FormAssembly Overview

FormAssembly offers a no-code form builder with enterprise-level security, compliance, and customization. Users can easily create forms and collect data efficiently.

Use Cases

Customers recommend Sales Document Management, Onboarding, Workflow Management, as the business use cases that they have been most satisfied with while using FormAssembly.

Other use cases:

  • Helpdesk Management
  • Engagement Management
  • Sending & Publishing Communications
  • Customer Feedback Management
  • Capturing Leads
  • Knowledge Management
  • Creating Contact List
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Business Priorities

Acquire Customers and Scale Best Practices are the most popular business priorities that customers and associates have achieved using FormAssembly.

Other priorities:

  • Enhance Customer Relationships
  • Improve Internal Communications
  • Establish Thought Leadership
  • Launch New Products
  • Grow Market Share
  • Manage Risk
  • Increase Sales & Revenue
  • Improve Stakeholder Relations
  • Enter New Markets Internationally Or Locally
  • Improve Consistency
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FormAssembly Use-Cases and Business Priorities: Customer Satisfaction Data

FormAssembly works with different mediums / channels such as Support Groups. and Mobile.

FormAssembly's features include Feedback Surveys, Recording, Personalization, etc. and FormAssembly support capabilities include Email Support, Phone Support, Chat Support, etc. also FormAssembly analytics capabilities include Analytics, and Custom Reports.

Reviews

"...We use it for order forms, feedback, quote requests, contact info updates and more...." Peer review by Administrator

FormAssembly, Rippling, NinjaOne (formerly NinjaRMM), ProveSource, Ignition, etc., all belong to a category of solutions that help Lead Generation. 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 FormAssembly

Top Industries

  • Non-Profit Organization Management
  • Education
  • Information Technology and Services

Popular in

  • Small Business
  • Mid Market
  • Enterprise

FormAssembly is popular in Non-Profit Organization Management, Education, and Information Technology And Services and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on FormAssembly Use Cases

How does FormAssembly facilitate Sales Document Management?

Why is FormAssembly the best choice for Onboarding?

Why is FormAssembly the best choice for Workflow Management?

Why is FormAssembly the best choice for Helpdesk Management?

How can FormAssembly optimize your Engagement Management Workflow?

40+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well FormAssembly solved their Lead Generation needs. Cuspera uses 3298 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 Lead Generation needs.

Case Studies

CASE STUDY Harmony Public Schools

FormAssembly helped Harmony Public Schools fix data entry and lead management problems. Before, they used Google Forms and had slow, error-prone manual work. With FormAssembly, they saved over 4 hour...s per week on manual data entry. In the first month, they processed 900+ referrals and leads. Their new referral form brought in 5,500+ leads in one month, up from zero. Custom forms and Salesforce integration made the process faster and more accurate.

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Non-Profit Organization Management

CASE STUDY TechBridge

FormAssembly helped TechBridge, a nonprofit, improve data collection for other nonprofits. TechBridge used FormAssembly with Salesforce to move from paper to digital forms. Big Brothers Big Sisters o...f Metro Atlanta saved $65,000 a year and 15,000 sheets of paper. Volunteer application time dropped by about 50%. This led to 550 new mentors joining the program.

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Financial Services

CASE STUDY Verspieren

FormAssembly helped Verspieren, an insurance brokerage, digitize complex workflows like onboarding and risk assessments. Verspieren replaced paper and Word forms with FormAssembly’s multi-page forms ...and automated workflows. The platform enabled GDPR compliance by storing data locally in Europe. Verspieren improved customer experience, increased service quality with data traceability, and saved time for both customers and teams.

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CASE STUDY Shaw Trust

FormAssembly helped Shaw Trust improve volunteer data management. Shaw Trust needed a secure, compliant way to collect and organize volunteer data. Their old system was hard to use and not secure eno...ugh. With FormAssembly, they used templates, conditional questions, and a Salesforce Connector. Volunteers now fill out forms easily, and data goes straight into Salesforce. This saves time and keeps data safe and organized.

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Education

CASE STUDY Stanford University Office of Accessible Education

FormAssembly helped Stanford University Office of Accessible Education digitize their reduced course load request process. The old paper-based system caused delays and physical barriers for students ...with disabilities. With FormAssembly and Salesforce integration, the process became digital, approvals sped up, and data silos were removed. Now, 83% of approvals finish in two days. Students complete requests 60% faster. Physical barriers and paper forms are gone.

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CASE STUDY Prison Network

FormAssembly helped Prison Network move from paper to digital forms for volunteer and program management. Volunteers used to track family visits and transportation needs by hand, leading to lost and ...inaccurate data. With FormAssembly and Blaze Your Trail, Prison Network now collects cleaner data and manages programs like Fun with Mum in Salesforce. Volunteers can upload consent forms, use repeatable fields, and see real-time updates. This saves time and gives staff and volunteers the information they need for better visits.

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Video

How to Build a Salesforce Web-to-Lead Form with FormAssembly

Video Thumbnail

Frequently Asked Questions(FAQ)

for FormAssembly

What is FormAssembly?

FormAssembly is an online form and data collection platform for organizations to increase productivity and save time.

FormAssembly helps teams to solve data collection problems and save time, money, and effort through easy-to-use form builder, robust integration to Salesforce and high security and compliance standards. It helps in collecting data online or offline through mobile forms and sync it to your account when you have internet access. FormAssembly’s powerful Salesforce connector allows you to create and update records, prefill forms, send attachments, and more. The possibilities are endless.

FormAssembly comes with mobile forms, powerful Salesforce connector to create and update forms, it uses drag and drop form builder to personalize and secure online forms with custom css. It comes with Compliance Cloud plan with HIPAA Compliance, PCI DSS Level 1 certification for securing the data.

What is FormAssembly used for?

FormAssembly is a Lead Generation Software mainly used by its customers to Acquire Customers and Scale Best Practices by Sales Document Management, Onboarding and Workflow Management .

What are the top features of FormAssembly?

Feedback surveys, Recording and Personalization are some of the top features of FormAssembly.

Who uses FormAssembly?

FormAssembly is used by Non-Profit Organization Management, Education and Information Technology And Services among other industries.

What are FormAssembly alternatives?

Rippling, NinjaOne (Formerly NinjaRMM), ProveSource and Ignition are popular alternatives for FormAssembly.

Where is FormAssembly located?

FormAssembly is headquartered at 101 W. Kirkwood Ave., Suite 224, Bloomington, IN 47404, US.
lightning

Peers used FormAssembly for sales document management and onboarding

FormAssembly Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.05/5 ★

Read Reviews (1)
Analytics

4.78/5 ★

Read Reviews (53)
Custom Reports

4.07/5 ★

Read Reviews (292)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.05/5 ★

Read Reviews (1)
Analytics

4.78/5 ★

Read Reviews (53)
Custom Reports

4.07/5 ★

Read Reviews (292)

Software Failure Risk Guidance

?

for FormAssembly

Overall Risk Meter

Low Medium High

Top Failure Risks for FormAssembly

FormAssembly Inc. News

Product

FormAssembly Launches Availability in AWS Marketplace

FormAssembly is now available on AWS Marketplace, enabling organizations to procure its secure online form builder and data collection platform directly through Amazon Web Services. This move streamlines deployment for enterprise customers, supports compliance needs, and simplifies procurement for IT and procurement teams.

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FormAssembly Inc. Profile

Company Name

FormAssembly Inc.

Company Website

https://www.formassembly.com/

HQ Location

101 W. Kirkwood Ave., Suite 224, Bloomington, IN 47404, US

Employees

1-10

Social

Facebook Linkedin Twitter

Financials

SERIES A