Formitize Overview

This is a summary of the comprehensive capabilities and benefits of Formitize based on over 1451 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.

Formitize, EasySmartForms, Logiforms, Kizeo Forms, GoCanvas, etc., all belong to a category of solutions that help Mobile Marketing. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Do you need to check if Formitize is right for your needs? Our Cuspera AI engine can evaluate how Formitize fits your specific business needs, industry, and context. Get your personalized assessment report today.

Formitize supports business activities such as:

  • Sales Document Management
  • Engaging And Following Up
  • PEST Analysis
  • Workflow Management
  • Generation Of New Leads

Formitize can help you with many business goals, such as Enhance Customer Relationships, Improve Efficiency, Increase Sales & Revenue, Improve Internal Communications, and Acquire Customers. It can help manage these activities if you use Offline Text SMS and E-Mail for these needs. As a solution, Formitize's capabilities include Alerts: Popups & Notifications, Recording, Dashboard, etc.

Formitize Real Estate Vertical is its biggest customer base.

Reviews

"Really helpful and friendly, willing to answer questions and suggest other options and ways to make it all work. " - Greg

Cuspera Reviews

12 buyers and buying teams have used Cuspera to assess how well Formitize solved their Mobile Marketing needs. Cuspera uses 1451 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Mobile Marketing needs.

Business Priorities

Enhance Customer Relationships and Improve Efficiency are the most popular business priorities peers achieved using Formitize.

Other priorities:

  • Increase Sales & Revenue
  • Improve Internal Communications
  • Acquire Customers
See all business priorities See less business priorities

Use Cases

Peers recommend Sales Document Management , Engaging And Following Up , PEST Analysis , as the business use cases that they have been most satisfied while using Formitize.

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Sales Document Management with Offline

4.73/5 ★

Read Reviews (154)

"...Contact details, Forms, Jobs, Documents, Safety, Tasks, Communications, Quotes and Invoices all securely stored and always with you. ..." Integrated into forms to draw.
proposal & quote management

4.82/5 ★

Read Reviews (123)

"...Invoicing, quotes, jobs, forms and much more all in one app. ...."
digital signature

3.98/5 ★

Read Reviews (20)

"...This has lot of features such as Inventory Management, Work order management, Document Indexing, Commercial Properties, Archiving & Retention, Electronic Signature and Billing & Invoicing...."
contract management

4.56/5 ★

Read Reviews (10)

"...Impress your clients and convert business like never before with live online Proposals and Agreements. ..."
Engaging And Following Up with Text SMS and E-Mail

4.82/5 ★

Read Reviews (48)

"...The service and follow up support Formitize gives is fantastic 10/10..."
PEST Analysis

4.39/5 ★

Read Reviews (38)

"...Pest Control App allows me to spend more time in my business rather than on administration...."
PEER EXPERIENCES
Sales Document Management with Offline

4.73/5 ★

Read Reviews (154)

"...Contact details, Forms, Jobs, Documents, Safety, Tasks, Communications, Quotes and Invoices all securely stored and always with you. ..." Integrated into forms to draw.
proposal & quote management

4.73/5 ★

Read Reviews (123)

digital signature

4.73/5 ★

Read Reviews (20)

contract management

4.73/5 ★

Read Reviews (10)

Engaging And Following Up with Text SMS and E-Mail

4.82/5 ★

Read Reviews (48)

"...The service and follow up support Formitize gives is fantastic 10/10..." Testimonial from Specialised Termite & Pest
PEST Analysis

4.39/5 ★

Read Reviews (38)

"...Pest Control App allows me to spend more time in my business rather than on administration...." Testimonial from The Pestman

23+ more Business Use Cases

Our AI advisor, Wyz, harnessed 1451 insights from peers and experts to help you assess how these Formitize use cases fit your Mobile Marketing needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS

Greg

Capricorn Pest Inspections

Really helpful and friendly, willing to answer questions and suggest other options and ways to make it all work. Testimonial By Greg

Paul Sandles

Jim’s Diggers

Formitize is really simple for us to use and the service is great. Activating a new franchisee is quick and easy. Testimonial By Paul Sandles

