Formaloo Features

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Enables users to view and transact business with the same content in multiple languages and currencies.

Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Access software remotely via mobile devices

Manage the process of attracting and converting business prospects into leads

Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools.

Has the ability to customize look and feel of chatbot to match` company branding.

Gives user the ability to analyze conversations with the chatbot and see its performance.

Allows users to test the efficacy of various responses through A/B testing.

Allows for varying access to chatbot and admin settings, depending on user, their role, etc.

Can collect and store information from interlocators, such as email, phone number, etc.

Analyze data and automatically generate insights using AI/ML technologies

Copy on the page or chat window encouraging the user to engage with the chat option

Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

Track, store, and access client contracts or licenses

Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

Enables analysis of effectiveness of an organizations various marketing activities

Manage, store and organize emails within the system or via third-party apps

Create, save, and store files

Defines specific deal parameters to negotiate and secure deals

Tracks issues/help requests reported by customers through the resolution process.

Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.

Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.

Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.

Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

Create, design and manage workflows for repetitive tasks

Track all opportunities for potential sales and convert them into recurring revenue

Pipeline view and tracking lead status

View and track pertinent metrics to find patterns and gain insights from data

Track and manage schedules and meetings via an integrated calendar

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Manage and track all internal and external communication conducted via calls, email, text, or chat

Interact with data visualization elements, such as charts and graphs, to drill down into data

Create, save, and re-purpose templates for emails, forms, etc.

Predict future data based on historical data sets

Store, manage, and track all electronic documents in a centralized location

Manage various distribution channels, build relations with channel partners, and track their performance

Tracking, calculating, and paying commissions and earnings to employees

Manage or track sales completed by field teams/employees

Ability to input, modify and extract data from the application in bulk through a structured file.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Addition of necessary external data, applications, tools, or features

Incorporation of a chat or messaging system within an organization's internal communication infrastructure

Provides a channel for team members to share media files, communicate, and work together

Tools designed to streamline the process of lead generation and management for sales teams

Receive data and information in real time

Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone

Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Set up connections to third-party platforms to improve business processes

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Provide online support for your customers through live chat or help desk functionality

Integrate with more than one social media network

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Provides the ability to drag-and-drop elements into the application to customize interface.

Provides tools for inserting brand logos, colors, quotes, and other proprietary content.

Provides base-level application templates to build atop and customize for specifc users and actions.

Allows the creation ofpage sequences, forms, and libraries for users navigating the application.

Create, manage and track all task activities and progression

Configure existing workflows to meet your organization's needs

Manage the processes involved when making the application ready for use

Identify which applications need to exchange data and enable these data connections

Lets users add data from existing sources when creating the initial application or changing data sources.

Continuously updates data as users or external data sources are edited.

Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data.

Releases the application for access on desktop or mobile devices.

Lets users build cross-platform applications or provide specific templates for different device types.

Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation.

Access software remotely via mobile devices

Uses external data sources to improve customer profiles.

Can be updated to accept new sources and types of data.

Can act as a content marketing platform.

Can engage with customers across any device with a consistent message.

Create and send email blasts/campaigns

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

Receive data and information in real time

Provides analysis of marketing program ROI and efficiency.

Predicts outcomes based on statistical models; can give insight to "what-if" scenarios.

Uses artificial intelligence to provide suggestions based on desired outcomes.

Allows users to simultaneously collaborate on a document within the application.

Stores different versions of a document.

Allows users to provide an e-signature within the platform.

Allows businesses to request files from clients.

Allows businesses to solicit feedback on projects or documents from clients.

Provides billing and invoicing within the application.

Provides internal and/or external instant messaging capability.

Offer project management features like task creation and tracking within the application.

Offer analytics concerning productivity or client engagement.

Allows businesses to track time spent on projects within the application.

Provides a mobile application.

Tracks metrics that provide insight into how a user interacts with any interface or product

Customize your chat workflows with rules and automations.

Enables users to create surveys through a simple drag-and-drop or WYSIWYG editor

Tailored or customizable questions for more targeted and relevant data collection

Offers pre-built templates for creating surveys with different audiences or use cases

Provides tools for distributing surveys through email, SMS, social media, etc.

Distribute a survey via mobile devices

Survey popup over a webpage to specific users based on their behavior

Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group

Survey design technique that directs respondents to different questions based on their previous answers

Allows users to customize survey colors, logos, and URLs to match company branding

Ability to embed videos, photos, or other rich media

Allows for creation of surveys in different languages and advanced survey translation

Provides tools to visualize and analyze data

Allows integration with third -party reporting and business intelligence applications

Allows users to export reports from the product into an .xsl, .csv, or .pdf file

Allows administrators to set permissions on viewing, filtering, or sharing survey results

Provides a channel for team members to share media files, communicate, and work together

Share and present designs

Analyze survey results via statistical testing or crosstabs directly within the software

Receive data and information in real time

Interact with data visualization elements, such as charts and graphs, to drill down into data

Allows users to add custom fields to forms that aren't already on the templates

Enables forms to hide or show certain fields based on respondents' answers

Allows users to create forms with more than one page

Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)

Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system

Enables forms to be embedded onto a website without having to create code from scratch

Can used without an internet connection

Sends notifications when a completed form is recieved

Contains integrations with payment processors, enabling users to accept payments through forms

Allows users to build, distribute and access forms from a mobile device

Customize contracts and forms to collect specific information

Notifications that are delivered to users as soon as an event occurs

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Receive system updates as soon as any changes are made

A visual way of interacting with an application or operating system using items such as windows, icons, and menus

Drag and drop/visual interfaces that allow non-tech users to build without writing code

Active reporting of data and metrics

Graphical representation of data

Customize data fields to support various needs and use cases

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

An application for source code editing, compiling, and debugging

Customize contracts and forms to collect specific information

Use AI to generate content in the form of text, images, videos, etc.

