--- description: Review of Formitize Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Formitize | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Scheduling Software](/directory/4738/scheduling/software) > [Formitize](/software/229792/formitize) # Formitize Canonical: https://www.softwareadvice.co.nz/software/229792/formitize Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.nz/software/229792/formitize?page=2) > Formitize is a cloud-based business management system that helps businesses streamline processes related to customer relationship management (CRM), forms automation, document tracking, account handling and sales pipeline monitoring on a centralized platform. It comes with pre-built templates for common industries like pest control, inspections and landscaping. It also lets users create custom industry-specific templates based on specific needs or requirements. With Formitize, staff members can automate repetitive tasks, manage customer contacts with a centralized database, streamline operations by using custom processes for each department or employee, track sales pipeline activities from lead generation to final sale, and automate invoicing and billing through online payments services. > > Verdict: Rated **4.4/5** by 47 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.4/5** | 47 Reviews | | Ease of Use | 4.2/5 | Based on overall reviews | | Customer Support | 4.3/5 | Based on overall reviews | | Value for Money | 4.3/5 | Based on overall reviews | | Features | 4.3/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Formitize - **Founded**: 2012 ## Commercial Context - **Starting Price**: US$29.99 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: Other pricing options available based on usage type and user volumes. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium and 208 more ## Features - API - Access Controls/Permissions - Accounting - Accounting Integration - Activity Dashboard - Activity Tracking - Alerts/Notifications - Appointment Scheduling - Asset Tracking - Automated Scheduling - Availability Management - Barcode/Ticket Scanning - Billing & Invoicing - Booking Management - CRM - Calendar Management - Client Portal - Commercial Properties - Confirmations/Reminders - Contact Database ## Integrations (3 total) - Mailchimp - Twilio - Xero ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat ## Category - [Scheduling Software](https://www.softwareadvice.co.nz/directory/4738/scheduling/software) ## Related Categories - [Scheduling Software](https://www.softwareadvice.co.nz/directory/4738/scheduling/software) - [Service Dispatch Software](https://www.softwareadvice.co.nz/directory/411/service-dispatch/software) - [Landscape Software](https://www.softwareadvice.co.nz/directory/4195/landscaping/software) - [Pest Control Software](https://www.softwareadvice.co.nz/directory/512/pest-control/software) - [Field Service Management Software](https://www.softwareadvice.co.nz/directory/4540/field-service/software) ## Alternatives 1. [FieldPulse](https://www.softwareadvice.co.nz/software/109782/fieldpulse) — 4.6/5 (411 reviews) 2. [Jobber](https://www.softwareadvice.co.nz/software/3660/jobber-lawncare) — 4.6/5 (1420 reviews) 3. [Connecteam](https://www.softwareadvice.co.nz/software/109560/connecteam) — 4.6/5 (5058 reviews) 4. [Skimmer](https://www.softwareadvice.co.nz/software/89281/skimmer) — 4.9/5 (226 reviews) 5. [Fieldd](https://www.softwareadvice.co.nz/software/101498/fieldd) — 5.0/5 (140 reviews) ## Reviews ### "Formitize has helped transform our business" — 5.0/5 > **Michael** | *8 September 2021* | Hospital & Health Care | Recommendation rating: 10.0/10 > > **Pros**: One of the great assets of Formitize is the helps you define your business processes. The sales pipeline helps to define what a sales pipeline should look like including how and when to contact customers and follow with automated responses and reminders. Similarly the quoting and invoicing process is defined making quoting really simple and turning the quote into an invoice as simple as clicking a button. > > **Cons**: As with every application there is always something that it does or doesn't do. For the most part Formitize has had the functionality that we need to use it for. > > We use a number of features and modules as part of our Formitize portals. We have found the service scheduling features particularly helpful with our service and support team. We have been able to streamline our quoting and invoicing processes through the xero integration which saves us hours in tracking quotes to follow up chasing Purchase Orders and remembering what needs to be invoiced. ----- ### "The best by far" — 5.0/5 > **Darren** | *29 June 2022* | Environmental Services | Recommendation rating: 10.0/10 > > **Pros**: This software changed my outlook on reporting. Used to be a chore \& now I go to work to produce high quality reports to my customers, my customers absolutely love all reports. Photos make the report way more personable > > **Cons**: There are no cons. Couldn’t rate my experience high enough > > The best by far. We are a pest management business \& we also Softwash homes as a pre treatment. We had no reports for the chemical application of the soft wash process. I contacted \[SENSITIVE CONTENT\] with what I needed \& that day THAT DAY there was a soft wash record in my profile. 🤯 I tell ya what I have never been happier about the report side of things I cannot send enough ----- ### "product is in decline IMO" — 3.0/5 > **Maurice** | *14 October 2022* | Chemicals | Recommendation rating: 1.0/10 > > **Pros**: pretty easy to navigate in a short time. Invoicing on site. CRM does way more than I require. My paperwork was initially set up by formitize staff, and could speak directly to support (this was great in the first couple of weeks) > > **Cons**: Seems to que forms and invoices way more frequently. Real time support has gone (had a disagreement about this with support, but ever-since have never been able to call and speak to anyone except reception) Every issue requires email correspondece and a "Ticket" > > Was great at first. The last 12 months the support has declined. ----- ### "Review of Formitize Processes" — 4.0/5 > **Anwen** | *10 January 2023* | Facilities Services | Recommendation rating: 5.0/10 > > **Pros**: The ability to customize forms and easy access to assistance when needed. > > **Cons**: Confusion over costing. I don't understand why it is necessary to sign a license agreement before gaining access to a "Free" trial. Having signed the license agreement, I was aware there was a License Fee. I mistakenly assumed that it was the $32.09/month fee. I was shocked to find that the monthly fee was a Service Fee, and the License Fee was additional. It was not made clear at the beginning of the process that there would be 2 fees. ----- ### "Initial data capture" — 5.0/5 > **Michael** | *28 October 2021* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: Easy for our clients to input the initial data we require to assess their needs. > > **Cons**: We have no other requirements, it is doing exactly what we need it to do. > > The Client Needs Analysis form built by the Formitize team has increased our efficiency over the previously used fillable pdf ----- Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.nz/software/229792/formitize?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/229792/formitize) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data