Great video with good advice/tips. I use Google forms to gather info from clients and it also allows me to upload files and images to my google drive folder that I specify. It also allows those completing the form to come back and edit their responses if you want them to have that ability. Besides having those similar features I do like the way contact snare has follow up emails to remind contacts to complete or redo a task which I not 100% sure that there is a similar work around with Google forms so please let me know if there is. I also have a Dropbox account and Google Drive as well but not sure which one is really better for storage and customer folders. I am also using Google Keep for notes too and probably need to find a good CRM solution so I can do everything on one platform instead of 3 or 4 separate tools or apps. Is your Contact Snare also works as a CRM as well?
The main issue with that is people need a Google account, which many clients don't have. You could probably do reminders using a marketing automation platform. No I wouldn't use Content Snare as a CRM. I'd look for something that can do marketing automation and a CRM together like Active Campaign
Hey Jimmy, have a look at Levity.ai. We can help you add some intelligence to your document workflows. Currently in closed beta. Would love to show you around!
@@robertj.b2494 sounds good. Quite a few bookkeepers are using it for those processes so you'll be in good company. Drop a message to support@contentsnare.com if you need any help or have any questions
Have you done accessibility testing to ensure that Content Snare works with Adaptive Technology such as Screen readers?
Great video with good advice/tips. I use Google forms to gather info from clients and it also allows me to upload files and images to my google drive folder that I specify. It also allows those completing the form to come back and edit their responses if you want them to have that ability. Besides having those similar features I do like the way contact snare has follow up emails to remind contacts to complete or redo a task which I not 100% sure that there is a similar work around with Google forms so please let me know if there is. I also have a Dropbox account and Google Drive as well but not sure which one is really better for storage and customer folders. I am also using Google Keep for notes too and probably need to find a good CRM solution so I can do everything on one platform instead of 3 or 4 separate tools or apps. Is your Contact Snare also works as a CRM as well?
The main issue with that is people need a Google account, which many clients don't have.
You could probably do reminders using a marketing automation platform.
No I wouldn't use Content Snare as a CRM. I'd look for something that can do marketing automation and a CRM together like Active Campaign
Hey Jimmy, have a look at Levity.ai. We can help you add some intelligence to your document workflows. Currently in closed beta. Would love to show you around!
Is this current? also how secure is this?
If you are asking about Content Snare it has only gotten better since this video
You can read up on the security here contentsnare.com/security/
@@_jimmyrose Thanks for the feedback, were going to start a trial, this looks perfect for bookkeeping file retrieval and client onboarding
@@robertj.b2494 sounds good. Quite a few bookkeepers are using it for those processes so you'll be in good company. Drop a message to support@contentsnare.com if you need any help or have any questions
Some of the people that I worked with were very lazy and would tell me that they shared the item when they never did.