CapLinked

Cloud-based document sharing solution for enterprises

4.5 /5 (84 reviews) Write a Review!

CapLinked Overview

What is CapLinked?

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.

CapLinked Overview

Pricing

Starting from
$199.00/month

Pricing options

Free Trial
Subscription
Value for money

Simple Subscription Pricing. Contact CapLinked for customized enterprise quote.


CapLinked Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom
Supported Languages
English

Media

CapLinked - Customize workspace and track active projects
CapLinked - Configure access & permission levels for various types of documents
CapLinked - Track ongoing activities and monitor live status
CapLinked - Organize deals and add new deals to current pipeline
CapLinked - Edit documents online in a shared environment
CapLinked video CapLinked screenshot: CapLinked - Customize workspace and track active projects CapLinked screenshot: CapLinked - Configure access & permission levels for various types of documents CapLinked screenshot: CapLinked - Track ongoing activities and monitor live status CapLinked screenshot: CapLinked - Organize deals and add new deals to current pipeline CapLinked screenshot: CapLinked - Edit documents online in a shared environment

CapLinked Reviews

CapLinked Reviews

Overall rating
4.5
/
5
Excellent
52

Very good
28

Average
3

Poor
0

Terrible
1

Value for Money
4.4
Features
4.2
Ease of Use
4.5
Customer Support
4.6
95% recommended this app
Elmo L.

Super easy to use


Sandra M.

CapLinked - Pros and Cons


Verified Reviewer

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

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.


Ricardo R.

Complex scenarios made easy by Caplinked

My Organization requirement was to set up a virtual data room in order to fund race a project initiative. Caplinked made possible to get it up and running with a professional customized interface in record time allowing me to keep track of all the operations as per documents and other media files shared with the invited users, get detailed weekly reports and control the whole operation until the end.


Cindy S.

Great Data Room for M&A

We are using CapLinked as our data room for M&A. This has worked extremely well and all parties have been very pleased


Elmo L.
Industry: Management Consulting

Super easy to use

Used Daily for 6-12 months
Reviewed on 2/7/2018
Review Source: Capterra

Pros

The ease of use is the one of the reasons why we use CapLinked. We work with a lot of outside consultants and customers that need to access folder and files and not once did anyone struggled to access their data.
We tested a few data rooms and CapLinked was by far the best value for money. We moved away from emailing any files, we just send the CapLinked link to the relevant person and our data is safe and secure.

Cons

None for our application. One nice to have feature would be to have a more comprehensive version control than is currently available.

Response from CapLinked

Hello Elmo,

We are glad to hear you found our platform cost efficient and straightforward! We have since updated the ability to upload new versions of files. We hope to work with you again for future projects.

Caplinked

Rating breakdown

Value for Money
Ease of Use
Customer Support

Sandra M.
Industry: Investment Banking
Company size: 2-10 Employees

CapLinked - Pros and Cons

Used Daily for 1+ year
Reviewed on 5/28/2019
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.

Response from CapLinked

Hello Sandra

We are glad to hear you found our platform cost-efficient! Admins will soon have the ability to delete workspaces at their discretion. We hope to work with you for future projects.

Thank you,
Caplinked

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Verified Reviewer
Industry: Capital Markets
Company size: 51-200 Employees

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

Used Daily for 2+ years
Reviewed on 4/9/2019
Review Source: GetApp

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.

Response from CapLinked

Hello!

Thank you for your feedback! We are constantly improving our features for the ease of users. We appreciate input from the user perspective. We hope to work with you again for future projects.

Thank you,
Caplinked

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 0.0/10

Ricardo R.
Industry: Apparel & Fashion
Company size: 1,001-5,000 Employees

Complex scenarios made easy by Caplinked

Used Weekly for 1+ year
Reviewed on 5/17/2019
Review Source: Capterra

My Organization requirement was to set up a virtual data room in order to fund race a project initiative. Caplinked made possible to get it up and running with a professional customized interface in record time allowing me to keep track of all the operations as per documents and other media files shared with the invited users, get detailed weekly reports and control the whole operation until the end.

Pros

- How friendly it was to set up and customize a virtual data room for my organization.
- Robust features, such as: activity tracker, security, Q&A and customized messages.
- Everything is recorded by Caplinked. Every single transaction was recorded by Caplinked as much for administrators and organizers as for users.

Cons

- Reports customization feature is missing.
- Not many support guides available.

Response from CapLinked

Hello Ricardo,

We are glad to hear you found our platform user-friendly and straightforward! We are constantly improving our features, including updating the Activity Tracker, for the ease of users. We hope to work with you for future projects.

Thank you,
Caplinked

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Cindy S.
Industry: Computer & Network Security
Company size: 51-200 Employees

Great Data Room for M&A

Used Daily for 1-5 months
Reviewed on 5/28/2019
Review Source: Capterra

We are using CapLinked as our data room for M&A. This has worked extremely well and all parties have been very pleased

Pros

Very easy to use
Very easy to add documents
Very easy to control access of various documents throughout the process
Quick upload to site
Very easy to keep data room organized
Good alerting system
Folder Control

Cons

editing names once you send out an invite

Response from CapLinked

Hello Cindy,

We are glad to hear you found our platform user-friendly and straightforward! We are constantly improving our features for the ease of users. We hope to work with you for future projects.

Thank you,
Caplinked

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
8.5/10
Based on 84 user ratings
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CapLinked Pricing

CapLinked Pricing

Starting from
$199.00/month
Free Trial
Subscription
Value for money

Simple Subscription Pricing. Contact CapLinked for customized enterprise quote.

Simple Subscription Pricing. Contact CapLinked for customized enterprise quote.

Value for Money
4.4/5
Based on 84 user ratings
Compare value for money rating with alternatives
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CapLinked Features

CapLinked Features

API
Access Control
Activity Dashboard
Activity Tracking
Automatic Notifications
Chat
Collaboration Tools
Collaborative Workspace
Commenting
Customizable Branding
Document Management
Document Storage
Drag & Drop Interface
File Management
Permission Management
Projections
Reporting & Statistics
Search Functionality
Third Party Integration
Workflow Management
Features
4.2/5
Based on 84 user ratings
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Categories

Additional information for CapLinked

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

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: $199.00/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:

Small Business, Large Enterprises, Public Administrations, Mid Size 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 Business, Google Drive, Microsoft OneDrive, Salesforce Sales Cloud

Q. What level of support does CapLinked offer?

CapLinked offers the following support options:

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