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
Auto Generated No Follow Up Tasks
Auto Generated No Response Tasks

Sales Development Process / Workflows


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

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

Content Library and Tracking

Engagement insights for every file

Know if your prospects are viewing your files and which pages or slides they find most important

Instant and actionable open notifications
Time spent on slides or pages
Time spent on webpages, images
Time spent on videos
Instant Customization of sales collateral

Easily customize your sales colleral before sending it/showing it to prospects in order to address their needs in the best way

One click customization of collateral
Customize collateral based on performance
Discover top performing content
Create voice over slides or pages
Insights in content that is closing deals

Know which content is most valuable and helping your sales teams with closing most deals

Discover top performing sales collateral
Discover top performing slides/pages
Create content based on actual engagement
Discover top performing email templates

Online Sales Meetings

Online meetings with attendee level engagement

Stop wasting time meeting prospects face to face for every meeting. Perform simple, reliable and effective online meetings with your prospects and even track if they are really paying attention

No download required
Screenshares, Webdemos and slide presentations
Branded meeting url
Branded meeting environment
In meeting options

If you have special requirements for online meeting such as security, scheduling meeting, recording meeting, integrated conference bridge and VOIP functionality, Fileboard Online Meetings addresses all these as well.

Track viewers engagement
Roll call and access codes
Native Secure Screensharing
Integrated meeting scheduler
Record online meetings
Integrated conference bridge
Voip bridge integration


One tap online meeting on the go

Leave your computer at home and perform online meetings to prospects on the go using your iOS device while having all your content at your fingertips

Present on the go
All the content at your fingertips


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
Outlook and Gmail integration
Salesforce integration
Send from custom domain and exchange server

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
Email template performance

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

One Click Dialer
Auto Save Numbers
Create new contacts

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
Emails, Files Engagement reports
Detailed File Link insights
Meetings Engagement reports
Detailed Live Meeting insights
Prospect insights Report
Account Based Selling overview
Team activity overview report
Calls Engagement reports


Gmail and Outlook Plugins

Send emails from within your favorite email tools by using our plugins. Follow up by knowing who opens your emails and how they interact with your attachments

Email from within Gmail and track files engagement
Email from within Outlook and track files engagement
Use all of Fileboard from within Salesforce and S1

No need to jump between different apps and browsers anymore. You can use all Fileboard features (calls, emails, attachments) instantly from within Salesforce

All Fileboard features instantly available
Call Prospects from within Salesforce
Send email with attachments from within Salesforce
Start online meetings from within Salesforce
Sync all data to and from Fileboard

Stop wasting time on updating records manually in your crm. Fileboard instantly syncs all sales activities, notes and logs with your favorite crm

Instant sync of prospects, companies and contacts
Instant sync of all sales actvities, notes and logs
Two way CRM syncing
More powerful Salesforce reports with Fileboard data
Auto log all sales activity in Salesforce

Stop wasting time on updating records manually in your crm. Fileboard instantly syncs all sales activities, notes and logs with your favorite crm

All Sales activity auto logged in Salesforce
Auto updates based on engagement


Support and Training

We appreciate you as our valued customer. On top of our complimentary training sessions we have a team of Fileboard experts standing by to help you when ever you need us. Your success is our success, so you are in good hands.

Multiple timezone covering support (Phone & Email)
Browser-based Support chat tool
Dedicated support line
Complimentary training and onboarding sessions

Enterprise Ready

Enterprise Package

Are you in need of our Enterprise package? Get in touch with us and we will help you with moving forward.

Unlimited team size
Service Level Agreements
Custom integrations
Dedicated account management team
Role Based Access Control
Single Sign On
Audit Logs
Price per user/month


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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!

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!

Does Fileboard offer non-profit pricing?

Yes we do, feel free to send us an email at 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.

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