FactFind365 streamlines the fact-finding process by providing an intuitive, customisable data collection platform that allows your clients to complete forms at their convenience. Reduce time spent on calls and meetings while ensuring you gather accurate, essential information efficiently.
hello@factfind365.comAn secure and intuitive step by step fact find form makes it easy for your clients to add, save and update information in their own time.
Each section of the fact find is explained in plain English with minimal jargon, ensuring that your clients can provide you with accurate information.
You can set up and customise your own form structure, ensuring that you ask the questions you need answers to during the fact finding process.
As well as desktop, our software allows your clients to fill out their details from the comfort of their sofas using their mobile devices.
Invite your clients to complete the fact find, which they can do in their own time.
Use your own branding, logos and colours on the fact find questionnaire.
Allows clients to save progress and return later.
Download and print any completed fact finds.
Keep tabs on progress and send reminders to complete.
There is no complex pricing with our Fact Find software, nor do we tie you in to lengthy contracts. Just a simple, single monthly price.
per month *
per month *
* Get 2 months free if you pay annually