PreciseFP

PreciseFP

Spectrum Input
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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.

About

RapidoForm is your go-to solution for hassle-free, engaging forms that go beyond the usual data collection. Imagine creating forms that people actually enjoy filling out—thanks to features like audio and video responses, it's possible. And for tech-savvy needs, RapidoForm introduces a Coding Question type, allowing you to assess coding skills directly within the form, making it a game-changer for tech interviews. But the magic doesn't stop there. With AI by your side, form creation becomes a breeze. Choose from a variety of templates or customize them to fit your style. It's about making forms uniquely yours. And when it comes to integration, RapidoForm smoothly syncs with popular tools like HubSpot, Zapier, Microsoft Teams, Calendly and many more. In a nutshell, RapidoForm is not just a form builder; it's a game-changer in the data collection arena. Engage your audience, evaluate with precision, and elevate your forms experience.

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

Companies searching for a solution to collect client financial data

Audience

HR and Recruitment Teams, Marketing and Research Professionals, Educational Institutions, Tech Companies and Startups, Tech Enthusiasts and Developers.Nonprofit OrganizationsResearchers and Analysts, Healthcare Professionals, Sales and Customer Service Teams, Event Organizers,

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

$60 per month
Free Version
Free Trial

Pricing

$14.44/month
Free Version
Free Trial

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:

Review this Software

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:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Spectrum Input
Poland
precisefp.com

Company Information

RapidoForm
Founded: 2022
India
www.rapidoform.com

Alternatives

Alternatives

Microsoft Forms

Microsoft Forms

Microsoft
Autopilot Workflow

Autopilot Workflow

Autopilot Workflow Solutions
Riddle Quiz Maker

Riddle Quiz Maker

Riddle Technologies AG

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

Exam Features

Assessments
Automatic Grading
Certification
Online Tests
Paper Tests
Question Bank
Question Branching
Question Randomizing
Quizzes
Results Reporting
Scheduling
Surveys
Time Limits
User Management
Weighted Questions

Online Form Builders Features

Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys

Polling Features

Data Analysis Tools
Email Distribution
Feedback Collection
Live Results Tracking
Multiple Question Types
Online Polling
Phone Polling
Presentation Tools
Q & A
Skip Logic
SMS Polling
Supports Audio / Images / Video

Survey Features

Custom Survey URLs
Data Analysis Tools
Email Marketing
Mobile Survey
Offline Response Collection
Paper Survey
Question Branching
Question Library
Site Intercept Survey
Skip Logic
Supports Audio / Images / Video

Integrations

Zapier
Calendly
HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
Microsoft Teams
MoneyGuidePro
SmartOffice
Wufoo

Integrations

Zapier
Calendly
HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
Microsoft Teams
MoneyGuidePro
SmartOffice
Wufoo
Claim PreciseFP and update features and information
Claim PreciseFP and update features and information
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Claim RapidoForm and update features and information