Formitize Overview
Formitize offers modular mobile solutions to help businesses go paperless and improve efficiencies. A free trial includes features such as smart forms and CRM.
Use Cases
Customers recommend Sales Document Management, Engaging And Following Up, PEST Analysis, as the business use cases that they have been most satisfied with while using Formitize.
Business Priorities
Enhance Customer Relationships and Improve Efficiency are the most popular business priorities that customers and associates have achieved using Formitize.
Formitize Use-Cases and Business Priorities: Customer Satisfaction Data
Formitize works with different mediums / channels such as Offline, Text SMS, and E-Mail,
Formitize's features include Alerts: Popups & Notifications, Recording, Dashboard, etc.
Reviews
"Really helpful and friendly, willing to answer questions and suggest other options and ways to make it all work." - Greg
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.
Popular Business Setting
for Formitize
Top Industries
- Real Estate
- Consumer Services
- Management Consulting
Popular in
- Small Business
- Enterprise
Formitize is popular in Real Estate, Consumer Services, and Management Consulting and is widely used by Small Business, and Enterprise,
Comprehensive Insights on Formitize Use Cases
How can Formitize optimize your Sales Document Management Workflow?
How can Formitize enhance your Engaging And Following Up process?
What benefits does Formitize offer for PEST Analysis?
How efficiently Does Formitize manage your Workflow Management?
What makes Formitize ideal for Generation Of New Leads?
23+ more Business Use Cases
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.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Really helpful and friendly, willing to answer questions and suggest other options and ways to make it all work. Testimonial By Greg |
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Great software and it links effortlessly to Xero. No more double handling of accounts Testimonial By Edward A |
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After years of trying to develop our own system and careful study of a number of alternatives, we chose Formitize as the ideal system for our Franchisees. So far, the reaction has been universally positive. Our people find it easy to use and a great productivity tool, and it's improving all the tim...e. Matt and his staff have been universally helpful. I would recommend Formitize to anyone. |
| 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 |
|
Edward A Gaughan |
Great software and it links effortlessly to Xero. No more double handling of accounts Testimonial By Edward A |
|
Jim Penman Founder and CEO Jim's Group |
After years of trying to develop our own system and careful study of a number of alternatives, we chose Formitize as the ideal system for our Franchisees. So far, the reaction has been universally positive. Our people find it easy to use and a great productivity tool, and it's improving all the tim...e. Matt and his staff have been universally helpful. I would recommend Formitize to anyone. |
Case Studies
| COMPANY | INDUSTRY | CASE STUDIES |
|---|---|---|
|
NA |
Case Study Awesome DoorsRead More |
|
Consumer Services
|
Consumer Services |
CASE STUDY Bugs Be Gone Pest ControlRead More |
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|
NA |
Case Study Arco BuildRead More |
Video
Submitted Form Actions - Lunch & Learn Webinar
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.
Formitize replaces old paper forms, saves time, improves efficiencies and uses smart automation to reduce the manual processes. It stores and manages all the documents in one central location with fully integrated quotes, invoices and purchases. It also captures, manages and nurtures the sales leads and enquires with some smart, automated assistance, report builder and more.
Some of its features include smart forms, CRM, cloud scheduler, job management, safety first, sales pipeline, document management, quoting and invoicing, automated assistants, mobile payments and more.
What is Formitize used for?
What are the top features of Formitize?
Who uses Formitize?
What are Formitize alternatives?
Where is Formitize located?
Peers used Formitize for sales document management and engaging and following up
Formitize Competitors
Formitize Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Custom Reports | Read Reviews (179) |
| Analytics | Read Reviews (3) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Custom Reports | Read Reviews (179) |
| Analytics | Read Reviews (3) |
Software Failure Risk Guidance
?for Formitize
Overall Risk Meter
Top Failure Risks for Formitize
Formitize Profile
Company Name
Formitize
Company Website
https://www.formitize.com/HQ Location
Unit 3, 11 Rodeo Road, Gregory Hills
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