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.

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.

Reviews

"Friendly and helpful staff and their service is awesome." - Paul Roberts

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

What Are the key features of Formitize for Sales Document Management?

Formitize streamlines sales processes by managing invoices, quotes, and jobs. The platform facilitates customer relationship management, including contact management, task management, and job management. Formitize also offers integrated document management, asset management, and quoting and invoicing capabilities.
"...Contact details, Forms, Jobs, Documents, Safety, Tasks, Communications, Quotes and Invoices all securely stored and always with you. ..." A Whole New Team Working for You

How does Formitize facilitate Engaging And Following Up?

Formitize provides automated follow-up capabilities for various business tasks, including job status updates, reminders, lead and quote follow-ups, and invoice chasing. These automated assistants can be customized to send follow-up messages via email, SMS, or letter at designated times. Formitize helps users maximize their sales leads and enquiries with automated follow-up and integrated pipeline management.
"...Maximise every sales lead or enquiry with automated follow up and integrated pipeline...." User Groups, Permissions, Visibility.

Why is Formitize the best choice for PEST Analysis?

What Are the key features of Formitize for Workflow Management?

How can Formitize optimize your Generation Of New Leads Workflow?

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

Paul Roberts

Urban Pest Solutions

Friendly and helpful staff and their service is awesome. Testimonial By Paul Roberts
Formitize testimonial

Edward A

Gaughan

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

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
CUSTOMERS TESTIMONIALS
Formitize testimonial

Paul Roberts

Urban Pest Solutions

Friendly and helpful staff and their service is awesome. Testimonial By Paul Roberts
Formitize testimonial

Edward A

Gaughan

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

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

Video

Submitted Form Actions - Lunch & Learn Webinar

Video Thumbnail

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?

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.
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 Profile

Company Name

Formitize

Company Website

https://www.formitize.com/

HQ Location

Unit 3, 11 Rodeo Road, Gregory Hills

Social