Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
At LegitFit, we prioritize the essential 20% of features that truly enhance your business management experience. Forget about the unnecessary extras that many client management systems burden you with, as we aim to streamline operations by focusing on what truly matters for your everyday business needs. Say goodbye to the hassle of inconsistent scheduling; with our service, you can display your availability online, allowing clients to easily book appointments from any location and device. Our Online Payments feature eliminates the discomfort associated with financial transactions, making it straightforward for both you and your clients to manage recurring or one-time payments. By consolidating bookings and payments into one unified platform, you can seamlessly monitor your business's progress. As your clientele expands, you won’t be the only one benefiting; share your personalized timetable link to attract new customers effortlessly. Simplifying this process enables you to grow your business with minimal effort while ensuring your success aligns with that of your 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
No
API Access
Has API
No
Integrations
Chief
No
FP Alpha
No
Google Hangouts
Yes
Microsoft Teams
Yes
MoneyGuide
No
Motileo
No
SmartOffice
No
Wufoo
No
Zapier
No
Zoom
Yes
Integrations
Chief
Yes
FP Alpha
Yes
Google Hangouts
No
Microsoft Teams
No
MoneyGuide
Yes
Motileo
Yes
SmartOffice
Yes
Wufoo
Yes
Zapier
Yes
Zoom
No
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
No
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
Yes
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
LegitFit
Founded
2017
Country
Ireland
Website
legitfit.com
Vendor Details
Company Name
Spectrum Input
Country
Poland
Website
precisefp.com
Product Features
Club Management
Attendance Tracking
Yes
Billing & Invoicing
Yes
Check-In Manager
No
Contract Management
No
Employee Management
Yes
Event Management
Yes
Inventory Management
No
Marketing Management
No
Member Portal
Yes
Membership Management
Yes
Payment Processing
Yes
Point of Sale (POS)
No
Dance Studio
Attendance Management
No
Billing & Invoicing
Yes
Class Management
Yes
Competition Management
No
Instructor Management
No
Inventory Management
No
Online Payments
Yes
Online Registration
Yes
Point of Sale (POS)
No
Recital Management
No
Scheduling
No
Student Management
No
Fitness
Attendance Tracking
Yes
Billing & Invoicing
Yes
Check-In Manager
No
Class Management
Yes
Contract Management
No
Employee Management
Yes
Event Management
Yes
Inventory Management
No
Marketing Management
No
Membership Management
Yes
Point of Sale (POS)
No
Reservations Management
No
Gym Management
Attendance Tracking
No
Billing & Invoicing
No
Calendar Management
No
Class Scheduling
No
Client Portal
No
Email Campaign Management
No
Employee Scheduling
No
Membership Management
No
Online Booking
No
Payment Processing
No
Waiver Management
No
Personal Trainer
Appointment Scheduling
No
Assessments
No
Attendance Tracking
Yes
Billing & Invoicing
Yes
Certification Tracking
No
Client Management
Yes
Commission Management
No
Exercise Library
No
Fitness Assessments
No
Fitness Plan
No
Nutrition Program
No
Online Store
No
Payment Processing
Yes
Wellness Plans
No
eCommerce
No
Pilates Studio
Attendance Tracking
Yes
Capacity Management
Yes
Class Scheduling
Yes
Marketing Management
No
Member Management
Yes
Online Payments
Yes
Point of Sale (POS)
No
Staff Management
Yes
Yoga Studio
Class Scheduling
Yes
Facility Scheduling
Yes
Inventory Management
No
Member Management
Yes
Online Payments
Yes
Staff Management
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