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. and Formitize support capabilities include Email Support, Chat Support, Phone Support, etc. also Formitize analytics capabilities include Custom Reports, and Analytics.
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 efficiently Does Formitize manage your Sales Document Management?
What makes Formitize ideal for Engaging And Following Up?
What solutions does Formitize provide for PEST Analysis?
How can Formitize optimize your Workflow Management Workflow?
How does Formitize address your Generation Of New Leads Challenges?
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 |
|
|
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 |
|
|
Great software and it links effortlessly to Xero. No more double handling of accounts Testimonial By Edward A |
| 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 |
|
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 |
|
Edward A Gaughan |
Great software and it links effortlessly to Xero. No more double handling of accounts Testimonial By Edward A |
Case Studies
| COMPANY | INDUSTRY | CASE STUDIES |
|---|---|---|
|
NA |
Case Study A J Property InspectionsRead More |
|
Construction
|
Construction |
CASE STUDY BSK Group QLDRead More |
|
Consumer Services
|
Consumer Services |
CASE STUDY Border Pest ControlRead 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) |
Formitize Integrations
Formitize integrates with a wide range of software applications through its robust data import and export capabilities.
Software Failure Risk Guidance
?for Formitize
Overall Risk Meter
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
Social
Get a personalised risk report for Formitize
See Sample Risk ReportTell us more about yourself so that we can personalise incidents for your location, industry etc.
Connect to vendor request
Formitize may get in touch with you regarding your request.
Request Custom Quote
Formitize Pty Ltd will get in touch with you regarding your request.