# Best Mobile Forms Automation Software for Medium-Sized Businesses *By [Gauri Pawsey](https://research.g2.com/insights/author/gauri-pawsey)* Products classified in the overall Mobile Forms Automation category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Mobile Forms Automation to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Mobile Forms Automation category. In addition to qualifying for inclusion in the Mobile Forms Automation Software category, to qualify for inclusion in the Medium-Sized Business Mobile Forms Automation Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business. ## Category Overview **Total Products under this Category:** 131 ## Trust & Credibility Stats **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 3,900+ Authentic Reviews - 131+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. --- **Sponsored** ### Housecall Pro Housecall Pro is a comprehensive business solution for home service professionals. Trusted by over 45,000 businesses, it offers a range of innovative tools and features via an easy-to-use platform. Available on web and mobile, Housecall Pro helps home service professionals grow revenue, get paid, manage jobs, and operate their businesses—all from one place. Grow Revenue: Send automated marketing campaigns to attract new customers. Create visually appealing proposals and offer consumer financing to secure bigger jobs. Drive repeat business with service plans. Let customers book online via a business website or Google. Get Paid: Allow customers to pay online, in the field, or over the phone. Accept cards, bank transfers, mobile wallets, checks, and more. Quickly collect secure payments with mobile card readers and instant payouts. Manage Jobs: Automate routine tasks, like scheduling, dispatching, and invoicing. Track leads, estimates, and jobs with a workflow management board. Enhance communication among team members and customers with real-time alerts. Operate the Business: Sync data easily through integrations with third-party tools like QuickBooks. Track time, run payroll, and offer employee benefits. Scale smarter with detailed analytics and reporting on key business metrics. On average, Pros increase monthly revenue generated through Housecall Pro by more than 35% after their first year. Subscribers also gain access to Housecall Pro’s online community, where they can connect with fellow home service professionals and share insights and best practices. Get started today with a free trial through the Housecall Pro mobile app (iOS and Android) or website. Available in the U.S. and Canada. [Try for Free](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1044&secure%5Bdisplayable_resource_id%5D=25&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=neighbor_category&secure%5Bplacement_resource_ids%5D%5B%5D=25&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=14037&secure%5Bresource_id%5D=1044&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fmobile-forms-automation%2Fmid-market&secure%5Btoken%5D=54592e391782529e064cb16edb83058639993d608de3fdc8f3a77075b885c4b2&secure%5Burl%5D=https%3A%2F%2Fwww.housecallpro.com%2Ftop%2Fhome-service-software%2F%3Futm_source%3DG2%26utm_medium%3Dpaid-external-page%26utm_campaign%3Daq_ga_field_service_management_cpc%26mc%3DG2%26msc%3Daq_ga_field_service_management_cpc&secure%5Burl_type%5D=free_trial) --- ## Top-Rated Products (Ranked by G2 Score) ### 1. [SafetyCulture](https://www.g2.com/products/safetyculturehq/reviews) SafetyCulture is a mobile-first operations platform that gives you the knowledge, tools, and processes you need to work safely, meet higher standards, and improve every day, offering a better way to work. What started as a digital checklist app has evolved into a platform for conducting inspections, raising and resolving issues, managing assets, and training teams on the go. SafetyCulture also helps teams do more than just tick the boxes for governance, risk, and compliance – it can help set environment, health and safety standards, and raise the bar when it comes to operational excellence. With real-time data capture and actionable insights at your fingertips, you’ll always know what's working and what's not so you can focus on what truly matters – getting better every day. Unlock the potential of your working teams to propel your business forward with SafetyCulture. **Average Rating:** 4.6/5.0 **Total Reviews:** 235 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10) - **OCR:** 6.4/10 (Category avg: 7.5/10) - **Drag-and-drop Form Builder:** 8.2/10 (Category avg: 8.3/10) - **GPS & Time Stamps:** 8.1/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [SafetyCulture](https://www.g2.com/sellers/safetyculture) - **Company Website:** https://www.safetyculture.com - **Year Founded:** 2004 - **HQ Location:** Surry Hills, New South Wales - **Twitter:** @SafetyCultureHQ (4,864 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2467945/ (846 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Construction, Manufacturing - **Company Size:** 45% Mid-Market, 38% Small-Business #### Pros & Cons **Pros:** - Ease of Use (163 reviews) - Efficiency Improvement (76 reviews) - Efficiency (73 reviews) - Features (66 reviews) - Customizability (58 reviews) **Cons:** - Missing Features (40 reviews) - Learning Curve (29 reviews) - Limited Customization (28 reviews) - Complexity (27 reviews) - Limitations (25 reviews) ### 2. [TrueContext](https://www.g2.com/products/truecontext/reviews) TrueContext is the field service workflow platform for today’s connected worker. It enables frontliners with smart, context-aware forms and AI-augmented mobile workflows, unlocking technician mastery and productivity at scale. The platform unifies people, processes, and data so technicians can focus on real work, not busywork — enabling data-driven field service without the data burden. Built for operational excellence, TrueContext transforms field action into strategic vision, turning every job into a source of real-time intelligence that compounds long-term success. Over 100,000 users in high-complexity, low-connectivity field environments use TrueContext every day to improve asset uptime, ensure safety and compliance, and deliver certainty to customers. --- KEY PRODUCT FEATURES Offline, cross-platform mobile forms that work anywhere, anytime TrueContext’s cross-platform mobile app delivers reliable performance in any environment. Offline capabilities let technicians access service history, go through workflows, and capture photos, signatures, and GPS coordinates without connectivity. Everything syncs automatically when your techs reconnect. Field service software needs to work where your teams work, including