Dataforma Software Reviews, Demo & Pricing

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About Dataforma

Dataforma is a cloud-based solution designed for construction trades, including electrical, plumbing and HVAC. It is a web-based business management system that helps contractors manage projects, create proposals, track leads, monitor marketing campaigns and more. There are four main customer management modules, and nine business process modules offered in Dataforma. The customer management modules include a contact management system, correspondence management, and a calendar. The business process modules include those specifically designed for service management, such as work order management, project management, warranty management and document management. Dataforma also offers a customer portal, which allows contractors - and their customers - to access information...