DataForma Reviews & Product Details

Ability to write out contracts with templates that can be downloaded into Word to personalize contract. Review collected by and hosted on G2.com.

Everything Else. It takes an average 6 clicks just to see the information that you want. Plus the added frustrations of the App not being able to upload PDFs and needing a different app to illustrate on pictures before uploading on the regular app. Make a mistake and need to delete, well too bad because administration is the only one that can delete. Need to look at all the photos? Get ready to download them or look at them one at a time....you can also do the slide show but forget about zooming in/out on the photo besides the fact that this will only open to about 1/4 of your screen. Want to organize the photos? Good luck because they need to be in numerical order, so that is lots of fun! (Hope you can sense the sarcasm.) The phone app also does not sync up with the project so if you call/text/email your client you have to do double entry into Dataforma instead of it automatically logging in the event. The program does not sync up with Google Mail, Contacts nor Events so if you utilize Google then double entry again. The program does not sync up with Quickbooks either so need to do a Purchase Order get ready to do the Order in Quickbooks, Email that out, Download then upload it into DataForma Docs then go back and write down a note and you best believe that the docs, note are different windows. Do your PMs get an email when you update the notes? Of Course Not. You will have to open up another window, the email window and send that out. Does not assist in efficiency. Review collected by and hosted on G2.com.

I think that what I like the most about DataForma is that it allows to create and manage construction projects in an easy and fast way, besides controlling budgets and project resources. Review collected by and hosted on G2.com.

DataForma is quite expensive compared to other project management tools such as Microsoft Project, if they would adjust their licensing and service prices it could be a little more accessible for medium sized companies and could even reach other markets. Review collected by and hosted on G2.com.

Dataforma gives every team member the information they need, when and where they need it. From the mobile app to the detailed building history, it provides us a clear picture of our customers and their needs. Review collected by and hosted on G2.com.

Can be cumbersome for new users. New updates seem to fall behind schedule. Would like customers to have the ability to report service calls through the mobile app. Review collected by and hosted on G2.com.

Quick & consistent, accessible across all platforms (for the most part) Review collected by and hosted on G2.com.

Can't look up documents from my phone, just pics. Doesn't integrate with other solutions we use like Follow-Up Power, Quickbooks (it does, but only in limited transaction capacity), Windows explorer (why not a windows explorer tree for project docs?) Review collected by and hosted on G2.com.

What's not to like? Easily tracks leads, sold projects, stores documents for each project and creates reports. It has so many more capabilities than what we are using it for, and I can't wait to get into using it more!! Review collected by and hosted on G2.com.

My only dislike currently is that it can become a burden to keep updated. We are way behind at keeping our Dataforma records updated due to the fact that we'd have to double enter mostly everything with our accounting system and we are so busy we can't even find the time to enter leads... so nothing wrong with the product per se, we just need to use it better! Review collected by and hosted on G2.com.

Tracking leads are easy as 1...2...3! It allows the entire office to track leads from the initial call to the sale. Review collected by and hosted on G2.com.

Client portals would be extremely helpful, unfortunately, it comes at an extra cost and is not highly customizable. Review collected by and hosted on G2.com.