The worst part is that it seems to be not working in most needed situations.

Good looking user interface. Integration with DocuSign is generally very smooth.

It doesn't allow to add key signors after you enter them initially, which makes scheduling impossible. Also cannot change form formats if the wrong template is chosen.

Very interactive and easy to use for all parties involved. Rooms set up very quickly, so there's a lot of flexibility involved as well.

Very good software, very responsive support team.

I like the ease of use and the ability to save time and efforts for everyone involved by keeping them off the road traveling to other offices to sign paperwork.

We have received great feedback from Clients, especially on the CellPhone integration that allows the specimen signature to be uploaded via text message link.

The client also gets an experience that makes them feel like they are with a company that is investing in technology and helping them be more efficient.

Keeps us up to speed with tech. Every company needs to be in part a tech company if they want to succeed.

What I like most about this software is the ability to quickly email a link to an agreement, so that I can walk that individual through the agreement.

Overall it has been great and definitely helps us in our role as sales consultants to quickly get paperwork signed and no complications on the clients side.

The software is very easy to use both as an agent and for the client. The feedback we have received as a business has been exclusively excellent.

Having to reupload the templates and create a new envelope could be annoying.

Makes for a clean and easy way to track signatures across a variety of contracts in one interface.

It's easy, interactive, and my customers have great experiences using it.

The audit trail has come in handy when there are questions or issues during the onboarding process. The main aspect that stands out to me is Liveoak's professionalism and customer support.

The ability to sign paperwork electronically and quickly review that paperwork with a client to address any questions they have.

It's hard to guide plan sponsors to sign the paperwork on their phones.

This put me in a negative light in form of clients.

I enjoy Liveoak, definitely makes my job easier.

Overall good experience. Few areas for improvement.

People can get nervous about putting socials online.

Improved client experience (saving client, time, money, and hassle). Work reduction (able to close down cases quickly).

I like that everything is editable in real time and that the client can sign either on the spot or through a secure link.

We love the call recording function, ease of use, and friendly customer service reps.

Great Customer Service for set up of new phones. Account Managers are usually very attentive to your individual needs.

The online faxing is not integrated into the phone system and has a 1980s interface. The Android app has it's own problems.

We researched many companies and Nextiva was by far the best one out there. They were competitive in pricing and the best in customer service.

Their phones did come preset up and the onboarding process was very streamlined. When I did need technical support, they were quick to resolve the issues.

The dashboard was user friendly and easy to use.

I spent days asking to fix things but each time more problem and more things did not work. We were running in circles  with the problems.

I like that I can download nextiva onto my phone and that it has an easy to use app on my computer. I can easily see on my computer voicemails, who is calling me, who I want to call out to, etc.

The process became confusing, not knowing if we are talking with nextiva or another company. Nextiva refused to cancel our service and continued charging our credit card.

We didn't even let users know they could login--it's that bad. The cost of their service just cannot compete with the rest of the market.

After 2 weeks, they couldn't get it right. I wasted money re-ordering business cards and had to re-order after I went with another service that got it done in 10 minutes.

Integration was straightforward and fast. Customer service is always helpful and easy to work with.

Please don’t make the same mistake we did and get trapped by Nextiva.

Great VoIP platform with robust analytics and flexible pricing.

I love this product and it helped save our business during the Covid-19 lockdowns.

YEAR 1: consistently terrible call quality and tech support.

Navigation of admin website was clunky, with user website even worse.

One of the problems we initially had to overcome, is that we tend to work quite collaboratively when we are all in the office, and sit in a room with something on a screen.

The software easily allows to integrate with ship based phones.

Needs to integrate with gmail - this is delayed and needs to happen.

If your company wants friendly and knowledgeable account support, Nextiva is a good choice.

Ease of integration, ease of use, I control messages incoming and outgoing. Support is amazing, anytime day or night.

My favorite thing about Nextiva is its exemplary customer service.

Beyond customers lost and team hours wasted, even calling Nextiva’s tech support was made more difficult since anyone calling tech support was required by Nextiva to be an account admin.

My overall experience with Nextiva was a pleasant one. It taught me what my needs are, and should they improve in the future, I would be more than happy to revisit them as a business solution.

