CRM Basket vs. ContractSafe Comparison Chart

Pros

• I've been impressed with the features, especially the AI function that automatically identifies the start and expiration dates, the company, counterparties, and any other important information you need to identify. You can even set up notifications to alert you to upcoming expiration dates. ContractSafe is one of the most intuitive services I've ever used. I signed up about a month ago, and I've already uploaded over 150 documents. I especially love the ability to tag each document, create links, and set up folders and subfolders to organize our documents easily. The onboarding process was easy, and I had all the support I needed. Their security is top-notch as well.
• User friendly, great customer support, great storage capabilities, tagging feature is helpful, comments feature is useful.
• The platform hits all of our needs with functionality. Our main use is to store and track contracts, licenses/permits, etc., and it does a great job at this. I like how date notifications can be customized--e.g., send out a reminder 90 days before expiration to specific users. It also allows you to tag specific portions of the contract and include notes for future reference. I like that contract templates are customizable as well, since we have several different types of documents we are tracking, and I can customize what information is input and tracked. Customer service has always been responsive.