basements, oil rigs, and medical facilities. TrueContext stays productive regardless of location or network conditions. Build custom field service workflows without coding TrueContext’s low-code platform empowers operations teams to create, deploy, and modify guided workflows tailored to your field service needs. Operations teams can build adaptive forms with conditional logic and data validation that reduce errors and improve first-time fix rates, without IT dependencies or development time. Workflows guide technician behavior, reduce human error, and deliver audit-ready data back to enterprise systems. Operations teams control the process, and field teams get clear instructions that make complex jobs simpler. Automated field service reporting and documentation TrueContext eliminates manual paperwork by automatically generating custom reports in multiple formats (PDF, HTML, and Word) from completed forms. Reports are instantly distributed to stakeholders, customers, and back-office systems with timestamps, audit trails, and compliance-ready documentation. Administrative burden drops. Data accuracy improves. Workflow analytics show you where processes can be optimized, turning every completed job into insight that makes the next one better. Actionable, real-time analytics for field operations With configurable dashboards, you get immediate visibility into field performance metrics. Drill down into submission analytics by form, team, user, and location to identify trends and address issues before they escalate. Connect to your existing business intelligence tools for extended analysis. Add Birst integration to gain deeper insights into how field performance impacts your broader business goals. **Average Rating:** 4.5/5.0 **Total Reviews:** 401 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10) - **OCR:** 7.7/10 (Category avg: 7.5/10) - **Drag-and-drop Form Builder:** 8.4/10 (Category avg: 8.3/10) - **GPS & Time Stamps:** 8.8/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [TrueContext Incorporated ](https://www.g2.com/sellers/truecontext-incorporated) - **Company Website:** https://truecontext.com - **Year Founded:** 2001 - **HQ Location:** Ontario, Canada - **Twitter:** @TrueContext (131 Twitter followers) - **LinkedIn® Page:** https://linkedin.com/company/TrueContext (111 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** IT Manager - **Top Industries:** Construction, Oil & Energy - **Company Size:** 39% Mid-Market, 32% Enterprise #### Pros & Cons **Pros:** - Ease of Use (31 reviews) - Form Creation (24 reviews) - Form Customization (22 reviews) - Data Management (13 reviews) - Customization (11 reviews) **Cons:** - Form Design (11 reviews) - Learning Curve (10 reviews) - Complexity (8 reviews) - Limitations (8 reviews) - Limited Features (8 reviews) ### 3. [GoFormz](https://www.g2.com/products/goformz/reviews) GoFormz is a platform used for creating digital forms and collecting data, used by teams of every industry and size. Using GoFormz's AI-powered online form builder, teams can digitize existing documents and build new forms from scratch – no code required. GoFormz is the only digital form solution that empowers users to create a digital version of an existing form, enabling any user (regardless of their technical proficiency) to effortlessly generate digital and online forms that meet their unique business needs. Use the GoFormz AI Form Builder to digitize your forms in seconds. Simply upload a form, and with just a click, AI will instantly analyze your form and automatically map and place key data fields, including text boxes, tables, checkboxes, signatures, and more. Your form fields can even be customized with dynamic fields, conditional logic, calculations, requirements, and more! Your digital forms can be filled out on mobile devices, like phones and tablets, and online from a computer. The GoFormz mobile apps are fully functional offline, allowing users to continue their work uninterrupted, no matter how remote their location. You can share forms with individuals outside of your organization, allowing them to fill them out and complete forms, even without a GoFormz login. GoFormz can also automate routine tasks and workflows, like sending completed forms to designated contacts, updating connected databases and dashboards, and uploading forms to integrated systems. By automating these tasks, businesses can rapidly implement streamlined processes for document approvals, authorizations, payroll activities, quality assurance, and numerous other activities quickly and efficiently. Your digital forms can also be directly integrated with your other business applications, like Salesforce, Google Suite, Microsoft 365, Procore, Box, and much more. Completed digital forms and collected data can be instantly uploaded to corresponding tools and records within connected systems, and data can even be pushed back to your digital forms, resulting in enhanced communication, improved operational efficiencies, and increased visibility. GoFormz’s award-winning Customer Support and Professional Services teams are readily available to help when you need it. Ready to jumpstart your digital transformation? Try GoFormz with a 14-day trial or request a demo today! **Average Rating:** 4.7/5.0 **Total Reviews:** 223 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10) - **OCR:** 8.5/10 (Category avg: 7.5/10) - **Drag-and-drop Form Builder:** 9.3/10 (Category avg: 8.3/10) - **GPS & Time Stamps:** 8.7/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [GoFormz](https://www.g2.com/sellers/goformz) - **Company Website:** https://www.goformz.com - **Year Founded:** 2012 - **HQ Location:** San Diego, CA - **Twitter:** @goformz (399 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/goformz (62 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Construction, Oil & Energy - **Company Size:** 49% Small-Business, 45% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (16 reviews) - Form Customization (14 reviews) - Ease of Creation (9 reviews) - Easy Setup (9 reviews) - Easy Creation (8 reviews) **Cons:** - Difficult Customization (4 reviews) - Limited Customization (4 reviews) - Connectivity Issues (3 reviews) - Customization Issues (3 reviews) - Expensive (3 reviews) ### 4. [Appenate](https://www.g2.com/products/appenate/reviews) Appenate – Build Powerful No-Code Apps & Forms That Work Anywhere. Appenate is the most flexible no-code platform for businesses needing mobile Forms and Apps built around their own processes. Whether it’s maintenance, field service, inspections, inventory management, or workflow automation, Appenate lets you build and deploy enterprise-grade apps in minutes - with