PreciseFP

PreciseFP

Spectrum Input
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About

All the tools you need to build a successful online business. Easy to use all-in-one software for live chat, chat bots, email marketing, marketing automation, forms, knowledge base, and more to create great customer experiences. By using Gist’s all-in-one platform, you no longer need to piece together multiple costly subscriptions. Better yet, your team will no longer need to switch between multiple tools to fully understand your customers. Qualify more leads automatically and close more deals with chatbots, forms and 24/7 automated meeting scheduling. Grow traffic, convert more visitors, and retain customers by running complete email marketing campaigns at scale. Assist customers in real-time with a collaborative inbox, automation, and self-service support. Replace 8+ tools and keep all of your products, content, customers, email subscribers, and data in one place.

About

Engaging your clients and capturing their information is as simple as sending an email. Once they’re done, exporting their data to your CRM or Financial Planning tool can be done with the click of a button. Each client is unique and you need the flexibility to handle any situation: from the simple, to the not-so-simple. Create your own engagement templates and customize your client’s experience as you see fit. Saving you both time and money is one of our major goals. That’s why we integrate with your most frequently-used tools and provide features to replace services you seldom use. We continue to improve upon what we have learned and we continue to learn about what we need to improve from our advisors. We are honored that PreciseFP is one of the first experiences that clients will have with their new advisor. Our latest version is easier to use, more customizable, and faster than ever before.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Organizations that want an all-in-one software for live chat, chat bots, email marketing, marketing automation, forms, knowledge base, and more to create great customer experiences

Audience

Companies searching for a solution to collect client financial data

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$33.99 per month
Free Version
Free Trial

Pricing

$60 per month
Free Version
Free Trial

Reviews/Ratings

Overall 4.8 / 5
ease 4.7 / 5
features 4.7 / 5
design 5.0 / 5
support 4.5 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Gist
Founded: 2018
India
getgist.com

Company Information

Spectrum Input
Poland
precisefp.com

Alternatives

HubSpot CRM

HubSpot CRM

HubSpot

Alternatives

InvestWell

InvestWell

Excel Net Solutions

Categories

Categories

Forms Automation Features

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Integrations

Wufoo
Zapier
ConvertBox
Easyflow
Facebook
Google Analytics
HelpShelf
Hyperise
Integrately
Kajabi
KonnectzIT
KudosHub Email Validation
LeadsBridge
MoneyGuide
SmartOffice
SnippetsLab
Spotlightr
WP-Chatbot
Zoom Webinars
involve.me

Integrations

Wufoo
Zapier
ConvertBox
Easyflow
Facebook
Google Analytics
HelpShelf
Hyperise
Integrately
Kajabi
KonnectzIT
KudosHub Email Validation
LeadsBridge
MoneyGuide
SmartOffice
SnippetsLab
Spotlightr
WP-Chatbot
Zoom Webinars
involve.me
Claim Gist and update features and information
Claim Gist and update features and information
Claim PreciseFP and update features and information
Claim PreciseFP and update features and information