PreciseFPSpectrum Input
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Related Products
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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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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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
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Audience
Companies searching for a solution to collect client financial data
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$33.99 per month
Free Version
Free Trial
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Pricing
$60 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationGist
Founded: 2018
India
getgist.com
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Company InformationSpectrum Input
Poland
precisefp.com
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Alternatives |
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Categories |
Categories |
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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
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Integrations
Wufoo
Zapier
ConvertBox
Easyflow
Facebook
Google Analytics
HelpShelf
Hyperise
Integrately
Kajabi
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Integrations
Wufoo
Zapier
ConvertBox
Easyflow
Facebook
Google Analytics
HelpShelf
Hyperise
Integrately
Kajabi
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