no developers required. Why Teams Choose Appenate Unlike other no-code tools that limit customization, Appenate gives you complete control - from data capture and offline access to white-labelling, AI-assisted form creation, and deep integrations. Key Features & Benefits ✔️ Create & customize Forms in minutes with AI: Skip the blank canvas – just describe your form by text or voice, and AI creates a ready-to-use starting point with configured fields. ✔️ Fully Native Apps: Run faster and more reliably with true native performance on iOS, Android, and Windows. ✔️ Works Offline: Stay productive in the field - even with zero connectivity. Sync automatically when back online. ✔️ Powerful Integrations: Connect your data to Salesforce, SharePoint, Power BI, and hundreds more. ✔️ Full White-Label: Deliver a 100% branded experience with no trace of Appenate - perfect for internal rollouts or reselling. ✔️ Advanced Data Capture: Harness GPS, NFC, OCR, barcodes, photos, and contactless signatures for complete accuracy. ✔️ Role-Based Access: Manage users, teams, and permissions securely across your organization. ✔️ Automated Reports: Instantly convert captured data into Word, Excel, or PDF templates for client-ready reports. ✔️ Pre-Built App Templates: Get started fast with hundreds of ready-to-use apps that can be customized to your workflow. ✔️ Lifetime Support: Enjoy free onboarding, in-depth documentation, and customer support for life - no extra fees. Who Uses Appenate Appenate powers teams across industries like construction, logistics, manufacturing, field service, and facilities management - helping them digitize operations, stay compliant, and increase ROI without the need for developers. “Simply put, Appenate not only saves us time & money – it helps us stay compliant.” - Simon Ozanne, Alacon Aero “With Appenate, we get better quality data & have minimized our post-processing time.” - Project Manager, Amey Trusted by 80,000+ Users in 100+ Countries 🚀 Start your free trial today - build your first custom app in minutes, no credit card required. **Average Rating:** 4.5/5.0 **Total Reviews:** 259 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10) - **OCR:** 8.7/10 (Category avg: 7.5/10) - **Drag-and-drop Form Builder:** 9.1/10 (Category avg: 8.3/10) - **GPS & Time Stamps:** 8.9/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [Appenate (Pty) Ltd](https://www.g2.com/sellers/appenate-pty-ltd) - **Company Website:** https://www.appenate.com - **Year Founded:** 2011 - **HQ Location:** Brisbane, Australia - **Twitter:** @appenate (3,653 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2909904 (46 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Construction, Information Technology and Services - **Company Size:** 55% Small-Business, 36% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (40 reviews) - Form Customization (36 reviews) - Customization Options (26 reviews) - Form Creation (25 reviews) - Customization (20 reviews) **Cons:** - Learning Curve (12 reviews) - Connectivity Issues (11 reviews) - Slow Performance (10 reviews) - Complexity (8 reviews) - Learning Difficulty (8 reviews) ### 5. [Fulcrum](https://www.g2.com/products/fulcrum/reviews) Fulcrum is a field-first SaaS platform designed to transform how organizations manage field data collection and inspections for mission-critical operations. Built specifically for the challenges of field teams, Fulcrum automates workflows, captures real-time location data, and integrates seamlessly with GIS and other systems to ensure a continuous, accurate flow of information—before, during, and after inspections. With Fulcrum, organizations centralize their field operations on a single platform, standardizing data collection and driving productivity gains. From utilities to construction, Fulcrum supports diverse industries by offering customizable workflows that adapt to evolving field conditions. Non-technical users can quickly build data collection apps, while enterprise clients enjoy advanced scalability to manage even the most complex processes. Fulcrum’s AI-powered tools extend the platform beyond standard field data collection. Audio FastFill automatically populates forms using information captured from voice input, photos, and text, reducing manual entry in the field. Insights transforms field data into instant charts, graphs, and maps by answering plain-language questions in seconds. Teams can also deploy custom AI models to support specialized workflows such as anomaly detection or vegetation management. Next, Fulcrum will introduce AI-driven photo recognition, followed by intelligent, in-the-moment guidance designed to assist field crews as they work. Thousands of organizations worldwide rely on Fulcrum to improve data accuracy, reduce operational inefficiencies, and drive digital transformation. By eliminating time-consuming manual processes, Fulcrum helps field teams work faster, smarter, and with greater confidence. Whether capturing inspection results, monitoring assets, or ensuring compliance, Fulcrum delivers the clarity and control needed to make better decisions in real time. **Average Rating:** 4.6/5.0 **Total Reviews:** 241 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **OCR:** 8.6/10 (Category avg: 7.5/10) - **Drag-and-drop Form Builder:** 9.2/10 (Category avg: 8.3/10) - **GPS & Time Stamps:** 9.1/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [Fulcrum](https://www.g2.com/sellers/fulcrum-b0e3b20e-466a-44dc-b7bb-74dc1eec070c) - **Company Website:** https://www.fulcrumapp.com/ - **Year Founded:** 2011 - **HQ Location:** San Francisco, California, United States - **Twitter:** @fulcrumapp (2,753 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/fulcrum-mobile-data-collection/ (150 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Project Manager - **Top Industries:** Environmental Services, Utilities - **Company Size:** 52% Small-Business, 30% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (16 reviews) - User-Friendly (13 reviews) - Easy Setup (7 reviews) - Customization Options (6 reviews) - Customer Support (5 reviews) **Cons:** - Editing Issues (3 reviews) - Limited Features (3 reviews) - Not User-Friendly (3 reviews) - Feature Limitations (2 reviews) - Form Complexity (2 reviews) ### 6. [Process Street](https://www.g2.com/products/process-street/reviews) Process Street is a Compliance Operations Platform that helps teams run their most critical processes the right way, every time. Powered by AI agents, it ensures that policies are enforced, tasks are completed in the correct order, and everything is fully documented for audit readiness. Process Street is built for operational and compliance