They clearly care about your experience with their software and go above and beyond to help resolve any issues or concerns and they generally respond fairly quick.

The apps on my phone and computer are pretty sleek. I also like that I can take a call from my office and then use nextiva and switch it to my cell phone.

They are functional, but not friendly. In the best cases, the apps require more steps to do things than should be necessary.

I love the integration aspect that you can have the app on desktop and on your phone. Additionally, as a current work from home employee the faxing feature has been a life saver.

Phone service was reliable and call quality was good.

The service is great, I have never had difficulty with my calls. The customer service is excellent, staff is patient, friendly, and eager to help.

The way they build and design tools is perfect for our business with most users not being highly technical.

Interface is okay, there are better products our there for less money and a better interface.

Sometimes from the softphone app random phone numbers cause the app to crash randomly. No one at Nextiva can explain why.

There is also a good app that I'm able to use on my desktop to make calls there. It's also nice that voicemails are emailed as well as pinged on my phone.

I love the ease of use and the ability to have crystal clear calls. It makes the experience that much bettter.

The easy access to Nextiva support and account managers is its best feature. If there are ever any issues, their support staff can be reached by messaging or phone call quickly.

Their products are a la carte with modules for everything so finding the right product mix can be tricky as well. The lack of integration with our other systems is also an issue for us.

Price is way cheaper than RingCentral and 8x8. Best setup process in town and includes Amazon Chime and free Fax.

They had good value, money back guarantee and a trial period.

The voice service, once configured properly, generally worked fine.

The Nextiva app is Awesome Works great. We switched to Nextiva because they offered a better price.

Ease of use to add and manage users in multiple cities and states remotely.

They customize your package entirely, schedule calls to go over the system, and have pretty good support. The price is great and so far, we've been enjoying using the new phones.

Good SMB/LB/E level collab and calling software.

Our onboarding to Nextiva was, frankly, a terrible and protracted experience.

US Dollar

Liveoak is a collaboration management solution that helps banks and financial institutions offer products/services to customers and manage operations related to documents signing, data verification, agreement creation and more. Manager can assist customers with the entire document generation process through online screen sharing, conferencing, and other collaboration tools.


Liveoak comes with an audit trail functionality, which automatically stores details about data alterations, keystrokes and shared documents/photos to ensure security against unauthorized access and data theft. The solution offers numerous features such as multi-platform access, synchronous form editing, web conferencing, file uploading, video attestation, virtual meetings and more. Additionally, organizations can capture and verify customer information using live electronic Signatures and client’s webcam.


Liveoak facilitates data encryption using AWS security and supports integration with various customer relationship management (CRM) applications. Pricing is available on request and support is provided via phone, email, FAQs and other online measures.



LongDescription

Document Storage

Access Controls/Permissions

SSL Security

Real Time Editing

Project Management

Communication Management

Collaboration Tools

Version Control

Content Management

Mobile Access

Real Time Data

Forms Management

Video Support

Reminders

Customizable Templates

Customer Engagement

Conferencing

Usage Tracking/Analytics

Feedback Management

Video Conferencing

Task Progress Tracking

Onboarding

Live Chat

Document Management

Liveoak’s pricing varies by the size of the job and number of users or seats deployed. Contact Liveoak for detailed pricing information.

Email/Help Desk

FAQs/Forum

Phone Support

Chat

11-50

51-200

201-500

501-1000

1000+

Liveoak

In Person

Live Online

Webinars

Documentation

Videos

Nextiva brings customers and teams closer by connecting conversations in one AI-powered platform. We connect businesses to all of their conversations, helping them understand their customers in real-time to create personalized experiences that set them apart.

Nextiva powers 100,000+ businesses and billions of conversations every year with its all-in-one customer experience platform. From one AI-powered communication hub, Nextiva transforms the way businesses engage with their customers. The company’s commitment to Amazing Service® and a customer-focused approach has been its cornerstone for 15 years. Established in 2008 and headquartered in Scottsdale, Arizona, Nextiva secured $200M from Goldman Sachs Asset Management in its inaugural funding round, valuing the company at $2.7B in late 2021. Discover more at www.nextiva.com.


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