This product saves us so much time in that regard. The customisation of the forms is brilliant and the ease of use makes record keeping so much more efficient.

Great team, always helpful and easy to get hold of.

I did a lot of research before subscribing to Formitize. They simply have the best on offer to suit the requirements of my business and industry.

The ability to customize forms and easy access to assistance when needed.

One of the great assets of Formitize is the helps you define your business processes.

We need strong record keeping on the go and in the field.

Formitize is great and we have been using it for 7 plus years. Sadly we never set it up properly in the beginning or kept up with all the great features that they have implemented over those years.

Support is brilliant, both phone and online. I would recommend Formitize to anyone as you can use as little or as much of the software as you need.

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.

We use a number of features and modules as part of our Formitize portals. We have found the service scheduling features particularly helpful with our service and support team.

Formitize - Difficult to implement, bad customer service.

This make it really easy to look through the history of a customer or asset. It’s very customisable not only from the layout of the forms but to the automated communication to the customers.

Formitize saving us time and money with new solutions.

On the rare occasion when Formatize is inaccessible due to online issues, that can be frustrating.

Lack of personal contact in the initial stages of training. This has now been rectified with their new training options.

The team at Formitize are a pleasure to deal with and genuinely care about meeting the customer's needs.

Has the capability of being great, just is not there yet. If all features worked to the advertised product then it would be a positive review.

Very professional and pleasant easy I enjoyed.

We love that we are able to create and fully customise our own reports using the Form builder section of Formitize.

We love that we can build a client/data base that will assist us when we are ready to sell down the track.

This product is easy to use with fast response to help when needed.

We like that it makes us more professional to our clients by sending reminders and reports automatically to them.

The last month they have taken 3 months of payments out in 1 week and it has no cancel sub on the site I has to be done by email.

I was shocked to find that the monthly fee was a Service Fee, and the License Fee was additional. It was not made clear at the beginning of the process that there would be 2 fees.

The forms that are linked to the customers, jobs and assets.

I love the fact that it is very reasonably priced. I love the fact that they are Australian owned and run and I love the fact that they are just around the corner from me.

Support team is absolutely amazing. I can't even begin to explain how good support team has been with me as a new Dealer and user of Formitize.

Ease of use and creating forms to make business paperless. Ultimately Formitize will assist me to standardize my products offerings.

We are a very accountable organisation working in a high risk counter terrorism sector.

Streamlining manual data entry into a automated, user friendly process that lets us track all divisions of daily business with live reporting.

Still undecided as to whether to continue with the program.

Very easy to install and set-up. An unlimited, stand-alone version can be downloaded and installed for free.

Application updates sometimes have problems after deploymentThere is a problem with the limitation for offlining the database, since it runs locally on the SQL Express server (local db).

I really like the solution which perfectly fits my needs.

The bottom line is that my investment in eWay's CRM has simplified my daily organizational activity and help me enhance my marketing efforts and grow TRI-WEH Restoration's business.

Ease of use and customization. GDPR features are amazing.

Great contant and task management, great e-mail tracking - it simply does what I expect.

Practical tool, help definitely in the all sales steps / process especially good guide to the closing sales.

The integration is superb and everything is working well for us.

Occasional application crash, some data fields are different from Outlook.

It has bugs fairly regularly. Not a ton, but enough to be inconvenient at times.

Email integration is amazing. I've been searching for a tool like this for years.

It has never been easier to take a call from a prospect and pull up the inquiry details for discussion and to progress the solution for them.

It’s easy, adoptable and fits all users. For us as a small company it’s in the right pricerange and has all the features we need.

The one thing which bothered me more than everything else would be the functionalities. It's too restricting, is what I believe.

The lack of ability to provide its models and menus with alternative display names/headings is disappointing.

An excellent programme for business corporations to exchange and share and save information in teams in small or big companies.

Synchronization process is sometimes slow, produce many warnings and the informative mini window at the center of monitor is annoying when you are reading something.

Had a bad experience when I merged new accounts  into the CRM. An error occurred that merged the new accounts into existing accounts.

The ease of tracking emails on contacts and deals has been great. The tasks manager is simple to use and effective.

I still miss the bulk change feature in lists without having to open each individual item.