teams who need more control than task management tools offer, but without the complexity of legacy BPM or GRC systems. It enables anyone on the team to create, update, and run structured workflows without writing code. Instead of just documenting procedures, Process Street turns them into live, trackable processes that drive real execution. At the center of Process Street is Cora, an embedded AI compliance agent that monitors workflows in real time. Cora identifies skipped steps, flags potential risks, and ensures that each process stays aligned with internal policies and external regulations. Organizations use Cora to maintain compliance with frameworks such as ISO 9001, SOC 2, HIPAA, and others, without relying on manual oversight or last-minute audit preparation. The platform consists of three tightly integrated layers. First, document management allows teams to centralize policies, SOPs, and handbooks with full version control, approval workflows, and role-based permissions. Second, the process management engine turns those documents into workflows that assign tasks, route approvals, and collect data. Finally, Cora works across both layers to monitor execution, detect non-compliance, and generate audit-ready records in real time. Key capabilities include: • AI-powered compliance monitoring to enforce standards and surface process risks • No code workflow automation with tasks, forms, logic rules, and approvals • Controlled document management with audit trails, permissions, and version history • Automatic audit readiness with complete tracking of task activity and execution history • Integration with over 8000 tools, including Salesforce, Slack, Workday, and Google Workspace Process Street is used across industries like healthcare, financial services, real estate, and manufacturing. It is especially valuable to teams in operations, compliance, quality, and HR who need to ensure consistency, reduce risk, and prove that every step was followed. By combining structure, automation, and intelligence, Process Street helps teams replace manual processes with scalable systems that deliver control, visibility, and confidence across the business. **Average Rating:** 4.6/5.0 **Total Reviews:** 447 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **OCR:** 6.9/10 (Category avg: 7.5/10) - **Drag-and-drop Form Builder:** 9.0/10 (Category avg: 8.3/10) - **GPS & Time Stamps:** 7.9/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [Process Street](https://www.g2.com/sellers/process-street) - **Company Website:** https://www.process.st - **Year Founded:** 2014 - **HQ Location:** San Francisco, US - **Twitter:** @processstreet (2,781 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/9240798/ (54 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** CEO, Owner - **Top Industries:** Real Estate, Information Technology and Services - **Company Size:** 70% Small-Business, 24% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (84 reviews) - Efficiency (46 reviews) - Process Efficiency (43 reviews) - Task Management (41 reviews) - Automation (33 reviews) **Cons:** - Learning Curve (24 reviews) - Learning Difficulty (22 reviews) - Limited Customization (16 reviews) - Complexity (14 reviews) - Missing Features (14 reviews) ### 7. [Simpro](https://www.g2.com/products/simpro/reviews) The Trades' Edge Starts Here: Simpro is the AI-First Operating Platform built to eliminate complexity, unlock clarity, and double contractor profitability. Contractors deserve a platform that works as hard as they do. Simpro brings operational control to every job, team, and dollar, transforming chaotic workflows into lasting success. Trusted by over 250,000 trades professionals, our all-in-one solution integrates: • Profitability Reimagined: Real-time job costing, faster quoting (up to 10X quicker), and integrated payments to drive healthier cash flow. • AI-First Advantage: Automation and AI Mobile Work Notes that remove manual work and errors, giving your crew a competitive edge. • Operational Control: Centralized scheduling, inventory, and asset tracking from Quote to Cash—all under control. From small-to-midsize businesses to large enterprises, Simpro turns complexity into profit and makes contractors the most profitable, tech-enabled operators in the economy. More meaningful work. More business rewards. **Average Rating:** 4.2/5.0 **Total Reviews:** 387 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 8.9/10) - **OCR:** 6.4/10 (Category avg: 7.5/10) - **Drag-and-drop Form Builder:** 6.4/10 (Category avg: 8.3/10) - **GPS & Time Stamps:** 7.6/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [Simpro](https://www.g2.com/sellers/simpro-c4e20f44-dd13-4446-a6d1-be0961c8defb) - **Company Website:** https://www.simprogroup.com/ - **Year Founded:** 2002 - **HQ Location:** Brisbane, QLD - **Twitter:** @simprosoftware (2,419 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/simpro-software/ (624 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Office Manager, Director - **Top Industries:** Construction, Electrical/Electronic Manufacturing - **Company Size:** 75% Small-Business, 24% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (8 reviews) - Data Management (5 reviews) - Features (5 reviews) - Customer Support (4 reviews) - Efficiency (4 reviews) **Cons:** - Complexity (4 reviews) - Complex Setup (3 reviews) - Difficult Learning (3 reviews) - Improvement Needed (3 reviews) - Learning Curve (3 reviews) ### 8. [ODK](https://www.g2.com/products/odk/reviews) ODK lets you build powerful forms to collect the data that matters most. Trusted by researchers, field staff, and professionals in more than 190 countries, ODK is the fastest and most reliable way to gather high-quality data that leads to smarter decisions, stronger programs, and greater impact. Every year, millions of people rely on ODK in the field, the lab, and the office to collect, manage, and use the data that drives their work forward. Here are six reasons why ODK stands out: 1. Build powerful forms: Capture exactly the information you need with features like photos, GPS locations, skip logic, calculations, external datasets, multiple languages, and more. 2. Collect data online and offline: Work seamlessly in any environment using either the mobile or web app. When an Internet connection is available, your data is synced automatically and securely. 3. Analyze with ease: Export your data in standard formats or connect directly with tools like Excel, Power BI, Python, or R to create dashboards, reports, and real-time insights. 4. Proven across sectors: ODK has been proven in public health, global development, crisis response, agriculture, climate monitoring, and many other sectors where reliable data collection is essential. 