PreciseFP

PreciseFP

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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.

About

WPForms is the best WordPress contact form plugin. Here are the features that makes WPForms the most powerful and user-friendly WordPress form builder in the market. Easily create an amazing form in just a few minutes without writing any code. Start with pre-built form templates to save even more time. WPForms is 100% responsive meaning it works on mobile, tablets & desktop. Easily create high performance forms with our smart conditional logic. Respond to leads quickly with our instant form notification feature for your team. View all your leads in one place to streamline your workflow. Easily collect payments, donations, and online orders without hiring a developer. Create subscription forms and connect it with your email marketing service. Easily embed your forms in blog posts, pages, sidebar widgets, footer, etc. Our smart captcha and honeypot automatically prevent spam submissions.

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 searching for a solution to collect client financial data

Audience

WordPress sites that need a solution for online forms

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

$60 per month
Free Version
Free Trial

Pricing

$39.50 per year
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

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Reviews/Ratings

Overall 3.8 / 5
ease 4.0 / 5
features 3.5 / 5
design 4.0 / 5
support 4.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Spectrum Input
Poland
precisefp.com

Company Information

WPForms
Founded: 2016
wpforms.com

Alternatives

Alternatives

Contact Form 7

Contact Form 7

Takayuki Miyoshi
Autopilot Workflow

Autopilot Workflow

Autopilot Workflow Solutions
Forminator

Forminator

WPMU DEV
Gravity Forms

Gravity Forms

Rocketgenius
HappyForms

HappyForms

The Theme Foundry
weForms

weForms

weDevs

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

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

Zapier
AffiliateWP
BuddyBoss
Campaign Monitor
CoRover.ai
Drip
Easy Affiliate
ExactMetrics
Eyeshot
MailOptin
Mailjoy
MoneyGuidePro
OptinMonster
Raklet
Stackreaction
Stripe
Support Genix
Textellent
Wufoo
eLearnCommerce

Integrations

Zapier
AffiliateWP
BuddyBoss
Campaign Monitor
CoRover.ai
Drip
Easy Affiliate
ExactMetrics
Eyeshot
MailOptin
Mailjoy
MoneyGuidePro
OptinMonster
Raklet
Stackreaction
Stripe
Support Genix
Textellent
Wufoo
eLearnCommerce
Claim PreciseFP and update features and information
Claim PreciseFP and update features and information
Claim WPForms and update features and information
Claim WPForms and update features and information