Compare Shuttle vs Click2Mail vs MyDocSafe

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Crozscore:

54%
what is this?
20%
interest falling

Crozscore:

78%
what is this?
43%
interest rising

Crozscore:

69%
what is this?
29%
interest falling
Shuttle screenshot Click2Mail screenshot view 5 more MyDocSafe screenshot

Software Description:

Shuttle provides real-time client onboarding for many sectors including P2P lenders, challenger banks, lawyers, accountants, business incubators, insurance companies and advertising agencies.

When you onboard clients it is the first time they touch your service. It is an opportunity to create a great impression and increase advocacy. Many companies fall short due to manual processes to process identity documentation, customer agreements and checklists. Shuttle solves this problem - we’ve made onboarding a smooth process all the way from sale to account opening, saving our clients time, money and effort.

Software Description:

Click2Mail.com is a service that creates, personalizes, prints, and mails documents. It also creates mailing lists, optimizes mailing processes and lowers operation costs.

This way, users no longer need to sort, label, and take to a post office letters or postcards. It can be applied to certified, international, direct, or priority mail, as well as postcards and self-mailers.

The mailing workflow is being automated or integrated into a third-party application to produce an interface between Click2Mail and other software. The service fits business of any type, regardless of the size or industry.

Software Description:

New generation client portals with integrated eSignature, complex forms, and workflow automation tools. Automation tools allow users to design and deploy complex onboarding workflows that include data collection, ID verification, contract signing and payment collection. Integrations include SageLive, BTCSoftware, Dropbox, GoCardless and Stripe.
The platform includes a GDPR Dashboard that allows users to map their data flows and produce reports to stay compliant.

Features:

  • Data Export
  • Password & Access Management
  • Electronic Signature
  • Notifications
  • Multi-User
  • History/Version Control
  • Dashboard
  • Chat

Features:

  • CRM Integration
  • File Sharing
  • History/Version Control
  • Multi-User
  • Data Import
  • Dashboard
  • Notifications
  • Google Apps Integration
  • Email Integration
  • API
  • External Integrations

Features:

  • History/Version Control
  • Chat
  • Dashboard
  • Multi-User
  • Notifications
  • Password & Access Management
  • 2-Factor Authentication
  • Data Import
  • API
  • File Sharing
  • File Transfer
  • Data Export
  • External Integrations

Summary:

    No key features associated with this application.

Summary:

  • Online workspace

  • No minimum volumes required

  • Next day printing & mailing

  • Free design templates

  • Postcards, letter mail, flyers, booklets

  • Address standardization included

  • USPS IMb mail tracking included

  • Easy variable data personalization

  • Pay as you go pricing

  • Web-based document editor

Summary:

  • Client portals.

  • Advanced electronic signature.

  • Beautiful forms.

  • Onboarding automation.

  • Data encryption.

  • GDPR readiness.

Standard

Free
Included in plan:
  • Upto 20 applications a month
  • Real-time document collection
  • Electronic document signing
  • Version control
  • Security
  • White Label
  • Admin rights options
  • Online Training
  • Email Support

Professional

$124.00
for 21-100 applications per month
Included in plan:
  • 21-100 applications a month
  • Real-time document collection
  • Electronic document signing
  • Version control
  • Security
  • White Label
  • Admin Control Options
  • Dedicated Customer Success Manager
  • Email support

Starter

$6.00
1 user(s) / month
Included in plan:
  • 1 User

Small

$28.00
1 user(s) / month
Included in plan:
  • Up to 3 Users

Team

$55.00
1 user(s) / month
Included in plan:
  • Up to 6 Users

FAQs:

    Does this service offer guides, tutorials and or customer support?
  • Online training module for all packages
    Dedicated Customer Success Manager for Professional Package
    Email and chat support for all

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes multi-user capable.
    Different administrator options

  • Who are the main user groups of this service?
  • Challenger Banks, P2P Lenders, Finance Brokers, Advertising Agencies, Lawyers, Accountants, Incubators, Investment Clubs.

  • What platforms does this service support?
  • All Web apps

  • What is this service generally used for?
  • When you’ve just secured a new client, it’s vital to establish trust. You want to make a great first impression, and showcase the quality, efficiency and professionalism of your service.

    Opening a new account is often complex and time consuming, but it doesn’t have to be that way. We’ve made client onboarding a smooth process all the way from sale to account opening, saving you time, money and effort.

    The Shuttle platform is used to collect documentation and contract signatures that you require before you can start doing business with a SME or business client.

FAQs:

    Does this service offer multi-user capability (e.g. teams)?
  • Document and template sharing can be enabled across accounts.

  • Does this service integrate with any other apps?
  • Click2Mail integrates with Microsoft Word, Google Docs, Zapier (1,000 apps), Infusionsoft.

  • What is this service generally used for?
  • Click2Mail is used as a SaaS print-to-mail service for sending postal mail.

  • What platforms does this service support?
  • This is a web-based platform.

  • What are some applications this service is commonly used in tandem with?
  • It is commonly used in tandem with ERP systems (document generation), CRM systems (contact automation), e-mail applications.

  • Does this service offer an API?
  • Yes, there is Rest API offered.

  • Does this service offer guides, tutorials and or customer support?
  • Support: Knowledge Base, Live Chat, Webinars, Quick Answers, Help Tickets, Phone Support.

  • Who are the main user groups of this service?
  • Main users of this service are Large Enterprises, Mid Size Business, Non-Profits, Public Administrations, and Small Business.

FAQs:

    No FAQs associated with this application.

Publisher:

Founded:
-
Based in:
Croydon
Employees:
2-10
Likes:
Followers:
89

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Publisher:

Founded:
-
Based in:
Bedford
Employees:
2-10
Likes:
453
Followers:

Other:

Who uses Shuttle
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • WinPhone
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Click2Mail
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses MyDocSafe
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
Polish, Spanish, French, German, English
Regional Restrictions:
No restrictions.
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