Formitize is an innovative, mobile-first solution designed to help businesses transition from paper to digital forms. Serving over two hundred industries, this product combines mobile forms, job management, scheduling, and customer relationship management within a single platform. Ideal for small businesses, government agencies, and multinational corporations alike, Formitize offers a customizable approach that streamlines workflows and accelerates decision-making on the go.

Core Capabilities

• Digital Forms and Data Capture – Replace cumbersome paper forms with smart, mobile-enabled digital forms.
• Job Management & Scheduling – Efficiently schedule and track jobs with an intuitive interface that keeps teams organized.
• Built-in Customer CRM – Maintain comprehensive customer records, manage leads, and streamline follow-ups within the platform.
• Smart Automation – Automate routine tasks such as job status updates, future reminders, and overdue invoice chasing.
• Integration Options – Leverage add-ons like Smart Routing to optimize job order and reduce travel time.

Formitize’s flexible design allows businesses to customize forms to meet industry-specific requirements. The platform enhances operational efficiency by eliminating manual data entry and reducing administrative overhead. With powerful scheduling and CRM capabilities, frontline staff can capture accurate customer data, submit reports in real time, and generate detailed insights through built-in reporting tools.

Why Choose Formitize?

• Enhanced Productivity: The seamless conversion from paper-based to digital processes helps reduce errors and accelerates workflow, ensuring that field teams and office staff remain in sync.
• Customizability: Tailor the platform’s features to unique industry needs with dedicated templates, specific workflows, and resource documents.
• Intuitive Mobile Experience: Designed for ease of use by field technicians, the mobile interface ensures that important information is captured accurately, even when offline mode is required.
• Scalable Solution: Whether you’re a growing business or an established corporation, Formitize’s scalable features adapt to your evolving needs.

Available across the Forms Automation category, Formitize is continually enhancing its capabilities to better serve users. For businesses looking to get started, a great free trial is available, and exclusive deals can be explored on the deal page.

Alternatives

• NetSuite

Overall, Formitize is a comprehensive solution that simplifies day-to-day operations by integrating mobile forms, job scheduling, customer management, and smart automation into a single, user-friendly platform. Its customizable structure, seamless performance, and industry-specific features make it an excellent choice for businesses striving to become more efficient and paperless in today’s digital landscape.