PreciseFP vs. Zoho Forms Comparison


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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 Simplify data collection with online forms. Create forms, share them online, receive instant alerts, and efficiently manage your data with our integrated apps. Take a deep breath and focus on your business while Zoho Forms handles it all for you! Create beautiful forms without having to code. Our feature-rich form builder software, with 40+ field types, customizable themes, situation-specific templates, and a simple user interface, helps you create beautiful, functional forms for all your needs. Embed forms on web pages and engage with your website visitors. Share links on social media or to a target audience via email campaigns. Let your forms reach a wider audience or keep them private within a closed organization. Trigger conditional alerts via email whenever a new record is submitted or updated. Include attachments and keep all concerned people in the loop. Receive instant updates on chat platforms where your teams can work collaboratively.
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 Supported iPad Supported Android Supported Chromebook Not Supported
Audience Companies searching for a solution to collect client financial data	Audience Companies of all sizes that want to create beautiful forms without coding
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 $60 per month Free Version Not Supported Free Trial Supported	Pricing $10.00 per month Or $8 per month if paid annually Free Version Supported Free Trial Not Supported
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 4.4 / 5 ease 4.8 / 5 features 4.6 / 5 design 4.5 / 5 support 4.5 / 5 Read all reviews
	Pros & Cons from Real Users Pros It is by far the most inclusive form tool on the market, with many options to customize and really make the form look like it reflects our organization's mood. The ability to select from multiple themes that adapt to different needs and the ability to manually customize each form is something that can change the entire perspective of a form and make it look really professional, which is possible with this tool. Besides from that, it's also possible to customize the branding of the form by adding the logo and colors of our organization to match, and also add any additional messages that are needed depending on the type of form we are making. When creating the form itself, I like that it considers every possibility and gives you many options to properly build a professional form that keeps in mind every question that you need to ask. I specially like to use the multiple pages option because when it's such a long form, the client can become bored and not answer, but when it's turned into multiple pages, it gives them the option to complete things section by section. When sharing the forms, I like that there's an option to create an email campaign to send to multiple people with its integration to many email campaign apps. Zoho Forms is very useful because it is easy to use and has a variety of features to customize your forms. You can add different types of fields such as text, number, date, file upload, signature, etc. You can also use form and field rules to set conditional logic, validation, and calculations for your forms. It has a responsive layout that adapts to any device and screen size. You can also preview your forms on different devices before publishing. Mobile apps let you create and access your forms on the go, even when you're offline. You can also capture data using QR codes, barcodes, or NFC tags. It can be very well integrated with other Zoho products, such as CRM, Campaigns, Analytics, Desk, etc. You can also connect your forms with third-party services like Google Apps, MailChimp, Zapier, etc. You can also export your data to CSV or PDF formats or use webhooks to send data to other applications. Supports task assignment and approval workflows for your forms. You can assign tasks to your team members, set deadlines, and track the progress of your workflows. You can also send email or SMS notifications to your respondents or approvers when a form is submitted or approved. Zoho Forms has a free plan that allows you to create forms and submissions per month, they are not a huge number, but it can be useful to try out this platform. Paid plans are affordable and offer more features and storage. You can also get Zoho Forms as part of Zoho One, which provides access to all Zoho products for one price. Zoho Forms does allow you to collect opinions quickly and safely from any type of client, it is a very complete platform that allows you to create forms from scratch and allows you to give them an optimized design. What I liked the most about Zoho Forms are the options to protect the questions of each form, this option allows you to add mandatory fields to the forms and it is automated to detect when those questions have not been completed yet, this function is very important to keep the quality in the forms that we send to our clients and make sure that we receive the corresponding answers. I also like the way I can collect responses from these forms in real time, Zoho Forms has a built-in system to detect when a customer has completed the form, and sends an immediate alert to our email and user panel, This allows us to maintain a correct display of the answers, we can see the answers immediately and check if there are no forms with incomplete information or information with little precision regarding the question. I also love the builder that Zoho Forms has built in, this builder or editor