We utilize PreciseFP to gather data on prospects and clients. We would like to see a bi-directional integration that allows us to import and export client/prospect data. With this integration, we would want the ability to obtain new client data and to update existing client data.

The data sets we are looking to update are

Web forms is a great step, but we would like to import more information on an individual. This integration would help eliminate data errors and save time.