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 is really simple for us to use and the service is great. Activating a new franchisee is quick and easy." - Paul Sandles

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,

Formitize Customer wins, Customer success stories, Case studies

How does Formitize address your Sales Document Management Challenges?

What solutions does Formitize provide for Engaging And Following Up?

What makes Formitize ideal for PEST Analysis?

Why is Formitize the best choice for Workflow Management?

Why is Formitize the best choice for Generation Of New Leads?

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.

CUSTOMERS TESTIMONIALS
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
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

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

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
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

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

Happy Bins - Consumer Services - Consumer Services

Formitize helped Happy Bins improve their bin cleaning business. The owner, Cetin Must, wanted a better way to manage jobs and customers. He chose Formitize for its CRM, job scheduling, and paperless... forms. The solution made daily operations easier and more efficient. Integrating forms with CRM and accounting had a big impact. Happy Bins now runs more smoothly and effectively.

Read on →

HW Pest Control - Consumer Services - Consumer Services

Formitize helped HW Pest Control, a family-run UK business, fix lost paperwork and manual data entry problems. The all-in-one platform replaced multiple software tools. HW Pest Control now uses Formi...tize for accounting, CRM, job scheduling, and reporting. The solution saved hours each week and made reports look more professional. The business gained more clients and rated Formitize support a perfect 10.

Read on →

Fight 4 Youth - Non Profit Organization Management - Non-Profit Organization Management

Formitize helped Fight 4 Youth, a multicultural youth centre, improve program tracking and data collection. The founder needed better CRM and paperless forms to reduce delays and manage staff more ef...ficiently. With Formitize, Fight 4 Youth now uses document management and digital forms. The team received training and support, making administration easier for the charity. The founder chose Formitize over other solutions based on strong recommendations.

Read on →

Ventia - Consumer Services - Consumer Services

Formitize helped Ventia, a leading essential services provider, solve paperwork delays and lost forms. The company switched from Microsoft PowerApps to Formitize for paperless forms and reporting. Ve...ntia quickly set up the software and found it easy to use. The team now uploads forms directly, speeding up payments and proving work completion. Ventia rates Formitize and its support team a perfect '10'.

Read on →

Xterminator Feral Solutions - Consumer Services - Consumer Services

Formitize helped Xterminator Feral Solutions move from manual paperwork to digital forms. The company needed CRM, job management, scheduling, sales pipeline, and reporting tools. Formitize provided m...odules for invoicing, quotes, payments, and document management. The owner praised Formitize for value, support, and customer service. The switch improved efficiency and reduced lost paperwork and delayed payments.

Read on →

Green Design & Construct - Landscaping - Landscaping

Formitize helped Green Design & Construct go paperless and streamline job management. The team replaced manual paperwork and data entry with digital forms, CRM, job scheduling, and reporting. Setup w...as fast and easy, with strong customer support. The business now runs more efficiently and looks more professional to clients. The owner rated Formitize a 10 out of 10 and recommends it to others.

Read on →

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?

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

Social

Facebook Linkedin Twitter