At last! All your customer information in one place
Everything you need to manage your business, in your pocket.
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.
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.
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.
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!
Run your Business
from your Phone or Tablet
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.
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.
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 customers reminders for future appointments and more.
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.