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
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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

What makes Formitize ideal for Sales Document Management?

How can Formitize enhance your Engaging And Following Up process?

How does Formitize address your PEST Analysis Challenges?

How can Formitize optimize your Workflow Management Workflow?

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
Formitize testimonial

Steph Spanks

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

Paul Roberts

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

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
CUSTOMERS TESTIMONIALS
Formitize testimonial

Steph Spanks

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

Paul Roberts

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

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

Case Studies

Information Technology and Services

CASE STUDY Utilitarian Support Solutions

Utilitarian Support Solutions is an IT support company in Pretoria. They needed a better CRM system to fix inefficiencies, time delays, and lost paperwork. They chose Formitize for CRM, job managemen...t, and document management. The setup was easy and the support team helped them get started. Formitize made job scheduling and document organization better. The company is happy with the improvements and plans to use more features.

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CASE STUDY Wagga Pest Solutions

Wagga Pest Solutions needed a better way to handle scheduling and invoicing. They chose Formitize for its features like Accounting, CRM, Job Scheduling, Paperless Forms, and Reporting. The owner foun...d Formitize easy to set up and use. The software made booking jobs and invoicing much faster and simpler. The owner praised Formitize's customer support and gave it a perfect rating. He now recommends Formitize to others.

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Non-Profit Organization Management

CASE STUDY Fight 4 Youth

Fight 4 Youth is a youth centre that helps young people with programs and support. They needed a better way to track which programs were most used and to give data to government agencies. Before, the...y had problems with time delays and managing staff. They chose Formitize for CRM and paperless forms to make things easier. Now, they use Formitize for document management and forms, and they are happy with the support and service.

Read more →
Consumer Services

CASE STUDY Precise Pool Inspections

Precise Pool Inspections is a family-owned business on the Sunshine Coast. They had problems with manual data entry and inefficient processes. They needed better ways to manage customers, jobs, and r...eports. They chose Formitize after hearing about it from industry peers. Formitize helped them improve their business and was easy to set up. The owners praise Formitize for its support and positive impact on their work and lives.

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CASE STUDY Happy Bins

Happy Bins needed a better way to manage their bin cleaning business. Their old process was hard to use and not efficient. They found Formitize through a Google search and liked its strong reputation.... They now use Formitize for CRM, job scheduling, accounting, and paperless forms. The owner says Formitize has made daily operations much better and easier. He also liked the helpful phone service and easy-to-use dashboard.

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Consumer Services

CASE STUDY Wildwood Treecare Bristol Ltd

Wildwood Treecare Bristol Ltd is a tree surgery company in Bristol. They had problems with inefficiency, lost paperwork, and manual data entry. They chose Formitize for its many features and customiz...ability. They now use Formitize for accounting, CRM, job management, scheduling, and paperless forms. The team finds the support helpful and the platform saves them time.

Read more →

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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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