CapLinked

CapLinked

Cloud-based document sharing solution for enterprises

4.5/5 (78 reviews)

CapLinked Overview

CapLinked is a web-based integrated file sharing and document management solution for businesses to collaborate with their partners and share key business information. The solution is comprised of five integrated tools: Workspace Manager, Deal Tracker, Document Manager, File Protection Manager and Integration Manager. The solution primarily caters to midsize and enterprises across multiple industry sectors including legal, banking, energy, aerospace and real estate, among others.

CapLinked Workspace Manager provides a configurable platform to manage business documents and store them in a central repository. Businesses can configure their document security by setting different document access modes for different user sets. Users can create custom groups and configure rules to view, edit, download and upload documents. Businesses can import contacts into CapLinked directly from their SalesForce account.

CapLinked's collaboration features allow multiple users to work simultaneously on a single document and draft, review or update documents together. The solution also provides instant messaging tools for users to collaborate and share information efficiently. The Activity Tracker feature tracks all actions and changes made within the workspace and maintains a comprehensive list of all changes for auditing and reporting. CapLinked’s Deal Tracker allows users to add fresh deals to the current pipeline and monitor the progress of ongoing deals through an intuitive dashboard. Automated notifications help keep colleagues and partners updated about ongoing activities around a deal through real-time alerts.

Pricing

Starting from
US$29,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Canada, United Kingdom, United States

Supported Languages

English

CapLinked Reviews

Overall rating
4.5/5
95% positive reviews
48
Excellent
26
Very good
3
Average
0
Poor
1
Terrible
Sandra M.

CapLinked - Pros and Cons

Used Daily for 1+ year
Reviewed on 2019/05/28
Review Source: Capterra

Pros

Compared to similar options, CapLinked is a good value for the product - the pricing is good for what you get with CapLinked. Among the things I like about the software are the search feature, updates are emailed when files are added, it is easy to move folders and files, easy to change the order of folders. The product has a great feature that allows the Administrator to see the view that any User is seeing, which is helpful when Users call with questions.

Cons

The product is not as intuitive as other secure data vault services I have used. It took me some time to understand that Users have to be part of a "Group." The other thing I don't like is that you have to contact customer support if you want to delete a "Workspace" from the system - Admins are not able to delete. I understand the concept, to avoid inadvertently deleting a workspace, but still prefer to have that ability as the Admin.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10

Didn't honor agreement; tried to increase fees more than 300%

Used Daily for 2+ years
Reviewed on 2019/04/09
Review Source

Terrible. They gave our non-profit association members a good deal to get us onto their platform and entered into a long-term data room supply agreement; a couple years later, they wouldn't honor their agreement. Don't do business with this company.

Pros

There are a lot of data room providers and Caplinked was getting off the ground and offered our not-for-profit regional association a long-term program to switch from our incumbent provider and join their platform for the same fees we were paying our incumbent provider. After a reasonable transition period, we adopted the program at Caplinked.

We transferred a number of users and conveyed the dynamics of how our association interacts with our incumbent provider and were told there were no issues coming over. The association members used 50-75 data rooms at any given time.

Cons

After using the platform for a few years, the company came back and claimed we were getting too good of a deal and they wouldn't honor it. We used the service consistent with how we outlined the service in our contract when we negotiated our agreement. They threatened to shut down the service to the members and then said to stay, we would need to pay fees that were more than 300% higher than our current rates. When you're in the middle of transactions, you don't want a data room supplier threatening to shut down your rooms or holding you hostage to higher fees than you bargained for. We contacted our previous data room vendor, V-Rooms and transitioned back to them for the same rates we had with Caplinked. Obviously, they weren't problematic and we got excellent support from V-rooms transitioning over. The tactics and interactions with Caplinked were terrible. They knew they had you over a barrel and it felt like our not for profit association and its members were being bullied or blackmailed. We will never do business with these guys, no matter what the capabilities of their rooms. We interacted with the Company CEO and VP Sales. We paid annually through September and expected a reasonable transition off their platform for existing rooms in service. They noted they applied our fees to their new proposed rates and we couldn't transition off in a reasonable time-frame.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

0.0/10
Raj P.

Owner

Used Daily for 1+ year
Reviewed on 2019/05/17
Review Source: Capterra

So far so good except the cons described above. Having a data room is very professional and we love offering that service through caplinked!

Pros

Easy to use and is visually appealing (to look at on a daily basis). Good price and has basic features that everyone needs. I like having the control to the dataroom and have knowing what user has what type of access.

Cons

I think the biggest con is to have to contact caplinked to delete a data room, and that to they only delete on Thursdays. Also I think caplinked should send out an email when your running over your space in the data room. Those are the two biggest problems

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Jackson E.

Modern interface, easy to use - refreshing change of pace from software used in the past.

Used Daily for 2+ years
Reviewed on 2018/01/16
Review Source: Capterra

Pros

CapLinked is intuitive, cutting edge, and very transparent in their pricing. Their customer support is responsive, helpful, and thorough - providing an excellent customer experience.

