Sertifi eSignatures - CloudBlue

About

[Fast-Track product] Agreement platform provides a secure and compliant online solution to collect documents requiring a signature coupled with the ability to request and receive payments.

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Why Sertifi?

Sertifi offers an Agreement Platform built for businesses who need a more efficient and secure way to close business and recognize revenue faster. Sertifi simplifies how businesses send and collect agreements and payments by bringing it all into one secure platform. Sertifi automates business processes, saves you time from performing repetitive tasks, enhances security and PCI-compliance, and provides customers an easy and convenient way to do business with your customer’s company. Thousands of businesses around the world use Sertifi to streamline their contracts and payment processes, recognize revenue faster, and increase job efficiency.

CallRail customer persona

Top segments by size (# employees)

B2C

Micro

0 employees

SOHO

1 – 4 employees

Small SMBs

5 – 9 employees

Medium SMBs

10 – 49 employees

Large SMBs

50 – 249 employees

Corporate

249 – 999 employees

Enterprise

999+ employees

Top segments by vertical

Accommodation & Food Services

Administrative & Support

Internal & Proprietary line-of-business applications

Segment 4

Segment 5

Segment 6

Not targeted customer segment

Secondary customer segment

Sweet spot

Needs

Fast and secure agreements and payments for a better customer experience.
Ease and streamline the agreement process.
Reduce administrative tasks and overheat.

Wants

Reduce time to close with faster signed agreements and payments.
Receive payments with signed agreements rather than invoice and wait for payment.
Reduce the amount of follow-up time necessary to collect signatures and payments.

Pain points

No hidden fees, or fair use limits.
Dedicated Customer Success and Onboarding Team.
Growing list of Integrations such Salesforce, Conga, Nintex, Zuora.
Simple to buy, simple to implement, simple to use.