IntouchCheck

IntouchCheck

Intouch Insight
PreciseFP

PreciseFP

Spectrum Input
+
+

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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.

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

Companies that need a mobile forms solution

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

$9.00/month/user
Free Version
Free Trial

Pricing

$60 per month
Free Version
Free Trial

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:

Review this Software

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:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Intouch Insight
Founded: 1992
Canada
www.intouchinsight.com/intouchcheck.html

Company Information

Spectrum Input
Poland
precisefp.com

Alternatives

FORM OpX

FORM OpX

FORM.com

Alternatives

Autopilot Workflow

Autopilot Workflow

Autopilot Workflow Solutions
firstaudit

firstaudit

reinstil Gmbh & Co. KG

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

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

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

Intouch Insight
MoneyGuidePro
SmartOffice
Wufoo
Zapier

Integrations

Intouch Insight
MoneyGuidePro
SmartOffice
Wufoo
Zapier
Claim IntouchCheck and update features and information
Claim IntouchCheck and update features and information
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