my desk, i have to go in my downloads.

If this wasn't enough, the Wimi team have also done a fantastic job of integrating with - Google, Dropbox, Box, Microsoft, Skype and Zapier.

I found this software to be very intuitive, and more importantly, conducive to easy training both foreign and domestic staff remotely.

Ease of use, cross platform capability, ease of communication by chat or video, amazing storages system that rivals dropbox.

Visually that really works well for me. I also appreciate the effort to separate docs in a specific pane as I constantly need to refer to specific docs.

Very reactive and nice customer support. I feel confident for the important documents we share.

It's a perfect solution to manage projetcs and share quickely informations with members of your team. I extremely recommend WIMI for people who have projects to do.

Some basic function not present (comment system is terrible...).

The success of your projects and those of your clients and partners only depends on your curiosity to test Wimi free for 14 days.

Easy to install and to use. Awesome customer support.

Indeed it helps us focus on the bigger picture, resulting to greater success in our projects.

Wimi is simply not one of these tools that I am looking for. I appreciate the effort, I like web browser like conceptualizations but I had the feeling that too many things have been squeezed in there.

Wimi is just a wonderful app when it comes to file sharing and project management. I love how they were able to combine this all in one single app.

With a short adoption period, our firm was quickly able to gain better visibility into staffing and project management.

Impossibility to forbid the deletion of document to some participants.

One thing that I really like is that Wimi looks like a web browser and that you can jump from pane to pane as you do with tabs.

Yes, nobody is perfect, but this is the most useful and affordable platform on the market, and they are improving it every day.

Wimi is great for file sharing with customers. The learning curve is really short and all our team members are delighted with the features available.

Wimi is very easy to use and provides best features and average interface for project management like file sharing and arranging.

The easy way to possess in one place useful tools to help my customers. Share files easily, follow their tracks,  have a video conference.

Tired of information being lost in emails. Tired of files spread all over your network.

It is a great cost efficient tool, easy to deploy and use and with immediate benefits.

Wimi is as easy to use as when the very first iPhone came out in the world of telephony. Everything is intuitive and rich in features.

US Dollar

FileInvite is a cloud-based file transfer and document collection solution designed for small and midsize businesses. FileInvite provides file request management, document approvals, digital forms, pre-built templates, e-signature capabilities, client portal with integrated messaging, alerts and follow-ups, audit logs and more.


FileInvite’s file request management allows users to create online forms to request documents from customers. Users can also customize the form fields and create templates for specific tasks. After a request is sent, users can track their status using custom labels, such as sent, viewed, in-process and completed.


FileInvite features automated reminders, which sends automated time-bound email notifications to clients. The product also integrates with Google Drive and DropBox, which allows users to upload documents directly from the solution.


FileInvite offers subscription pricing and is available in three different packages based on the number of users and functionality offered. The vendor offers email support to customers during business hours.



LongDescription

File Management

Messaging

User Management

Application Management

HUD Settlement Statements

Document Storage

Access Controls/Permissions

Activity Tracking

Data Synchronization

Templates

Progress Tracking

Property Tax Management

Borrower Management

Contract/License Management

SSL Security

Electronic Signature

Client Database

Mortgages

Applicant Tracking

Job Description Management

Third Party Loan Origination

Approval Process Control

Real Time Synchronization

Pipeline Management

Document Capture

Customer Database

Business Loans

Closing Documents

Collaboration Tools

Content Library

Commercial Mortgages

Full Text Search

Loan Processing

Data Import/Export

Offline Access

Mobile Signature Capture

File Transfer

File Conversion

Assessment Management

Document Classification

Self Service Portal

Contact Management

Audit Trail

Loan Servicing

Version Control

Content Management

Configurable Workflow

Loan Origination

Lead Management

Mobile Access

Compliance Management

Electronic Applications

Historical Reporting

Data Security

Loan Management

Encryption

Residential Mortgages

Multi-Company

Client Portal

Forms Management

Online Applications

Email Reminders

Outsource Processing

Workflow Management

Candidate Management

File Sharing

Activity Dashboard

Alerts/Notifications

Multi-Party Signing

Refinance Management

Payment Collection

Reminders

Auto Loans

Authentication

Customer Statements

Real-Time Chat

Employee Handbook

Chat/Messaging

Customizable Templates

Government Loans

Customer Management

Interaction Tracking

Dashboard

Audit Management

For Borrowers

Customizable Branding

Asset Lifecycle Management

Compliance Tracking

Reporting/Analytics

Pre-Qualification

Student Loans

Contact Database

Customizable Forms

Client Management

Drag & Drop

Multi-Branch

Promissory Notes

Secure Data Storage

Construction Loans

FileInvite offers a free plan, after which the pricing details are as follows:
Pro: $49/month billed annually and $59 billed monthly.
Team: $99/month billed annually and $119 billed monthly.
Business and Enterprise: Contact FileInvite for pricing details.

Email/Help Desk

Knowledge Base

Phone Support

Chat

11-50

51-200

201-500

FileInvite

Live Online

Webinars

Documentation

Videos

Euro

Wimi is a cloud-based and on-premise project management suite that helps users in document management, project collaboration, portfolio management, task management and time tracking. It offers document sharing and synchronizing in a Wimi Drive where documents can be uploaded and are stored in the cloud for quick access. Calendar synchronization allows users to access meetings, deadlines and appointments from a single system. The solution provides native iOS and Android apps.


Wimi’s communication tools include AirTime, an audio and video conferencing feature that allows users to create remote meetings and share screens. It also provides a chatting module for discussions, initiated privately or in groups.


Wimi allows users to keep a control over how each team member accesses company documents with Wimi advanced access rights management. It is recommended for mid-size and large companies in most industries. Pricing is per user on a monthly subscription basis. Support is provided via knowledge base, online videos and phone.



Commenting/Notes

Deadline Management

Milestone Tracking

Project Workflow

Status Tracking

Meeting Management

Two-Way Audio & Video

Time Tracking

Project Templates

Video Chat

Task Scheduling

Active Directory Integration

Real Time Editing

Single Sign On

Portfolio Management

Project Planning/Scheduling

Project Management

Task Planning

Gantt/Timeline View

Communication Management

Brainstorming

Resource Management

Calendar Management

14-day free trial, no credit card required.
Workplace Start: free for 3 users
Workplace Standard: from €3/user/month
Workplace Pro: from €9/user/month
Workplace Business: from €15/user/month
Workplace Enterprise: contact Wimi for a quote

FileInvite vs Wimi

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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