Malcolm!

Malcolm!

Acknowledgement
PreciseFP

PreciseFP

Spectrum Input
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About

Malcolm! is a set of easy to use web based tools that help you interact with your users. Turn recurring tasks and procedures into Workflows (forms / user journeys). Create anything from a basic form to a complex multi-step customer journey. Start from scratch or use one of our pre-configured templates. Teach Malcolm! the answers to your Frequently Asked Questions and let your users find their own answers using natural language search or by browsing a Knowledge Base. Plus users can rate your answers helping you continually improve your content. If you already have a website or app we make it super easy to surface the content you create in Malcolm! via a variety of embed, widget, overlay and plugin options. If you don't have a website or you'd like to create a dedicated area for the content within Malcolm! you'll love our hosted Hub. Connect Malcolm! with over 1,000 third party apps or services. You can also integrate with your own systems via Webhooks.

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

Any business or organisation who interacts with users (eg customers, staff, suppliers, tenants etc)

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

£30.00/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

Acknowledgement
Founded: 2003
United Kingdom
malcolm.app

Company Information

Spectrum Input
Poland
precisefp.com

Alternatives

Alternatives

Autopilot Workflow

Autopilot Workflow

Autopilot Workflow Solutions
WP Fluent Forms

WP Fluent Forms

WPManageNinja
weForms

weForms

weDevs

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

Knowledge Management Features

Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

Portal Features

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

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

Zapier
Asana
Dropbox
Easyflow
HubSpot CRM
HubSpot Customer Platform
Jira
Jira Work Management
KonnectzIT
Mailchimp
Mailchimp Transactional Email (Mandrill)
MoneyGuidePro
SmartOffice
Trello
Twilio
Wufoo
Zendesk
Zoho CRM

Integrations

Zapier
Asana
Dropbox
Easyflow
HubSpot CRM
HubSpot Customer Platform
Jira
Jira Work Management
KonnectzIT
Mailchimp
Mailchimp Transactional Email (Mandrill)
MoneyGuidePro
SmartOffice
Trello
Twilio
Wufoo
Zendesk
Zoho CRM
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Claim Malcolm! and update features and information
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Claim PreciseFP and update features and information