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
Bearing in mind companies have distinctive business demands, it is reasonable that they steer clear of seeking an all-in-one, ”best” software. Needless to say, it is hard to try to come across such an app even among well-known software systems. The practicable thing to do would be to note down the different essential factors which merit deliberation including crucial features, costing, technical skill levels of staff, organizational size, etc. Next, you must do the research thoroughly. Browse through these Formitize evaluations and scrutinize the other applications in your shortlist in detail. Such detailed research ascertain you circumvent ill-fitting applications and choose the system that provides all the function your business requires.
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 products
TOP
20
Formitize is one of the top 20 Sales Proposal Automation Software products
If you are considering Formitize it might also be beneficial to examine other subcategories of Business Process Management Software gathered in our database of SaaS software reviews.
Enterprises have unique wants and requirements and no software platform can be perfect in such a scenario. It is useless to try to find a perfect out-of-the-box software system that meets all your business needs. The intelligent thing to do would be to modify the system for your special requirements, staff member skill levels, budget, and other factors. For these reasons, do not rush and subscribe to well-publicized trendy applications. Though these may be widely used, they may not be the ideal fit for your unique needs. Do your groundwork, look into each short-listed application in detail, read a few Formitize Business Process Management Software reviews, contact the vendor for clarifications, and finally settle for the product that provides what you need.
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 know that when you make a decision to purchase a Business Process Management Software it’s crucial not only to see how experts rank it in their reviews, but also to discover if the real users and companies that bought these solutions are genuinely happy with the service. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Formitize reviews across a broad array of social media sites. The data is then displayed in an easy to digest format indicating how many users had positive and negative experience with Formitize. With that information at your disposal you will be prepared to make an informed buying 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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