Application programming interface that allows for integration with other systems/databases

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more

Web form that allows users to enter data that is sent and processed for different reasons

Development of custom software, web apps, mobile apps, etc.

Ability of websites, web applications, or mobile applications to function without an active internet connection

Alter the layout and content of reports

Use visual elements such as pre-built blocks and/or shapes to assemble a model or design

Define levels of authorization for access to specific files or systems

Verify the identity of users/devices to enable secure access

Search and filter data across systems to locate required information by entering keywords or certain criteria

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Securely stores data to prevent data loss or breaches

Provides a channel for team members to share media files, communicate, and work together

Manage the process of evaluating documents or requests submitted for approval

Create/edit commerce applications for mobile devices and/or web

Import and export data to and from software applications

Track revisions and updates made to files and navigate between different versions

Notifications that are delivered to users as soon as an event occurs

Assemble applications and processes by dragging over and arranging pre-built components

Build applications without the use of code

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Existing templates or individual parts of a bigger design commonly used in software, coding, learning courses etc.

Search and filter data across systems to locate required information by entering keywords or certain criteria

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Import and export data to and from software applications

Automatically identify and save contact information of potential customers

Software's ability to perform similar action on multiple similar files simultaneously

Track delivered, received, and opened emails

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Assemble applications and processes by dragging over and arranging pre-built components

Group leads or contacts based on their specific characteristics

Customize data fields to support various needs and use cases

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Track interaction history by documenting conversations for contacts

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Store and organize documents in a centralized system

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Log and store the source of contacts/leads

Generate quotes or estimates for customers

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Score a lead on their quality or likelihood to buy based on certain behaviors

Automate workflows and trigger campaigns based on customer actions

Pre-made examples and templates for emails

Reports specific to sales analysis for trends and strategies

Visualize and analyze customer experience across all touchpoints and channels

Timed notification for any upcoming task, deadline, appointment, or activity

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Protect sensitive data for digital privacy

Alter the layout and content of reports

Synchronize with other calendars to view mutual availability and schedules

Primarily serving startup companies

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Operate/access software on iPad Devices

Pre-designed layouts that can be customized to match preferences and requirements

Track and document all activities across devices, networks, and other systems

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Operate/access software on Mac Devices

Create landing pages or online forms designed to capture new leads and prospects

Engage with a lead throughout the sales process by actively providing information

Games or game-like elements to track progress and reward accomplishments

Arrange tasks based on the level of priority or urgency

SaaS, web-based, online deployment

Use your computer as a phone device to make calls over the internet

Allow users to access multiple services after entering their login credentials once

A collection of customer information such as contact details, demographics, previous interactions, etc.

Predefined actions automatically performed on the occurance of specific events

Access the system via a mobile application

Set up automated email sequences to streamline outreach and engage leads/contacts

Process of dividing customers into groups based on common characteristics

Manually or automatically assign leads to sales reps

Designed for small businesses

Ability to chat online in real time

Capture contact information by scanning a physical item and having the system automatically extract data from the scan

Graphical representation of data

Track customers' activities across social networks and maintain details about their demographics, preferences & more

Market event via social media tools

Observe and track the demand, usage, progress or quality of a system, product, or user

Tracks metrics that provide insight into how a user interacts with any interface or product

Track activity on sites such as Facebook, Twitter, Instagram, etc.

Initiate interactions with customers by proactively starting conversations or providing informational content

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Monitor social media posts or web that mention a particular brand

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Streamlining repetitive tasks and activities through automated and predefined workflows

Allow users to access multiple services after entering their login credentials once

Survey or poll in which voice broadcast recipients can communicate responses via the phone

Survey or poll in which participants communicate responses via the internet, typically by completing a questionnaire on a web page

Allow media to be embedded in the question or answer options

Tracks metrics that provide insight into how a user interacts with any interface or product

Pre-written repository of questions that can be reused within a course or for assessment or interviews

Graphical representation of data

Create and administer polls and surveys

Use AI to generate content in the form of text, images, videos, etc.

Visual representations of words that give greater prominence to words that appear more frequently

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Customize data fields to support various needs and use cases

Create, save, and re-purpose templates for emails, forms, etc.

