PreciseFP Mobile!

How It Works:1. Select a client form We provide you with a library of professional-looking client forms that can be easily customized to fit your firms needs. Mobile Features:- Dashboard with recent statistics and activity- Searchable list of clients and prospects- Call your clients and prospects with one swipe- Email your clients and prospects with one swipe- Access up-to-date profiles of your clients and prospects - Ability to add and remove co-clients- Ability to manage client and prospect form access- Send forms to one or several clients and prospects- Searchable list of live forms- Ability to preview live forms- Ability to close or resend live forms- Ability to generate and download custom reports- Create and manage opportunities- Update user profile