Pour qui ?
Formitize delivers powerful mobile form, CRM, scheduling and management solutions for businesses ranging from sole operators through to government agencies and many of the world's largest corporations
Notes moyennes
9 avis- Note globale 4.4 / 5
- Facilité d'utilisation 4.2 / 5
- Service client 4.2 / 5
- Fonctionnalités 4.3 / 5
- Rapport qualité-prix 4.4 / 5
Informations sur le produit
- À partir de 29,99 $US/mois
- Prix Other pricing options available based on usage type and user volumes.
- Version gratuite Non
- Essai gratuit Oui
-
Déploiement
Cloud, SaaS, web
Mobile (iOS natif)
Mobile (Android natif)
-
Formation
Formation présentielle
Formation en ligne en direct
Webinaires
Documentation
-
Ressources d'aide
Support en horaire de bureau
En ligne
Informations sur l'éditeur
- Formitize
- http://formitize.com/en/
- Fondé en 2012
En savoir plus sur Formitize
Super flexible Mobile Forms, Job Management & Tracking with full Scheduling and Customer CRM all in one powerful, yet simple to use solution! Formitize is ready to get you paperless working across more than two hundred industries from the smallest of businesses right through to government agencies and many of the world's largest corporations. Smart automation built in for Job Status Updates, Future Job Reminders, Leads & Quote Followups, Overdue Invoice Chasing and so much more. Great Free Trial
Formitize - Fonctionnalités
- Accès mobile
- Base de données de clients
- Facturation
- Gestion des centres d'appel
- Gestion des contrats
- Gestion des ordres de travail
- Gestion des stocks
- Gestion des techniciens
- Gestion des tâches
- Planification
- Portail libre-service
- Routage
- Suivi de l'historique des services
- Suivi des tâches
- Archivage et rétention
- Automatisation des processus et flux de travail
- Collaboration
- Contrôles/Permissions d'accès
- Création et conception de formulaires
- Fonction de glisser-déposer
- Gestion de versions
- Recherche en texte intégral
- Accès mobile
- Base de données de clients
- Devis
- Envois
- Facturation
- Gestion des ordres de travail
- Gestion des stocks
- Gestion des techniciens
- Gestion des tâches
- Planification
- Planification de la maintenance
- Routage
- Suivi de l'historique des services
- Accès mobile
- Base de données de contacts
- Devis
- Expédition
- Facturation
- Gestion des contrats
- Gestion des ordres de travail
- Gestion des stocks
- Planification
- Recouvrement des paiements sur le terrain
- Routage
- Signature électronique
- Suivi de l'historique des services
- Suivi du temps en ligne
- Base de données de clients
- Biens commerciaux
- Coût des tâches
- Gestion des expéditions
- Gestion des ordres de travail
- Gestion des tâches
- Gestion des équipements
- Planification
- Planification de la maintenance
- Propriétés résidentielles
- Routage
- Suivi des ressources
- Aménagement paysager
- Base de données de clients
- Devis
- Facturation
- Gestion de la paie
- Gestion des contrats
- Gestion des expéditions
- Gestion des ordres de travail
- Gestion des tâches
- Planification des rendez-vous
- Routage
- Suivi du temps
- Alertes/Notifications
- Emplacements multiples
- Gestion des réservations de chambres
- Planification automatisée
- Planification des cours
- Planification des groupes
- Planification des installations
- Planification des rendez-vous
- Planification des ressources
- Planification du personnel
- Planification en temps réel
- Accès mobile
- Devis
- Dispositions des biens
- Facturation
- Gestion de la flotte
- Gestion des expéditions
- Gestion des stocks
- Historique du service client
- Planification
- Suivi de l'infestation
- Suivi de l'usage des pesticides
- Accès mobile
- Base de données de clients
- Devis
- Facturation
- Gestion des expéditions
- Gestion des ordres de travail
- Gestion des tâches
- Planification
- Rendez-vous récurrents
- Routage
- Suivi de l'historique des services
- Application mobile
- Base de données de clients
- Devis
- Facturation
- Gestion des expéditions
- Gestion des ordres de travail
- Gestion des stocks
- Gestion des techniciens
- Gestion des tâches
- Planification
- Routage
- Suivi de l'historique des services
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Avis les plus utiles sur Formitize
We've gone from delighted customer to dealer and couldn't be happier with the system
Publié le 26/04/2018
Charles K.
