Make the Most of Every Single Sales Enquiry

Smart automation and mobile access will help you convert more business every day

Sales Lead Pipeline

Capture, manage and nurture your sales leads and enquires with some smart, automated assistance.

Fomitize Sales Pipelien inmage

Sales Pipeline Management

Everything you need to run your business from your mobile phone or tablet

New Leads

Add a new lead in seconds in the app or desktop for a new or existing customer. A new CRM contact is created automatically to save time.

Voice to Text

Use Voice to Text to add detailed information to new opportunities and lead notes. So easy to use in the field or in the office.

Integrated to CRM

All leads and the sales pipeline are fully integrated with the CRM to save time and manage everything in one place. CRM contacts are automatically created from new leads.

Formitize Sales pipeline on Phone
Instant Conversion

Convert Leads to Quote, Job or Invoice in seconds with all information carried through. Automated Assistants will chase up leads for you through the Pipeline Manager.

Pipeline Manager

Create customised pipeline stages to suit your business. Automated emails, sms and notifications can be triggered based on the pipeline stage with full dashboard.

Watch the Sales Grow

Maximise every sales lead or enquiry with automated follow up and integrated pipeline. Create and assign tasks manually or by automated workflows.

Capture the Lead

Capture all inbound leads and enquiries quickly and easily ensuring all leads are in the one place and accessible from the app or desktop. All Leads will also be automatically added to your CRM to avoid re-entry.

Capture lead in formitize on iphone

Notes with Voice to Text

Add notes and details to the Lead using keypad or even easier, Voice to Text. All notes are time, date and user stamped to build a history on the enquiry.

Swipe to Call, SMS or Email

Slide and click to call, sms or email the enquiry so quickly and easily. All details recorded against the lead to ensure nothing is missed.

Swipe to call SMS or Email in Formitize app
Lead pipeline stages in Formitize Animated

Pipeline Stages

Create custom Pipeline Stages to reflect the way your sales process works. See the status of every lead and slide and click to move the lead from one stage to another.

Convert to Quote, Invoice or Job

Slide and click to convert the lead to a quote, invoice or job with ease. The history of the lead is maintained all the way through from lead creation to invoice payment.

Convert to quote in formitize app
Automated Lead Nurturing with Formitize

Automated Lead Nurture

Create customised communications that trigger automatically as your lead moves through the different pipeline stages. Send automated messages by email, or SMS to help convert more business.

View Lead Results

When viewing Leads in the App, coloured tabs show the current pipeline stage and conversion success to Quote, Job or Invoice.

View lead results in Formitize app

Full Pipeline Visibility

The Sales Pipeline provides an instant realtime view on all of your sales leads and adjusts the value of the pipeline based on the stage of each enquiry.

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.

Just Leads OR a Complete Business Solution

You can just use the Lead Pipeline or you can benefit from all the other included business solutions.

CRM Client Database

All of your customer information in one place. Contact details, Forms, Jobs, Documents, Safety, Tasks, Communications, Quotes and Invoices all securely stored and always with you.

Safety First

Fully integrated, paperless Safety First solutions ranging from simple safety checklists through to complete Safe Work Method Statements and Risk Assessments customised to suit you .

Scheduler & Job Management

Powerful, drag and drop scheduler to manage one off and recurring jobs. Smart notifications, reminders and status updates help keep you and your clients always up to date

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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.

Document Management

Manage all of your documents in one place. The perfect tool for Safety, Licences, Data Sheets and so much more with custom folders and automated expiry notification.

Lead Sales Pipeline & Tasks

Maximise every sales lead or enquiry with automated follow up and integrated pipeline. Create and assign tasks manually or by automated workflows.

Don't wait another second, let's get you paperless today!