Affordable and Intuitive Fact-Finding Software for Service-Based Businesses

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.

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Client Fact Find Software

Benefits of FactFind365


Efficient Data Collection

An 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.


Easy to follow

Each section of the fact find is explained in plain English with minimal jargon, ensuring that your clients can provide you with accurate information.


Customisable

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.


Mobile friendly

As well as desktop, our software allows your clients to fill out their details from the comfort of their sofas using their mobile devices.

Features

Invite only

Invite your clients to complete the fact find, which they can do in their own time.

Maintain branding

Use your own branding, logos and colours on the fact find questionnaire.

Flexibility

Allows clients to save progress and return later.

Download & Print

Download and print any completed fact finds.

Follow progress

Keep tabs on progress and send reminders to complete.

Simple Pricing, no contracts

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.

For Individuals

£19 + VAT

per month *

  • 1 user
  • Unlimited active fact finds
  • Email invites and reminders
  • Clients can save progress
  • 90 day data retention

For Teams

£49 + VAT

per month *

  • Up to 5 users
  • Unlimited active fact finds
  • Email invites and reminders
  • Clients can save progress
  • 90 day data retention

* Get 2 months free if you pay annually

Frequently Asked Questions (FAQs)

FactFind365 Software is a simple and intuitive software platform that helps make the process of capturing your clients’ information a smooth and automated process. Your clients can fill out their information by themselves and in their own time and submit this to you for download and review as part of your process.

You send your clients a unique link via email directly from your control panel and they will fill out their information in their own time.

The FactFind365 system is customisable, thus allowing you to ask the questions you need answers to. You can set up multiple form field types such as single line text entry, drop down option lists and tick boxes. There are also conditional features, so you can set questions based on previous answers given during the process.

Yes. Whilst following all of the latest security practices such as data encryption, secure connections etc, we also ensure we don’t hold on to any of your clients’ data for longer than necessary.

No. We will not store any of your clients’ data for longer than necessary. Any data that is stored will also not be sold or passed on to any third parties.