5. Trusted by millions: Over 2 million people use ODK to submit more than 250 million records annually from every corner of the world. 6. Open-source software: ODK gives you complete control of your data collection workflows. You can use it as is, or customize and extend it to meet your unique needs. From small studies to national-scale programs, ODK makes it simple to collect reliable, actionable data and turn it into impact. **Average Rating:** 4.9/5.0 **Total Reviews:** 99 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10) - **OCR:** 7.2/10 (Category avg: 7.5/10) - **Drag-and-drop Form Builder:** 7.8/10 (Category avg: 8.3/10) - **GPS & Time Stamps:** 9.7/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [Get ODK Inc](https://www.g2.com/sellers/get-odk-inc) - **HQ Location:** San Diego, US - **Twitter:** @getodk (4,827 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/getodk (49 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Research, Environmental Services - **Company Size:** 50% Small-Business, 32% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (7 reviews) - Customer Support (6 reviews) - Form Customization (6 reviews) - Helpful (6 reviews) - Product Usefulness (5 reviews) **Cons:** - Learning Difficulty (3 reviews) - Limited Features (3 reviews) - Complexity (2 reviews) - Data Management (2 reviews) - Form Complexity (2 reviews) ### 9. [Budibase](https://www.g2.com/products/budibase/reviews) Budibase is a user-friendly, low-code platform, perfect for businesses looking to build custom internal applications quickly and with minimal coding. Its intuitive drag-and-drop interface and pre-built components make app development accessible even to non-coders. Customize applications to match your specific business needs, easily manage data, and streamline processes for increased productivity. Security is a priority, with regular penetration tests, AWS audits, and HTTPS protocols, all underpinned by ISO27001 certification and GDPR compliance. You have complete control over hosting with Budibase: opt for the convenience of our secure cloud service or go for self-hosting to tailor your data and deployment exactly to your requirements. Join a vibrant community and access a wealth of resources, including comprehensive tutorials and active forums. With Budibase, you're not just choosing a development platform; you're embracing a solution that simplifies and accelerates your digital transformation journey, backed by a network of community support and expertise. **Average Rating:** 4.5/5.0 **Total Reviews:** 67 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 7.9/10 (Category avg: 8.9/10) - **OCR:** 8.2/10 (Category avg: 7.5/10) - **Drag-and-drop Form Builder:** 9.4/10 (Category avg: 8.3/10) - **GPS & Time Stamps:** 8.8/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [Budibase](https://www.g2.com/sellers/budibase) - **Year Founded:** 2019 - **HQ Location:** Belfast, GB - **LinkedIn® Page:** https://www.linkedin.com/company/budibase (17 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Marketing and Advertising, Education Management - **Company Size:** 81% Mid-Market, 16% Enterprise ### 10. [ProcessMaker](https://www.g2.com/products/processmaker/reviews) ProcessMaker is a Process Orchestration and Automation platform built to take you beyond basic workflow tools. It connects people, systems, and AI, so you can orchestrate end-to-end work reliably—and run it at scale. ProcessMaker combines agentic AI, deep process intelligence, and intuitive process modelers in one platform. Founded in 2000, ProcessMaker is trusted globally to manage real operational complexity with the governance and flexibility enterprises require. With intuitive drag-and-drop modelers, teams can design, run, and optimize workflows fast. Business users can contribute without heavy training, while IT can extend, integrate, and standardize across the organization. ProcessMaker supports everything from simple approvals to mission-critical operations, works for SMEs and enterprises, and integrates with virtually any tech stack—so you can modernize without ripping and replacing what you already have. **Average Rating:** 4.3/5.0 **Total Reviews:** 275 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.9/10) - **OCR:** 7.8/10 (Category avg: 7.5/10) - **Drag-and-drop Form Builder:** 8.4/10 (Category avg: 8.3/10) - **GPS & Time Stamps:** 7.9/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [ProcessMaker](https://www.g2.com/sellers/processmaker) - **Year Founded:** 2000 - **HQ Location:** Durham, NC - **Twitter:** @processmaker (1,605 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/113435/ (187 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Consultant - **Top Industries:** Information Technology and Services, Financial Services - **Company Size:** 40% Mid-Market, 35% Enterprise #### Pros & Cons **Pros:** - Ease of Use (7 reviews) - Automation (3 reviews) - Efficiency (3 reviews) - Process Automation (3 reviews) - Customer Support (2 reviews) **Cons:** - Functionality Limitations (3 reviews) - Missing Features (3 reviews) - Bugs (2 reviews) - Limited Features (2 reviews) - Performance Issues (2 reviews) ### 11. [Device Magic](https://www.g2.com/products/device-magic/reviews) Device Magic is a data collection and work process software that modernizes your manual paper forms and processes . Deliver accurate data from the field to the office in real-time. Build your forms using our simple drag-and-drop online form builder. Collect data without an Internet connection using your own mobile devices. Deliver data in whatever format you choose - email, text, custom PDF, and more. Build a data collection solution and automate your business data workflows. Integrate with the business tools you're already using, like Box, Slack, Evernote, SQL, Zapier, and more. **Average Rating:** 4.1/5.0 **Total Reviews:** 40 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10) - **Drag-and-drop Form Builder:** 10.0/10 (Category avg: 8.3/10) - **GPS & Time Stamps:** 5.0/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [Device Magic](https://www.g2.com/sellers/device-magic) - **Year Founded:** 2010 - **HQ Location:** Raleigh, North Carolina - **Twitter:** @DeviceMagic (833 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1553140/ (7 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 48% Small-Business, 40% Mid-Market ### 12. [Ecobot](https://www.g2.com/products/ecobot-ecobot/reviews) Ecobot streamlines wetland and stream assessments, accelerating data collection, automating regulatory compliance, and simplifying reporting—saving valuable