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Compare Formstack Sign vs Sertifi

Comparison Summary

For Formstack Sign vs Sertifi comparison, Our AI algorithm looked at 2713 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using Formstack Sign and Sertifi to solve their respective business needs.

Pros and cons of Formstack Sign and Sertifi

Formstack Sign is more suited to businesses that require Sales Document Management and Engagement Management where as Sertifi is focused towards Sales Document Management and Workflow Management .

logo Formstack Sign

Focus area

Software Failure Risk

  • low

logo Sertifi

Focus area

Sertifi is better than Formstack Sign for

Software Failure Risk

  • low

About

Formstack Sign | eSignature collection for insurance

Sertifi | A Leader in Frictionless Business

Age

2006

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

26

27

Total Goals
(we found evidences for)

7

6

Top Processes

Evidences indicate better relative satisfaction


sales document management

proposal & quote management


engagement management

engaging and following up


communication management

sending & publishing communications


workflow management


lifetime value management


campaign management


rating and review management


contact list management


helpdesk management


training & onboarding


generation of new leads




content management


revenue cycle management



Top Goals

Goals Achieved

  • Acquire customers

  • Increase sales & revenue

  • Enhance customer relationships

  • Enter new markets internationally or locally

  • Grow market share

  • Improve internal communications

  • Build brand awareness

  • See 4 more
  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve stakeholder relations

  • Improve consistency

  • Improve digital and social presence

  • See 3 more

Top Channels

Channels Used

  • e-mail

  • offline

  • point of sale

  • website

  • on premises

  • phone calls

  • social media

  • text SMS

  • See 5 more
  • e-mail

  • offline

  • point of sale

  • website

  • on premises

  • phone calls

  • social media

  • text SMS

  • See 5 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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low

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Security & Privacy Risk

low

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low

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Integration Risk

low

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low

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Migration Risk

medium

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medium

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Business Setting