Formitize Overview

Formitize transforms business operations through its modular mobile solution, enabling a paperless environment that enhances efficiency. By integrating smart forms and CRM capabilities, it addresses the need for streamlined data management and operational fluidity in mobile marketing. Businesses benefit from reduced reliance on multiple applications, creating a cohesive ecosystem that simplifies processes. A unique aspect of Formitize is its ability to automate routine tasks, freeing up resources for strategic initiatives. This adaptability ensures scalability, crucial for growing enterprises seeking to maintain agility in dynamic markets.

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.

Other use cases:

  • Workflow Management
  • Generation Of New Leads
  • Contact List Management
  • Sending & Publishing Communications
  • Helpdesk Management
  • Competitive Intelligence
  • Pipeline Management
See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Improve Efficiency are the most popular business priorities that customers and associates have achieved using Formitize.

Other priorities:

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

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. and Formitize support capabilities include Email Support, Chat Support, Phone Support, etc. also Formitize analytics capabilities include Custom Reports, and Analytics.

Reviews

"Formitize provides a valuable contribution to how our business operates" - Steph Spanks

Formitize, Attentive, Alpha Anywhere, Onesignal, Airship, 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.

Formitize offers modular mobile solutions to help businesses go paperless and improve efficiencies. A free trial includes features such as smart forms and CRM.

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

Why is Formitize the best choice for Sales Document Management?

Why is Formitize the best choice for Engaging And Following Up?

What Are the key features of Formitize for PEST Analysis?

How efficiently Does Formitize manage your Workflow Management?

How can Formitize enhance your Generation Of New Leads process?

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
Formitize testimonial

Steph Spanks

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

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.

Testimonial By Jim Penman
Formitize testimonial

Edward A

Gaughan
Great software and it links effortlessly to Xero. No more double handling of accounts Testimonial By Edward A
CUSTOMERS TESTIMONIALS
Formitize testimonial

Steph Spanks

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

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.

Testimonial By Jim Penman
Formitize testimonial

Edward A

Gaughan
Great software and it links effortlessly to Xero. No more double handling of accounts Testimonial By Edward A

Case Studies

CASE STUDY Paynes Pest Management

Formitize helped Paynes Pest Management go paperless and save time. The owner, Brock Payne, needed a solution for accounting, CRM, job management, and reporting. Formitize was easy to set up and made... daily operations more efficient. Brock found the platform intuitive, affordable, and professional. He praised the support team and now recommends Formitize to others in the pest control industry.

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Information Technology and Services

CASE STUDY Utilitarian Support Solutions

Formitize helped Utilitarian Support Solutions fix problems with inefficiencies, time delays, and lost paperwork. They used Formitize modules for CRM, document management, job management, and job sch...eduling. The setup was easy and support was strong. Formitize made job scheduling and document organization better. The team now works faster and serves customers better.

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Consumer Services

CASE STUDY Wildwood Treecare Bristol Ltd

Formitize helped Wildwood Treecare Bristol Ltd solve problems with lost paperwork, time delays, and manual data entry. The company used Formitize for accounting, CRM, job management, scheduling, and ...paperless forms. Tom Carlyon, co-owner, liked having all features in one platform and found Formitize more customizable and cost-effective than other tools. The support team was responsive and helpful. Wildwood Treecare now works more efficiently and delivers better service to clients.

Read more →
Consumer Services

CASE STUDY HW Pest Control

Formitize helped HW Pest Control fix lost paperwork and slow manual data entry. The company used Formitize for accounting, CRM, job scheduling, paperless forms, and reporting. The setup was fast and ...easy. Formitize saved hours of work each week. The professional reports brought in more clients. The support team got a perfect score from the customer.

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Consumer Services

CASE STUDY Precise Pool Inspections

Formitize helped Precise Pool Inspections improve their pool safety inspection business. Before Formitize, they struggled with manual data entry and inefficient processes. They chose Formitize for CR...M, job management, scheduling, and reporting. The setup was easy and the support team was helpful. Using Formitize made their business run better and improved their daily work.

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CASE STUDY Wagga Pest Solutions

Formitize helped Wagga Pest Solutions manage scheduling, invoicing, and customer records. The owner, Brock Altmann, chose Formitize for its accounting, CRM, job scheduling, paperless forms, and repor...ting features. He found setup easy and job management much faster. Brock calls Formitize 'modern age paperwork' and rates it a perfect 10. He recommends Formitize for its strong support and simple business management.

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Submitted Form Actions - Lunch & Learn Webinar

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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?

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?

Attentive, Alpha Anywhere, Onesignal and Airship are popular alternatives for Formitize.

Where is Formitize located?

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

Peers used Formitize for sales document management and engaging and following up

Formitize Features

  • Low
  • Medium
  • High
FEATURE 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 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

Formitize Pty Ltd Profile

Company Name

Formitize Pty Ltd

Company Website

https://www.formitize.com/

HQ Location

Unit 3, 11 Rodeo Road, Gregory Hills

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