Integrating Kaddim with Zapier
January 23, 2023
Kaddim is a trusted document and information collection platform and is the #1 competitor of FileInvite. There are many reasons why we think Kaddim is a great alternative to FileInvite, and below are just a few.
One of the key barriers to technology adoption is complexity and the need for training and familiarity.
Kaddim is easy and intuitive to use for all users --from the document requester and your clients who are providing documents.
You can get up and running with your Kaddim account almost instantly. In a matter of minutes, you can set up your account and send your first client document request.
Kaddim creates a secure and branded portal for your clients to share their documents with you with ease. We surveyed end clients about the ease of use of the Kaddim portal, and below are the results, which attest to our claims.
Kaddim has a range of time-saving features. Below is a list of some popular features that are saving customers hours of work.
File-rename feature: Clients often share files that have random and inconsistent naming. Kaddim has a versatile auto file renaming feature that can save you hours of back-office busywork.
Granular visibility: Stay informed about the progress of each request, and eliminate guesswork and anxiety. Kaddim tracks if clients have read your emails and shows you the progress of each request via a simple yet comprehensive dashboard along with detailed activity logs and daily email reports.
Configurable reminder emails and SMS: Stop chasing clients and let Kaddim worry about reminders and follow-ups on your behalf, via email and SMS. Additionally, you can configure when and how Kaddim follows up with clients to suit your business process.
Mix and match templates: Kaddim allows you to create templates to reuse over and over again. With the added advantage of being able to use parts of multiple templates for a single request.
Find information fast: Searching for documents and information after collection is just as fast and easy as collecting it with Kaddim.
We're proud of our responsive human support. Our expert team is on hand if you need help with a tour of Kaddim, getting started and if you require support at any other point in your journey as a Kaddim customer.
Kaddim is priced fairly and transparently. From part-time entrepreneur to established business, you will find a plan that suits you. All pricing is published publicly, and there are no hidden fees. See for yourself now at kaddmi.com
Are you ready to automate your document collection?
Our expert team is on hand if you need help with a tour of Kaddim or getting started.