Uploading files and folders is also a seamless process. Uploading whole folder structures at a time makes my job extremely easy. It retains the same indexing and formatting I had on my desktop which is very convenient.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Jeff S.

Solid platform with ever evolving features.

Used Daily for 1+ year
Reviewed on 2016/08/02
Review Source: Capterra

After using Formstack for many years we needed a more powerful solution. I reviewed approximately 8 different products and judging on features and value CapLinked was the clear winner.

Pros

Watermarking, white labeling, ability to send feature ideas/requests to customer service that actually get reviewed and implemented.

Cons

Areas that are under development to be improved have to do with navigation, reporting and general user experience. There are no serious flaws.

Response from CapLinked

Hi Jeff, thank you for choosing CapLinked! Glad to hear you had a positive experience with us.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
User Recommendation
8.6/10
Based on 78 reviews
Compare user recommendation rating with alternatives

CapLinked Pricing

Starting from
US$29,00/month
Pricing options
Free Trial
Subscription
Value for money

Simple Subscription Pricing. Contact CapLinked for customized enterprise quote.

Value for Money
4.4/5
Based on 78 reviews
Compare value for money rating with alternatives

CapLinked Features

  • API
  • Access Control
  • Activity Dashboard
  • Activity Tracking
  • Collaborative Workspace
  • Document Storage
  • File Management
  • SSL Security
  • Third Party Integration

  • Automatic Notifications
  • Chat
  • Collaboration Tools
  • Commenting
  • Communication Management
  • Customizable Branding
  • Document Management
  • Drag & Drop Interface
  • Permission Management
  • Projections
  • Search Functionality
Features
4.3/5
Based on 78 reviews
Compare features rating with alternatives

Additional information for CapLinked

Key features of CapLinked

  • API
  • Activity tracker
  • Central document storage
  • Collaborate with team members
  • Comprehensive Activity Tracking
  • Control security & user-permissions
  • Create custom group calendars
  • Dashboard
  • Document History
  • Enforceable 2FA
  • Generate detailed reports
  • Instant messaging
  • Maintain a comprehensive audit trail
  • Multiple format support
  • OCR for documents
  • PCI compliant
  • Protect files with password
  • Restrict access to folders and sub-folders
  • SSO & SAML
  • Salesforce integration for importing contacts
  • Securely store files on our servers
  • Send alerts and notifications
  • Share documents from anywhere
  • Third party integration
  • Track deadlines and other critical dates
  • Version control

Benefits

• CapLinked provides a collaborative workspace where multiple users can work together on a single document and share their insights or feedback simultaneously in real time.

• The solution provides intuitive document editing tools with which users can directly edit documents online without any hassle of downloading files and then making changes to them.

• Users can set a password to their sensitive & confidential documents using the inbuilt FileProtect tool and ensure the complete safety of such documents from any unauthorized access.

• CapLinked allows administrators to configure permission levels for every user within the organization and set restrictions on editing, viewing and downloading of documents for different user groups.

• Users can configure expiry rules for time sensitive documents, beyond which the solution automatically restrict any access to such files & folders.

CapLinked FAQs

Below are some frequently asked questions for CapLinked.

Q. What type of pricing plans does CapLinked offer?

CapLinked offers the following pricing plans:

Starting from: US$29,00/month

Pricing model: Subscription

Free Trial: Available

Simple Subscription Pricing. Contact CapLinked for customized enterprise quote.

Q. What are the main features of CapLinked?

CapLinked offers the following features:

  • API
  • Activity tracker
  • Central document storage
  • Collaborate with team members
  • Comprehensive Activity Tracking
  • Control security & user-permissions
  • Create custom group calendars
  • Dashboard
  • Document History
  • Enforceable 2FA
  • Generate detailed reports
  • Instant messaging
  • Maintain a comprehensive audit trail
  • Multiple format support
  • OCR for documents
  • PCI compliant
  • Protect files with password
  • Restrict access to folders and sub-folders
  • SSO & SAML
  • Salesforce integration for importing contacts
  • Securely store files on our servers
  • Send alerts and notifications
  • Share documents from anywhere
  • Third party integration
  • Track deadlines and other critical dates
  • Version control

Q. Who are the typical users of CapLinked?

CapLinked has the following typical customers:

Large Enterprises, Mid Size Business, Public Administrations, Small Business

Q. What languages does CapLinked support?

CapLinked supports the following languages:

English

Q. What type of pricing plans does CapLinked offer?

CapLinked has the following pricing plans:

Subscription

Q. Does CapLinked support mobile devices?

We do not have any information about what devices CapLinked supports

Q. What other apps does CapLinked integrate with?

CapLinked integrates with the following applications:

Box, Dropbox, Google Drive, Microsoft OneDrive, Salesforce Sales Cloud

Q. What level of support does CapLinked offer?

CapLinked offers the following support options:

FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials