Top 10 FileInvite Alternatives & Competitors

Top 10 Alternatives to FileInvite Recently Reviewed By G2 Community

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SuiteDash
By SuiteDash
4.8/5
(594)
Product Description
SuiteDash is a unique solution that combines all the necessary components that you need to run your business, in one convenient & efficient dashboard
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Reviewers say compared to FileInvite, SuiteDash is:
Better at meeting requirements
Better at support
Categories in common with FileInvite:
Client Portal

Zoho CRM
By Zoho
4.1/5
(2,846)
Product Description
Zoho CRM helps you to attract, retain, delight customers and grow your company into a customer-focused organization.
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Categories in common with FileInvite:
Client Portal

Accelo
By Accelo
4.4/5
(554)
Product Description
Manage your entire business from one simple place. From prospect to payment, automate your processes and gain the visibility you need to grow your business.
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Reviewers say compared to FileInvite, Accelo is:
Better at meeting requirements
Categories in common with FileInvite:
Client Portal
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Dock
By Dock
4.7/5
(428)
Product Description
Dock transforms the b2b buyer and customer experience by providing a single destination for clients. Instead of navigating multiple email threads, hidden attachments and random links, clients visit a personalized portal when they need something. The portals are easy for client managers to set up and host all of the key resources related to the relationship (links, pdfs, embeds, videos, action plans, etc.). Along the way, client managers get analytics to move deals and projects forward. With Dock, client managers save time and impress clients.
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Reviewers say compared to FileInvite, Dock is:
Better at meeting requirements
Better at support
More expensive
Categories in common with FileInvite:
Client Portal

Softr
By Softr
4.7/5
(644)
Product Description
Softr is an easy yet powerful no-code platform for building portals and internal tools. Connect to your spreadsheet or database, customize layout and logic, and share with your team or clients.
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Reviewers say compared to FileInvite, Softr is:
Better at support
More expensive
More usable
Categories in common with FileInvite:
Client Portal

trumpet
By trumpet
4.8/5
(998)
Product Description
Loved by Sales, Customer Success and Marketing - Turn better buyer journeys into more revenue with trumpet's Pods. Create hyper-personalised and interactive microsites that close more deals, quicker. Accelerate your sales cycles from cold outreach through to onboarding by centralising your buyer journeys with one link. - 35+ Integrations (Salesforce, Hubspot, Pipedrive, Slack, Calendly, Chili Piper and more) - Automatic branding and personalisation - Easily build Pods using drag and drop Widgets such as Mutual Action Plans, Voice Notes, Timelines, Pricing Modules and more - Gather analytics on how your prospects and customers are interacting and engaging with your Pod - Used for Cold Outreach, Proposals, Deal Rooms, Post-Demo Flows, Onboarding and much more.
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Reviewers say compared to FileInvite, trumpet is:
More expensive
Better at support
Better at meeting requirements
Categories in common with FileInvite:
Client Portal

Aligned
By Aligned
4.7/5
(942)
Product Description
Aligned is a collaborative workspace for B2B sellers & buyers. It allows reps to create a digital environment for each deal in which they can communicate more effectively with all stakeholders, better collaborate on resources, and create accountability for timelines, plans, and next steps. It also provides analytics on all buyer interactions between calls. Revenue teams use Aligned to better control complex deals, differentiate their customer experience, and gain visibility on the blind spots in the buyers' journey.
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Reviewers say compared to FileInvite, Aligned is:
Better at meeting requirements
Better at support
More usable
Categories in common with FileInvite:
Client Portal

Planhat
By Planhat
4.5/5
(883)
Product Description
Connect customer data, get actionable insights and drive customer actions. Planhat is a beautiful and intuitive Customer Success Software for SaaS.
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Reviewers say compared to FileInvite, Planhat is:
Better at support
Better at meeting requirements
More expensive
Categories in common with FileInvite:
Client Portal

Rocketlane
By Rocketlane Corp
4.7/5
(785)
Product Description
Rocketlane is the world’s first Agentic Professional Services Automation (PSA) platform, built to transform how professional services teams deliver value in the AI-first era. While traditional PSAs focus on recording work, Rocketlane accelerates it through a connected system that unifies the entire front and back office. The platform brings together project delivery, resource management, time tracking, billing, and financial operations alongside collaboration capabilities such as Spaces, real-time chat, a modern client portal, Sheets for structured data, and a powerful Custom Apps framework that lets teams model any workflow inside Rocketlane. Everything lives in a single ecosystem, eliminating tool sprawl and fragmented data that slows down services teams. What makes Rocketlane truly different is its agentic architecture: a network of intelligent AI agents that execute real delivery tasks, automate setup, manage workflows, detect risks, enforce governance, and continuously learn from patterns across the organization. These agents don’t just make teams more efficient; they fundamentally reshape operations by moving organizations from manual coordination to autonomous delivery. This shift unlocks faster go-lives, better utilization, proactive issue detection, consistent delivery quality, and a level of operational resilience that was previously impossible. Over 650 companies, including Retool, Coursera, Postman, Intercom, Glean, AuditBoard, Vercel, Sprinklr, Worldpay, Grafana, OpenGov, and Outreach trust Rocketlane to run their mission-critical delivery processes. Customers across SaaS, services, and consulting use Rocketlane to shorten onboarding timelines, reduce escalations, improve forecasting accuracy, and accelerate moving from booked to consumed revenue. Founded in 2020, headquartered in the US, and operating globally with teams across India and the UK, Rocketlane is backed by leading investors, including Nexus Venture Partners and 8VC. The company’s rapid growth reflects strong market confidence in its category-defining vision for Agentic PSA.
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Reviewers say compared to FileInvite, Rocketlane is:
More expensive
Better at support
Better at meeting requirements
Categories in common with FileInvite:
Client Portal

G2 Deals

Buying software just got smarter. And cheaper.

This is how G2 Deals can help you:

• Easily shop for curated – and trusted – software
• Own your own software buying journey
• Discover exclusive deals on software

See Exclusive Offers