Elements Financial Advisor Tools + PreciseFP
Add new Elements prospects as prospects in PreciseFP
Managing your prospects efficiently is essential. With this integration, each new Elements prospect will be automatically added as an account in PreciseFP, streamlining your data-gathering and onboarding processes. Save time and ensure a seamless transition as you build strong relationships with potential clients.
Managing your prospects efficiently is essential. With this integration, each new Elements prospect will be automatically added as an account in PreciseFP, streamlining your data-gathering and onboarding processes. Save time and ensure a seamless transition as you build strong relationships with potential clients.
- When this happens...New Prospect
Triggers when a new prospect is added to Elements.
- automatically do this!Create Account
Creates a new client or prospect account.
- Free forever for core features
- 14 day trial for premium features & apps
About Elements Financial Advisor Tools
Elements is designed to help financial advisors quickly demonstrate their value, so they can get new clients.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout PreciseFP
PreciseFP is a data management platform that helps with your data-gathering process and automates your administrative work.