PreciseFP

PreciseFP

Spectrum Input
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About

Collect.chat is always ready to answer any of your customers' questions. It doesn't need breaks, coffee breaks, or even lunch breaks! The Collect.chat bot will be with you all the time - day and night, weekday and weekend, all year round! No matter how many customers you have, Collect.chat can take care of them all! Along with never-ending patience and politeness, Collect.chat will provide customers with a tailored experience each time they visit your website! Since our chatbot is constantly interacting with visitors proactively, they are more likely to enter their information. We provide you with insights about the conversion along with their data! You'll save on acquisition costs as Collect.chat will cut down the time and money spent on sourcing for leads, which often leads to disappointed customers and wasted money. The chatbot qualifies and converts your visitors into customers by engaging them in a conversation rather than filling boring forms.

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

Businesses searching for a solution to improve their services and increase sales

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

$14.00/month
Free Version
Free Trial

Pricing

$60 per month
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

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:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Collect.chat
Founded: 2017
India
collect.chat

Company Information

Spectrum Input
Poland
precisefp.com

Alternatives

Alternatives

Autopilot Workflow

Autopilot Workflow

Autopilot Workflow Solutions
Conferbot

Conferbot

Netraga

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

Chatbot Features

Call to Action
Context and Coherence
Human Takeover
Inline Media / Videos
Machine Learning
Natural Language Processing
Payment Integration
Prediction
Ready-made Templates
Reporting / Analytics
Sentiment Analysis
Social Media Integration

Live Chat Features

Canned Responses
Customizable Branding
Geo Targeting
Offline Form
Proactive Chat
Screen Sharing
Third Party Integration
Transfers / Routing
Website Visitor Tracking

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

Wufoo
Zapier
AWeber
Easyflow
Google Analytics
HelpShelf
HubSpot CRM
HubSpot Customer Platform
Mailchimp
MoneyGuidePro
Pipedrive
Salesforce
SmartOffice
Stackreaction

Integrations

Wufoo
Zapier
AWeber
Easyflow
Google Analytics
HelpShelf
HubSpot CRM
HubSpot Customer Platform
Mailchimp
MoneyGuidePro
Pipedrive
Salesforce
SmartOffice
Stackreaction
Claim Collect.chat and update features and information
Claim Collect.chat and update features and information
Claim PreciseFP and update features and information
Claim PreciseFP and update features and information