allows me to create a form with drag and drop, this is great because I don't have to have programming or Backend or Low-code experience, just using this creator, i can make a complete form. The main feature that I liked closest to Zoho Forms is the great facility they have when creating and editing all kinds of forms, this platform has a quite innovative form creator, which allows you to enjoy all kinds of objects, insert all types of text or images of the entire form, also with this platform it is integrated with the Canvas service; which allows me to modify the General interface of the entire platform, this customization helps me a lot, since I can customize the entire interface, customize the location of each section, customize the location of each tool and many more things, I really love the fact to be able to modify the entire platform as I wish. Another of the features that I love about cabeza forma is that it has an integrated email response automation service, which means that every time a customer has completed a form, and has placed their email address within this form, you will receive a confirmation automatically within your Kay email form has been submitted successfully, this feature is very important to me as it allows me to send a form confirmation immediately to the email of the customer who completed the form. I also like that this platform allows me to send automated reminders when the system detects that a customer has not completed the form correctly, this is a very important function since on some occasions customers put their contact information in the form but do not complete it, these function allows you to send them a reminder to finish the form. + The main feature that I like about this platform is the different ways in which I can export the results of the forms. This gives me the freedom and ease of being able to decide which format to use to export, in order to take advantage of the results in different ways, such as the .CSV format which allows me to import into a database. I can also graph the exported results in this format to have a better perspective in relation to the answers I am looking for and apply the required strategies according to what was being sought with the forms. + I like that you can work offline for the creation of forms, this was very comfortable for me and it was a great solution for those forms that are made at the moment to keep certain key questions and in case you do not have a connection at least you can have a template or base already created that once the creation of forms is finished and there is an internet connection, the form is published without problem. Another thing is that it helps to create forms without distractions since I can disconnect the connection of my device and thus not receive annoying notifications that distract from my goals when creating forms in Zoho. + The UX is very fluid, I have not had any platform crash or slowdown. This is what I love about a platform and it is that it can be used with any OS with any feature, I have used Zoho Forms even on not very powerful computers and it has worked wonderfully. Likewise, on any device it never fails, nor does the application freeze and there are bugs, so I can trust that this platform is very stable in that aspect and that I will not have problems creating my forms and monitoring them. + I can add any type of question, including conditional questions that lead to other questions based on the respondent's selection. This has been very useful when collecting more specific data, at least for me it has worked for the qualification or not in jobs that my company has done to know if a person had certain aspects to enter my company . So it's been very useful to be able to have this conditional questions feature and not only this but all the types of questions that can be asked with this platform within its editor. + Zoho Forms gives me the possibility to choose from a large number of templates to start creating forms in case you don't have where to start. This was a help for me because I didn't really know how to create my forms when implementing Zoho Forms within my company, however, the templates were great for me. Also, I was able to share my own templates with my work colleagues in order to facilitate the creation of forms based on the same format. Cons I think that in general, Zoho Forms is such a complete software that is hard to find any dislikes at all, it has become some of the most used tools in my work routine, but because of this, and the data collected in the program, the storage space can run out quickly. If you have one of the higher pricing plans I don't think that there's anything to worry about, but for those in the mid-tier plans, it's important to make sure that you have enough storage space before launching a form to the public, because you can potentially lose any data tied to it if there's not enough storage. Another thing that I don't like is that reaching out to customer service feels almost impossible because they take a long time to reach back. Zoho Forms has some limitations in terms of design and customization. You can't change the font size or color of your form fields, or add custom CSS or HTML code to your forms. The themes and templates are also limited and not very attractive. Zoho Forms does not have some advanced features that other form builders offer, such as payment integration, file upload limit, survey logic, etc. You may need to use other tools like Zoho Survey or Zoho Creator for more complex forms or surveys. Customer support and documentation becomes a bit inefficient and