PreciseFPSpectrum Input
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Related Products
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About
You can customize our forms to your specific use case, process, and the desired outcome. They’re simple and easy to use for teams of all sizes. Improve your efficiency and reduce costs by transforming your paper forms into beautiful digital documents in minutes. No need for time-consuming training! Culverdocs offers clean, simple methods of data entry and guides your users through the complete process. Instant delivery means no more waiting for paper forms to arrive so you can focus on more important tasks. Distribute high-quality reports beautifully branded to your business and utilize custom dashboards to provide real-time reporting & analysis of your data. Our workflows allows distribution of data to the correct departments seamlessly. It’s easy to integrate Culverdocs with your existing systems. Our integrations let you connect with a host of services or even build a custom integration with any REST service.
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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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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 an online form system for processing and managing business data
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Audience
Companies searching for a solution to collect client financial data
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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
£20 per user per month
Free Version
Free Trial
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Pricing
$60 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 InformationCulverdocs
Founded: 2017
United Kingdom
www.culverdocs.co.uk
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Company InformationSpectrum Input
Poland
precisefp.com
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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
Data Extraction Features
Disparate Data Collection
Document Extraction
Email Address Extraction
Image Extraction
IP Address Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction
Electronic Data Capture Features
Audit Trail
CRF Tracking
Data Entry
Data Verification
Distributed Capture
Document Imaging
Document Indexing
Forms Management
Remote Capture
Study Management
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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
SmartOffice
Wufoo
Zapier
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