Steph Spanks

Readyvac

Formitize provides a valuable contribution to how our business operates Testimonial By Steph Spanks
CUSTOMERS TESTIMONIALS

Greg

Capricorn Pest Inspections

Really helpful and friendly, willing to answer questions and suggest other options and ways to make it all work. Testimonial By Greg

Paul Sandles

Jim’s Diggers

Formitize is really simple for us to use and the service is great. Activating a new franchisee is quick and easy. Testimonial By Paul Sandles

Steph Spanks

Readyvac

Formitize provides a valuable contribution to how our business operates Testimonial By Steph Spanks

Frequently Asked Questions(FAQ)

for Formitize

What is Formitize?

Formitize is a mobile business solution that helps small businesses to improve operational efficiencies and get paperless that can improve many elements of the business. It also helps the clients with some of its qualities like professional presentation, instant communications, real-time visibility, automated job status updates and so much more.

What is Formitize used for?

Formitize is a Mobile Marketing Software mainly used by its customers to Enhance Customer Relationships and Improve Efficiency by Sales Document Management, Engaging And Following Up and PEST Analysis .

What are the top features of Formitize?

Alerts: popups & Notifications, Recording and Dashboard are some of the top features of Formitize.

Who uses Formitize?

Formitize is used by Real Estate, Consumer Services and Management Consulting among other industries.

What are Formitize alternatives?

EasySmartForms, Logiforms, Kizeo Forms and GoCanvas are popular alternatives for Formitize.

Where is Formitize located?

Formitize is headquartered at Unit 3, 11 Rodeo Road, Gregory Hills.

Popular Business Setting

for Formitize

Top Industries

  • Real Estate
  • Consumer Services
  • Management Consulting

Popular in

  • Small Business
  • Enterprise

Peers used Formitize to Enhance customer relationships and Improve efficiency

Peer and Expert Opinion on Features

for Formitize

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Alerts: popups & Notifications

3.49/5 ★

Read Reviews (76)
Recording

3.16/5 ★

Read Reviews (35)
Dashboard

3.22/5 ★

Read Reviews (14)
Templates

3.13/5 ★

Read Reviews (12)
Calculator

3.28/5 ★

Read Reviews (11)
FEATURES RATINGS AND REVIEWS
Alerts: popups & Notifications

3.49/5 ★

Read Reviews (76)
Recording

3.16/5 ★

Read Reviews (35)
Dashboard

3.22/5 ★

Read Reviews (14)
Templates

3.13/5 ★

Read Reviews (12)
Calculator

3.28/5 ★

Read Reviews (11)

IT and Other Capabilities

for Formitize

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Export

3.47/5 ★

Read Reviews (75)
Data Import

3.47/5 ★

Read Reviews (132)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Export

3.47/5 ★

Read Reviews (75)
Data Import

3.47/5 ★

Read Reviews (132)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Email Support

4.43/5 ★

Read Reviews (35)
Chat Support

4.00/5 ★

Read Reviews (21)
Phone Support

3.97/5 ★

Read Reviews (16)
24/7 Support

3.67/5 ★

Read Reviews (93)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Email Support

4.43/5 ★

Read Reviews (35)
Chat Support

4.00/5 ★

Read Reviews (21)
Phone Support

3.97/5 ★

Read Reviews (16)
24/7 Support

3.67/5 ★

Read Reviews (93)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

3.42/5 ★

Read Reviews (1)
Custom Reports

3.65/5 ★

Read Reviews (179)
Analytics

3.27/5 ★

Read Reviews (3)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

3.42/5 ★

Read Reviews (1)
Custom Reports

3.65/5 ★

Read Reviews (179)
Analytics

3.27/5 ★

Read Reviews (3)

Software Failure Risk Guidance

?

for Formitize

Overall Risk Meter

Low Medium High

Top Failure Risks for Formitize

Vendor Profile Details

Company Name

Formitize

Company Website

https://www.formitize.com/

HQ Location

Unit 3, 11 Rodeo Road, Gregory Hills

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