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Average Ratings 0 Ratings

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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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Zapier Yes 
Active Directory Yes 
Chief No 
FP Alpha No 
MoneyGuide No 
Motileo No 
SmartOffice No 
Wufoo No 

Integrations

Zapier Yes 
Active Directory No 
Chief Yes 
FP Alpha Yes 
MoneyGuide Yes 
Motileo Yes 
SmartOffice Yes 
Wufoo Yes 

Pricing Details

$795 per month
Free Trial Yes 
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 Yes 
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

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 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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