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Average Ratings 0 Ratings
Description
Discover a more intelligent and effective method for gathering data in the field, at any time and in any location, both online and offline, through FormTab! This platform allows you to easily and affordably design your own tailored digital forms, making you question why you didn’t make the switch to paperless earlier. With our user-friendly form builder, you can develop advanced mobile forms that cater specifically to your requirements. The offline functionality means you can collect data while on the go and sync it later, eliminating dependence on network connectivity. Oversee your teams, mobile forms, and submissions all from a single centralized dashboard. Streamline your processes, integrate your data seamlessly, and gain access from anywhere! As an administrator, you have the ability to establish, modify, and manage mobile forms, users, and teams regardless of their location. Enhance your experience with FormTab by optimizing workflow efficiencies through third-party integrations, ensuring your data collection is not only efficient but also versatile. Embrace the future of data collection and transform the way you operate today!
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
API Access
Has API
Integrations
Chief
FP Alpha
MoneyGuide
Motileo
SmartOffice
Wufoo
Zapier
Pricing Details
$11 per user per month
Free Trial
Free Version
Pricing Details
$60 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
FormTab
Founded
2011
Country
New Zealand
Website
www.formtabapp.com
Vendor Details
Company Name
Spectrum Input
Country
Poland
Website
precisefp.com
Product Features
Forms Automation
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control
Product Features
Forms Automation
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control