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Content Snare

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54 reviews
  • 1 profiles
  • 4 categories
Average star rating
4.7
Serving customers since
2016
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Content Snare Reviews

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MP
Mai P.
11/27/2024
Validated Reviewer
Verified Current User
Review source: Organic

All the answers in one place

* 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.
BB
Brad B.
11/10/2024
Validated Reviewer
Review source: Organic

Excellent multi-use software

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.
CF
cassandra@ferrisfinancial.com.au F.
11/06/2024
Validated Reviewer
Verified Current User
Review source: Organic

Best Tool in our Practice

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.

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HQ Location:
Brisbane, Queensland

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@contentsnare

What is Content Snare?

If you work in a marketing agency, accounting firm (or pretty much any service business), you know how frustrating it is to get information from clients. Clients avoid your emails for weeks. When they get back to you it spirals into a 57-email trail full of questions and attachments. Even then, only half your questions will be answered and it's not clear which items are still outstanding. It's a big mess and a colossal waste of time. That's why we built Content Snare. It makes gathering info from your clients fast and easy. Think of it like sending a checklist, where your client can answer questions and upload images all in one place. If they don’t finish everything in one go, it will send automatic reminders to make sure you get what you need fast. It’s kind of like hiring a new personal assistant that does all the chasing for you, except you don’t have to pay another salary. It allows you to get back to higher value work, and at the same time makes the process easy for your clients. On average, our customers spend 71% less time gathering and chasing content than they did before finding Content Snare.

Details

Year Founded
2016