PreciseFPSpectrum Input
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Related Products
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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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About
Choose from dozens of customizable, ready-to-use templates by industry or build one from scratch. With the visual editor, quickly add sliders, lists, checkboxes. Collect contacts and accept payments – everything is at your fingertips! Improve SEO performance of your website, get email and SMS notifications about orders, send messages to clients. Use a calculator on your website, or share its link via messengers, social media and email. Improve your budget by targeting low-frequency queries, obtain user behavior indicators for better outcomes and rank higher in search results. Prompt price calculations for your customers. Instant invoicing via SMS or email means convenience for them. Sell faster than your competitors by getting sales-ready leads, you won’t waste time on responding to inquiries from users with little interest in your service. Take advantage of ready-to-use templates for popular industries and services.
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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 searching for a solution to collect client financial data
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Audience
Businesses searching for a solution to improve their services and increase sales
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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
$60 per month
Free Version
Free Trial
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Pricing
$2.85 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 InformationSpectrum Input
Poland
precisefp.com
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Company InformationuCalc
Kazakstan
ucalc.pro/en
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Alternatives |
Alternatives |
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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
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Integrations
MoneyGuidePro
Wufoo
Zapier
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