Manage, store and organize emails within the system or via third-party apps

Allow the audience to interact or engage with the content

Allow users to collaborate and ask questions regarding folders and/or documents within the system

Gauge satisfaction and receive information for improvement and success

Track and document all activities across devices, networks, and other systems

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Application programming interface that allows for integration with other systems/databases

Removes data that is incomplete, inaccurate, or irrelevant from a dataset

Create and send email blasts/campaigns

Protect sensitive data for digital privacy

Allow reviewers to provide anonymous feedback to encourage honest conversations

Modifying a website's URL to enhance readability, branding, or campaign alignment

Integration of respondents' answers from previous survey questions into subsequent questions or text

Practice of collecting data and responses for market research/surveys without an internet connection

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Measuring and analyzing Net Promoter Scores to evaluate customer loyalty and satisfaction levels

Assemble applications and processes by dragging over and arranging pre-built components

Import and export data to and from software applications

Ensure the answer provided fits set parameters (numerical, positive number, etc.)

Process of dividing customers into groups based on common characteristics

Limit the number of participants with certain characteristics you want to complete the survey

Manage and support multiple languages

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Reminders sent via email

Games or game-like elements to track progress and reward accomplishments

Randomize the displayed order of questions and answer options

Search and filter data across systems to locate required information by entering keywords or certain criteria

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Leave comments and notes on documents for others to view

Facilitates online authoring and publishing of the content

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Centralized repository to store content and assets

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Assemble applications and processes by dragging over and arranging pre-built components

Search and filter data across systems to locate required information by entering keywords or certain criteria

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Leave comments and notes on documents for others to view

Facilitates online authoring and publishing of the content

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Centralized repository to store content and assets

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Assemble applications and processes by dragging over and arranging pre-built components

Add customized logos and colors to align with company branding

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Application programming interface that allows for integration with other systems/databases

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Provides a channel for team members to share media files, communicate, and work together

Import, collect, and capture data from multiple sources

Automatically populating fields or sections within a form

Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers

Create, edit, convert to and from PDF files

Pre-designed layouts that can be customized to match preferences and requirements

Collection of images, videos and other digital content that can be used

Use AI to generate content in the form of text, images, videos, etc.

Search for specific words or phrases within a document or database

Gauge satisfaction and receive information for improvement and success

Import and export data to and from software applications

Store, manage and track all forms in a centralized location

Digitally sign online documents

Set up connections to third-party platforms to improve business processes

View and track pertinent metrics to find patterns and gain insights from data

Create, design and manage workflows for repetitive tasks

Create, save, and re-purpose templates for emails, forms, etc.

Access software remotely via mobile devices

Tool to send questionnaires to customers to gauge feedback

Score a lead on their quality or likelihood to buy based on certain behaviors

View messages sent by both parties during the chat conversation

Identify different languages

Existing bot models for AI-based tools commonly used for auditory and textual conversation methods

Automatically identify and save contact information of potential customers

Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language

Process and analyze human language in text or audio form

Manage and support multiple languages

Used as a promotional or demonstration tool in sales and marketing presentations

Interprets what a user is doing based on context and helps guide them through the process.

Automatic reply functionality for incoming messages

Provide online support for your customers through live chat or help desk functionality

AI-based platform which conducts a conversation via auditory or textual methods

Helps understand a user's intentions/actions

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

See options for potential search queries within the system

Transfer queries and organize messages between agents

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Shortcuts for inputting frequently used messages

Software program that continuously adjusts its behavior based on observed data

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Tickets are automatically assigned to specific agents based on predefined rules

Streamlining repetitive tasks and activities through automated and predefined workflows

Tracks metrics that provide insight into how a user interacts with any interface or product

Manage, organize, and store contact information

Visualize and analyze customer experience across all touchpoints and channels

Use AI to generate content in the form of text, images, videos, etc.

Application programming interface that allows for integration with other systems/databases

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

Manage the process of attracting and converting business prospects into leads

Combining data from different sources and providing a unified view

A report showing what actions customers perform

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Group campaigns by project, client, or campaign for better management.

Automatically identify and save contact information of potential customers

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Track visitors'/audience's responses across web pages and other optimized content

Analyze and gain insights into data in real-time

Manage, store and organize emails within the system or via third-party apps

Score a lead on their quality or likelihood to buy based on certain behaviors

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Create, save, and re-purpose templates for emails, forms, etc.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Predict future data based on historical data sets

Gauge satisfaction and receive information for improvement and success

Adjust communications based on previous interactions or personal preferences

Plan and strategize marketing campaigns

Set up connections to third-party platforms to improve business processes

Track and analyse user behavior within a system or network

Track delivered, received, and opened emails

Track and interpret campaign performance metrics

Process of dividing customers into groups based on common characteristics

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Manage various distribution channels, build relations with channel partners, and track their performance

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Ensure compliance with the General Data Protection Regulation protocols

Record customer information, purchase history, and other notes

A collection of customer information such as contact details, demographics, previous interactions, etc.

Allows users to manage data from a number of sources

Predefined actions automatically performed on the occurance of specific events

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Pre-designed layouts that can be customized to match preferences and requirements

Allows users to generate text based on a text prompt.

Use AI to generate content in the form of text, images, videos, etc.

Create proposals based on costs of labor and materials

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Notifications/alerts for upcoming events or tasks

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience