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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Standard operating procedures serve as the backbone for any business aiming for growth, as their absence can hinder consistent advancement. Autopilot facilitates the automation of these essential procedures, tackling the frequent challenges that organizations encounter when implementing processes. Through the use of validated electronic forms and pre-configured workflows, it guarantees that tasks are executed uniformly, irrespective of who is handling them. Additionally, a thorough audit trail of actions taken ensures accountability across the board, allowing everyone to be responsible for their contributions. When employees leave, Autopilot provides operational continuity and serves as an effective training resource for onboarding new team members. With built-in guidance for each stage of the process, new staff are supported throughout their learning journey, enhancing their understanding of the business's procedures. This makes it easier to maintain standards and efficiency, ultimately contributing to the overall success of the organization.

Description

Connecting with your clients and gathering their information can be effortlessly achieved through a simple email. Once they complete their engagement, transferring their data to your CRM or Financial Planning application is a straightforward process that requires just one click. Each client presents a distinct set of needs, so having the capacity to adapt to various scenarios—from straightforward to complex—is essential. You have the ability to design personalized engagement templates, allowing you to tailor each client's experience according to your preferences. One of our primary objectives is to help you save both time and resources. This is why we seamlessly integrate with the tools you use most often and offer functionalities that can substitute for those you rarely rely on. We are committed to continually enhancing our platform based on feedback from our advisors, ensuring that we stay responsive to their needs. We take pride in knowing that PreciseFP is often one of the initial interactions clients have with their financial advisors. With our latest update, users will find the interface more intuitive, highly customizable, and quicker than it has ever been before, making client engagement a truly streamlined experience. Furthermore, we believe that fostering strong relationships with clients starts right from their first interaction, making it vital to provide an outstanding service from the outset.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Chief No 
ConvertFlow Yes 
FP Alpha No 
KonnectzIT Yes 
Lyftrondata Yes 
MoneyGuide No 
Motileo No 
Slybroadcast Yes 
SmartOffice No 
VoiceDrop Yes 
Wufoo No 
Zapier No 

Integrations

Chief Yes 
ConvertFlow No 
FP Alpha Yes 
KonnectzIT No 
Lyftrondata No 
MoneyGuide Yes 
Motileo Yes 
Slybroadcast No 
SmartOffice Yes 
VoiceDrop No 
Wufoo Yes 
Zapier Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$60 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Autopilot Workflow Solutions

Founded

2014

Country

South Africa

Website

www.autopilot.co.za/

Vendor Details

Company Name

Spectrum Input

Country

Poland

Website

precisefp.com

Product Features

Business Process Management

Access Controls / Permissions No 
Alerts / Notifications No 
Business Process Automation No 
Business Rules Management Yes 
Collaboration No 
Process Change Tracking Yes 
Process Mapping No 
Process Modeling & Design No 
Visual Workflow Management No 

Forms Automation

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing No 
Drag & Drop No 
Full Text Search No 
Remote Document Access No 
Rules-Based Workflow Yes 
Text Editing No 
Version Control Yes 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard No 
Document Management No 
Forms Management Yes 
Graphical Workflow Editor No 
Mobile Access Yes 
No-Code No 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

Product Features

Forms Automation

Approval Process Control No 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing Yes 
Drag & Drop Yes 
Full Text Search Yes 
Remote Document Access Yes 
Rules-Based Workflow No 
Text Editing No 
Version Control Yes 

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