IntouchCheckIntouch Insight
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PreciseFPSpectrum Input
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Related Products
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About
Mobile forms software that empowers teams to scale instincts into action. You can't be everywhere at once - but IntouchCheck™ can. Easily roll out procedural updates across all locations from wherever you are. Stop spending time playing traffic controller for common issues. Build out the solution once and have IntouchCheck™ trigger it for you in real time. Rally your team and target specific key drivers with Actions Campaigns. Assign and manage a series of tasks specifically aimed at improving these crucial metrics. Your customers expect and deserve a consistent experience regardless of when or where they visit your business. While you can't be everywhere at once, IntouchCheck™ can. Empower your teams, wherever they are, with up to the minute company standards to ensure your customers have the same experience whenever they visit you.
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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
Companies that need a mobile forms solution
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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
$9.00/month/user
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 InformationIntouch Insight
Founded: 1992
Canada
www.intouchinsight.com/intouchcheck.html
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Company InformationSpectrum Input
Poland
precisefp.com
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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
Audit Features
Alerts / Notifications
Audit Planning
Compliance Management
Dashboard
Exceptions Management
Forms Management
Issue Management
Mobile Access
Multi-Year Planning
Risk Assessment
Workflow Management
Inspection Features
Appointment Management
Customer Database
Dispatch Management
Equipment Tracking
Photos In Reports
Print on Site
Report Templates
Speech Recognition
Subcontractor Management
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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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