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
"Great software and it links effortlessly to Xero. No more double handling of accounts" - Edward A
Formitize, 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 makes Formitize ideal for Sales Document Management?
How can Formitize optimize your Engaging And Following Up Workflow?
What makes Formitize ideal for PEST Analysis?
Why is Formitize the best choice for Workflow Management?
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 |
|---|---|
|
Great software and it links effortlessly to Xero. No more double handling of accounts Testimonial By Edward A |
|
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Friendly and helpful staff and their service is awesome. Testimonial By Paul Roberts |
|
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Formitize provides a valuable contribution to how our business operates Testimonial By Steph Spanks |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Edward A Gaughan |
Great software and it links effortlessly to Xero. No more double handling of accounts Testimonial By Edward A |
|
Paul Roberts Urban Pest Solutions |
Friendly and helpful staff and their service is awesome. Testimonial By Paul Roberts |
|
Steph Spanks Readyvac |
Formitize provides a valuable contribution to how our business operates Testimonial By Steph Spanks |
Case Studies
| COMPANY | INDUSTRY | CASE STUDIES |
|---|---|---|
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Case Study Check Mait LimitedRead More |
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NA |
Case Study Border Pest ControlRead More |
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Case Study Arco BuildRead 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?
Where is Formitize located?
Peers used Formitize for sales document management and engaging and following up
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
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