Simon Is Using These Solutions
I am currently using Resources (Document Management), Paperless Forms, Job Management, Job Scheduling, and CRM – Customer Management. I am also using Xero Accounting Software with Formitize. Formitize CRM has a complete two-way integration with XERO. The integration pulled all of my Xero data including Customers, Suppliers, Invoices, Purchases, Line Items and Tax Rates. It was so easy!
I am exploring the User Guide right now, it has the answers that I need when I have been using my account. Formitize Support and Customer Service is very responsive and helpful. I am very satisfied with the help that Formitize is giving me as I grow my business.
I give Formitize a rating of “10 out of 10” – it’s excellent!