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

Engage

Workflow

Meet

Auto Generated Engagment Tasks
Auto Generated No Follow Up Tasks
Auto Generated No Response Tasks
Price per user/month

Sales Development Process / Workflows

Workflows

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

Engage

Workflow

Meet

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
Price per user/month

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

Engage

Workflow

Meet

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
Price per user/month

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

Engage

Workflow

Meet

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
Price per user/month

Mobile

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

Engage

Workflow

Meet

Present on the go
All the content at your fingertips
Price per user/month

Mobile

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

Engage

Workflow

Meet

Present on the go
All the content at your fingertips
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
Price per user/month

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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