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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

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 

Alternatives

Alternatives

InvestWell Reviews

InvestWell

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