field time for environmental consultants. **Average Rating:** 4.6/5.0 **Total Reviews:** 68 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10) - **OCR:** 7.0/10 (Category avg: 7.5/10) - **Drag-and-drop Form Builder:** 7.1/10 (Category avg: 8.3/10) - **GPS & Time Stamps:** 8.6/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [Ecobot](https://www.g2.com/sellers/ecobot-f7b4d95e-36bb-4329-8105-99de24471901) - **Year Founded:** 2018 - **HQ Location:** Asheville, US - **Twitter:** @ecobotapp (425 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/ecobot/ (19 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Environmental Scientist - **Top Industries:** Environmental Services, Civil Engineering - **Company Size:** 61% Small-Business, 29% Mid-Market ### 13. [Lumiform](https://www.g2.com/products/zyp-one-gmbh-lumiform/reviews) Lumiform is a mobile-first inspections platform that removes the tradeoff between frontline ease and enterprise complexity. Frontline teams complete audits and inspections quickly on an intuitive mobile app—minimal training needed. Operations managers configure workflows, track corrective actions, and gain real-time visibility across multiple sites. Companies don't just digitize paper—they improve operations by turning inspection data into faster issue resolution and data-driven decisions. Lumiform has strong adoption in retail, logistics, food manufacturing, and hospitality. Businesses operate the platform across 70+ countries to standardize processes while maintaining the flexibility needed for complex, multi-site requirements. Save Time with Automation Teams complete inspections up to 50% faster. Lumiform automatically generates professional reports in seconds and delegates tasks to the right people. Inspection data flows directly to managers, eliminating manual report compilation and enabling immediate action on issues. Template Library and Form Builder Access over 12,000 ready-made inspection templates. Every form is fully customizable—add or remove fields, insert conditional logic, adjust scoring methods, or restructure sections entirely. The form builder accommodates any inspection type: multi-page audits, simple checklists, pass/fail assessments, or complex evaluations with weighted scoring. Operations teams configure forms to match exact operational requirements without technical knowledge. Mobile-First Inspections Frontline teams conduct inspections safely and quickly through smartphones or tablets. The app works offline, ensuring inspections continue even without internet connectivity. Data syncs automatically when connection is restored. Automated Workflows and Collaboration Workflows adapt to complex operational needs. Managers set up conditional logic that routes tasks based on inspection results, severity levels, or location-specific requirements. Corrective actions trigger automatically and assign to designated roles. Teams implement fixes up to 4 times faster through automated task routing and real-time notifications. Enterprise Integration Lumiform integrates with Power BI, ERP systems, and other enterprise tools. Inspection data flows into existing business intelligence platforms, enabling unified reporting and analytics across operations. Environmental Impact The platform eliminates paper-based processes. Companies reduce environmental impact while gaining digital records that are searchable, auditable, and compliant with regulatory requirements. Lumiform delivers both simplicity for field teams and flexibility for enterprise operations—no tradeoff required. **Average Rating:** 4.6/5.0 **Total Reviews:** 58 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10) - **OCR:** 8.3/10 (Category avg: 7.5/10) - **Drag-and-drop Form Builder:** 9.3/10 (Category avg: 8.3/10) - **GPS & Time Stamps:** 9.2/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [Lumiform](https://www.g2.com/sellers/lumiform-bdcfcd5f-0367-422b-991a-3db539abe592) - **Year Founded:** 2018 - **HQ Location:** Berlin, DE - **Twitter:** @Lumiform1 (10 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/lumiform/ (46 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 43% Small-Business, 29% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (8 reviews) - Easy Setup (4 reviews) - Product Usefulness (4 reviews) - Form Customization (3 reviews) - Organization (3 reviews) **Cons:** - Difficulty (2 reviews) - Form Complexity (2 reviews) - Form Issues (2 reviews) - Complexity (1 reviews) - Connectivity Issues (1 reviews) ### 14. [FastField Forms](https://www.g2.com/products/fastfield-forms/reviews) FastField offers a flexible and easy-to-use solution to transform your paper forms into dynamic mobile forms to save time and money – with no technical experience required. Replace your paper inspections, work orders, safety checklists and more by quickly creating a digital version. With FastField’s user-friendly Form Builder you can design perfectly tailored forms for your business and dispatch them to users working remotely in the field. The FastField Mobile App provides a robust interface for users to complete and submit forms wherever they are, even without an Internet connection. Submitted forms are converted to pixel perfect PDF and Word reports all in your own look and feel. FastField supports anything from simple data and report delivery to highly customized business workflow. FastField Business Insight’s platform helps you transform your data into meaningful information with real-time data visualization to identify trends in specific segments of your business. Built in integrations include Email, SFTP, HTTP, DropBox, SQL Server, Google Drive, Sharepoint, Zapier and more. FastField also supports “Direct Post” which allows you to bypass our cloud storage to route data to a private endpoint. Learn more at www.FastFieldForms.com. **Average Rating:** 4.6/5.0 **Total Reviews:** 114 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **OCR:** 5.0/10 (Category avg: 7.5/10) - **Drag-and-drop Form Builder:** 8.6/10 (Category avg: 8.3/10) - **GPS & Time Stamps:** 9.1/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [Quickbase](https://www.g2.com/sellers/quickbase) - **Year Founded:** 2012 - **HQ Location:** Boston, MA - **Twitter:** @quickbase (5,154 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2845325/ (858 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** President - **Top Industries:** Construction, Environmental Services - **Company Size:** 66% Small-Business, 29% Mid-Market ### 15. [Pulse](https://www.g2.com/products/pulse-business-solutions-inc-pulse/reviews) Pulse is a cloud-based software that helps businesses from different industries with their EHS compliance and