Integration with PreciseFP

Overview

Automate your client data gathering by connecting PreciseFP with your Salescaling CRM.

How it works

• When a new form is completed in PreciseFP, create or update a contact in Salescaling with the gathered data.
• Streamline your administrative work and ensure your client data is always accurate.
• Enhance your financial planning process with a powerful data management platform.