PreciseFPSpectrum Input
|
||||||
Related Products
|
||||||
About
Integration, payments, and management of uniquely complex business workflows — with just one highly-customized web form. Better experience for students, professors, and the entire school district with web-based forms. Accessible anywhere by anyone. Track inventory, monitor deliveries, and fulfill orders online. Integrate with 3rd party apps for optimum productivity and seamless customer experience. Focus more on your causes rather than getting swamped with admin work. Better tools to engage with members and supporters. Virtually work on common goals. Manage your remote workers and get things done together, from everyday tasks to big projects. Embed forms for smooth, convenient, and lightning-quick business transactions. Set up recurring subscriptions, display pricing, and accept international currencies.
|
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
Anyone looking for an all-in-one solution for easy customer data collection and processing
|
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
$30 per month
Free Version
Free Trial
|
Pricing
$60 per month
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationEmailMeForm
Founded: 2006
United States
www.emailmeform.com
|
Company InformationSpectrum Input
Poland
precisefp.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
|
|||||
|
|
||||||
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
Box
Dropbox
Google Drive
Google Sheets
HubSpot CRM
HubSpot Customer Platform
KonnectzIT
Mailchimp
MoneyGuidePro
Morphic
|
Integrations
Box
Dropbox
Google Drive
Google Sheets
HubSpot CRM
HubSpot Customer Platform
KonnectzIT
Mailchimp
MoneyGuidePro
Morphic
|
|||||
|
|
|