quality control goals by digitizing inspections. The mobile app of Pulse also works offline and ensures that all inspections are streamlined and real-time data gained from them are insightful for future policies. The reports generated on Pulse help organizations empower employees for smart action planning and overall safety management culture. No more reputational and operational risks anymore! Pulse can also integrate with other platforms seamlessly to provide a holistic and unified experience. **Average Rating:** 4.7/5.0 **Total Reviews:** 94 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10) - **OCR:** 9.2/10 (Category avg: 7.5/10) - **Drag-and-drop Form Builder:** 9.2/10 (Category avg: 8.3/10) - **GPS & Time Stamps:** 9.8/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [Pulse Business Solutions](https://www.g2.com/sellers/pulse-business-solutions) - **Year Founded:** 2020 - **HQ Location:** Lewes, US - **Twitter:** @PulseEHS (17 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/pulse-smart-checklists-inspections-audits (23 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Area Manager - **Top Industries:** Food & Beverages, Food Production - **Company Size:** 62% Enterprise, 26% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (8 reviews) - Centralization (4 reviews) - Audit Efficiency (3 reviews) - Audit Management (3 reviews) - Data Tracking (3 reviews) **Cons:** - Slow Performance (2 reviews) - Bugs (1 reviews) - Complexity (1 reviews) - Difficulty (1 reviews) - Learning Curve (1 reviews) ### 16. [Magpi](https://www.g2.com/products/magpi/reviews) Magpi provides easy mobile forms for collecting field data anywhere, on any device, in any language or alphabet. Collected data can be arranged in real-time online dashboards and reports, or integrated with any other online system. All with no coding required. **Average Rating:** 4.4/5.0 **Total Reviews:** 19 **User Satisfaction Scores:** - **OCR:** 7.8/10 (Category avg: 7.5/10) - **Drag-and-drop Form Builder:** 7.8/10 (Category avg: 8.3/10) - **GPS & Time Stamps:** 7.8/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [Magpie Systems](https://www.g2.com/sellers/magpie-systems) - **Year Founded:** 2002 - **HQ Location:** Westbrook, CT - **Twitter:** @Magpi_Mobile (2,552 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2010405/ (1 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Information Technology and Services - **Company Size:** 63% Mid-Market, 26% Small-Business ## Parent Category [Content Management Systems](https://www.g2.com/categories/content-management) ## Related Categories - [Field Service Management Software](https://www.g2.com/categories/field-service-management) - [No-Code Development Platforms](https://www.g2.com/categories/no-code-development-platforms) - [Inspection Management Software](https://www.g2.com/categories/inspection-management) --- ## Buyer Guide ### What You Should Know About Mobile Forms Automation Software ### What is Mobile Forms Automation Software? Mobile forms automation software assists field workers and their managers with the creation of transferable documents, forms, and data that can be accessed remotely or otherwise. Regardless of a jobsite’s location, this software assists in collecting data in real time and helping organizations with employees in the field streamline their collection of data. Often, it allows the user to connect offline, enabling remote teams to create more frequent and accurate updates to data. Mobile forms automation software then creates analytics from the data which is used to create dashboards and fill out and submit forms such as inspections, audits, and reports directly from a mobile device. This type of software enables companies to improve decision making, reduce costs, access important data in real time, and streamline workflows. These workflows notify users of changes and help teams remain updated on tasks, work orders, and other assignments. When integrated with a company’s IT system, paper documents can quickly and easily be converted into digital forms, both online and offline and stored safely in a company's cloud or on-premise storage. Key Benefits of Mobile Forms Automation Software - Digitizes forms and documents to eliminate paper records - Captures data from employees in the field electronically - Enables the sharing of digitized forms with customers and employees - Automates tasks, deadline notifications, and other alerts - Collects and analyzes data with various dashboards and reports ### Why Use Mobile Forms Automation Software? The main function of mobile forms automation software is to create and transfer documents remotely, both online or offline. However, there are several other reasons why organizations decide to invest in this software, some of which are listed below: **Improved productivity –** Mobile forms automation software helps to automate the processes of gathering, reporting, and storing information while allowing the employee to fill out and complete these forms virtually anywhere. This, in turn, reduces multitasking, allowing employees to work on more complex tasks while leaving routine duties to the mobile forms automation software. **Team collaboration –** This software sends work orders throughout the team while collecting information from employees involved in the project. It quickly and easily gathers necessary information and securely stores it, allowing workers to quickly find files they are looking for. **Time reduction in data collection –** Mobile forms allow teams to gather relevant data in the fastest possible way, and as a result, data is accessed quickly and more efficiently. ### Who Uses Mobile Forms Automation Software? Any company or organization with employees who work in the field or manage remote properties or projects may use mobile forms automation software. Within these organizations, both the employee and the employer can leverage the benefits of this software. **Transportation companies –** Transportation companies mainly use mobile forms automation software for vehicle inspections. The software assists in quickly collecting and securing data to create forms for transportation regulation agencies, such as the United States Department of Transportation (DOT) or the Federal Aviation Administration (FAA). Mobile forms can also be used by managers to review employees’ work in real time and ensure that they are following instructions during inspections. **Construction project managers –** Managers of construction projects use this software to automate the documentation involved in all processes of construction. These documents include timesheets, contracts, inspection reports, and any other contractor tracking. Mobile forms help managers streamline and control the workflow of all documentation. **Facility management companies —** Any company that has various properties reporting to the main office can use this software to collect data. Mobile forms automation software stores numerous reports in one centralized location, giving employees easy access to the data. Some of these reports may include real estate contracts, inspection reports, work orders, or cost estimates. **Utility companies —** Utility companies, such as gas, energy, and water or sewer, benefit from this software through the automation of their numerous regulatory compliance reports, work orders, land surveys, photos, and videos. Mobile forms help to streamline the collection and sharing of this data throughout the field. ### Kinds of Mobile Forms Automation Software There are various mobile forms that are supported by mobile forms automation software. They vary based on factors such as the scope of functionality, price, and simplicity. Some of the more popular types are listed below: **Webform —** This is the simplest type of form because there are only a few fields to fill out. Its main advantage is its simplicity but it may lack other functionality, such as reporting, workflow management, and notifications. In most organizations, it is just text forms with several fields. **PDF —** PDF is probably the most popular mobile form because it is the most compatible, and the forms look like the original form used in the workflow. The main advantage of the form is that it looks like a branded document with the company’s logo, color scheme, and font size. If specific calculations, dropdowns, or security settings are needed within the form, the software may have to be customized and these features have to be implemented into it, which isn’t always easy or cheap. Companies may need additional resources and time to adapt the form to their specific requirements. **Word documents and spreadsheets —** These forms are also popular because they are created using widely compatible documents. These forms can be easily created and edited, but sometimes lack functionality, like form design and centralized storage, while also having potential security issues. ### Mobile Forms Automation Software Features Among the many advantages and features of mobile forms automation software, the following are some common features typically found in this type of software: **Mobile application —** Employees often have to use this software on their mobile devices, including smartphones and tablets. A mobile interface is essential to perform the work on the go and in case of necessity. **Alerts —** Notification emails or system alerts are sent as soon as a workflow step is ready for the next employee, allowing the user to complete the task quicker. **Task management —** For employees to be automatically notified about alerts, escalations and any follow ups, workflows can be streamlined and created on the fly. **Reporting &** [**Analytics Dashboards**](https://www.g2.com/categories/mobile-forms-automation/f/analytics-dashboards) **—** Custom reports and dashboards can be created and distributed to defined contact lists using data populated and filtered by the software. These datasets can then be drilled into for further analysis. **Integrations —** The software integrates seamlessly with other platforms, such as spreadsheets, CRM systems, or marketing tools to send and receive data. **Offline functionality —** Mobile forms automation software functions offline, captures data, and autofills forms even when a device has no connection to the internet. Once the internet connection is restored, the software automatically begins to update the forms. **Workflows —** Once forms and tasks are updated and completed, they are delivered to the next employee for input or to a manager for issue resolution or approval following the company’s specific workflow rules. Other Features of Mobile Forms Automation Software: [API Builder Capabilities](https://www.g2.com/categories/mobile-forms-automation/f/api-builder), [Embedded Work Instructions Capabilities](https://www.g2.com/categories/mobile-forms-automation/f/embedded-work-instructions), [Image and Video Capture Capabilities](https://www.g2.com/categories/mobile-forms-automation/f/image-and-video-capture), [OCR Capabilities](https://www.g2.com/categories/mobile-forms-automation/f/ocr) ### Potential Issues with Mobile Forms Automation Software **Choosing overly complex software —** Depending on the size of an organization and the scope of their projects, it is important that they select a solution that best fits their needs and isn’t overly complicated or too vast in its functionality. If there are more form fields than needed, it may cause employees to waste time by sorting through irrelevant data which defeats the purpose of using mobile forms automation software. ### Software and Services Related to Mobile Forms Automation Software [**Workflow management software**](https://www.g2.com/categories/workflow-management) **—** Workflow management software helps companies define and manage sequences of business activities and tasks. This type of software is used to improve employee productivity and optimize resource utilization. It also increases collaboration between teams and departments. Workflow management software is used mostly by managers to define inter- and intra-departmental business flows. [**Digital process automation (DPA) software**](https://www.g2.com/categories/digital-process-automation-dpa) **—** DPA software is an emerging market of tools containing features found in many technologies, including a number of process automation and rapid application development software technologies. These tools help companies develop completely automated, end-to-end case and process solutions. DPA platforms provide the tools necessary to build applications, trigger integrations, and manage the processes associated with virtually any digital workflow. [**Business process management software**](https://www.g2.com/categories/business-process-management) **—** Business process management (BPM) software helps define, automate, and report on processes that are intended to help optimize businesses to deliver on company goals. BPM systems are used to clearly define processes that span a full company’s operations and then monitor those processes. These tools are also used to help automate processes or, in some cases, build digital applications for different steps in the process. The strength of BPM systems is that they look at the big full-company picture and can be used by any department, but they are commonly selected by operations teams.