Why choose OkaySend over other alternatives?

Gathering client information may seem simple, but it often becomes time-consuming. Businesses commonly use tools like email, Google Docs, Dropbox, or online forms, facing hidden costs and challenges.

In this article, we'll delve into ways we can save your business a lot of time and introduce OkaySend as an alternative you should consider in 2024.

— by Haseeb Zahid

okaysend is the content collection alernative you need in 2024

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First, what makes an information collection process great ?

Any process that:

  1. Sets clear objectives: clearly define the purpose and goals of the information collection to ensure focus and relevance.
  2. Saves time: should be an obvious one. Time = Money.
  3. Standardizes the data: you'll have a much better time if you have exactly what you need and in the format you need it in when you (or your team) sits down to work. Trust us on this one.
  4. Structures forms: creates well-organized and structured forms with relevant fields to capture the required information systematically.
  5. Is easy to use: an intuitive and user-friendly interface, that can be accessed without logging in, to facilitate easy data entry and navigation.
  6. Avoid errors: includes validation checks and error-handling mechanisms to ensure data accuracy and completeness while providing flexibility in the types of data that can be collected, allowing for various formats and inputs.
  7. Keeps track of the progress: this enables both parties, you and the clients, to track the progress of submissions, giving the whole collection process some transparency.
  8. Is secure and compliant: implements robust security measures to protect sensitive information and ensure compliance with data protection regulations and standards governing data collection and privacy. (that's a mouthful)
  9. Has a feedback mechanism: allows item-level rejection and approval and establish a feedback loop to continuously improve the information collected.
  10. Can integrate with other systems: integration with other systems or tools to facilitate seamless data transfer and avoid manual data entry.
  11. Automates: incorporates automation features to streamline repetitive tasks, such as automatic reminders, validations, and data processing. (this is screaming OkaySend)

Problems with Email.

  1. Emails often lead to chaos as information gets buried in email threads.
  2. You can miss crucial information and details as they get buried in an email's body.
  3. Keeping track of attachments sent in a barrage of emails from clients can be tedious and prone to errors.
  4. Searching for specific information buried in an email thread can can take forever and consume a significant amount of your time.

"I could swear I'd seen it in an email before... "

While email does serve as a fundamental communication tool, alternative platforms can offer more efficient solutions, saving you time, and reducing frustrations. So, emails are okay, I guess, but there are better ways to share info if you don't want to go mad.

Problems with Dropbox, Google Drive, and other file storage apps.

  1. Dropbox and Google Drive lack control and rules, allowing clients to upload irrelevant or incorrect files.
  2. You can't track progress easily, considering each file has to be opened and checked. What if the client changed a file since the last time you checked?
  3. Needing to resort to email again when clients send the wrong documents. This adds to the confusion especially when you have to refer to the files on a Drive somewhere.
  4. Cloud storage apps may require your clients to log in before allowing any files to be uploaded. For example, uploading to Google Drive requires an account.

How many have you faced? Though, it’s easy to send a link to clients to begin collecting files, the problems tend to follow and arise fast.

Problems with Google Docs, Microsoft Word, Notion, etc.

  1. These Documents can quickly become messy and it's hard to standardize the process given clients have too much freedom in editing and formatting.
  2. Once again, keeping track of progress can be challenging. You'll need to check the status of each document and send friendly reminders if your client hasn't completed it yet.
  3. Lack of structure often leads to delays in obtaining necessary information.
  4. You still need to rely on a cloud storage apps if you require collecting images or files, introducing another system in the loop that you'll need to monitor and manage.

This is the go-to solution for many businesses, and we totally understand why. However, the problems become apparent quickly when dealing with a client.

Problems with Google Form, Typeform, and any other online forms.

  1. Don't have automated reminders means chasing clients for info.
  2. Often require completion in one sitting, leading to frustration for clients.
  3. Don't allow rejection at item level (i.e. for each field) within the wider form to ask clients for a redo if they’ve sent you the wrong file or info.
  4. Can be frustrating when collecting lengthy answers (for web design for example), or files and documents. (Looking at you Google Forms)
  5. Often are designed to be public and are not unique or per "invitation".

Traditional forms, as you may envision them, have their place. However, they don't quite address the challenge of having to chase clients for information to begin with. What you need is something purpose-built for your use case: a tool to swiftly onboard clients, facilitate document transfers, and setup your projects for success.

OkaySend makes collecting information from clients easy!

Automate onboarding: Spend 71% less time gathering info.

Collect documents without hassle.

" Best features in one efficient platform. "

  1. Automated Reminders:
    • OkaySend's automatic reminders eliminate the need for manual follow-ups.
    • Clients appreciate gentle nudges from a software product, minimizing animosity.
  2. Centralized Information Hub:
    • Everything from files and documents to questions and client comments is accessible in one place.
    • Requests for changes can be made directly within OkaySend, streamlining the feedback process.
  3. Client-Friendly Interface:
    • OkaySend provides clients with a clear checklist-style layout, making it easy to understand and navigate.
    • Immediate saving of client inputs ensures nothing gets lost, and clients find the platform user-friendly and even enjoyable.
  4. Mistake-Proof Instructions:
    • OkaySend allows for creating foolproof instructions, reducing the chances of clients providing incorrect information.
    • Control measures, such as limiting text answers and file sizes, enhance the quality of the received data.
  5. Additional Benefits:
    • OkaySend prioritizes security, adhering to industry best-practice standards.
    • Seamless integrations with various tools, including online storage, CRMs, and project management systems.

Demo: try it out for yourself

Demo without signing up or putting down your credit card

Drag, drop, and edit.

Creating and sending requests is simple. If you've ever used Google Forms, you already know how to use the OkaySend editor.

Demo—try out for yourself

Make clients happy.

Forms that don't require login and auto-save progress. Help your clients succeed and offer them a professional experience that delights.

Demo—see what your clients see

Automate away the laborious task of collecting client information and documents.

Times have changed—trade in your manual workflows and swap back-and-forth emails with OkaySend. Start your 30-day FREE trial, today!

Call to Action—Get started

Psst, OkaySend is a web app and doesn't need to be installed (via a CD or otherwise).

Does OkaySend stand out as the ideal solution for you?

If you're interested in exploring alternatives to OkaySend, dive into the following comparisons, where we break down the pros and cons: