All your Customer Information, in One Place

Everything you need to manage your business, in your pocket.

CRM - Customer Relationship Management

Manage all of your customer and supplier contacts, jobs, communications, tasks, documents and accounts all in one simple to use solution

Formitize CRM diagram

Run your Business from your Phone or Tablet

Everything you need to run your business from your mobile phone or tablet

Multiple People & Locations

All of your customer contact information in one place. Each Billing Contact can have multiple People and Multiple Locations. Click to Call, SMS or Email. View Map and get route guidance.

View & Create Jobs

Job Management Dashboard with integrated Scheduler. Create jobs in seconds with Smart Job Type templates and integrated invoicing. View client and job status in real time.

Notes & Documents

All notes, conversations and documents can be stored for each contact. Smart timeline with links helps you keep everything in one place. Time saving templates for letters, emails and SMS updates.

Run your business from your phone with Formitize image
Quotes, Invoices & Expenses

Creates Quotes in seconds and convert to Job or Invoice. Automated Assistants will chase Quotes and Overdue Invoices for you, Card Payment and awesome integration with Xero and Quickbooks.

Sales Lead Pipeline

Maximise every sales lead or enquiry with automated follow up and integrated pipeline. Create and assign tasks manually or by automated workflows.

Diary & Scheduler

Cloud based scheduler with List, Schedule and Map view. Manage one off and recurring profiles. Drag and drop to create and move. Automated updates and notifications to keep everyone informed.

Customers, Suppliers and Team

Instant access to all of your contact details from the desktop or mobile. Slide to call, email or SMS. Instantly create new Lead, Quote, Invoice or Job in seconds.

Contacts, suppliers and teams in Formitize App
Fomitize Job scheduling and management screenshot

Job Scheduling & Management

Drag and drop to create a new job. View and re-assign jobs in seconds. Perfect for both single and recurring jobs and not a piece of paper in sight!

Automated Assistants will transform your Business

Automated Assistants will make you feel like you have a whole team working for you. Professionally and automatically following up on quotes & estimates, chasing outstanding invoices, advising your customers on the status of jobs, sending reminders for future appointments and more.

Formitize Auto Assistants
Scheduling Assistant

Scheduling Assistant will send Automated Reminders to your clients by letter, email and SMS to ensure future appointments are never missed and then follow up on completed jobs with automated communications such as Confirmations, Surveys and Referrals.

Accounts Assistant

Accounts Assistant will follow up on your Quotes and Estimates for you at exactly the right time with the right message by email and SMS to ensure nothing is missed and will then chase Outstanding Invoices for you at designated times and with customised wording to suit you.

Sales Assistant

The Sales Assistant will help you engage with every new lead or enquiry. Customise your Sales Pipeline and trigger automated follow up messages by Email, SMS and letter to help you convert more business automatically!

Customer Service Assistant

The Customer Service Assistant will keep both you and your customers up to date with Automated Job Status Updates. Notifications, SMS, Emails and Reminders can be triggered as each job reached different stages and all beautifully automated.

Smart Notes & Documents

Use Voice to Text to easily add client notes, store all documents so that everything is up to date and available to you all the time.

Accounting

Generating Quotes, Invoices and Expenses has never been easier. Includes card payment gateway and integrated beautifully to your accounting software.

CRM accounting with Formitize
Instant Communication with Formitize in-app

Instant Communication

Automated Job Notifications, Client Job Status Updates, Automated Future Appointment Reminders with instant Email, SMS, Call & Notification.

Sales Lead Pipeline

Maximise every sales lead opportunity with the Pipeline. Automated communications trigger as the enquiry develops and so easy to use.

Slide right to convert and manage leads in Formitize app

Instant Quote, Job or Invoice

It has never been easier to manage jobs. Simply slide and click to convert from lead to quote to job to invoice and watch the automation do the rest!

Famous for Incredible Support

Your dedicated Client Success Manager will be there with you throughout your journey.

We can’t wait to chat and discover how we can help you get paperless and improve the way your business works.

Just the CRM OR a Complete Business Solution

You can just use the forms for your business or you can benefit from all the other included business solutions.

CRM Client Database

All of your customer information in one place. Contact details, Forms, Jobs, Documents, Safety, Tasks, Communications, Quotes and Invoices all securely stored and always with you.

Safety First

Fully integrated, paperless Safety First solutions ranging from simple safety checklists through to complete Safe Work Method Statements and Risk Assessments customised to suit you .

Scheduler & Job Management

Powerful, drag and drop scheduler to manage one off and recurring jobs. Smart notifications, reminders and status updates help keep you and your clients always up to date

warehouse ipad worker
Quotes, Invoices & Expenses

Creates Quotes in seconds and convert to Job or Invoice. Automated Assistants will chase Quotes and Overdue Invoices for you, Card Payment and awesome integration with Xero and Quickbooks.

Document Management

Manage all of your documents in one place. The perfect tool for Safety, Licences, Data Sheets and so much more with custom folders and automated expiry notification.

Lead Sales Pipeline & Tasks

Maximise every sales lead or enquiry with automated follow up and integrated pipeline. Create and assign tasks manually or by automated workflows.

Don't wait another second, let's get you paperless today!