Formitize Review
What is Formitize?
Formitize is a form automation platform that delivers smart forms and integrated solutions for you to eliminate paperwork, optimize data collection, and streamline processes. Formitize revolutionizes how government agencies, startups, franchise groups, large enterprises, and individual traders work.
It lets you create tailored online forms using prebuilt form templates or a drop-and-drag form builder. You can apply smart logic and question routing, mandatory data fields, and automatic calculation to your forms. Formitize also permits you to capture, tag, and draw on photos, create notes via the voice-to-text functionality, record time and location data, and collect and add electronic signatures.
The form automation platform provides various modules that aid you attain better business efficiency, visibility, and control. You can create, schedule, and monitor jobs, implement safety forms, documents, and processes, and automate lead generation and nurturing. Plus, you can collect, organize, and access all information about your assets. You can generate reports out of form field data and handle compliance workflows with multiple stages and automated notifications too.
Show MoreOverview of Formitize Benefits
Smart Digital Forms
Formitize helps you reduce paperwork, enhance engagements, and automate processes through smart digital forms. You can create online forms that customers can complete on a desktop, laptop, tablet, or smartphone. You can integrate the forms with databases and automatically populate form fields with relevant and accurate data. The data can be related to persons, locations, services, or parts.
Various actions can be triggered after customers complete and submit the forms. For instance, users can instantly send reminders and notifications, add or update records in the CRM system, update inventory levels, or create quotes and invoices. They’ll also send PDF files, generate reports, or modify the status of forms.
Optimized Sales Processes
The platform improves your sales processes. You’ll be able to record leads along with all their information and inquiries and synchronize lead data with your CRM system. You can also implement Formitize’s automated virtual assistants to streamline sales interactions and activities.
The digital assistants send automated messages to prospects and customers via email, SMS, or letter. They can notify prospects and customers about scheduled appointments and pending quotes and invoices, update them on the status of jobs, and answer their inquiries. Formitize lets you instantly create jobs, quotes, and invoices from leads and accept and record cash, check, or card payments in the office or field.
Job Management
Formitize offers tools and features for efficient and seamless job management and monitoring. With its drawing tool, you capture or upload images like mud maps, site or floor plans, or charts and attach them to job forms. You can add texts and drag-and-drop legends and icons to the images as well.
Furthermore, the photo tagging and streaming capability enable users to tag and search images using any data fields in the forms, add photos to documents like quotes and invoices, and view images anywhere in real-time. Formitize permits you to track the status of jobs from a dashboard. You can also add GPS, date, and timestamps to job forms and produce complete and detailed audit logs of all events and activities related to jobs.
The platform assists you in protecting the health and safety of your employees. You can require field personnel to accomplish safety forms first before they do their jobs. Formitize allows you to track and handle workflows, forms, and documents for managing complaints, near misses, risks, and non-compliance issues.
Show MoreOverview of Formitize Features
- Smart Online Forms
- Triggered Actions
- Smart Logic
- Required Data Fields
- Voice-to-Text
- GPS, Data, & Time Stamp
- Automatic Calculations
- Database Integration
- Drawing Tool
- Photo Tagging & Streaming
- Document Management
- Job Handling
- Sales Management
- Asset Management
- Health & Safety
- Compliance Register
- Report Generator
- Digital Assistants
- CRM Solution
- Quotes & Invoices
- Payment Management
- Mobile App
Awards & Quality Certificates
Formitize Position In Our Categories
Keeping in mind companies have particular business wants, it is sensible they avoid seeking a one-size-fits-all, ”best” solution. Needless to say, it is almost impossible to try to stumble on such an app even among branded software systems. The better thing to undertake would be to list the numerous critical factors that call for a consideration including important features, packages, technical skill capability of the users, business size, etc. The second step is, you should double down on your product research systematically. Browse over some Formitize reviews and explore the other software systems in your list in detail. Such all-encompassing product research guarantees you weed out unfit applications and select the system which provides all the benefits your business requires to achieve growth.
Position of Formitize in our main categories:
TOP
200
Formitize is one of the top 200 Business Process Management Software products
TOP
50
Formitize Forms Automation Software solutions
TOP
20
Formitize is one of the top 20 Sales Proposal Automation Software products
If you are interested in Formitize it might also be sensible to check out other subcategories of Business Process Management Software gathered in our database of B2B software reviews.
There are well-liked and widely used applications in each software category. But are they automatically the best fit for your organization’s specific needs? A trendy software application may have thousands of users, but does it provide what you require? For this reason, do not blindly spend on popular systems. Read at least a few Formitize Business Process Management Software reviews and mull over the elements that you desire in the software such as the fees, main features, available integrations etc. Then, choose a few solutions that fit your requirements. Try out the free trials of these platforms, read online comments, get clarifications from the vendor, and do your homework meticulously. This profound homework is certain to help you choose the most excellent software platform for your company’s unique wants.
How Much Does Formitize Cost?
Formitize Pricing Plans:
Free Trial
Giving Back
Contact vendor
Standard Plan
$29.99/user/month
Enterprise Solutions
Contact vendor
What are Formitize pricing details?
Formitize Pricing Plans:
Free Trial
Giving Back
Contact vendor
Standard Plan
$29.99/user/month
Enterprise Solutions
Contact vendor
Formitize provides the following enterprise pricing plans for users to choose from.
Giving Back – by quote
- For non-profits and charities
- Community giving back program
Standard Plan – $29.99/user/month
- Formitize standard solutions
- Smart online forms
- CRM solution
- Web-based scheduling
- Job handling
- Safety
- Sales pipeline management
- Document management
- Quotes & invoices
- Automated digital assistants
- Mobile payments
Enterprise Solutions – by quote
- Formitize industry-tailored solutions
- Includes all standard features, Plus:
- Dedicated solutions for industries & verticals
- Reports
- Workflows
- Job templates
- Resource documents
User Satisfaction
Positive Social Media Mentions
4
Negative Social Media Mentions
0
We realize that when you choose to buy a Business Process Management Software it’s vital not only to learn how professionals rank it in their reviews, but also to find out whether the real clients and enterprises that use this software are actually happy with the service. Because of that need we’ve designer our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Formitize reviews across a wide range of social media sites. The data is then featured in a simple to understand format revealing how many clients had positive and negative experience with Formitize. With that information at hand you will be prepared to make an informed purchasing choice that you won’t regret.
Video
Technical details
Devices Supported
- Android
- iPhone/iPad
- Web-based
Deployment
- Cloud Hosted
- Open API
Language Support
- English
Pricing Model
- Monthly payment
- Quote-based
Customer Types
- Small Business
- Large Enterprises
- Medium Business
- Freelancers
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for Formitize?
Formitize integrates with the following systems:
- Xero
- QuickBooks
- Stripe
- MYOB
- CRM platforms
- Asset numbering & barcode systems
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