CRM

At last! All your customer information in one place

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

Woman performing inspection holding a tablet

Simplify, automate and grow your business the smart way.

Some CRM's or Customer Databases are great at managing contacts but not so good at all the other aspects of running your business.

Some Job Management systems are great at managing jobs, but can't do much else.

The Formitize CRM does it all. Contact Management, Sales Pipeline, Tasks, Jobs, Documents, Notes, Activity Logs and so much more. All in one place and all updated automatically. 

Welcome to the Formitize CRM.

Multi Platform

Everything in one place. So simple to use.

CRM includes Billing, People, Locations, Send Emails, SMS, Letter, Notes, Calls, Timeline, Jobs, Forms, Photos, Docs, Leads, Quotes, Invoices, Purchases, Assets.

Contacts Mobile Screen
Customers, Suppliers & Team

Simply swipe to Contact or Action

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.

Scheduler WShadow Screen

Scheduling & Management

Creating & Tracking Jobs is so simple

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!

Everything Connected

Run your Business
from your Phone or Tablet

Create jobs
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.
Diary Scheduler
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.
Notes Documents
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.
Quotes Invoices Expenses
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.
Multiple People Locations
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.
Sales Lead Pipeline
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.
Smart Notes
Notes & Documents

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 Mobile
Accounting

Create Quotes & Invoices and take payment in seconds

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

Man receiving SMS reminder
Automated Communications

Instant Communication

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

Automated Assistants will make you feel like you have a whole team working for you.

Assistants follow up on quotes & estimates, chasing outstanding invoices, sending sustomers reminders for future appointments and more.

Tasks lady illustration A
Tasks v2

Tasks

Use the task Module to keep all your internal processes on track and flowing. Set checklists, reminders and tag tasks to keep them organised. Use Task Templates to create recurring tasks in moments.

Smart Auto Assistants

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.

Give your business the edge