Dataforma Review
What is Dataforma?
Dataforma is a leading provider of solutions for service industry businesses that amalgamates redundant systems into a comprehensive suite and integrated platform. It enables your service department, especially your field workers, to say goodbye to paper works. That is because it can track project requests, build a work history, generate and store invoices, collect customer information and communication records, and other related data.
On top of it all, Dataforma assists you in ensuring the on-time delivery of your services with its GPS tracking capability. This means that it can integrate with select GPS devices for you to know where your technicians or field representatives are at all times. With this, you can foster accountability and visibility among your workers and avoid discrepancies in the hours logged.
Show MoreOverview of Dataforma Benefits
All-Inclusive Built-In CRM
Dataforma has an integrated CRM that has every tool you could possibly need to build and nurture lasting relationships with your customers. This robust module allows you to access information about your clients anytime, such as records of conversations and transaction histories. With these within easy reach, you can answer their questions readily and provide them with promotions and services that are relevant to them.
Powerful Scheduling Module
Aside from an in-built CRM, Dataforma is also equipped with a fully functional calendaring system. This allows you to schedule service orders for every team as well as organize human resource events. As this is visible to every team member, you can make certain that everyone is held accountable for the swift and on-time delivery of services.
Dataforma Mobile
The Dataforma mobile app for iPhone and Android is an ideal companion for yourself and your field workers. This keeps users updated on scheduling changes and special customer requests. More than that, this empowers your technicians or field representatives to follow best practices and log inspection reports with photos or videos directly from the job site. These reports are then relayed to the customer to complete the documentation flow and to ensure that they are fully satisfied with the job.
Bird’s Eye View
Dataforma proffers a bird’s eye view on all activities in your organization through its customizable dashboard. From this panel, you can make quick decisions regarding job requests and business opportunities. Thus, you can always keep an eye on chances for growth.
Show MoreOverview of Dataforma Features
- Service Work Management Module
- GPS Tracking
- Service/Work Order Calendar
- Individual Calendar Management
- Building Work History
- Invoicing
- Document Management
- Lead Management
- Bid Tracking
- Proposals & Reports
- Project Contract Management
- Warranty Management
- Configurable Dashboard
- Mass Emails
Dataforma Position In Our Categories
Knowing that companies have distinctive business-related requirements, it is only reasonable they abstain from picking a one-size-fits-all, ideal software. However, it is almost impossible to try to discover such application even among widely used software systems. The logical step to undertake can be to write the several chief factors which necessitate deliberation like essential features, packages, technical skill levels of staff members, business size, etc. The second step is, you should conduct the research fully. Browse through these Dataforma review articles and scrutinize the other applications in your shortlist in detail. Such all-encompassing product investigation ensures you circumvent mismatched software products and choose the one which has all the tools your company requires.
Position of Dataforma in our main categories:
It's important to realize that hardly any app in the Field Service Management Software - FSM category is going to be a perfect solution that can meet all the needs of all business types, sizes and industries. It may be a good idea to read a few Dataforma Field Service Management Software - FSM reviews first as some services might dominate exclusively in a really small group of applications or be designed with a very specific industry in mind. Others may work with a goal of being easy and intuitive and consequently lack advanced functionalities welcomed by more experienced users. You can also find apps that support a broad group of users and provide a complex feature base, however this frequently comes at a more significant cost of such a solution. Be certain that you're aware of your requirements so that you pick a service that provides all the features you search for.
How Much Does Dataforma Cost?
Dataforma Pricing Plans:
Free Trial
Dataforma
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What are Dataforma pricing details?
Dataforma Pricing Plans:
Free Trial
Dataforma
Contact vendor
Dataforma is a comprehensive suite of tools that your service department go paperless completely. If you are interested in this all-inclusive product, you can request for custom enterprise pricing by phone or email.
User Satisfaction
Positive Social Media Mentions
2
Negative Social Media Mentions
0
We know that when you decide to get a Field Service Management Software - FSM it’s crucial not only to see how experts score it in their reviews, but also to find out whether the real clients and enterprises that purchased it are actually happy with the product. Because of that need we’ve devised our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Dataforma reviews across a vast range of social media sites. The information is then displayed in a simple to digest way revealing how many users had positive and negative experience with Dataforma. With that information at hand you should be prepared to make an informed business decision that you won’t regret.
Video
Technical details
Devices Supported
- Web-based
Deployment
- Cloud Hosted
Language Support
- English
Pricing Model
- Quote-based
Customer Types
- Small Business
- Large Enterprises
- Medium Business
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for Dataforma?
No information available.
Dataforma User Reviews
Dataforma average rating:
4/5
Overall impression
4/5
Customer Support
3/5
Value for Money
4/5
Ease of Use
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ADD A REVIEWMore reviews from 1 actual users:
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Quite challenging to learn, but very useful. So no regrets at all.
Read full review >
4/5
Overall impression
4/5
Customer Support
3/5
Value for Money
3/5
Ease of Use
Published on: 20.03.2021
Company Size: 11-50 Employees
Industry: Construction
PROS: The performance of Dataforma exceeded my expectations for more than a hundred percent. Also, the integration with other platforms has been smooth and easy.
CONS: I’m not recommending the mobile version since I find the features not fully functional yet. Also, I’m trying to use Quickbooks to access our records, but it would not open all the time. I keep getting error messages, so I decided to transition back to my laptop.
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Dataforma user reviews
Quite challenging to learn, but very useful. So no regrets at all.
Read full review >
4/5
Overall impression
4/5
Customer Support
3/5
Value for Money
3/5
Ease of Use
Published on: 20.03.2021
Company Size: 11-50 Employees
Industry: Construction
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