Formitize Review
OUR SCORE 80%
- What is Formitize
- Product Quality Score
- Main Features
- List of Benefits
- Awards Section
- Technical Specifications
- Available Integrations
- Customer Support
- Pricing Plans
- Other Popular Software Reviews
What is Formitize?
Formitize is a paperless business software that enables you to create forms, automate workflows, and use various modules designed to help with your tasks. It offers CRM, project management, and accounting modules, among others. It also provides form templates that you can customize for your compliance and workflow needs. Formitize offers a smart assistant that can schedule appointments with your clients, send automated communications, and answer customer inquiries through email, SMS, and push notifications. This assistant can also establish communications with your sales leads as well as send follow-ups for your outstanding quotes and invoices. Formitize generates actionable analytics with the data collected by forms and other information you provide, such as job locations, time worked, and expenses. You can save the reports as templates for future use and download them in CSV format.Product Quality Score
Formitize features
Main features of Formitize are:
- Franchises
- Management Portal
- Assistants
- Card Payments
- Drawing Tool
- Photo Tag and Streaming
- User Management
- Web Forms
- Mobile App
Formitize Benefits
The main benefits of Formitize are webforms, business process solutions, and management portals.
Webforms
Formitize enables you to create forms for your website and email correspondences with your clients. The forms can trigger workflows when submitted like creating tasks, sending notifications, and adding the details to CRM, among others. Formitize allows you to upload photos onto the forms, use the drawing tool to create more informative images, and identify required fields. It also calculates pricing and taxes for quote and invoice forms. Formitize saves a history for each form so that you can track activities and status.
Business Process Solutions
Formitize provides business process solutions to improve your productivity. It offers a CRM where you can add customer information, upload documents and forms, and access a record of communications. It also offers job scheduling, task tracking, and smart notifications to provide status updates on your project progress. Additionally, Formitize automates workflows like establishing communications with your sales leads and sending reminders for outstanding invoices.
Management Portal
Formitize offers a management portal where you can get an overview of all your business processes. You can manage forms, monitor jobs, and set up workflows. You can also create user groups and assign different permissions to ensure your safety and compliance. Formitize uses the data to generate customizable reports that you can export.
Awards Section
- Great User Experience Award
- Rising Star Award
Technical Specifications
Devices Supported
- Web-based
- iOS
- Android
- Desktop
Customer types
- Small business
- Medium business
- Enterprise
Support Types
- Phone
- Online
Formitize Integrations
The following Formitize integrations are currently offered by the vendor:
- API
Video
Customer Support
Pricing Plans
Formitize pricing is available in the following plans:
