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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

If managed service providers (MSPs) fail to engage in ongoing discussions with their clients about potential business growth opportunities, resolving challenges, and cutting expenses, they risk becoming interchangeable vendors, vulnerable to being replaced by the cheapest option available. To address this issue, we developed the GetInSync platform, designed to empower MSPs to stand out in a crowded marketplace by focusing on their clients' business challenges rather than merely addressing IT problems. Through our GetInSync framework and software-as-a-service solution, we assist MSPs in navigating three straightforward steps that transition their role from the server room to the boardroom. The first step involves mastering the GetInSync method, followed by a collaborative onboarding process with their clients, and finally, honing their skills in the processes of a fractional chief executive officer. By adopting this approach, MSPs can foster deeper relationships and drive meaningful growth for both themselves and their clients.

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

Screenshots View All

Screenshots View All

Integrations

Zapier
Active Directory
Chief
FP Alpha
MoneyGuide
Motileo
SmartOffice
Wufoo

Integrations

Zapier
Active Directory
Chief
FP Alpha
MoneyGuide
Motileo
SmartOffice
Wufoo

Pricing Details

$795 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

GetInSync

Founded

2018

Country

Canada

Website

getinsync.ca

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

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