Content Snare Reviews & Product Details

This was my previous response, I will leave it here to show how fond I was of this service until lately

"Previous Response: My business has been using contentsnare for over a year. It has greatly reduced the amount of back and forth with our clients. If you take the time to set it up right, and create some automations / integrations with the other platforms you use, you can cut down your client intake process by 90 percent! I love the email reminder schedule, the compatability with zapier, as well as many features such as document signing, intaking uploaded files, asking questions etc. Customer support is also very responsive, and will take good care of you. If you are looking for a way to clean up your CRM and eliminate some tedious back and forth with clients, this is absolutely the way to go! Contentsnare is also frequently updated so it will only get better from here!".

Updated Response:

Contentsnare's competitors have evolved in the recent years, while contentsnare has stayed complacent. Jotform is far superior in 2025 with their litany of superior features, bulk actions, AI implementations, and smooth, bug-free operation. Review collected by and hosted on G2.com.

Contentsnare cost me over $1000 by having a one of their tools go down (color picker) as we were having an influx of leads for our company. When I reached out to support, they said they were aware of the issue and working to resolve it. After a while, the issue was resolved. I explained the situation to Contentsnare and how their technical error cost me over $1000. I would never expect to be compensated for the full amount, and I understand errors do happen. However, there was absolutely NO concession made be it a discount, increased usage limit, free months of service, nothing. After being an enthusiastic Contentsnare customer for years, they completely screwed my business in a crucial moment, and are not willing to take any action whatsoever to make it right. To make matters worse, a member of their team reached out to me to say the situation was handled appropriately, and according to their protocol. There was no reason for this. It further demonstrates how little they care about screwing over a small startup business with their inferior software. I simply can't wrap my head around such poor business practices. Contentsnare has lost me as a customer forever. Save yourself the headache and go with JotForm. Review collected by and hosted on G2.com.

Collecting documents from clients used to be one of the most frustrating parts of our process. It was constant back-and-forth emails, missing files, and a lot of wasted time chasing people down. Since switching to Content Snare, all of that has basically disappeared.

The requests are super easy to set up, clients find the platform simple to use, and the automatic reminders mean I’m not stuck sending follow-ups all the time. It keeps everything organized in one place, which makes life easier for both us and our clients.

I also have to say the support has been awesome. Quick responses and they actually care about making sure things work well for you.

Honestly, I can’t imagine going back to the old way. Content Snare saves us a ton of time and makes us look more professional to our clients. Review collected by and hosted on G2.com.

The only issue we have had so far is that every time you leave a comment for a client on a request field, it will send them an email. you can turn this feature off, but its good the clients get the emails, It would be nice if you could batch all of these emails into one email per day as to avoid over saturating their inbox. Review collected by and hosted on G2.com.

Content SnarContent Snare has completely transformed the way I collect information from clients. Instead of endless email chains and scattered documents, everything is streamlined into one organized system. The ability to create recurring requests, set reminders and use templates makes frequent asks effortless, saving me hours each month.

If you’re tired of chasing clients for documents and dealing with messy communication, Content Snare is an absolute must-have. It eliminates stress, keeps information organized, and allows businesses to work smarter—not harder. Highly recommend! Review collected by and hosted on G2.com.

The platform is already incredibly useful, but I’d love a checklist option for the charts so that I can mark off items as we take care of them. This would help keep progress clear and make tracking even more efficient. Review collected by and hosted on G2.com.

Content Snare has been a game-changer for our team, significantly enhancing how we manage client interactions and content collection. We were struggling to use traditional project management tools and had tried them all, but Content Snare has removed all the pressure, stress, and grief from our team and improved the client experience. Review collected by and hosted on G2.com.

This may be being picky, but I would like to be able to create a new request from the API so that we can include our own questions, images, and files automatically through the API, rather than having a set request that we can only trigger through the API. Review collected by and hosted on G2.com.

It's so easy to request information needed from clients Review collected by and hosted on G2.com.

No dislikes, Content Snare has been great Review collected by and hosted on G2.com.

* Completely customisable, but provides templates to get you started.

* Easy to use and allows you to screen further questions based on the answers provided. For example if you ask "Do you have a spouse?" and the answer is yes, you can ask further questions about the spouse. If the answer is no, you don't make them pass on those questions, they just don't come up.

* You can make sure you have asked all the questions you need and have the client's answer in writing.

* Everything is kept in one place, in a logical order with all additional documents attached.

* You can edit the requests if needed (add questions, choose a different answer format).

* Clients can ask questions if they are unsure of anything. Review collected by and hosted on G2.com.

* Some clients may find it more impersonal than emailing / face to face / phone / video link.

* Pricing is in US dollars and I am not in the USA.

* Clients don't get a link to the completed request for their own files. Review collected by and hosted on G2.com.

Content Snare is fantastic for its flexibility, ability to have multiple uses and the array of pre-built templates that come with it. We were using one piece of software for tax/accounting queries to clients and another piece of software for client onboarding. We are now able to use Content Snare to do both which provides a better experience for our clients.

The flexibility is fantastic especially with conditional questions. It means our clients only see queries relevant to them rather than having to read through a whole stack of questions that aren't relevant.

The pre-built templates are great as it enabled us to customise our own templates without starting from scratch. Review collected by and hosted on G2.com.

The biggest issue we have with Content Snare at the moment is the lack of ability to send information to Xero XPM although this is probably more a reflection the difficulties integrating with XPM than it is on Content Snare. Review collected by and hosted on G2.com.

I like that it automates chasing clients for info and is effective in getting info from clients. Review collected by and hosted on G2.com.

None. I think Content Snare adds great value to my Accounting Firm! Review collected by and hosted on G2.com.

Content Snare is so easy to use. It comes with a bunch of templates for our accounting practice that we've only had to slightly customise to suit our needs. Requesting information for tax compliance has never been so easy. And clients love it. In our first year of using it we received multiple calls and emails to tell us how good it is. Review collected by and hosted on G2.com.

Honestly, so far there is nothing significant! Review collected by and hosted on G2.com.

It is very simple for customers. They love it :)

Ease of use.

Customer support is the best.

Zapier integration allows you to send requests automatically :) Review collected by and hosted on G2.com.

I don't know yet...

We like everything we use in Content Snare :) Review collected by and hosted on G2.com.