Professional, flexible, scalable technology that makes every start-up look good and gives every investor a sense of confidence.

Can't verify info stored on a space (without re-downloading) since the preview given is nearly unreadable. No sortability in the headers.

I recommend that you require viewers to submit their email addresses before being able to review your materials so you can reach out to them to connect directly.

It is true that longer multi-page documents were cut off after 5+ pages, but the material that was left was only distorted by less than 10% of the content.

Customer support is  responsive and really interested in helping you.

Sometimes confusing to differentiate between content, spaces, etc. Sometimes confusing to figure out how to create custom links.

Having received numerous business plans in the past via DocSend, I was incredibly impressed and quickly decided that we had to use it to communicate with our prospective investors and partners.

When I challenged their customer service people on this, they claimed that they couldn't stop it, but that their software would distort the document so it is not readable.

User friendliness and absolutely great customer service. Overall a transparent and simple tool with a lot of helpful options.

Docs must be sent via docsend and not through our own e-mail client. Also the way docs are organized in the platform can be a bit confusing.

Love the ease of use and how in depth info they give you. I am able to track everything from who is opening my document, when they are opening it, what kind of device and where they are.

DocSend has help us out in the sales department to. Get a much clear idea of how many people are really taking the time to see and read our documents.

This is less likely to happen with DocSend and a link that expires on a date you set. Especially impressed with the new features that the DocSend has rolled out in the last month.

I like that it integrates very well into MS Outlook via an Add-in, making it very easy to incorporate your trackable content into your email.

The value of the service is far low from the exorbitant amount of money required for the subscription. In addition, the limitations seriously impede any serious transfers to be done.

Its also VERY mobile friendly so that's amazing. I've heard from 1st hand sources of companies where well meaning investors offered to share a competitor's deck (they declined).

All custom links are displayed in one list and if you're using a lot of them - it's hard to sort them and to find the right one.

Control confidential information, get insights, simple and good UX.

This software is really easy to use and let's you sign documents with an authentic signature right from your device.

This allows me to essentially create a dossier for every opportunity I sell to.

But their lack of transparency on their website, coupled with their inept customer service response gave me a total lack of trust in this company.

We like the integration with gmail. It allows us to share large files easily, while keeping track of who opens it.

It's quite useful, and I like having the usage statistics at hand.

Ease of use and functionality  ability to send / share docs.

Overall experience with DocSend is nice as it is feasible and easy to manage the document with security just keep in mind the pricing is bit higher.

For me the best thing is Gmail (Chrome) extension and possibility to safely share content with possibility to manage it afterwards.

They have excellent customer service. I like the email integration with Outlook.

We are very excited and pleased with our decision to move to LeadMaster and look forward to a long term successful relationship.

The ability to now expand on the simplicity of the product that we began with, will open up even more opportunities for our sales people.

This is a great software for small and medium industries for the data management and get great results from it.

I was in search of an online CRM that was easy to use, affordable, and provided great reporting tools.

It the crm that include marketing automation and help desk  not only tha but also it is easy and fast crm. It organizes leads and sources and feed them in callers in priotized order.

It wasn't designed for telephone sales and was hard to build accurate statistical reports.

If your data is a mess, they can only do so much to organize it for you.

Pricing is actually accessible for smaller companies. The support is excellent, with very helpful technicians who do a LOT to provide guidance, information, and service.

Leadmaster has allowed us to easily integrate the data from admissions to our institutional management system with great ease.

LeadMaster offers a comprehensive CRM at a great price.

One difficulty is to remember that when updating the specific fields, many times the update has to occur in two locations.

Once we diligently utilized the software, we were able to create reports that showed the effectiveness of our salespeople in each step of the sales process.

Great software for first time users. You may purchase leads from different vendors as well.

It allows our company to manage customers and leads efficiently. The sales and customer service support is fantastic as well.

Priority lists were a little complicated and difficult to set up. Support team is difficult to get in touch with after launch.

When I discovered LeadMaster, not only could I customize the interface for each client, it had excellent reporting and the pricing was amazingly affordable.

I like the affordability and reliability. I also like the performance and technology.

