FileInvite vs Microsoft 365: Which is a better fit?

Rick H.: Hi, my name is Rick. I'm director of sales, and I give five out of five. For more reviews like this one, click the link below. Before I had FileInvite we were using a combination of soliciting content by email, or trying to use Dropbox, or Google Drive, or any of the various drives. And the reality is that we just couldn't get clients to follow instructions, and if they did follow instructions, we were having to go back and look at all of these things, or pull all of our peers, because I was the sales contact and the client sent me their information instead of sending it to the production team, or they sent it to the review team instead of the production team. So with FileInvite it cleared all that up, there was one place that was a repository for all of the requests for content we have from our clients. When it arrives, we get a notice. If it doesn't show up, the clients get email reminders, as many as we need to send them automatically. So that the stuff finally ends up in the inbox. Well, in the end, the reason we choose FileInvite was it was the one that our clients actually used. And that was more important than any of the other feature compliments, because if the content end up in the inbox, it didn't matter what the other claims to fame or features would be. But we tried a number of competitive products that had a listing of similar features, and many of them actually had virtually identical feature count, but the user interface wasn't as straightforward. The prompting wasn't as straightforward. The instructions weren't quite as straightforward. The reminder process wasn't as straightforward. So we just didn't end up with the same successful results with some of the competitive products that we experienced with FileInvite. Getting started with FileInvite is a cinch largely because they really thought through the whole onboarding process for the clients really clearly. We have the ability to either have templated requests that we can just send out over and again, or we can have specific project requests, or you can start out with a template, but you can modify it for this specific project. I find it hard to believe that there's anything a client would need that they haven't already figured out. In a lot of cases they figured out stuff that we hadn't thought of, and it made onboarding super simple. I guess my biggest recommendation is to give it a try. I mean, they have a free trial offer. Pick one or two clients, I mean, don't try and deploy it amongst dozens or hundreds of clients just to get your feet wet. Pick two or three clients. That's what we did. We picked one of our most reliable clients, who always got it right? We picked a problem child who never got it right. And then we picked somebody that was sort of in the middle, that mostly got it right. And that kind of let us fine tune the message and fine tune our onboarding process. And now the problem child is almost as reliable as our most reliable customer. And in the end, it saved us dozens and dozens of hours every month trying to chase content.

Pete S.: Hello, I am Peter. I am the owner of Two Paths Investment Partners. We are a family owned real estate business, operating multifamily properties in different states and I use Microsoft 365 and I would rate that a five in terms of my review. Before Microsoft's 365, I was just using some various ancillary products that weren't tied together. I couldn't cut and paste easily. I couldn't really produce professional type documents and when Microsoft 365 was available, not only I was able to connect on the internet and all my devices, but level of my work increased, the professional work. So it's indispensable at this point. I use 365 because it's really the gold standard on the market and it's one that when I make presentations or produce documents for other investors or partners or vendors or anyone like that, they really prefer to have it in that type of format. They can use that. It's easy to share, easy for them to read. So it's really a must have product. Yeah, it was really intuitive. It was really a sort of simple, intuitive process from the start. Getting on and learning and then having the online learning when I needed to find out how to do something, complete a task, improve my documents, it was easy to access through the 365 help Windows or on the internet as needed. So it's been really terrific without needing all kinds of third party IT support. You really can use it for my business. Being a small business, it's, again, fairly indispensable. Yeah, I would recommend 365 for anyone looking to take their business really to a professional level, as well as being able to utilize technology to lower their own costs. It really is sort of a partner in your business. So if you're doing certain tasks or using technology, you can use 365 really to kind of scale your business and grow with you. So it's really applicable for anyone in business or even in your personal life to use technology and able to free your time to do other things and complete tasks.