Avantages:
1. The ease of making changes
2. The embedded educational videos that help the user understand the software so they don't have to rely upon Formitize to make changes
3. All the unlimited capability
4. The single full-feature license
5. The Formitize team. Really helpful. Not just a faceless corporation
Inconvénients:
The 3 main areas are all of which I know are being developed for release this year.
1. The reporting output. More standard reports required
2. The web-based forms capability
3. Better integration
Réponse de l'éditeur
envoyé par Formitize le 27/04/2018
Thank you for taking the time to leave a review for us Charles. We value your contribution and support to our New Zealand clients. Being a client yourself and also a Dealer Partner shows that you really believe in the value of the Formitize Solution.
Matt Burge
CEO - Formitize
We are not adept with all the features yet but see this as a solution to increasing our efficiency
Publié le 13/04/2018
Leon R.
Avantages:
We are able to send reports and paper work to our clients immediately after completion of tasks and invoice at point of sale, streamlining our business and increasing productivity by decreasing time spent in the office and increasing time in the field.
we are able to customize forms/ paper work for our specific needs allowing for meaningful documentation whilst maintaining our individuality as an entity.
Inconvénients: There are a lot of features and possibilities which will take time to understand and utilize fully.
Réponse de l'éditeur
envoyé par Formitize le 23/04/2018
Thank you for taking the time to leave a review for us.
We are happy to see that you are saving time by using the Formitize solution for your business needs. We look forward to helping you build upon your usage of Formitize. We are always here to help with any questions that you have so please do not hesitate to make contact by phone or email.
Prue Wernicke
Client Success Manager
5 Stars should be 500
Publié le 21/06/2018
Debbie C.
Commentaires: Local, Australian based company. Extremely helpful. Not only just through the trial phase but afterwards as well. I love the product.
Avantages: The staff. 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. 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.
Inconvénients: I'm only a very new user of the software. So far I haven't found or come across any cons with the software as I love it.
Réponse de l'éditeur
envoyé par Formitize le 24/06/2018
Thank you for your review Debbie, we appreciate you taking the time to share your experience. We look forward to working with you more in the future.
Kind regards,
Prue Wernicke
Client Success Manager
We have found Formitize to be an extremely valuable asset in streamlining our business.
Publié le 15/03/2018
Janelle M.
Commentaires: Major streamlining of our Office and procedures.
Avantages: Paperless system - saving a fortune on stationery. We are able to log in from anywhere with internet connection. Communication between staff members is better. Saving time in sending out written reports.
Inconvénients: Lack of personal contact in the initial stages of training. This has now been rectified with their new training options.
Réponse de l'éditeur
envoyé par Formitize le 23/04/2018
Thank you for taking the time to leave a review for us.
We are so glad to hear that you are finding Formitize to be a valuable asset to your business and that you are saving valuable time and money!
Prue Wernicke
Client Success Manager, Formitize
Really great feature to our business
Publié le 19/03/2018
Toni P.
Commentaires: time saving, paper saving - amazing
Avantages: Flexibility of designing forms specific and relevant to your business and needs. Makes things so much easier and less double handling
Inconvénients: The form builder did not have fantastic online help available with customising things such as the calculator (luckily support were amazing and helped with this)
Réponse de l'éditeur
envoyé par Formitize le 23/04/2018
Thank you so much for taking the time to leave a review for us Toni.
We are glad that our Support Team was able to assist you to ensure that you were able to create forms that were customised for your specific business needs.
Prue Wernicke
Client Success Manager
