FILEBOARD FEATURES

See a feature by feature comparison of all Fileboard sales engagement platform products

Have additional questions? Feel free to reach out to us at any time.

Sales Assistant

Auto generated tasks

Follow up with sales ready prospects by performing tasks which are automatically created based on interaction and engagement

Auto Generated Engagment Tasks
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Auto Generated No Follow Up Tasks
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Auto Generated No Response Tasks
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Sales Development Process / Workflows

Workflows

Engage prospects by creating and executing optimal sales workflow to get more meetings and increase qualified leads.

Create sequences for sales reps
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Combine email, call and social steps
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Mass email blasts
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A/B testing of sequences
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Engagement score for contact and account
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Contact and Account engagement history timeline
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Role based access control
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Compliance rulesets
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Update stages in record
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Persona targeting
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Email

Send smart follow up emails from your favorite tool

Know which prospects are opening your emails and follow up immediately withthese prospects

Instant and actionable open notifications
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Outlook and Gmail integration
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Salesforce integration
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Send from custom domain and exchange server
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Templates

Save time by sending out emails using email templates and track which email templates are performing best and helping to close the deal

Create and manage email templates
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Email template performance
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Sales Dialer

Patent Pending Multitask Sales Focused Dialer

Call contacts instantly with one click and log calls automatically in your favorite crm. No hassle to enter phone numbers and manually update crm records

Engage

Workflow

Meet

One Click Dialer
Auto Save Numbers
Create new contacts
Price per user/month

Reporting and Analytics

Overview Reports

Get a bird eye and in depth overview of your performance and know what the impact/ROI is of the actions your sales team performs

Automated follow up tasks
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Auto Save Numbers
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Create new contacts
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Frequently Asked Questions

CAN I TEST FILEBOARD BEFORE I DECIDE TO PURCHASE A PLAN?

Absolutely! Fileboard is designed to be tested before you subscribe, so you can work out how to best fit into your sales process. Best of all, any documents or emails sent during your Fileboard trial are saved and carried over to your paid license of Fileboard, so you won’t miss a single day of productivity!

DOES FILEBOARD OFFER NON-PROFIT PRICING?

Yes we do, feel free to send us an email at sales@fileboard.com and we will be happy to work something out with you.

I HAVE MORE QUESTIONS, HELP ME FIND ANSWERS

If you have any questions about Fileboard, implementation, integration, or anything else, feel free to contact us at any time.

CAN I GET SOME TRAINING WHEN I TEST FILEBOARD?

We want every Fileboard user to get the most they can out of our service, so we offer a comprehensive team and one-on-one training, depending on your company size. We also have a very comprehensive Knowledge Center, where you might be able to get answers to your questions even faster!

DOES FILEBOARD OFFER BUNDLING DISCOUNTS FOR SEVERAL PRODUCTS?

We do offer bundled discounts! Fileboard’s software is extremely modular, so you can choose which software (Engage, Workflow or Meet) fits your sales process, and we can discount from the a la carte pricing accordingly!

CUSTOMERS THAT USE AND ♥️ FILEBOARD

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