PreciseFP makes it easy for us to reach out to our clients to grab information, whether it's typical fact-finding or a completely customized questionnaire. On top of that, it does a better job than a lot of CRM options for showing me a client's total picture. Review collected by and hosted on G2.com.

All we need is even more ways to access and manipulate data! Since I'm a total data nerd, I run into this situation with all of our tech stack. I realize that the more sophisticated you make a piece of software, the more training is required for responsible use, and the more things can break, but I sure wish there was a way for "power users" to dig even deeper! Review collected by and hosted on G2.com.