Formitize

RATING:

4.5

(47)

About Formitize

Formitize is a cloud-based business management system that helps businesses streamline processes related to customer relationship management (CRM), forms automation, document tracking, account handling and sales pipeline monitoring on a centralized platform. It comes with pre-built templates for common industries like pest control, inspections and landscaping. It also lets users create custom industry-specific templates based on specific needs or requirements. With Formitize, staff members can automate repetitive tasks, manage customer contacts with a centralized database, streamline operations by using custom processes for each department or employee, track sales pipeline activities from lead generation to final sale, and automate invoicing and billing through online...

Formitize Pricing

Other pricing options available based on usage type and user volumes.

Starting price: 

$29.99 per month

Free trial: 

Available

Free version: 

Not Available

Formitize modules

Formitize Reviews

Overall Rating

4.5

Ratings Breakdown

Secondary Ratings

Ease-of-use

4

Customer Support

4.5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for Formitize

1 - 5 of 47 Reviews

Meryl

Consumer Services, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2024

Fantastic Package

Our experience has been fantastic from the very first contact to being live for almost 12mths now.

PROS

There are so many features that make this program the one that worked for us. It has streamlined our whole business and we couldn't be happier.

CONS

Nothing that has made us regret the decision to convert to Formitize that's for sure! Just a few little features, but we have been working through these with the Support & Development team.

Keith

Food & Beverages, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2023

Formitize, enabled Rebel Roasters Coffee to grow their operations with ease

I was not expecting what I found in Formitize. I'm used to paying for services and apps and never heard from the company. Formitize, was the opposite. Super supportive and their customer support team is exceptional. They guided our team through the entire process from zero to Hero.Formitize is a part of our business now and we cannot do without it.

PROS

I'd say accounting as it helps us get paid fast and efficiently. It's super easy to use and setup was pretty much all done automatically by the system. The result was professional-looking invoicing with exceptional CRM data

CONS

Not much that we don't like. There are some things we don't yet use in our business, but given our experience with the formitize app, we actually look forward to having new use cases to adopt some of these other features.

Reason for choosing Formitize

Product capabilities, ease of use, incredible customer support, and affordability.

Reasons for switching to Formitize

Formitize offers everything in one app and they are super affordable for the quality of the product. It's a no brainer and I wished we discovered formitize much sooner

Vendor Response

Hi Keith! Thank you so much for leaving us a positive review. We love hearing how Formitize is helping Rebel Roasters Coffee get paid faster and efficiently.

Replied September 2023

Ashley

Utilities, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

2

EASE OF USE

1

VALUE FOR MONEY

1

CUSTOMER SUPPORT

1

FUNCTIONALITY

2

Reviewed August 2021

Formitize - Difficult to implement, bad customer service

It was incredibly difficult to implement, to be honest in the end it was impossible. I booked a 1 hour paid training session, which was a total waste of time, I felt I knew more about the software than the trainer, I actually stopped the call halfway through as we were not getting anywhere! I spent hours tearing my hair out trying to get the Formitize to do what I wanted it to. I really wanted it to work, I reached out to everyone I could, account manager, training etc. On the service it's great, everyone will tell you it does what you want it to but it doesn't. After some further digging on google, I found some much better software that is so easy to use and create forms.

PROS

I like that everything was under one roof so to speak. You can have your forms, CRM, Accounting etc all in one place.

CONS

Very difficult to implement. If you planning on using forms then good luck. Especially if you want them to look a certain way, this doesn't need to be difficult there are many ways to do forms better than this. The training sucked, big-time waste of money, I tried to get my money back but there is an army behind stopping any refunds, not worth the time or hassle trying to get it, they obviously need it. You could spend your whole time setting up your business on here and they will probably go bust if they are that desperate to keep $150.

Reason for choosing Formitize

In the end, I switched to GoFormz and thinking of integrating it with either salesforce or ServiceM8. I managed to build a form just the way I like it within 20mins, after 10 hours of trying, plus training, and not succeeding with Formitize.

Andrew

Facilities Services, 10,000+ employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed September 2021

Formitize makes work request management and payment claims, easy!

Formitize has turned around our cashflow issues from high volume work processing... We love it.

PROS

Before Formitize we relied on paper and admin to sort, scan and process work requests for payment claims. Now that we have implemented Formitize we have a higher quality of data capture, faster reporting and have been able to implement automation to process work requests for payment.

CONS

Some of the form setup options can be limiting but there is always a different way to implement what you need

Reason for choosing Formitize

Simplicity and ease of setup, other contracts in the business had implemented it.

Chelliah

Government Relations, 1,001-5,000 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

FUNCTIONALITY

4

Reviewed September 2021

Formitize Review

Getting help from Client Success Manager to get the forms and Asset register to fix some of the problems. Asset register may require some face lift Overall a very good product - May be good to have some sort of online help

PROS

Asset management unit is important to us. Linking asset to forms are not great but workaround functions are available. Forms are easier to modify

CONS

Still new user to comment on this. Asset register was not correctly working initially. Lookup table not updating with new fields, Resources not working as should be

Reason for choosing Formitize

Had most of the required modules in Formitize well presented forms and Friendly service of our Client service manager

Reasons for switching to Formitize

Asset register module is not available in iAuditor