Malcolm! vs. PreciseFP Comparison


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About Malcolm! is a set of easy to use web based tools that help you interact with your users. Turn recurring tasks and procedures into Workflows (forms / user journeys). Create anything from a basic form to a complex multi-step customer journey. Start from scratch or use one of our pre-configured templates. Teach Malcolm! the answers to your Frequently Asked Questions and let your users find their own answers using natural language search or by browsing a Knowledge Base. Plus users can rate your answers helping you continually improve your content. If you already have a website or app we make it super easy to surface the content you create in Malcolm! via a variety of embed, widget, overlay and plugin options. If you don't have a website or you'd like to create a dedicated area for the content within Malcolm! you'll love our hosted Hub. Connect Malcolm! with over 1,000 third party apps or services. You can also integrate with your own systems via Webhooks.	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 Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Any business or organisation who interacts with users (eg customers, staff, suppliers, tenants etc)	Audience Companies searching for a solution to collect client financial data
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing £30.00/month Please look at pricing on our website for more details Free Version Not Supported Free Trial Supported	Pricing $60 per month Free Version Not Supported Free Trial Supported
Reviews/Ratings Overall 5.0 / 5 ease 5.0 / 5 features 5.0 / 5 design 5.0 / 5 support 5.0 / 5 Read all reviews	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
Pros & Cons from Real Users Pros #1- Malcolm is easy to use, web-based platform. #2- Forms, site wizards and surveys are easy to add. #3- Easy to interact with users. #4- supports the designed FAQ section for users to get their questions answered. Cons #1- We had a positive response from users. No cons.
Training Documentation Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported
Company Information Acknowledgement Founded: 2003 United Kingdom malcolm.app	Company Information Spectrum Input Poland precisefp.com
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Categories Forms Automation Supported Knowledge Management Supported Online Form Builders Supported Portal Supported	Categories Forms Automation Supported
Forms Automation Features Approval Process Control Supported Archiving & Retention Supported Collaboration Supported Document Indexing Supported Drag & Drop Supported Full Text Search Supported Remote Document Access Supported Rules-Based Workflow Supported Text Editing Supported Version Control Supported Show More Features Knowledge Management Features Artificial Intelligence (AI) Not Supported Cataloging / Categorization Not Supported Collaboration Supported Content Management Supported Decision Tree Not Supported Discussion Boards Not Supported Full Text Search Supported Knowledge Base Management Supported Self Service Portal Supported Portal Features Chat Not Supported Collaboration Not Supported Content Management Supported Document Management Supported File Sharing Supported Search Supported	Forms Automation Features Approval Process Control Not Supported Archiving & Retention Supported Collaboration Supported Document Indexing Supported Drag & Drop Supported Full Text Search Supported Remote Document Access Supported Rules-Based Workflow Not Supported Text Editing Not Supported Version Control Supported
Integrations Zapier Supported Asana Supported Chief Not Supported Dropbox Supported Easyflow Supported FP Alpha Not Supported HubSpot CRM Supported Jira Supported Jira Work Management Supported KonnectzIT Supported Mailchimp Supported Mailchimp Transactional Email (Mandrill) Supported MoneyGuide Not Supported Motileo Not Supported SmartOffice Not Supported Trello Supported Twilio Supported Wufoo Not Supported Zendesk Supported Zoho CRM Supported Show More Integrations View All 15 Integrations	Integrations Zapier Supported Asana Not Supported Chief Supported Dropbox Not Supported Easyflow Not Supported FP Alpha Supported HubSpot CRM Not Supported Jira Not Supported Jira Work Management Not Supported KonnectzIT Not Supported Mailchimp Not Supported Mailchimp Transactional Email (Mandrill) Not Supported MoneyGuide Supported Motileo Supported SmartOffice Supported Trello Not Supported Twilio Not Supported Wufoo Supported Zendesk Not Supported Zoho CRM Not Supported Show More Integrations View All 7 Integrations
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