This software i very easy pro use. I have overview about my costumers everytime.

They provided a free trial, reached out to us for support on multiple occasions. They really do want to make sure that this is the best tool for you.

As much as i used it i find it quite easy to use and we can easily managed the invoice and  track the activites and we can do time management and i personally love the UI and its recent update is wow.

We love the automated tasks and emails that come with the advanced projects. It is super easy to use.

The system is very clear and easy to use. We have saved the history of the relationship with all the clients and employees.

I am still very new in using Eway, but so far, my experience has beeen more than great. The team are amazing and very helpful, and most importantly easy to reach.

Good product in good price, czech language, good support, easy work on this software, easy orientation during work.

Easy to implement, easy to use, great integration with MS Office - you work in a well known interface of MS Outlook.

Customer support is also the best I've seen from any company in any industry.

Easy to use, highly intuitive, outlook based - amazing crm, integral to our business. The continued ongoing support and customer service is top shelf.

This has been a wonderful tool for a individual as free option.

The integration with Outlook is seemless and the interaction between projects, tasks, journals, contacts and companies is amazing.

US Dollar

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 payments services.

LongDescription

Employee Management

Purchase Order Management

Electronic Payments

Status Tracking

Barcode/Ticket Scanning

Payment Processing

Real-time Scheduling

Mobile Alerts

Time Tracking

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

SMS Messaging

Dispatch Management

Job Costing

Contract/License Management

Task Scheduling

Electronic Signature

Group Scheduling

Confirmation/Reminders

Credit Card Processing

Invoice Management

Attendance Management

Attendance Tracking

Timesheet Management

Customer Database

Recurring Appointments

Job Management

Calendar Management

Customizable Fields

Geographic Maps

Scheduling

Data Import/Export

Mobile Signature Capture

Multi-Location

Self Service Portal

QuickBooks Integration

Technician Management

Booking Management

File Storage

Pesticide Usage Tracking

Mobile Access

Fixed Asset Management

Inventory Tracking

Real Time Data

Fleet Management

Groundskeeping Management

Routing

Historical Reporting

Resource Scheduling

Pest Activity Tracking

Client Portal

Preventive Maintenance

Event Scheduling

Real-Time Notifications

Service History

For HVAC Companies

Workflow Management

Real-Time Updates

Email Management

Residential Properties

Asset Tracking

Activity Dashboard

Inspection Management

Alerts/Notifications

Online Booking

Equipment Maintenance

Reporting & Statistics

Reminders

Time & Expense Tracking

Automated Scheduling

Estimating

For Pest Control Companies

Work Order Management

Customizable Templates

Property Layouts

Mobile App

Job Scheduling

Billing & Invoicing

Accounting Integration

Real Time Reporting

Customizable Branding

Irrigation Tracking

Asset Lifecycle Management

Facility Scheduling

Inventory Control

Reporting/Analytics

Commercial Properties

Contact Database

Employee Scheduling

Online Time Clock

Payroll Management

Equipment Tracking

Customizable Forms

Appointment Management

Payment Collection in the Field

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

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Formitize

In Person

Live Online

Webinars

Documentation

Videos

CRM tools within e-Way CRM are integrated with Outlook, allowing for further use and expansion of the system. With this software, marketing is done easily and efficiently because it can assist in creating strategic plans, sending bulk emails, generating leads and evaluation. It also has tools to have successful sales.


The CRM, together with Outlook, stores data about the customers and allows users to access them. The software also offers a project management module that allows automation of the workflow. Additionally, assessment of the business performance is possible with the analytics tool available in this software. Professionals can also use it as a web application or via mobile devices. It works offline so employees can track business opportunities and engage with customers, even from remote locations.


File Management

Commenting/Notes

Real-Time Analytics

Engagement Tracking

Deadline Management

Milestone Tracking

Document Templates

Project Workflow

Customer Surveys

Case Management

Forecasting

Multi-Channel Marketing

Meeting Management

Billable Items Tracking

Internal Chat Integration

Committee Management

Subcontractor Management

Premium monthly: $24 per user, per month.
Premium lifetime: $369 per user + 15% annual support fee.

A free plan is also available.

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