Making sure no lead was missed and was always allocated to someone for follow up, whether from e-marketing, filling in a form on a website or even a lead from a trade show.

I do not have seen any weakness in this crm because it has  marketing automation and has case management.

US Dollar

DocSend is a secure sharing platform that helps you identify who is interested in doing business with you and protect your sensitive documents from getting in the wrong hands. 


With DocSend you can track who opens your document and how much time they spend on each page, protect your documents with security features like email verification and viewer whitelisting, and share multiple documents with a single link using Spaces, our virtual deal room.



LongDescription

Engagement Tracking

Content Delivery

Presentation Tools

Customizable Reports

Document Storage

Access Controls/Permissions

Data Storage Management

SSL Security

Electronic Signature

Single Sign On

Collaboration Tools

Content Library

Full Text Search

Data Import/Export

Document Classification

Audit Trail

Version Control

Content Management

Mobile Access

Data Security

Proposal Management

Social Media Integration

Real-Time Notifications

Bulk Uploading

File Sharing

Alerts/Notifications

Reporting & Statistics

Real Time Reporting

Customizable Branding

Reporting/Analytics

File Upload by Email

Remote Access/Control

Drag & Drop

Multi-Factor Authentication

Third-Party Integrations

Microsoft Outlook Integration

Watermarking

Campaign Management

Document Management

Secure File Viewer

Mac OS

Web browser (OS agnostic)

Monthly pricing:
Personal: $15 / user / month 
Standard: $65 / user / month
Advanced: $250 / month (includes 3 users)
Enterprise: Contact DocSend for pricing information. 

Annual pricing:
Personal: $10 / user / month 
Standard: $45 / user / month
Advanced: $150 / month (includes 3 users)
Enterprise: Contact DocSend for pricing information.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Dropbox DocSend

In Person

Live Online

Documentation

LeadMaster is a SaaS-based all-in-one lead management solution that offers capabilities to capture, track and follow up with leads. The solution comprises of integrated modules for sales force automation, customer relationship management, marketing automation, business analytics and more. Available on a monthly subscription basis, the solution is used across a wide range of large and midsize industry verticals including advertising, banking, real estate, retail and more.


LeadMaster offers multiple features integrated into one full package. Email marketing, lead nurturing, marketing analytics, a virtual call center and workflow automation are just a few of the features offered. The intuitive CRM system offers real-time lead capture, lead distribution, nurturing, tracking and customer reporting. Leads can be qualified and converted from almost any source - webinar, call center, landing page, sales lead suppliers and more. LeadMaster also integrates with a variety of useful tools, like Outlook, Google Calendar and click-to-dial VOIP. Field names, dashboard charts, forms and various other functions can be tailored according to business' unique needs.


The monthly subscription covers installation, upgrades, maintenance, and software licensing. LeadMaster also offers personal guidance from their LeadMaster Partners.



Forecasting

Internal Chat Integration

Lead Capture

Proposal Generation

Activity Tracking

Drip Campaigns

Sales Pipeline Management

Referral Tracking

Contract/License Management

Calendar/Reminder System

Lead Distribution

Pipeline Management

Customer Database

Call Management

Customizable Fields

Assignment Management

Sales Trend Analysis

Email Templates

Contact Management

Opportunity Management

Lead Management

Email Marketing

Sales Reports

Real Time Data

Performance Metrics

Territory Management

Marketing Automation

Lead Segmentation

Forms Management

Workflow Management

Email Management

Source Tracking

Customization

Segmentation

Data Visualization

Calendar Sync

Lead Nurturing

Interaction Tracking

Commission Management

Prioritization

Lead Qualification

Customizable Forms

Client Management

Quotes/Estimates

Sales Forecasting

Prospecting Tools

Search/Filter

For Insurance Industry

Windows 7

Windows Vista

Windows XP

Linux

HP-UX

Solaris

Unix

IBM OS/400

Windows 2000

Free 30 day trial.
CRM-Xpress - $0 for up to 1,000 contacts
Lead-Xpress $10/mo
CRM-Xpress $15/mo for more than 1,000 contacts
LeadMaster Professional $50/mo

Dropbox DocSend vs LeadMaster

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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