problematic to get solutions. The support team isn't very responsive or helpful and the documentation isn't very clear or up to date either. You may need to rely on online forums or community resources for help. One of the main problems with Zoho Forms, is that it does not have the ability to integrate with many Campaigns platforms, which can make it a bit difficult to submit forms or distribute forms to a mailing list registered in the Campaigns software and Marketing, currently it is only possible to integrate it with MailChimp and Zoho Campaigns to make use of this form submission method. Another of the deficient things within Zoho Forms is that personalized or more direct attention is not offered to people who pay for more expensive plans, currently the support system is quite deficient, they take a long time to answer a request and this can be quite discouraging to any user. I never really had any kind of problem with this platform for creating forms, the process of adapting to this platform for the first time was very easy, also understanding how the platform works in general to create and submit forms. In addition, this platform has never presented any type of problem when sending forms through social networks, it has a perfect integration with all social networks, and allows collecting all kinds of opinions through those social networks, in addition, the statistics of this platform allow me to obtain individual statistics for the forms sent via social networks and via email. For now, I don't have any kind of problem with this platform, I am very happy with all the results provided so far and with the functions that this platform has performed. - I don't understand why I can't import custom fonts into Zoho Forms themes and it's disappointing as this makes it not fully customizable. So I only have the possibility to use the fonts that this platform provides me, limiting the possibility of giving it a personal touch with the fonts that we use frequently within my company. Many sites currently allow the upload of any type of font, giving the user the possibility to be more free in the design of their forms. - The creation of forms within mobile devices lacks certain features to make it completely the same as the browser version. This means that you do not frequently use the creation of forms within any smartphone, but rather you always have to be on the PC. I would like the Zoho Forms application for mobile devices to be complete so that I can create quick forms from the comfort of any device without having any limitations. - Email notifications are usually slow to arrive, as are SMS notifications. This is a bit annoying because I'm not always glued to my computer to see the forms being filled out. So if I want to know what happens with my forms I have to watch or take a moment to read the notifications and thus keep track of the posted forms. - You can only create forms offline through smartphones since it is not available for download for Windows or Mac. In addition, it is logically impossible to work with Zoho Forms through its website, which is the only way to access Zoho on desktop . This is a limitation since it would be nice to also have the ability to create forms offline, either through a browser extension or a Windows or Mac application.
Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Not Supported Live Online Supported In Person Not Supported
Company Information Spectrum Input Poland precisefp.com	Company Information Zoho Founded: 1996 India www.zoho.com/forms/
Alternatives Portal	Alternatives Jotform
MyPlanMap	FastField Forms Quickbase
InvestWell Excel Net Solutions	Diamond Forms, Flows & Docs Fenêtre Online Solutions
Boast Image	Typeform
Bonsai View All	Wufoo SurveyMonkey View All
Categories Forms Automation Supported	Categories Data Collection Supported Forms Automation Supported Online Form Builders 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	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 Online Form Builders Features Artificial Intelligence Not Supported Assign Roles / Permissions Supported Collaboration Tools Supported Conversational Forms Supported Data Tables Supported Drag & Drop / No Code Supported Export to PDF Supported HIPAA Compliant Not Supported Import Existing Forms Supported Mobile Forms Supported Offline Forms Supported Pre-made Templates Supported Quizzes / Questionnaires Supported Reporting / Data Visualization Supported Signup Forms Supported Surveys Supported
Integrations Zapier Supported Customer.io Not Supported Google Docs Not Supported Google Sheets Not Supported HubSpot Marketing Hub Not Supported Mailchimp Not Supported Make Not Supported MoneyGuide Supported NeverBounce Not Supported Nocode HQ Not Supported Picky Assist Not Supported QuickEmailVerification Not Supported SmartOffice Supported Textellent Not Supported Wufoo Supported Zoho CRM Not Supported Zoho Directory Not Supported Zoho Marketing Automation Not Supported Zoho RPA Not Supported Zoho Writer Not Supported Show More Integrations View All 7 Integrations	Integrations Zapier Supported Customer.io Supported Google Docs Supported Google Sheets Supported HubSpot Marketing Hub Supported Mailchimp Supported Make Supported MoneyGuide Not Supported NeverBounce Supported Nocode HQ Supported Picky Assist Supported QuickEmailVerification Supported SmartOffice Not Supported Textellent Supported Wufoo Not Supported Zoho CRM Supported Zoho Directory Supported Zoho Marketing Automation Supported Zoho RPA Supported Zoho Writer Supported Show More Integrations View All 49 Integrations
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