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XaitPorter vs Lead Follow-Up Comparison

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Overview

XaitPorter is a cloud-based document automation & collaboration solution for teams to build a corporate content library &...

BizConnector/Lead Follow-Up is a Salesforce-integrated marketing automation application for lead nurturing and drip marketing.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

No info

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

Starting from

$

59

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.4

5

4

3

2

1

6

10

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

4.4

5

4

3

2

1

3

4

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

Pros

XaitPorter is the perfect solution for anyone who produces technical or commercial proposals. It is so easy to use, proposals look great (and in line with our corporate guidelines).

IE

Ian E.

Standard and streamlined output, easy to learn and start using, great for team collaboration. Perfect common source of info/library.

NF

Nataliya F.

The ability to monitor revisions and the database for storing images. Excellent for controlling permissions and reviewing rights.

JG

Janie G.

Pros

Not enoughreviews yet

Cons

Automated editing or formatting is limited. Numbering and transitioning from word documents have some trouble.

JG

Janie G.

Search and replace does not work on attachment names I have found.

KL

Kenneth L.

As far as I know, they've forgotten about my request. Me and my team spend a lot of time manually numbering items in tables and we frequently make mistakes that show up in published documents.

Gregory N.

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last review10 months ago
  • Vendor responds to reviews
  • Last review2 years ago

Key features

  • Total features47
  • API
  • Access Controls/Permissions
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Assignment Management
  • Audit Trail
  • Auto-Responders
  • Automatic Formatting
  • Brainstorming
  • CAN SPAM Compliance
  • CRM
  • Collaboration Tools
  • Commenting/Notes
  • Compliance Tracking
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Customer Surveys
  • Customizable Templates
  • Data Import/Export
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drip Campaigns
  • Dynamic Content
  • Email Marketing
  • Event Triggered Actions
  • File Conversion
  • File Recovery
  • File Sharing
  • Full Text Search
  • Knowledge Base Management
  • Landing Pages/Web Forms
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation
  • Offline Access
  • Project Management
  • Proposal Generation
  • RFP Management
  • Real Time Editing
  • Reminders
  • Reporting/Analytics
  • SSL Security
  • Secure Data Storage
  • Segmentation
  • Single Sign On
  • Task Management
  • Template Management
  • Templates
  • Two-Factor Authentication
  • Version Control
  • WYSIWYG Editor
  • Workflow Management
  • Total features17
  • API
  • Access Controls/Permissions
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Assignment Management
  • Audit Trail
  • Auto-Responders
  • Automatic Formatting
  • Brainstorming
  • CAN SPAM Compliance
  • CRM
  • Collaboration Tools
  • Commenting/Notes
  • Compliance Tracking
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Customer Surveys
  • Customizable Templates
  • Data Import/Export
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drip Campaigns
  • Dynamic Content
  • Email Marketing
  • Event Triggered Actions
  • File Conversion
  • File Recovery
  • File Sharing
  • Full Text Search
  • Knowledge Base Management
  • Landing Pages/Web Forms
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation
  • Offline Access
  • Project Management
  • Proposal Generation
  • RFP Management
  • Real Time Editing
  • Reminders
  • Reporting/Analytics
  • SSL Security
  • Secure Data Storage
  • Segmentation
  • Single Sign On
  • Task Management
  • Template Management
  • Templates
  • Two-Factor Authentication
  • Version Control
  • WYSIWYG Editor
  • Workflow Management

Integrations

  • Total integrations1
  • Gmail
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Insightly
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce App Cloud
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • SugarCRM
  • Xero
  • Zapier
  • Zoho CRM
  • Total integrations2
  • Gmail
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Insightly
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce App Cloud
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • SugarCRM
  • Xero
  • Zapier
  • Zoho CRM