Formitize

Formitize is a modular mobile business platform designed to help organizations go paperless by digitizing forms and centralizing operations. It solves the problem of managing multiple disconnected software tools by bringing job management, customer relationship management, safety compliance, accounting, and workflow automation into a single system. The platform aims to reduce administrative overhead and improve efficiency for businesses of various sizes.

The platform includes core modules such as Smart Forms, Jobs, CRM, Workflows, Safety, and Accounts. It offers features like a drag-and-drop form builder, a cloud-based scheduler with map and route views, automated assistants for follow-ups and invoice chasing, and a sales pipeline tool. Integrations include two-way sync with Xero, QuickBooks, Stripe, Zapier, Mailchimp, and Google services. Paid add-ons are available for Asset Management, Webforms, Workflows, Smart Routing, Client Portal, and Power BI integration. The platform is accessible via a desktop web portal and a mobile companion app.

Formitize is intended for individual small businesses, small to medium teams, enterprise clients, and not-for-profit organizations. It is offered on a per-user, per-month subscription basis, with the core platform including all primary modules. A free trial is available without requiring a credit card, and a demo can be booked. Additional pricing applies for industry-specific packs and enterprise solutions, which can include secure national restricted data hosting in multiple countries.