PreciseFP
Update PreciseFP with meeting notes and client record changes from every conversation.
Connecting PreciseFP gives Quin access to your household accounts, member records, and engagement history. After each meeting, Quin can update the right records automatically and pull client context before calls so you're always prepared.
What you can do:
- Log meeting notes to client and household accounts after calls
- Create and update member and secondary contact records with information from conversations
- Search PreciseFP client data when preparing for meetings
- Check form and PDF engagement status across clients
